The earnings call presented a balanced view with strong operational and sales performance, including safety achievements and debt reduction, countered by challenges such as higher natural gas costs and a decline in adjusted EBITDA. The company is making strategic shifts towards more stable earnings with ongoing investments and expects improvement in the upcoming quarters.
Company Guidance
During the LSB Industries Second Quarter 2025 Earnings Conference Call, the company highlighted several key performance metrics and strategic moves. Sales volumes rose by 6% year-over-year, driven by increased production and improved performance in ammonia and upgrade plans, while maintaining a perfect safety record with zero recordable injuries. The company repurchased $32 million of debt, improving its financial leverage. UAN prices increased by over 70% compared to last year, with current NOLA UAN prices at $350 per ton. The Tampa ammonia price for August stood at $487 per ton, reflecting tight global supply. LSB also noted robust demand for its industrial products and strategic shifts in its sales mix towards cost-plus contracts to mitigate natural gas and fertilizer price volatility. Despite higher natural gas costs, LSB anticipates a healthy year-over-year increase in adjusted EBITDA for the third quarter. The company continues to invest in reliability and efficiency improvements to its facilities, aiming for further operational and financial gains.
Increased Sales Volumes
Sales volumes increased by 6% year-over-year, driven by improvements in AN and UAN sales and higher ammonia production.
Zero Recordable Injuries
The company reported zero recordable injuries across the organization, showcasing a strong commitment to safety.
Debt Reduction
The company bought back $32 million of debt during the quarter, further strengthening its financial position.
Strong Demand and Pricing
Robust demand for industrial products and strong pricing in the fertilizer market, with UAN prices up 70% from the previous year.
Operational Improvements
Investments in plant reliability and efficiency are yielding results, reflected in increased net sales and stronger 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
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 (LXU) report earnings?
Lsb Industries (LXU) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).
What is Lsb Industries (LXU) earnings time?
Lsb Industries (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.