Highest-materiality recent filing
LSB Industries posts Q2 2026 financial presentation; details not in filing
Presentation made available on company website on July 30, 2026, covering Q2 2026 results.
LSB Industries Q2 net loss $6.2M on $28.8M turnaround costs; adjusted EBITDA rises to $53.1M
Net sales $168.1M, up 11% from $151.3M in Q2 2025.
LSB Industries accelerates Pryor, OK turnaround start to May 28, 2026
Plant turnaround at Pryor facility began immediately on May 28, originally scheduled for July 2026.
Elected directors Ackerman, Peninger, White with over 45.9M votes for each; broker non-votes 12.5M.
LSB Industries assumes full ownership of El Dorado CCS project from Lapis Carbon Solutions for ~$95M
Effective immediately, LSB takes over carbon capture project at El Dorado, AR facility from Lapis Carbon Solutions.
LSB Industries announces Q1 2026 earnings presentation; no specific results disclosed
Filed Form 8-K to announce availability of Q1 2026 financial presentation on company website.
LSB Industries swings to Q1 profit; revenue up 18% to $169.5M
Net sales $169.5M vs $143.4M in Q1 2025 (up 18% YoY).
LSB Industries grants CEO Mark Behrman 706,880 RSUs as one-time retention award
RSUs vest on March 31, 2029, subject to continued service; no vesting before then unless accelerated.
LSB Industries settles with Benham for $20.9M; continues pursuing Leidos claims >$300M
Settlement with Benham Constructors for approx. $20.9 million, payable within 60 days of March 26, 2026.
LSB Industries board: director Packebush retires; Ackerman appointed effective April 2
Steven L. Packebush retired from Board effective March 30, 2026; departure not due to any disagreement.
LSB Industries dismisses EY, appoints PwC as independent auditor for FY2026
Audit committee selected PwC after competitive process; effective March 4, 2026.
Presentation covers financial results for the fourth quarter and full year ended December 31, 2025.
LSB Industries Q4 net income $16.1M, EPS $0.22 vs loss $0.13; full-year net sales $615M
Q4 net sales $165.0M, up from $134.9M; net income $16.1M vs loss $9.1M a year ago.
LSB Industries grants 2026 LTIP RSUs to six executives; CEO gets qualifying retirement acceleration
CEO Mark Behrman receives 153,604 TRSUs and 153,604 PRSUs; CFO Cheryl Maguire gets 29,462 each.
LSB Industries enters severance/CIC agreements with two EVPs; Renwick 2x salary, Bemis 1x
On Jan 14, 2026, compensation committee approved agreements with EVP Renwick and EVP Bemis.
LSB Industries makes Q3 2025 earnings presentation available on website
Presentation posted on October 30, 2025, for Q3 ended September 30, 2025.
LSB Industries reports Q3 net income of $7.1M, sales up 42% YoY to $155.4M
Net sales $155.4M vs $109.2M in Q3 2024; net income $7.1M vs net loss $25.4M.
LSB Industries furnishes presentation; exhibit shows Q1 2025 while 8-K describes Q2 2025 results
No financial metrics, guidance changes, or earnings data are included in this 8-K filing.
LSB Industries Q2 net sales up 8% to $151.3M; EPS $0.04 vs $0.13 YoY
Net income $3.0M ($0.04 diluted EPS) vs $9.6M ($0.13) in Q2 2024.
LSB Industries annual meeting elects three directors, approves 2025 incentive plan, ratifies auditor
Elected directors Mark T. Behrman (49.6M for), Jonathan S. Bobb (46.8M for), Riccardo Bertocco (50.0M for) to terms expiring 2028.
LSB Industries announces Q1 2025 financial presentation; no specific figures disclosed
Presentation made available on April 30, 2025, via company website.
LSB Industries reports Q1 net loss of $1.6M, revenue up 4% YoY to $143.4M
Net loss of $1.6M (diluted EPS -$0.02) vs net income of $5.6M ($0.08) in Q1 2024.
LSB Industries appoints Riccardo Bertocco to board; director Sanders to retire
Riccardo Bertocco appointed to board effective April 9, 2025; will stand for election at May 15 annual meeting.
LSB Industries EVP of Manufacturing John Burns retires effective April 1, 2025
John Burns retired from all positions at LSB Industries on April 1, 2025.
LSB Industries posts Q4 and full year 2024 financial presentation
On February 27, 2025, LSB Industries made a financial presentation available on its website regarding Q4 and full year 2024 results.
LSB Industries Q4 net loss $9.1M, adjusted EBITDA $37.6M; full year net loss $19.4M
Q4 net sales $134.9M (+2% YoY); net loss $9.1M vs $5.3M loss in Q4 2023.
LSB Industries director Richard W. Roedel resigns from board, effective Jan 6, 2025
Richard W. Roedel resigned effective January 6, 2025 due to personal health reasons.
LSB Industries appoints Mark Behrman as Chairman after Roedel retire; John Chandler joins board
Richard Roedel retired as Chairman due to personal health reasons; remains on board until successor elected.
LSB Industries Q3 net loss widens to $25.4M; adj. EBITDA up 90% to $17.5M
Q3 net sales $109.2M (down 4.5% YoY); net loss $25.4M vs $7.7M loss a year ago.
LSB Industries Chairman Roedel retires due to health; CEO Behrman succeeds as Chairman
Richard Roedel resigns as Chairman effective August 7, 2024, for personal health reasons; will remain director until successor elected.
LSB Industries Q2 net sales $140M (-16% YoY), EPS $0.13 vs $0.33
Net income $10M ($0.13 diluted EPS) vs $25M ($0.33) in Q2 2023; Adjusted EBITDA $41M vs $47M.
LSB Industries shareholders elect three directors, approve rights plan, auditor, and say-on-pay
Elected Barry Golsen, Kanna Kitamura, Richard Roedel as directors for terms expiring 2027.
LSB Industries names Scott Bemis EVP of Manufacturing, succeeding retiring John Burns
John Burns retires as EVP of Manufacturing after 35+ years; effective May 20, 2024.
LSB Industries amends Section 382 Rights Agreement to refine beneficial ownership definition
Entered First Amendment to Amended and Restated Section 382 Rights Agreement on May 2, 2024.
LSB Industries Q1 net sales $138M, down 24% YoY; EPS $0.08 vs $0.21
Net income $6M, down from $16M in Q1 2023; diluted EPS $0.08 vs $0.21.
LSB Industries Q4 2023 net loss $5M vs income $66M; sales fall 43% to $133M
Net sales $133M down 43% from $234M YoY; net loss $5M vs net income $66M.
LSB Industries enters $75M secured credit facility with JPMorgan, replaces $65M Wells Fargo facility
New $75M asset-based revolving credit facility (expandable to $100M) with JPMorgan Chase as agent.
LSB Industries reports Q3 net loss of $8M, sales down 38% YoY; announces low-carbon ammonia project
Net sales $114M (down 38% YoY); net loss $8M vs net income $2M in Q3 2022.
LSB Industries reports Q3 net loss $8M, revenue down 38% to $114M; adjusted EBITDA falls to $9M
Net sales of $114M vs $184M in Q3 2022 (-38%); net loss of $8M vs net income $2M; EPS ($0.10) vs $0.03.
LSB Industries extends shareholder rights plan to August 2026 to preserve NOL tax benefits
Entered Amended and Restated Section 382 Rights Agreement on Aug 22, 2023, extending Final Expiration Date from July 6, 2023 to Aug 22, 2026.
LSB Industries Q2 net sales drop 42% YoY; net income falls to $25M
Net sales $166M vs $285M Q2 2022; net income $25M vs $103M; EPS $0.33 vs $1.17.
LSB Industries annual meeting votes: all proposals approved by shareholders
Elected three directors (Packebush, Peninger, White) with >48M votes for each; 9.2M broker non-votes.
LSB Industries Q1 net income falls to $16M from $59M; adjusted EPS $0.25 vs $0.69
Net sales $181M, down 9% YoY; net income $16M ($0.21 EPS) vs $59M ($0.66 EPS) last year.
LSB Industries reports record Q4 and full year 2022; adjusted EPS $0.90 vs $0.72, net sales up 23%
Q4 net sales $234M (+23% YoY); adjusted EBITDA $105M vs $90M; adjusted EPS $0.90 vs $0.72.
Secondary offering of 14,350,000 common shares (plus 1,627,500 option shares) by selling stockholder LSB Funding LLC at $12.99375/share.
LSB Industries Q3 net sales $184M (+45% YoY); record Adj. EBITDA $50M; boosts buyback to $175M
Net sales $184M vs $127M YoY; Adj. EBITDA $50M vs $38M; Adj. EPS $0.27 vs $0.07.
On Sept 7, 2022, El Dorado Chemical received non-renewal notice on Ammonia Purchase Agreement with Koch Fertilizer (dated Nov 2, 2015).
LSB subsidiary terminates exclusive UAN supply agreement with CVR, effective year-end 2022
Pryor Chemical gave notice to terminate the CVR Purchase Agreement, effective December 31, 2022.
LSB Industries agreed to purchase 5,500,000 shares from underwriters at $12.3175 per share for $67,746,250.
LSB Industries reports record Q2 2022: sales $284.8M, Adj. EBITDA $158.1M, Adj. EPS $1.22
Net sales $284.8M, up 102% YoY from $140.7M; adjusted EBITDA $158.1M vs $46.0M, margin 55.5%.
On April 9, 2025, Richard S. Sanders, Jr. informed the Board of Directors (the “Board”) of LSB Industries, Inc. (the “Company”) of his decision to not stand for reelection as a director at the Company’s 2025 annual meeting of stockholders (the “2025 Annual Meeting”).
Effective April 9, 2025, the Board increased the size of the Board from nine directors to ten directors and appointed Riccardo Bertocco to the Board to serve as a Class 2025 director.
In May 2024, LSB Industries, Inc. (the “Company”) announced the retirement of John Burns as Executive Vice President of Manufacturing.
On January 6, 2025, consistent with the foregoing, Mr. Roedel informed the Company of his resignation from the Company’s Board of Directors, effective immediately.
On November 7, 2024, as previously reported by the Company on Form 8-K, John D. Chandler was elected as a member of the Company’s Board of Directors.
On November 7, 2024, 2024, John D. Chandler was appointed as a member of the LSB Industries, Inc. (the “Company”) Board of Directors (the “Board”) and as a member of the audit committee of the Board.
he has resigned his position as Chairman of the Board of Directors of the Company effective immediately
the Board has elected Mark Behrman, the Company’s President and Chief Executive Officer, to serve as Chairman of the Board
Lynn F. White to serve as Lead Independent Director
the Company announced that, effective May 20, 2024, Scott Bemis will join the Company as the Executive Vice President of Manufacturing.
On May 6, 2024, LSB Industries, Inc. (the “Company”) announced the retirement of John Burns as Executive Vice President of Manufacturing.
Max materiality 0.80 · Median 0.55 · Most common event earnings