Welcome to our dedicated page for LSB Industries SEC filings (Ticker: LXU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for LSB Industries, Inc. (NYSE: LXU) provides access to the company’s official regulatory disclosures as a Delaware corporation reporting under Commission File Number 1-7677. Through these documents, investors can review how LSB presents its ammonia and ammonia-related manufacturing business serving agricultural, industrial and mining end markets, along with its focus on low and no carbon products.
Key filings include annual reports on Form 10-K and quarterly reports on Form 10-Q, which contain detailed discussions of product sales categories such as ammonia, urea ammonium nitrate (UAN), ammonium nitrate (AN) and nitric acid, as well as information on end markets, input costs, risk factors and overall financial condition. Current reports on Form 8-K, some of which are excerpted in the data above, document events such as quarterly earnings releases, the furnishing of financial presentations, conference call announcements and certain corporate governance changes.
On Stock Titan, these filings are updated in near real time from the SEC’s EDGAR system and paired with AI-powered summaries that highlight the main points of lengthy documents. This can help users quickly identify items such as quarterly results, capital structure details, and management’s commentary on market conditions and low carbon projects like the El Dorado Carbon Capture and Sequestration initiative.
Investors can also use this page to track items commonly of interest in SEC reports, including financial statement trends, disclosures about major projects, and information furnished under Form 8-K related to results of operations and financial condition. Insider transaction reports on Form 4 and proxy materials, when available, can further inform analysis of LXU’s governance and ownership structure.
LSB Industries released a financial presentation on its first quarter 2026 results, highlighting stronger sales and profitability versus a year earlier. Net sales rose to $169 million from $143 million, while adjusted EBITDA increased to $52 million from $29 million, lifting the adjusted EBITDA margin to 31% from 20%.
Improved production performance, disciplined commercial execution, and favorable AN, nitric acid and UAN markets supported results despite higher natural gas and other variable costs. The company generated $37 million of free cash flow and reduced net debt to trailing-twelve-month adjusted EBITDA to 1.4x, maintaining $182 million of cash and short-term investments.
Management notes a positive outlook for industrial and agricultural nitrogen markets, with strong fertilizer pricing and robust mining and construction demand. A carbon capture and sequestration project at El Dorado is on track, with Class VI permitting and operations expected around late 2026 or early 2027. A Section 382 stockholder rights plan remains in place to protect substantial net operating loss tax assets.
LSB Industries reported strong first quarter 2026 results, returning to profitability on higher sales and pricing. Net sales reached $169.5 million, up from $143.4 million a year earlier, while net income improved to $19.7 million from a net loss of $1.6 million. Diluted EPS was $0.27 versus a loss of $0.02.
Adjusted EBITDA rose to $52.1 million from $29.1 million as tighter fertilizer and industrial markets supported higher average selling prices across ammonia, AN, nitric acid and UAN. The company ended March 31, 2026 with $181.7 million in cash, cash equivalents and short-term investments and total debt of $441.2 million.
LSB Industries approved a one-time retention award for Chairman, President and CEO Mark T. Behrman, granting him 706,880 restricted stock units under the 2025 Long-Term Incentive Plan. Each RSU converts into one share of common stock or cash upon vesting.
The award uses cliff vesting and becomes payable on March 31, 2029, if he remains with the company. It includes detailed acceleration terms for termination without cause, resignation for good reason, death, disability, and certain change in control situations, and provides dividend equivalents that are paid only on vested RSUs.
LSB Industries, Inc. reported that President and CEO Mark T. Behrman acquired additional equity through a compensation grant. On April 24, 2026, he received 706,880 shares of Common Stock as a grant or award, linked in the footnotes to time-based Restricted Stock Units under the company’s 2025 Long Term Incentive Plan.
Following this grant, Behrman directly holds 2,194,075 shares of Common Stock. This is an equity-based compensation award, not an open-market stock purchase or sale.
BlackRock, Inc. files Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership of LSB INDUSTRIES INC common stock. The filing states BlackRock beneficially owns 3,997,366 shares, representing 5.6% of the class, with sole voting power over 3,941,490 shares and sole dispositive power over 3,997,366 shares. The cover lists the issuer as LSB INDUSTRIES INC and the reporting person as BlackRock, Inc. The signature block shows the filing was signed on 04/27/2026.
LSB Industries, Inc. director Jonathan Z. Ackerman filed an initial ownership report indicating that he does not currently beneficially own any securities of the company. The filing shows zero shares held directly or indirectly following the reported position.
LSB Industries, Inc. is asking stockholders to vote at its 2026 virtual-only annual meeting on May 21, 2026. Holders of 71,846,842 shares of common stock as of March 23, 2026 can elect three directors for terms expiring in 2029, ratify PricewaterhouseCoopers LLP as 2026 auditor, and approve an advisory say-on-pay vote for 2025 executive compensation.
The company highlights its classified nine-member board, lead independent director structure, and extensive committee oversight of risk, cybersecurity, ESG and compensation. It also outlines sustainability goals, codes of conduct and anti-bribery policies, and details fees paid to Ernst & Young in 2024–2025 before appointing PwC following a competitive process.