# LSB Industries, Inc.: overview

LXU · NYSE · CIK 60714 · [Materials](/sectors/materials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/lxu.md) · [Financials](/companies/lxu/financials.md) · [Filings](/companies/lxu/filings.md) · [Insiders](/companies/lxu/insiders.md)

Latest reported revenue: [$158.6m](/filings/0001193125-26-437807.md) for Q3 FY2026, three months to 2026-09-30, from the 10-Q filed Oct 29, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001193125-26-437807).

## Last eight quarters

| Line item | Unit | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | Q3 FY2026 (2026-09-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [135 d](/filings/0001193125-26-076810.md) | [143](/filings/0001193125-26-197288.md) | [151](/filings/0001193125-26-326147.md) | [155](/filings/0001193125-26-437807.md) | [165 d](/filings/0001193125-26-076810.md) | [169](/filings/0001193125-26-197288.md) | [168](/filings/0001193125-26-326147.md) | [159](/filings/0001193125-26-437807.md) |
| Gross margin | % | [4.5% d](/filings/0001193125-26-076810.md) | [10.0%](/filings/0001193125-26-197288.md) | [15.3%](/filings/0001193125-26-326147.md) | [16.4%](/filings/0001193125-26-437807.md) | [25.0% d](/filings/0001193125-26-076810.md) | [21.1%](/filings/0001193125-26-197288.md) | [6.8%](/filings/0001193125-26-326147.md) | [27.2%](/filings/0001193125-26-437807.md) |
| Operating margin | % | [(5.0%) d](/filings/0001193125-26-076810.md) | [3.1%](/filings/0001193125-26-197288.md) | [6.9%](/filings/0001193125-26-326147.md) | [10.1%](/filings/0001193125-26-437807.md) | [16.2% d](/filings/0001193125-26-076810.md) | [13.7%](/filings/0001193125-26-197288.md) | [(1.6%)](/filings/0001193125-26-326147.md) | [16.9%](/filings/0001193125-26-437807.md) |
| Net margin | % | [(6.8%) d](/filings/0001193125-26-076810.md) | [(1.1%)](/filings/0001193125-26-437807.md) | [2.0%](/filings/0001193125-26-437807.md) | [4.6%](/filings/0001193125-26-437807.md) | [9.8% d](/filings/0001193125-26-076810.md) | [11.6%](/filings/0001193125-26-437807.md) | [(3.7%)](/filings/0001193125-26-437807.md) | [10.3%](/filings/0001193125-26-437807.md) |
| Diluted EPS | $ per share | not reported | [(0.02)](/filings/0001193125-26-197288.md) | [0.04](/filings/0001193125-26-326147.md) | [0.10](/filings/0001193125-26-437807.md) | not reported | [0.27](/filings/0001193125-26-197288.md) | [(0.09)](/filings/0001193125-26-326147.md) | [0.22](/filings/0001193125-26-437807.md) |
| Free cash flow | $m | [(24.2) d](/filings/0001193125-26-076810.md) | [(14.0)](/filings/0001193125-26-197288.md) | [(0.3) d](/filings/0001193125-26-326147.md) | [35.6 d](/filings/0001193125-26-437807.md) | [(3.2) d](/filings/0001193125-26-076810.md) | [34.8](/filings/0001193125-26-197288.md) | [30.1 d](/filings/0001193125-26-326147.md) | [2.4 d](/filings/0001193125-26-437807.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 12-month figure less the 9-month figure; 6-month figure less the 3-month figure; 9-month figure less the 6-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [556](/filings/0000950170-24-027144.md) | [902](/filings/0000950170-25-029046.md) | [594](/filings/0001193125-26-076810.md) | [522](/filings/0001193125-26-076810.md) | [615](/filings/0001193125-26-076810.md) |
| Gross margin | % | [25.0%](/filings/0000950170-24-027144.md) | [38.6%](/filings/0000950170-25-029046.md) | [14.5%](/filings/0001193125-26-076810.md) | [9.1%](/filings/0001193125-26-076810.md) | [17.0%](/filings/0001193125-26-076810.md) |
| Operating margin | % | [18.2%](/filings/0000950170-24-027144.md) | [34.2%](/filings/0000950170-25-029046.md) | [8.7%](/filings/0001193125-26-076810.md) | [(1.1%)](/filings/0001193125-26-076810.md) | [9.3%](/filings/0001193125-26-076810.md) |
| Net margin | % | [7.8%](/filings/0000950170-24-027144.md) | [25.5%](/filings/0000950170-25-029046.md) | [4.7%](/filings/0001193125-26-076810.md) | [(3.7%)](/filings/0001193125-26-076810.md) | [4.0%](/filings/0001193125-26-076810.md) |
| Diluted EPS | $ per share | [(4.40)](/filings/0000950170-24-027144.md) | [2.68](/filings/0000950170-25-029046.md) | [0.37](/filings/0001193125-26-076810.md) | [(0.27)](/filings/0001193125-26-076810.md) | [0.34](/filings/0001193125-26-076810.md) |
| Free cash flow | $m | [52.5](/filings/0000950170-24-027144.md) | [300](/filings/0000950170-25-029046.md) | [69.9](/filings/0001193125-26-076810.md) | [(5.7)](/filings/0001193125-26-076810.md) | [18.1](/filings/0001193125-26-076810.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/lxu/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-15 | [Ackerman Jonathan Z.](/insiders/1580050.md) | Director | Purchase (P) | 1,000 | $10.17 | $10.2k | [Form 4](/filings/0001193125-26-431955.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $50.8m | 4,699,495 |  | Added +635,339 |
| [AMERICAN CENTURY COMPANIES INC](/funds/748054.md) | 2026-06-30 | $34.6m | 3,205,231 |  | Added +909,230 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $27.1m | 2,510,165 |  | Added +265,848 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $26.2m | 2,425,322 |  | Reduced −6,614 |
| [ROBOTTI ROBERT](/funds/1105838.md) | 2026-06-30 | $22.9m | 2,119,699 |  | Reduced −400 |
| [RENAISSANCE TECHNOLOGIES LLC](/funds/1037389.md) | 2026-06-30 | $18.9m | 1,748,406 |  | Reduced −44,100 |
| [SYSTEMATIC FINANCIAL MANAGEMENT LP](/funds/1085936.md) | 2026-06-30 | $18.1m | 1,671,625 |  | Reduced −73,579 |
| [ARROWSTREET CAPITAL, LIMITED PARTNERSHIP](/funds/1164508.md) | 2026-06-30 | $16.9m | 1,560,506 |  | Added +791,498 |
| [Qube Research & Technologies Ltd](/funds/1729829.md) | 2026-06-30 | $16.6m | 1,533,049 |  | Added +1,082,302 |
| [CastleKnight Management LP](/funds/1835751.md) | 2026-06-30 | $16.2m | 1,494,391 |  | Reduced −18,925 |

## Recent filings

[All 1,153 filings](/companies/lxu/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-29 | 16:11 ET | [10-Q](/filings/0001193125-26-437807.md) | Quarterly report, period 2026-09-30 | 0001193125-26-437807 |
| 2026-10-29 | 09:09 ET | [8-K](/filings/0001193125-26-437104.md) | 9.01 Financial statements and exhibits | 0001193125-26-437104 |
| 2026-10-28 | 16:16 ET | [8-K](/filings/0001193125-26-436180.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001193125-26-436180 |
| 2026-09-09 | 07:50 ET | [8-K](/filings/0001193125-26-385906.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-385906 |
| 2026-07-30 | 16:14 ET | [10-Q](/filings/0001193125-26-326147.md) | Quarterly report, period 2026-06-30 | 0001193125-26-326147 |
| 2026-07-30 | 09:15 ET | [8-K](/filings/0001193125-26-325064.md) | 7.01 Regulation FD disclosure | 0001193125-26-325064 |
| 2026-07-29 | 16:14 ET | [8-K](/filings/0001193125-26-323751.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001193125-26-323751 |
| 2026-06-01 | 16:35 ET | [8-K](/filings/0001193125-26-251573.md) | 8.01 Other events | 0001193125-26-251573 |
| 2026-05-21 | 17:00 ET | [8-K](/filings/0001193125-26-234765.md) | 8.01 Other events | 0001193125-26-234765 |
| 2026-05-21 | 17:00 ET | [8-K](/filings/0001193125-26-234766.md) | 5.07 Shareholder vote results | 0001193125-26-234766 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001193125-26-076810.md), filed Feb 26, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, has been scored from the reported figures. [See the target](/leagues/2026q3/targets/f8f28076-d201-4d3a-9a91-35a1fdcf9512)

## About the filer

- CIK: 60714
- Tickers: LXU
- Exchange: NYSE
- SIC code: 2810 Industrial Inorganic Chemicals
- State of incorporation: DE
- Filer category: Accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 17:36 ET. No prices; not investment advice.