{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-24-025979","form_type":"8-K","ticker":"LXU","cik":"0000060714","company_name":"LSB INDUSTRIES, INC.","filed_at":"2024-03-05T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.660275+00:00","generated_at":"2026-06-05T04:21:44.744309+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"LSB Industries Q4 2023 net loss $5M vs income $66M; sales fall 43% to $133M","bullets":["Net sales $133M down 43% from $234M YoY; net loss $5M vs net income $66M.","Diluted EPS ($0.07) vs $0.83; adjusted EBITDA $25M vs $105M.","Repurchased 1.2M shares for ~$10M; $125M senior notes repurchased in 2023.","Delayed El Dorado expansion; advancing Houston Ship Channel blue ammonia with INPEX, Air Liquide, Vopak.","2024 product volume outlook: AN & nitric acid 560-580K tons, UAN 560-580K tons, ammonia 280-300K tons."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-24-025979","json":"https://secwatch.observer/filing/0000950170-24-025979.json","markdown":"https://secwatch.observer/filing/0000950170-24-025979.md","text":"https://secwatch.observer/filing/0000950170-24-025979.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/60714/000095017024025979/0000950170-24-025979-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/60714/000095017024025979/lxu-20240305.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T04:21:44.744309+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"485aaadc354637a64a215182671148661c5efed0","claim":"LSB INDUSTRIES, INC. reported the fourth quarter ended December 31, 2023 results: revenue $133 million, net income $5 million net loss, EPS ($0.07) per diluted share.","evidence_excerpt":"Net sales of $133 million compared to $234 million in the fourth quarter of 2022 • Net loss of $5 million compared to net income $66 million in the fourth quarter of 2022 • Diluted EPS of ($0.07) compared to $0.83 for the fourth quarter of 2022","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/60714/000095017024025979/0000950170-24-025979-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended December 31, 2023"},{"label":"Revenue","value":"$133 million"},{"label":"Net income","value":"$5 million net loss"},{"label":"EPS","value":"($0.07) per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"fd57c141207bb02d438a98614d9ecd3803aededd","claim":"LSB INDUSTRIES, INC. reported the full year 2023 results: revenue $594 million, net income $28 million net income, EPS $0.37 per diluted share.","evidence_excerpt":"Net sales of $594 million compared to $902 million in the full year 2022 • Net income of $28 million compared to net income $230 million in the full year 2022 • Diluted EPS of $0.37 compared to $2.68 for the full year 2022","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/60714/000095017024025979/0000950170-24-025979-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full year 2023"},{"label":"Revenue","value":"$594 million"},{"label":"Net income","value":"$28 million net income"},{"label":"EPS","value":"$0.37 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}