Welcome to our dedicated page for LSB Industries SEC filings (Ticker: LXU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for LSB Industries, Inc. (NYSE: LXU) provides access to the company’s official regulatory disclosures as a Delaware corporation reporting under Commission File Number 1-7677. Through these documents, investors can review how LSB presents its ammonia and ammonia-related manufacturing business serving agricultural, industrial and mining end markets, along with its focus on low and no carbon products.
Key filings include annual reports on Form 10-K and quarterly reports on Form 10-Q, which contain detailed discussions of product sales categories such as ammonia, urea ammonium nitrate (UAN), ammonium nitrate (AN) and nitric acid, as well as information on end markets, input costs, risk factors and overall financial condition. Current reports on Form 8-K, some of which are excerpted in the data above, document events such as quarterly earnings releases, the furnishing of financial presentations, conference call announcements and certain corporate governance changes.
On Stock Titan, these filings are updated in near real time from the SEC’s EDGAR system and paired with AI-powered summaries that highlight the main points of lengthy documents. This can help users quickly identify items such as quarterly results, capital structure details, and management’s commentary on market conditions and low carbon projects like the El Dorado Carbon Capture and Sequestration initiative.
Investors can also use this page to track items commonly of interest in SEC reports, including financial statement trends, disclosures about major projects, and information furnished under Form 8-K related to results of operations and financial condition. Insider transaction reports on Form 4 and proxy materials, when available, can further inform analysis of LXU’s governance and ownership structure.
Luxfer Holdings plc (LXU) submitted a Form 144 notice reporting the proposed sale of 250,000 common shares on the NYSE through UBS Financial Services Inc. The filing lists an aggregate value of $2,937,725.00 and includes several prior stock awards dated 01/03/2023, 01/20/2023, 01/21/2023, and 01/21/2024 with amounts shown as 137,252, 22,407, 16,136, and 74,205 respectively.
LSB Industries outlines its 2025 annual report, describing a nitrogen chemicals business serving industrial and agricultural markets from plants in Arkansas, Alabama, Oklahoma and Texas. Key products include AN and nitric acid, UAN and ammonia, which together made up all consolidated net sales in 2025.
The company targets growth in low and no carbon ammonia, using its existing ammonia and hydrogen expertise, while balancing more volatile agricultural sales with longer-term industrial contracts that often pass through natural gas costs. It ended 2025 with about $192.8 million in combined cash, short-term investments and borrowing capacity, and had 71,846,842 common shares outstanding as of February 20, 2026.
LSB highlights competitive strengths in plant locations, access to low-cost U.S. natural gas and diversified end markets, but warns of significant risks from natural gas price volatility, plant outages at its four key facilities, regulatory and environmental compliance costs, substantial debt including $438.6 million of 6.25% senior secured notes due 2028, and execution risk around its low carbon ammonia initiatives.
LSB Industries reported a strong 2025, with net sales rising to $615M from $522M and adjusted EBITDA increasing to $162M from $130M. Diluted EPS improved to $0.34 from a loss of $(0.27), reflecting better profitability.
For Q4 2025, net sales grew to $165M from $135M, adjusted EBITDA climbed to $54M from $38M, and EPS turned positive at $0.22 versus a loss of $(0.13). Net debt to trailing adjusted EBITDA improved to 1.8x from 2.3x as the company repurchased $39.9M of debt and 0.3 million shares.
The company issued 2026 guidance that includes planned turnarounds reducing ammonia and UAN production but maintains solid sales-volume targets. It also outlined a low-carbon ammonia and carbon capture project at El Dorado, with key permits expected in 2026 and startup targeted by the end of 2026.
LSB Industries reported a strong turnaround in 2025, returning to profitability with solid growth in sales and margins. Full-year net sales rose to $615.2 million from $522.4 million in 2024, while net income improved to $24.6 million from a net loss of $19.4 million. Diluted EPS moved to $0.34 from a loss of $(0.27), and adjusted EBITDA increased to $161.5 million from $129.5 million.
In the fourth quarter, net sales grew to $165.0 million and net income reached $16.1 million, with adjusted EBITDA of $54.1 million. The company reduced total debt to $441.0 million and held $148.5 million in cash, cash equivalents and short-term investments as of December 31, 2025. It repurchased $39.9 million of Senior Secured Notes and about 0.3 million shares for $2.8 million in 2025. Management also issued a 2026 volume outlook reflecting planned turnaround activity and highlighted progress on a low-carbon ammonia CCS project expected to start operating by the end of 2026.
LSB Industries, Inc. (LXU) received an amended Schedule 13G from CastleKnight Master Fund LP and related entities, including Weitman Capital LLC and Aaron Weitman, reporting a passive ownership position. The group reports beneficial ownership of 3,239,383 shares of common stock, representing 4.5% of the class as of the event date.
Each reporting person discloses no sole voting or dispositive power and shared voting and dispositive power over 3,239,383 shares. They certify the securities are not held to change or influence control of LSB Industries, and that ownership is now at or below the 5% threshold.
LSB Industries director Barry H. Golsen reported indirect sales of the company’s common stock through family entities. On February 9–11, 2026, irrevocable family trusts and BGG Family LLC executed several open‑market sales under pre‑established Rule 10b5‑1 trading plans at weighted average prices around $10.00–$10.12 per share. Following these transactions, the irrevocable family trusts held 46,619 shares and BGG Family LLC no longer held shares, while separate lines show 44,029 shares held by a revocable trust, 693 shares held by his spouse (disclaimed), and 3,568 shares held directly.
LSB Industries approved 2026 long‑term incentive grants for key executives under its 2025 Long-Term Incentive Plan, using a mix of time-based RSUs and performance-based RSUs. CEO Mark T. Behrman received 153,604 time-based and 153,604 performance-based units, with smaller but similar grants to other senior executives.
The performance awards use a three-year cycle with annual goals, starting with return on net assets in the first year and a total shareholder return modifier over the full period, with payouts generally ranging from 50% to 200% of target before the TSR adjustment. The company also added accelerated vesting on events including qualifying retirement, and entered a side letter giving the CEO full vesting of time-based awards and at least target vesting of performance awards upon a defined qualifying retirement.
LSB Industries, Inc. executive Renwick Damien, EVP and Chief Commercial Officer, reported an equity compensation grant on Common Stock. On 02/04/2026, he acquired 25,115 shares at a stated price of $0.00, tied to time-based Restricted Stock Units under the Company’s 2025 Long Term Incentive Plan.
Following this grant, Damien beneficially owned 123,829 shares of LSB Industries Common Stock in direct form, reflecting his updated equity stake as an officer of the company.
LSB Industries, Inc. reported that President and CEO Mark T. Behrman received an award linked to 153,604 shares of common stock on February 4, 2026. The award is described as a grant of time-based restricted stock units under the company’s 2025 Long Term Incentive Plan.
After this grant, Behrman beneficially owns 1,737,195 shares of LSB Industries common stock, held directly. The transaction price is recorded as $0.00 per share, reflecting that this was an equity incentive grant rather than an open‑market purchase.
LSB Industries, Inc. EVP - Manufacturing Scott D. Bemis received an equity grant of 10,584 shares of common stock on February 4, 2026. The award was issued at a price of $0.00 per share as a grant of time-based Restricted Stock Units under the Company's 2025 Long Term Incentive Plan.
Following this grant, Bemis beneficially owns 32,156 shares of LSB Industries common stock in direct ownership. This transaction reflects routine executive equity compensation designed to align the executive's interests with those of shareholders over time as the RSUs vest.