Jun 2026 (Q2 FY26) — Jul 30, 2026
LSB Industries Q2 FY26 — Strong Operational Performance and Growth Initiatives
Read the full callLSB Industries (LXU) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
LSB Industries earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 168 | +11.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -1.6 | −8.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -6.2 | −305.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$10.46 +3.56% · +$0.36
Performance +21.1% 1Y
1Y: $8.64 on 14 Oct 2025 → $10.46. High $16.88 (26 Mar 2026), low $8.16 (4 Nov 2025).
- Previous close
- $10.1
- 52-week range
- $8.16 – $16.88
- One year
- +19.82%
Overview
- Symbol
- LXU
- Sector
- Materials
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
LSB Industries earnings calls (LXU)
Financials
What the filings say
Net profit, year on year: −306% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 109 | 135 | 143 | 151 | 155 | 165 | 169 | 168 |
| Operating profit | -24 | -7 | 4 | 10 | 16 | 27 | 23 | -3 |
| Operating margin | −22.4% | −5.0% | 3.1% | 6.9% | 10.1% | 16.2% | 13.7% | −1.6% |
| Interest | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 7 |
| Profit before tax | -30 | -13 | -2 | 4 | 10 | 21 | 18 | -8 |
| Tax rate | 15.0% | 30.7% | 14.7% | 26.5% | 26.3% | 22.2% | −12.1% | 23.6% |
| Net profit | -25 | -9 | -2 | 3 | 7 | 16 | 20 | -6 |
| EPS ($ per share) | -0.35 | — | -0.02 | 0.04 | 0.10 | — | 0.27 | -0.09 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 3 | 3 | 4 | 9 | 9 | 9 | 9 | 9 |
| Reserves | 154 | 58 | -41 | -31 | 199 | 227 | 208 | 232 |
| Total liabilities | 806 | 841 | 904 | 672 | 924 | 780 | 696 | 654 |
| Fixed assets | 974 | 936 | 891 | 858 | 849 | 835 | 848 | 834 |
| Investments | — | — | — | — | 331 | 207 | 164 | 129 |
| Total assets | 1,148 | 1,088 | 1,053 | 1,133 | 1,440 | 1,298 | 1,187 | 1,174 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 18 | 2 | -3 | 88 | 346 | 138 | 87 | 96 |
| Cash from investing | -26 | -36 | -28 | -35 | -370 | 57 | -53 | -42 |
| Cash from financing | 1 | 31 | 24 | 13 | 6 | -158 | -114 | -54 |
| Net cash flow | -8 | -3 | -7 | 66 | -18 | 37 | -81 | -1 |
| Capital expenditure | -37 | -36 | -30 | -35 | -46 | -68 | -92 | -77 |
| Free cash flow | -19 | -34 | -33 | 52 | 300 | 70 | -6 | 18 |
Insider filings
80 filings between Oct 30, 2025 and Sep 15, 2026.
Open market
decisions to buy or sellPurchases
$21.2K
2 purchases by 1 insider
Sales
$81.92M
36 sales by 6 insiders
97% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 17
- Award — granted as compensation
- 21
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 dispositions to the issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Boehly Todd L | — | $72.60M | Mar 26, 2026 |
| GOLSEN BARRY H | — | $5.48M | Feb 11, 2026 |
| BEHRMAN MARK T | — | $2.94M | Mar 2, 2026 |
| White Lynn F | — | $472.0K | Jun 10, 2026 |
| CARVER KRISTY | — | $336.6K | Jun 8, 2026 |
| MAGUIRE CHERYL | — | $91.0K | Jan 15, 2026 |
| Ackerman Jonathan Z. | $21.2K | — | Sep 15, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | Ackerman Jonathan Z. Director | Purchase 10b5-1 plan | 1,000 | $11.3K |
| Aug 12, 2026 | Ackerman Jonathan Z. Director | Purchase 10b5-1 plan | 1,000 | $9.9K |
| Jun 10, 2026 | White Lynn F Director | Sale 10b5-1 plan | 40,000 | $472.0K |
| Jun 8, 2026 | CARVER KRISTY SVP and Treasurer | Sale 10b5-1 plan | 9,554 | $118.3K |
| May 22, 2026 | Peninger Diana M Director | Award | 9,252 | $120.0K |
| May 22, 2026 | CHANDLER JOHN D Director | Award | 9,252 | $120.0K |
| May 22, 2026 | Bertocco Riccardo Director | Award | 9,252 | $120.0K |
| May 22, 2026 | Ackerman Jonathan Z. Director | Award | 9,252 | $120.0K |
| May 22, 2026 | White Lynn F Director | Award | 9,252 | $120.0K |
| Apr 24, 2026 | BEHRMAN MARK T President and CEO | Award | 706,880 | $10.30M |
| Mar 26, 2026 | Boehly Todd L 10% owner | Sale | 4,889,159 | $72.60M |
| Mar 12, 2026 | MAGUIRE CHERYL EVP and CFO | Disposition to issuer 10b5-1 plan | 20,000 | $300.0K |
| Mar 2, 2026 | BEHRMAN MARK T President and CEO | Sale 10b5-1 plan | 250,000 | $2.94M |
| Feb 26, 2026 | CARVER KRISTY SVP and Treasurer | Sale 10b5-1 plan | 2,091 | $23.0K |
| Feb 11, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 4,427 | $44.4K |
| Feb 11, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 13,386 | $134.4K |
| Feb 10, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 6,339 | $63.6K |
| Feb 10, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 19,162 | $192.4K |
| Feb 9, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 2,495 | $24.9K |
| Feb 9, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 826 | $8.3K |
| Feb 4, 2026 | MAGUIRE CHERYL EVP and CFO | Award | 29,462 | $0 |
| Feb 4, 2026 | Foster Michael J. EVP, General Counsel and Sec | Award | 26,545 | $0 |
| Feb 4, 2026 | CARVER KRISTY SVP and Treasurer | Award | 8,124 | $0 |
| Feb 4, 2026 | Renwick Damien EVP and CCO | Award | 25,115 | $0 |
| Feb 4, 2026 | BEHRMAN MARK T President and CEO | Award | 153,604 | $0 |
| Feb 4, 2026 | Bemis Scott D EVP - Manufacturing | Award | 10,584 | $0 |
| Jan 26, 2026 | CARVER KRISTY SVP and Treasurer | Tax withheld | 1,852 | $18.3K |
| Jan 26, 2026 | CARVER KRISTY SVP and Treasurer | Award | 3,747 | $37.0K |
| Jan 26, 2026 | CARVER KRISTY SVP and Treasurer | Tax withheld | 868 | $8.6K |
| Jan 26, 2026 | BEHRMAN MARK T President and CEO | Tax withheld | 14,034 | $138.7K |
| Jan 26, 2026 | MAGUIRE CHERYL EVP and CFO | Award | 12,274 | $121.3K |
| Jan 26, 2026 | Foster Michael J. EVP, General Counsel and Sec | Tax withheld | 5,363 | $53.0K |
| Jan 26, 2026 | BEHRMAN MARK T President and CEO | Award | 67,884 | $670.7K |
| Jan 26, 2026 | MAGUIRE CHERYL EVP and CFO | Tax withheld | 5,413 | $53.5K |
| Jan 26, 2026 | Foster Michael J. EVP, General Counsel and Sec | Award | 12,159 | $120.1K |
| Jan 26, 2026 | Foster Michael J. EVP, General Counsel and Sec | Tax withheld | 2,514 | $24.8K |
| Jan 26, 2026 | MAGUIRE CHERYL EVP and CFO | Tax withheld | 2,538 | $25.1K |
| Jan 26, 2026 | Renwick Damien EVP and CCO | Tax withheld | 3,597 | $35.5K |
| Jan 26, 2026 | Renwick Damien EVP and CCO | Award | 8,182 | $80.8K |
| Jan 26, 2026 | Renwick Damien EVP and CCO | Tax withheld | 1,692 | $16.7K |
| Jan 26, 2026 | BEHRMAN MARK T President and CEO | Tax withheld | 29,937 | $295.8K |
| Jan 23, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 11,967 | $120.0K |
| Jan 23, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 3,959 | $39.7K |
| Jan 22, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 4,884 | $48.9K |
| Jan 22, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 1,616 | $16.2K |
| Jan 21, 2026 | MAGUIRE CHERYL EVP and CFO | Disposition to issuer 10b5-1 plan | 5,899 | $59.0K |
| Jan 21, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 72,553 | $729.9K |
| Jan 21, 2026 | GOLSEN BARRY H Director | Sale 10b5-1 plan | 24,001 | $241.5K |
| Jan 17, 2026 | MAGUIRE CHERYL EVP and CFO | Tax withheld | 4,508 | $43.3K |
| Jan 17, 2026 | BEHRMAN MARK T President and CEO | Tax withheld | 23,198 | $222.7K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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