LXU · Lsb Industries, Inc.
$10.23
+0.36 (+3.65%)
At close · Aug 14
Market Cap
$710.62M
Shares
72.00M
Lsb Industries, Inc. Earnings Call Transcripts
Every quarterly earnings call for Lsb Industries, Inc. (LXU) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
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
25-09-30
▲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
Q2 2026 LSB Industries Earnings Conference Call
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
Q1 2026 LSB Industries Earnings Conference Call
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. Q4 FY2025 Earnings Call
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
2025-09-30
Lsb Industries, Inc. Q3 FY2025 Earnings Call
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. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
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. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q4 FY2020 Earnings Call
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. Q3 FY2020 Earnings Call
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. Q2 FY2020 Earnings Call
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. Q1 FY2020 Earnings Call
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. Q4 FY2019 Earnings Call
Revenue
$73.90M
▼ 22% YoY Gross margin
-16.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
60714
CUSIP
502160104
13F (30d)
188 filings
187 filers
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