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LSB Industries, Inc. — Third Quarter 2026 Earnings Summary

  • Net sales rose 2% year-over-year to $158.6 million, while net income more than doubled to $16.3 million and diluted EPS increased to $0.22 from $0.10 in Q3 2025.
  • Adjusted EBITDA surged 55% to $62.3 million, driven by a 41% increase in AN & Nitric Acid sales and a 32% rise in ammonia selling prices, despite a 61% decline in UAN sales.
  • Management anticipates record annual nitric acid and AN solution production in 2026, supported by robust nitrogen demand through the fall 2026 and spring 2027 seasons.
  • LSB assumed full ownership of the El Dorado Carbon Capture and Sequestration (CCS) project in May 2026, which is expected to generate $25 million to $30 million in annual earnings upon full operation.
  • The company maintains a strong liquidity position with $203.5 million in cash and short-term investments against $442.2 million in total debt as of September 30, 2026.
Company
LSB INDUSTRIES INC
Sector
Basic Materials
Industry
Chemicals