LXU · Lsb Industries, Inc. · Webcasts, Transcripts & Audio
$10.16
-0.01 (-0.10%)
At close · Oct 7
Return incl. dividend (before tax)
Market Cap
$712.06M
Shares
72.00M
Volume · Oct 7
27.76K
Avg daily vol (3M)
795.77K
Lsb Industries, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Lsb Industries, Inc. (LXU), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲44.9%
$184.27M
$2.31M
'22 Q3
22-11-01
▲22.8%
$233.65M
$65.87M
'22 Q4
23-02-22
▼9.1%
$180.96M
$15.90M
'23 Q1
23-05-02
▼41.8%
$165.84M
$25.09M
'23 Q2
23-07-26
▼38%
$114.29M
−$7.73M
'23 Q3
23-11-01
▼43.2%
$132.61M
−$5.35M
'23 Q4
24-03-05
▼23.6%
$138.20M
$5.62M
'24 Q1
24-04-29
▼15.5%
$140.07M
$9.55M
'24 Q2
24-07-31
▼4.4%
$109.22M
−$25.38M
'24 Q3
24-10-29
▲1.7%
$134.91M
−$9.15M
'24 Q4
25-02-26
▲3.8%
$143.43M
−$1.64M
'25 Q1
25-04-29
▲8%
$151.30M
$3.01M
'25 Q2
25-07-29
▲42.3%
$155.43M
$7.12M
'25 Q3
25-10-30
▲22.3%
$165.05M
$16.13M
'25 Q4
26-02-26
▲18.2%
$169.49M
$19.68M
'26 Q1
26-04-30
LATEST
▲11.1%
$168.09M
−$6.19M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Lsb Industries, Inc. (LXU) Q2 2026 Earnings Call Transcript
Confident tone
Turnaround execution and production improvement
Fertilizer market and ammonia pricing dynamics
El Dorado carbon capture and sequestration (CCS) project
Revenue
$168.09M
▲ 11.1% YoY Diluted EPS
$-0.09
▼ 325% YoY Gross margin
6.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Lsb Industries, Inc. (LXU) Q1 2026 Earnings Call Transcript
Confident tone
Ammonia and nitrogen markets
Middle East conflict and global supply disruptions
Turnarounds and value creation projects
Revenue
$169.49M
▲ 18.2% YoY Diluted EPS
$0.27
Gross margin
21.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Lsb Industries, Inc. (LXU) Q4 2025 Earnings Call Transcript
Confident tone
Commercial environment and pricing
Planned turnaround activity
Financial performance and balance sheet
Revenue
$165.05M*
▲ 22.3% YoY Gross margin
25.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Lsb Industries, Inc. (LXU) Q3 2025 Earnings Call Transcript
Confident tone
HDAN to ANS transition
UAN pricing
El Dorado low-carbon / CCS project
Revenue
$155.43M
▲ 42.3% YoY Diluted EPS
$0.10
Gross margin
16.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-29
Lsb Industries, Inc. (LXU) Q2 2025 Earnings Call Transcript
Confident tone
Sales volumes and production
Sales mix shift to industrial / cost-plus contracts
Demand outlook and farmer economics
Revenue
$151.30M
▲ 8% YoY Diluted EPS
$0.04
▼ 69.2% YoY Gross margin
15.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-29
Lsb Industries, Inc. (LXU) Q1 2025 Earnings Call Transcript
Positive tone
Industrial business and cost-plus contracts
Decarbonization / El Dorado project
Operational reliability and production
Revenue
$143.43M
▲ 3.8% YoY Diluted EPS
$-0.02
▼ 125% YoY Gross margin
10.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-26
Lsb Industries, Inc. (LXU) Q4 2024 Earnings Call Transcript
Confident tone
Cherokee Facility Turnaround and Reliability
Nitrogen and Fertilizer Market Dynamics
Energy Transition and Low-Carbon Ammonia Projects
Revenue
$134.91M*
▲ 1.7% YoY Gross margin
4.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Lsb Industries, Inc. (LXU) Q3 2024 Earnings Call Transcript
Positive tone
Pryor facility turnaround and expansion
Industrial business and nitric acid demand
Low-carbon / energy transition projects
Revenue
$109.22M
▼ 4.4% YoY Diluted EPS
$-0.35
Gross margin
-7.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Lsb Industries, Inc. (LXU) Q2 2024 Earnings Call Transcript
Positive tone
Low-carbon ammonia and ANS strategy
Turnaround, reliability and production rate improvements
European energy transition and CBAM regulation
Revenue
$140.07M
▼ 15.5% YoY Diluted EPS
$0.13
▼ 60.6% YoY Gross margin
19.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
Lsb Industries, Inc. (LXU) Q1 2024 Earnings Call Transcript
Positive tone
Capital returns and balance sheet derisking
Low-carbon ammonia projects
Turnarounds at Pryor and Cherokee
Revenue
$138.20M
▼ 23.6% YoY Diluted EPS
$0.08
▼ 61.9% YoY Gross margin
16.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-05
Lsb Industries, Inc. (LXU) Q4 2023 Earnings Call Transcript
Positive tone
Low-carbon ammonia project (Houston Ship Channel)
Fertilizer and industrial demand outlook
Operational reliability and margin enhancement projects
Revenue
$132.61M*
▼ 43.2% YoY Gross margin
9.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Lsb Industries, Inc. (LXU) Q3 2023 Earnings Call Transcript
Revenue
$114.29M
▼ 38% YoY Diluted EPS
$-0.10
▼ 433.3% YoY Gross margin
-3.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-26
Lsb Industries, Inc. (LXU) Q2 2023 Earnings Call Transcript
Revenue
$165.84M
▼ 41.8% YoY Diluted EPS
$0.33
▼ 71.3% YoY Gross margin
21.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Lsb Industries, Inc. (LXU) Q1 2023 Earnings Call Transcript
Revenue
$180.96M
▼ 9.1% YoY Diluted EPS
$0.21
▼ 67.7% YoY Gross margin
23.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Lsb Industries, Inc. (LXU) Q4 2022 Earnings Call Transcript
Revenue
$233.65M
▲ 22.8% YoY Diluted EPS
$0.83
▲ 76.6% YoY Gross margin
39.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-01
Lsb Industries, Inc. (LXU) Q3 2022 Earnings Call Transcript
Revenue
$184.27M
▲ 44.9% YoY Diluted EPS
$0.03
Gross margin
12.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Lsb Industries, Inc. (LXU) Q2 2022 Earnings Call Transcript
Revenue
$284.80M
▲ 102.4% YoY Diluted EPS
$1.15
▲ 259.4% YoY Gross margin
50.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Lsb Industries, Inc. (LXU) Q1 2022 Earnings Call Transcript
Revenue
$198.98M
▲ 102.8% YoY Diluted EPS
$0.65
Gross margin
45.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-23
Lsb Industries, Inc. (LXU) Q4 2021 Earnings Call Transcript
Revenue
$190.23M
▲ 114% YoY Diluted EPS
$0.47
Gross margin
41.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-01
Lsb Industries, Inc. (LXU) Q3 2021 Earnings Call Transcript
Revenue
$127.20M
▲ 72% YoY Diluted EPS
$-6.39
Gross margin
13.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
Lsb Industries, Inc. (LXU) Q2 2021 Earnings Call Transcript
Revenue
$140.70M
▲ 34% YoY Diluted EPS
$0.32
Gross margin
24.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Lsb Industries, Inc. (LXU) Q1 2021 Earnings Call Transcript
Revenue
$98.12M
▲ 17.6% YoY Diluted EPS
$-0.63
Gross margin
8.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-24
Lsb Industries, Inc. (LXU) Q4 2020 Earnings Call Transcript
Revenue
$88.90M
▲ 20.3% YoY Gross margin
-3.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Lsb Industries, Inc. (LXU) Q3 2020 Earnings Call Transcript
Revenue
$73.97M
▼ 2% YoY Gross margin
-1.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
Lsb Industries, Inc. (LXU) Q2 2020 Earnings Call Transcript
Revenue
$105.03M
▼ 13.6% YoY Diluted EPS
$-0.26
Gross margin
18.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Lsb Industries, Inc. (LXU) Q1 2020 Earnings Call Transcript
Revenue
$83.41M
▼ 11.4% YoY Gross margin
3.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-24
Lsb Industries, Inc. (LXU) Q4 2019 Earnings Call
Revenue
$73.90M
▼ 22% YoY Gross margin
-16.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 webcasts