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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on LSB INDUSTRIES's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into LSB INDUSTRIES's regulatory disclosures and financial reporting.
LSB Industries released a financial presentation on its first quarter 2026 results, highlighting stronger sales and profitability versus a year earlier. Net sales rose to $169 million from $143 million, while adjusted EBITDA increased to $52 million from $29 million, lifting the adjusted EBITDA margin to 31% from 20%.
Improved production performance, disciplined commercial execution, and favorable AN, nitric acid and UAN markets supported results despite higher natural gas and other variable costs. The company generated $37 million of free cash flow and reduced net debt to trailing-twelve-month adjusted EBITDA to 1.4x, maintaining $182 million of cash and short-term investments.
Management notes a positive outlook for industrial and agricultural nitrogen markets, with strong fertilizer pricing and robust mining and construction demand. A carbon capture and sequestration project at El Dorado is on track, with Class VI permitting and operations expected around late 2026 or early 2027. A Section 382 stockholder rights plan remains in place to protect substantial net operating loss tax assets.
LSB Industries reported strong first quarter 2026 results, returning to profitability on higher sales and pricing. Net sales reached $169.5 million, up from $143.4 million a year earlier, while net income improved to $19.7 million from a net loss of $1.6 million. Diluted EPS was $0.27 versus a loss of $0.02.
Adjusted EBITDA rose to $52.1 million from $29.1 million as tighter fertilizer and industrial markets supported higher average selling prices across ammonia, AN, nitric acid and UAN. The company ended March 31, 2026 with $181.7 million in cash, cash equivalents and short-term investments and total debt of $441.2 million.
LSB Industries approved a one-time retention award for Chairman, President and CEO Mark T. Behrman, granting him 706,880 restricted stock units under the 2025 Long-Term Incentive Plan. Each RSU converts into one share of common stock or cash upon vesting.
The award uses cliff vesting and becomes payable on March 31, 2029, if he remains with the company. It includes detailed acceleration terms for termination without cause, resignation for good reason, death, disability, and certain change in control situations, and provides dividend equivalents that are paid only on vested RSUs.
LSB Industries, Inc. reported that President and CEO Mark T. Behrman acquired additional equity through a compensation grant. On April 24, 2026, he received 706,880 shares of Common Stock as a grant or award, linked in the footnotes to time-based Restricted Stock Units under the company’s 2025 Long Term Incentive Plan.
Following this grant, Behrman directly holds 2,194,075 shares of Common Stock. This is an equity-based compensation award, not an open-market stock purchase or sale.
BlackRock, Inc. files Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership of LSB INDUSTRIES INC common stock. The filing states BlackRock beneficially owns 3,997,366 shares, representing 5.6% of the class, with sole voting power over 3,941,490 shares and sole dispositive power over 3,997,366 shares. The cover lists the issuer as LSB INDUSTRIES INC and the reporting person as BlackRock, Inc. The signature block shows the filing was signed on 04/27/2026.
LSB Industries, Inc. director Jonathan Z. Ackerman filed an initial ownership report indicating that he does not currently beneficially own any securities of the company. The filing shows zero shares held directly or indirectly following the reported position.
LSB Industries, Inc. is asking stockholders to vote at its 2026 virtual-only annual meeting on May 21, 2026. Holders of 71,846,842 shares of common stock as of March 23, 2026 can elect three directors for terms expiring in 2029, ratify PricewaterhouseCoopers LLP as 2026 auditor, and approve an advisory say-on-pay vote for 2025 executive compensation.
The company highlights its classified nine-member board, lead independent director structure, and extensive committee oversight of risk, cybersecurity, ESG and compensation. It also outlines sustainability goals, codes of conduct and anti-bribery policies, and details fees paid to Ernst & Young in 2024–2025 before appointing PwC following a competitive process.
LSB Industries, Inc. reported board and governance changes. On March 30, 2026, director Steven L. Packebush retired from the Board, with the company stating his decision was not due to any disagreement with management or operations.
Effective April 2, 2026, the Board appointed Jonathan Z. Ackerman as a Class 2026 director, to stand for election at the 2026 annual meeting. He will receive standard non-employee director compensation and currently serves as President and Chief Executive Officer of Meridian Infrastructure, with a background in midstream, infrastructure and finance.
Also on April 2, 2026, the Board adopted Third Amended and Restated Bylaws. The updates address electronic transmissions, stockholder lists, meeting notices and virtual meetings, restrict white proxy cards to the Board, expand the chair’s powers to regulate stockholder meetings, refine written-consent procedures, and tighten advance notice and information requirements for stockholder proposals and director nominations, including provisions tied to universal proxy rules and director nominee interviews. The bylaws also codify exclusive forum and federal forum provisions for certain stockholder claims.