The earnings call presented a mix of positive and negative elements. While there were significant achievements in sales volumes, safety, debt reduction, and favorable pricing, challenges such as decreased adjusted EBITDA, higher natural gas costs, and ongoing litigation with Leidos present concerns. However, the positive aspects, especially the anticipation of a year-over-year increase in EBITDA, slightly outweigh the negatives.

Company Guidance -

Q3 2025

During the LSB Industries Second Quarter 2025 Earnings Conference Call, the company reported a 6% year-over-year increase in sales volumes, driven by improved sales of AN and UAN. The company achieved this increase while maintaining a record of zero injuries. LSB Industries also repurchased $32 million of debt during the quarter and plans an additional $5 million reduction in the third quarter. The company anticipates a strong third quarter, with a continued rise in UAN and AN sales volumes, despite higher natural gas costs averaging $3.25 per MMBtu. The Tampa ammonia price for August settled at $487 per ton, a $70 increase over July, and NOLA UAN prices are trading around $350 per ton. LSB also focused on shifting sales to cost-plus contracts, targeting one-third of their sales to mitigate natural gas and fertilizer price volatility. They anticipate a healthy year-over-year increase in adjusted EBITDA for the third quarter.

Increased Sales Volumes

Sales volumes increased 6% year-over-year due to improvements in AN and UAN sales, driven by higher ammonia production and better plant performance.

Safety Achievements

Achieved 0 recordable injuries across the organization, showcasing excellent safety performance and adherence to the Goal Zero initiative.

Debt Reduction

Repurchased $32 million of debt during the quarter, highlighting effective capital allocation and debt management.

Robust Industrial Product Demand

Strong demand for industrial products, with copper and gold mining activity remaining strong, and progress in shifting sales mix to cost-plus contracts.

Favorable Pricing Trends

UAN prices increased by over 70% from the previous year, and ammonia prices also showed slight increases due to reduced supply from various regions.

Positive Financial Outlook

Anticipated healthy year-over-year increase in adjusted EBITDA for the third quarter, attributed to favorable pricing and increased sales volumes.

Lsb Industries (LXU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LXU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	>-0.01 / -	-0.35	―	―	―
Jul 29, 2025	2025 (Q2)	0.14 / 0.04	0.13	-69.23% (-0.09)
Apr 29, 2025	2025 (Q1)	0.02 / -0.02	0.08	-125.00% (-0.10)
Feb 26, 2025	2024 (Q4)	>-0.01 / -0.13	-0.07	-85.71% (-0.06)
Oct 29, 2024	2024 (Q3)	-0.11 / -0.35	-0.1	-250.00% (-0.25)
Jul 31, 2024	2024 (Q2)	0.12 / 0.13	0.33	-60.61% (-0.20)
Apr 29, 2024	2024 (Q1)	0.05 / 0.08	0.21	-61.90% (-0.13)
Mar 05, 2024	2023 (Q4)	0.04 / -0.07	0.83	-108.43% (-0.90)
Nov 01, 2023	2023 (Q3)	-0.06 / -0.10	0.03	-433.33% (-0.13)
Jul 26, 2023	2023 (Q2)	0.23 / 0.33	1.15	-71.30% (-0.82)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LXU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$8.71	$7.56	-13.20%
Apr 29, 2025	$6.08	$6.38	+4.93%
Feb 26, 2025	$7.69	$7.38	-4.03%
Oct 29, 2024	$8.42	$8.18	-2.85%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lsb Industries, Inc. (LXU) report earnings?

Lsb Industries, Inc. (LXU) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is Lsb Industries, Inc. (LXU) earnings time?

Lsb Industries, Inc. (LXU) earnings time is at Nov 04, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LXU EPS forecast?

LXU EPS forecast for the fiscal quarter 2025 (Q3) is >-0.01.

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