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 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.
LSB Industries EVP and CFO Cheryl Maguire received an equity award in the form of restricted stock units. On 02/04/2026, she was granted 29,462 shares of common stock at a price of $0.00 per share, described as time-based Restricted Stock Units under the Company's 2025 Long Term Incentive Plan. Following this grant, she beneficially owned 218,065 shares of LSB Industries, held directly.
LSB Industries, Inc. reported that EVP, General Counsel and Secretary Michael J. Foster received an equity award tied to the company’s common stock. On 02/04/2026, he was granted 26,545 shares in the form of time-based Restricted Stock Units under the Company’s 2025 Long Term Incentive Plan at a stated price of $0.00 per share.
Following this grant, Foster beneficially owned 351,575 shares of LSB Industries common stock in direct form. The award reflects ongoing use of equity-based compensation to align senior leadership with shareholder interests over time.