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Lsb Industries (LXU)
NYSE:LXU
US Market
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Lsb Industries (LXU) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 25, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.07
Last Year’s EPS
-0.13
Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a positive outlook with strong pricing and demand in industrial markets, improved financial metrics, and strategic transitions. However, it also acknowledges some operational challenges and a tragic safety incident.
Company Guidance
During the LSB Industries Third Quarter 2025 Earnings Conference Call, the company provided guidance indicating a strong financial position with several key metrics highlighted. The transition to generating free cash flow was emphasized, with approximately $20 million generated year-to-date and $36 million in the third quarter alone. Adjusted EBITDA for Q3 2025 was reported at $40 million, a significant increase from $17 million in Q3 2024, driven by higher pricing and sales volumes, despite increased natural gas and operational costs. The company maintained a solid balance sheet with $150 million in cash and a net leverage ratio of approximately 2x. Market dynamics showed favorable pricing trends, with UAN prices averaging $336 per ton, up 65% over the previous year, and Tampa ammonia prices increasing to $650 per metric ton. Looking forward, LSB Industries expects continued strength in both the industrial and agricultural markets, positioning the company well for further growth and profitability into 2026.
Strong Pricing and Demand in Industrial Markets
Pricing for UAN averaged $336 per ton in Q3, up 65% over Q3 2024. Demand for AN for explosives is robust, particularly in the mining sector, with strong gold and copper prices boosting activity.
Significant Improvement in Adjusted EBITDA
Third quarter 2025 adjusted EBITDA increased to $40 million from $17 million in Q3 2024, driven by higher pricing and increased sales volumes.
Free Cash Flow Generation
After several quarters of heavy investment, the company is back to generating free cash flow, with approximately $20 million year-to-date and $36 million in the third quarter.
Healthy Ammonia Market
Tampa ammonia increased by $60 to $650 per metric ton for November, with a total increase of $260 per ton since June 2025.
Strategic Transition to Industrial Grade AN
Completed the transition from high-density AN for fertilizers to AN solution for explosives, optimizing sales mix and fulfilling 100% of contractual obligations.

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

LXU Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 25, 2026
2025 (Q4)
0.07 / -
-0.13
Oct 29, 2025
2025 (Q3)
0.07 / 0.10
-0.35128.57% (+0.45)
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)
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
Oct 29, 2025
$9.19$8.28-9.90%
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%
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 Feb 25, 2026, After Close (Confirmed).
    What is Lsb Industries (LXU) earnings time?
    Lsb Industries (LXU) earnings time is at Feb 25, 2026, 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 (Q4) is 0.07.
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