LSB Industries

LSB Industries, Inc. engages in manufacturing, marketing, and sale of chemical products for the agricultural, mining, and industrial markets. It also own and operate facilities in El Dorado, Arkansas (El Dorado Facility), Cherokee, Alabama (Cherokee Facility), and Pryor, Oklahoma (Pryor Facility), as well as facility for Covestro AG (Covestro) in Baytown, Texas (Baytown Facility). The company was founded by Jack E. Golsen in 1968 and is headquartered in Oklahoma City, OK.

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Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

LSB Industries posts record Q4 results, eyes clean energy growth

LSB Industries delivered exceptional performance in Q4 2022, showcasing robust financial results, operational improvements, and strategic initiatives for growth.
While facing challenges such as moderating pricing and crop impacts, the company remains well-positioned to capitalize on opportunities in clean energy and efficient capital allocation.
Maintaining a strong focus on safety, financial discipline, and shareholder returns, LSB Industries aims for continued success and value creation in 2023 and beyond.
Strategic decisions around debt management, cash reserves, and project investments will be crucial in navigating market dynamics and sustaining long-term profitability.

LSB Industries navigates market challenges, eyes growth opportunities ahead

LSB Industries faced challenges in Q1 2023 due to lower market prices for nitrogen products but maintained a strong financial position.
The company's focus on safety performance, strong global demand, and innovative projects position it well for future growth.
Analyst questions and the outlook for Q2 2023 indicate a proactive approach to addressing market challenges and leveraging opportunities.

LSB Industries reports stable Q2 earnings amid market challenges

LSB Industries navigated challenges from market price declines with a focus on safety and financial stability.
The company's strong cash position and strategic initiatives position it well for growth opportunities.
Insights from Cheryl Maguire provide clarity on financial performance and operational strategies.
LSB Industries remains resilient amidst market fluctuations, leveraging strengths to drive long-term success.

LSB Industries navigates pricing challenges, eyes growth in sustainable ammonia

LSB Industries faced challenges in Q3 2023 but remains optimistic about the future, emphasizing progress in core growth projects and low-carbon initiatives.
The company's strategic collaborations, funding support, and focus on sustainability underscore a resilient business strategy amidst market uncertainties.
Anticipated healthy demand for fertilizer in 2024 and higher average prices provide opportunities for revenue growth and margin improvement, signaling a positive outlook for LSB.

LSB Industries reports mixed Q4 results, eyes sustainability and growth

LSB Industries navigated market challenges in 2023, focusing on safety, sustainability, and capital management. While facing pricing pressures, the company aims to optimize production and explore new revenue streams in 2024.

LSB Industries (LXU) reports solid Q1 results, eyes growth opportunities

LSB Industries (LXU) delivered a solid performance in Q1 2024, leveraging stronger sales volumes and cost efficiencies.
The company's focus on low-carbon ammonia projects and operational improvements at key facilities bode well for future growth.
Challenges include pricing pressures and increased SG&A expenses, but opportunities lie in higher sales volumes and debt optimization.

LSB Industries (LXU) reports strong Q3 performance amidst sustainability focus

LSB Industries (LXU) delivered a solid performance in Q3 2024 with improved safety metrics and financial results.
The company's focus on growth strategies, including low-carbon ammonia projects, signals a commitment to innovation.
While facing challenges such as planned turnarounds and market uncertainties, LSB Industries (LXU) remains well-positioned for future opportunities.
Addressing financial complexities and leveraging market demand for sustainable products can drive continued success.

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OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB” or “the Company”), (NYSE: LXU) today announced that it has appointed John Chandler as an independent member of the Board of Directors (the “Board”) effective November 7, 2024. Mr. Chandler was also appointed to the audit committee of the Board. Mr. Chandler has more than 30 years of experience in the energy industry, predominantly in financial leadership and business development roles. Most recently, he served as Chief Financial Office.

LSB Industries, Inc. Appoints John Chandler as an Independent Member of the Board of Directors

LSB Industries, Inc. (NYSE:LXU ) Q3 2024 Earnings Conference Call October 30, 2024 10:00 AM ET Company Participants Fred Buonocore - Vice President, Investor Relations Mark Behrman - Chairman & Chief Executive Officer Damien Renwick - Chief Commercial Officer Cheryl Maguire - Chief Financial Officer Conference Call Participants Josh Spector - UBS Andrew Wong - RBC Capital Markets Laurence Alexander - Jefferies Rob McGuire - Granite Research David Begleiter - Deutsche Bank Charles Neivert - Piper Sandler Peter Gastreich - Water Tower Research Operator Greetings, and welcome to the LSB Industries Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.

LSB Industries, Inc. (LXU) Q3 2024 Earnings Call Transcript

LSB (LXU) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.09. This compares to loss of $0.07 per share a year ago.

LSB (LXU) Reports Q3 Loss, Tops Revenue Estimates

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (NYSE: LXU) (“LSB” or the “Company”) today announced results for the third quarter ended September 30, 2024. Third Quarter 2024 Results and Recent Highlights Net sales of $109.2 million compared to $114.3 million in the third quarter of 2023 Net loss of $25.4 million compared to a net loss of $7.7 million in the third quarter of 2023; the third quarter 2024 net loss included approximately $16.3 million of turnaround costs and approximately $5.

LSB Industries, Inc. Reports Operating Results for the 2024 Third Quarter

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”), (NYSE: LXU), today announced that it will release its financial results for the third quarter ended September 30, 2024 on Tuesday, October 29, 2024 after the close of the stock market. LSB's management will host a conference call on Wednesday, October 30, 2024 at 10:00 am ET / 9:00 am CT to discuss these results. Participating in the call will be Chairman, President & Chief Executive Officer, Mark Behrman, Executive Vice Presiden.

LSB Industries, Inc. Schedules 2024 Third Quarter Financial Results Release for Tuesday, October 29th and Conference Call for Wednesday, October 30th

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”), (NYSE: LXU), today announced that its EVP & Chief Financial Officer, Cheryl Maguire will be participating in the following conferences: Jefferies Industrials Conference on Wednesday, September 4th in New York City UBS Global Materials Conference on Thursday, September 5th in New York City Ms. Maguire will be conducting “fireside chat” discussions with analysts at both conferences. These discussions will be webcast and available f.

LSB Industries, Inc. to Participate in Upcoming Investor Conferences

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB” or “the Company”), (NYSE: LXU) today announced the retirement of Richard Roedel as Chairman of the Board of Directors (the “Board”) due to personal health reasons, effectively immediately. The Board has elected Mark Behrman, LSB's President and CEO, to serve as Chairman of the Board. Lynn White, a member of LSB's Board since 2015, has been appointed Lead Independent Director. Mr. Roedel will remain on the Board until a successor is ide.

LSB Industries, Inc. Announces the Retirement of Richard Roedel as Chairman of the Board of Directors

LSB Industries, Inc. (NYSE:LXU ) Q2 2024 Earnings Conference Call August 1, 2024 10:00 AM ET Company Participants Fred Buonocore - Vice President of Investor Relations Mark Behrman - President and Chief Executive Officer Damien Renwick - Executive Vice President and Chief Commercial Officer Cheryl Maguire - Executive Vice President and Chief Financial Officer Conference Call Participants Lucas Beaumont - UBS Daniel Rizzo - Jefferies Andrew Wong - RBC Capital Markets Robert McGuire - Granite Research Charles Neivert - Piper Sandler Operator Greetings and welcome to the LSB Industries Second Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.

LSB Industries, Inc. (LXU) Q2 2024 Earnings Call Transcript

LSB (LXU) came out with quarterly earnings of $0.13 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.25 per share a year ago.

LSB (LXU) Q2 Earnings Match Estimates

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (NYSE: LXU) (“LSB” or the “Company”) today announced results for the second quarter ended June 30, 2024. Second Quarter 2024 Results and Recent Highlights Net sales of $140 million compared to $166 million in the second quarter of 2023 Net income of $10 million compared to $25 million in the second quarter of 2023 Diluted EPS of $0.13 compared to $0.33 for the second quarter of 2023 Adjusted EBITDA(1) of $41 million compared to $47 million in.

LSB Industries, Inc. Reports Operating Results for the 2024 Second Quarter

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Top 5 Businesses We Own: Q2 2024 Update

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”), (NYSE: LXU), today announced that it will release its financial results for the second quarter ended June 30, 2024 on Wednesday, July 31, 2024 after the close of the stock market. LSB's management will host a conference call on Thursday, August 1, 2024 at 10:00 am ET / 9:00 am CT to discuss these results. Participating in the call will be President & Chief Executive Officer, Mark Behrman, Executive Vice President & Chief Fina.

LSB Industries, Inc. Schedules 2024 Second Quarter Financial Results Release for Wednesday, July 31st and Conference Call for Thursday, August 1st

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB” or “the Company”), (NYSE: LXU) today announced that it has entered into a landmark agreement to supply up to 150,000 short tons per annum of low carbon ammonium nitrate solution (“ANS”) to Freeport Minerals Corporation (“Freeport”). LSB will supply the ANS from its El Dorado, Arkansas facility (“El Dorado”) for 5 years commencing January 1, 2025, with a phasing in of the low carbon contracted volume. LSB's low carbon product offering s.

LSB Industries, Inc. Announces Landmark 5-Year Agreement to Supply Low Carbon Ammonium Nitrate Solution

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB” or “the Company”), (NYSE: LXU) today announced the retirement of John Burns as Executive Vice President of Manufacturing and that Scott Bemis has been named his successor, effective May 20, 2024. Mr. Bemis takes over the position from John Burns, who has served in the role since February 2020 and will be retiring after more than 35 years in the chemical industry. Mr. Burns will remain with LSB to ensure an orderly and effective transit.

LSB Industries, Inc. Announces the Retirement of John Burns as Executive Vice President of Manufacturing and the Appointment of Scott Bemis as His Successor

LSB Industries, Inc. (NYSE:LXU ) Q1 2024 Earnings Conference Call April 30, 2024 10:00 AM ET Company Participants Fred Buonocore - Vice President of Investor Relations Mark Behrman - President and Chief Executive Officer Cheryl Maguire - EVP and Chief Financial Officer Damien Renwick - EVP and Chief Commercial Officer Conference Call Participants Josh Spector - UBS Adam Samuelson - Goldman Sachs David Begleiter - Deutsche Bank Andrew Wong - RBC Capital Markets Rob McGuire - Granite Research Charles Neivert - Piper Sandler Operator Hello and welcome to the LSB Industries' First Quarter 2024 Earnings Conference Call. [Operator Instructions] A question-and-answer session will follow the formal presentation.

LSB Industries, Inc. (LXU) Q1 2024 Earnings Call Transcript

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (NYSE: LXU) (“LSB” or the “Company”) today announced results for the first quarter ended March 31, 2024. First Quarter 2024 Results and Recent Highlights Net sales of $138 million compared to $181 million in the first quarter of 2023 Net income of $6 million compared to net income $16 million in the first quarter of 2023 Diluted EPS of $0.08 compared to $0.21 for the first quarter of 2023 Adjusted EBITDA(1) of $33 million compared to $51 mill.

LSB Industries, Inc. Reports Operating Results for the 2024 First Quarter

LSB (LXU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate LSB (LXU) to Report a Decline in Earnings: What to Look Out for

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MINNEAPOLIS--(BUSINESS WIRE)--Piper Sandler Companies to Hold Management Conference Call to Discuss First Quarter 2024 Results.

Piper Sandler Companies to Hold Management Conference Call to Discuss First Quarter 2024 Results

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”), (NYSE: LXU), today announced that it will release its financial results for the first quarter ended March 31, 2024 on Monday, April 29, 2024 after the close of the stock market. LSB's management will host a conference call on Tuesday, April 30, 2024 at 10:00 am ET / 9:00 am CT to discuss these results. Participating in the call will be President & Chief Executive Officer, Mark Behrman, Executive Vice President & Chief Financi.

LSB Industries, Inc. Schedules 2024 First Quarter Financial Results Release for Monday, April 29th and Conference Call for Tuesday, April 30th

LSB Industries is undervalued, as it trades at a significant discount to the replacement value of its assets. The company has several competitive advantages, including access to cheaper energy sources and tax incentives from the Inflation Reduction Act. Ammonia will play an important role in the green energy transition, for cleaner power generation, hydrogen transportation, and as a new form of fuel.

LSB Industries: An Undervalued Champion Of The Old Economy That Can Benefit From The Green Energy Transition

LSB Industries, Inc. (NYSE:LXU ) Q4 2023 Earnings Conference Call March 6, 2024 10:00 AM ET Company Participants Fred Buonocore - Vice President of Investor Relations Mark Behrman - Chief Executive Officer Cheryl Maguire - Chief Financial Officer Conference Call Participants Josh Spector - UBS Anthony Mercandetti - Deutsche Bank Adam Samuelson - Goldman Sachs Dan Rizzo - Jefferies Andrew Rong - RBC Capital Markets Rob McGuire - Granite Research Operator Greetings and welcome to the LSB Industries' Fourth Quarter 2023 Earnings Call. At this time, all participants are in a listen-only mode.

LSB Industries, Inc. (LXU) Q4 2023 Earnings Call Transcript

LSB (LXU) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of $0.10. This compares to earnings of $0.90 per share a year ago.

LSB (LXU) Reports Q4 Loss, Tops Revenue Estimates

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (NYSE: LXU) (“LSB” or the “Company”) today announced results for the fourth quarter ended December 31, 2023. Fourth Quarter 2023 Results and Recent Highlights 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 Adjusted EBITDA(1) of $25 million compared to.

LSB Industries, Inc. Reports Operating Results for the 2023 Fourth Quarter and Provides Product Sales Volume Outlook for 2024

OKLAHOMA CITY--(BUSINESS WIRE)--LSB Industries, Inc. (“LSB”), (NYSE: LXU), today announced that it will release its financial results for the fourth quarter ended December 31, 2023 on Tuesday, March 5, 2024 after the close of the stock market. LSB's management will host a conference call on Wednesday, March 6, 2024 at 10:00 am ET / 9:00 am CT to discuss these results. Participating in the call will be President & Chief Executive Officer, Mark Behrman, and Executive Vice President & Chie.

LSB Industries, Inc. Schedules 2023 Fourth Quarter Financial Results Release for Tuesday, March 5th and Conference Call for Wednesday, March 6th

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