Lsb Industries, Inc. (LXU)
NYSE:LXU
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Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.29Last Year’s EPS
0.04Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized significant operational progress, strong quarterly financial results (adjusted EBITDA +44% YoY), solid cash generation and balance-sheet strength, along with market dynamics that are supporting favorable pricing. Key near-term negatives include scheduled turnarounds (El Dorado ~35k tons outage and $15–$20M in costs), higher operating costs that partially offset gains, ongoing legal exposure versus Leidos, and persistent global supply-chain and import risks that keep the market uncertain. Management expects continued improvement, meaningful free cash flow, and opportunities to invest in growth supported by market tailwinds and potential government support.Company Guidance
Progress on El Dorado CCS Project
Carbon capture & sequestration project milestones achieved: drilled injection well and completed underground horizontal CO2 pipeline; capture-area civil work and capture equipment deliveries planned for summer with assembly expected late fall; target to begin CO2 sequestration by end of this year or early next year.
Legal Settlement Boost
Reached settlement with Benham Constructors for approximately $20.9 million, providing near-term cash; company continues to pursue claims against Leidos separately.
Strong Free Cash Flow Outlook and Capital Flexibility
Management expects continued strong free cash flow for the remainder of the year, providing flexibility to pursue growth options (debottlenecking, brownfield expansion, potential acquisitions/partnerships) and to evaluate an El Dorado ammonia expansion (USDA grant in place for earlier support).
Adjusted EBITDA Growth
Q1 adjusted EBITDA increased 44% year-over-year from $29 million to $52 million; the company has reported two consecutive quarters with >$50 million in EBITDA, driven by higher pricing, stronger volumes, and improved product mix.
Strong Cash Position and Leverage
Ended Q1 with approximately $180 million in cash, net leverage of 1.4x, operating cash flow of $52 million for the quarter, and free cash flow of approximately $37 million after $15 million of sustaining capital.
Operational Improvements Driving Performance
Investments in reliability, safety and efficiency have yielded improving O&S performance, higher production rates, and better product mix, enabling the company to capitalize on tight market conditions.
Favorable Market Tailwinds and Pricing
Global supply disruptions (Middle East, Trinidad, Australia, Russia, China export dynamics) have tightened markets and supported pricing. Current benchmarks: Tampa ammonia ~ $775/metric ton and NOLA UAN ~ $480/ton (Q2 averages). U.S. natural gas has traded well below $3/MMBtu, providing a cost advantage.
LXU Earnings History
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 |
|---|---|---|---|
Apr 29, 2026 | $15.20 | $14.90 | -1.97% |
Feb 26, 2026 | $11.54 | $11.62 | +0.69% |
Oct 29, 2025 | $9.19 | $8.28 | -9.90% |
Jul 29, 2025 | $8.71 | $7.56 | -13.20% |
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 Jul 29, 2026, After Close (Confirmed).
What is Lsb Industries, Inc. (LXU) earnings time?
Lsb Industries, Inc. (LXU) earnings time is at Jul 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is LXU EPS forecast?
LXU EPS forecast for the fiscal quarter 2026 (Q2) is 0.29.