LSB INDUSTRIES, INC. reported first quarter ended March 31, 2026 results: revenue $169.5 million, net income $19.7 million, EPS $0.27.
“First Quarter 2026 Results and Recent Highlights • Net sales of $169.5 million compared to $143.4 million in the first quarter of 2025 • Net income of $19.7 million compared to a net loss of $1.6 million in the first quarter of 2025 • Diluted EPS of $0.27 compared to $(0.02) for the first quarter of 2025”
Governance Changes
LSB INDUSTRIES, INC.: Adopted amended and restated bylaws effective immediately, updating provisions related to Delaware law, proxy card color, meeting conduct, written consent, advance notice requirements, and other minor updates (effective 2026-04-02).
“On April 2, 2026, the Board adopted amended and restated bylaws (the “Third Amended and Restated Bylaws”), effective immediately.”
Auditor Changes
LSB INDUSTRIES, INC. dismissed Ernst & Young LLP as its auditor.
“On the same date, the Committee approved the dismissal of EY as the Company’s independent registered public accounting firm, effective immediately”
Auditor Changes
LSB INDUSTRIES, INC. engaged PricewaterhouseCoopers LLP as its auditor.
“(the “Company”) conducted a competitive selection process to determine the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026. The Committee invited several public accounting firms to participate in this process, including Ernst & Young LLP (“EY”), the Company’s independent registered public accounting firm for the fiscal year ended December 31, 2025. As a result of this process, following the review and evaluation of proposals from participating firms, on March 4, 2026, the Committee approved the engagement of PricewaterhouseCoopers LLP (“PwC”) as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, subject to completion of PwC’s standard client acceptance procedures and execution of an engagement letter.”
Riccardo Bertocco was appointed as Director at LSB INDUSTRIES, INC..
“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.”
Richard S. Sanders, Jr. departed as Director at LSB INDUSTRIES, INC..
“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”).”
John Burns retired as Vice President of Special Projects at LSB INDUSTRIES, INC..
“In May 2024, LSB Industries, Inc. (the “Company”) announced the retirement of John Burns as Executive Vice President of Manufacturing.”
John D. Chandler was elected as Director at LSB INDUSTRIES, INC..
“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.”
Richard W. Roedel resigned as Director at LSB INDUSTRIES, INC..
“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.”
John D. Chandler was appointed as Director at LSB INDUSTRIES, INC..
“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.”
Lynn F. White was elected as Lead Independent Director at LSB INDUSTRIES, INC..
“Lynn F. White to serve as Lead Independent Director”
Mark Behrman was elected as Chairman of the Board at LSB INDUSTRIES, INC..
“the Board has elected Mark Behrman, the Company’s President and Chief Executive Officer, to serve as Chairman of the Board”
Richard W. Roedel resigned as Chairman of the Board at LSB INDUSTRIES, INC..
“he has resigned his position as Chairman of the Board of Directors of the Company effective immediately”
Scott Bemis was appointed as Executive Vice President of Manufacturing at LSB INDUSTRIES, INC..
“the Company announced that, effective May 20, 2024, Scott Bemis will join the Company as the Executive Vice President of Manufacturing.”
John Burns departed as Executive Vice President of Manufacturing at LSB INDUSTRIES, INC..
“On May 6, 2024, LSB Industries, Inc. (the “Company”) announced the retirement of John Burns as Executive Vice President of Manufacturing.”
Material Agreements
LSB INDUSTRIES, INC. amended First Amendment with Computershare Trust Company, N.A. (effective 2024-05-02).
“On May 2, 2024, LSB Industries, Inc. (the “Company”) entered into the First Amendment (the “Amendment”) to the Amended and Restated Section 382 Rights Agreement (the “Amended and Restated Agreement”) dated August 22, 2023, between the Company and Computershare Trust Company, N.A., as rights agent.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.