LSB Industries

LSB Industries reported Q1 2026 EPS of $0.27 (forecast $0.11) and revenue of $169.5 million, both above expectations. Adjusted EBITDA rose 44% to $52 million; operating cash flow was also $52 million and free cash flow about $37 million. The share price gained in premarket trading as investors saw confirmation of operational improvements, higher prices and an optimized product mix. Management emphasized strategic initiatives such as the El Dorado Low Carbon Project and expects continued strong free cash flow. » More on de.investing.com

Lsb Industries' stock rose to a 52-week high of $15.68; market capitalization is around $1.12 billion. Since the start of the year the stock has gained about 70% and has increased roughly 109% over the year. Lsb reported Q4 2025 EPS of $0.22 (expectation $0.15) and revenue of $165 million (expectation $150.87 million). An InvestingPro analysis currently sees the stock above its fair-value estimate and points to a high P/E ratio of 45.66. » More on de.investing.com

LSB Industries delivered record nitric acid and ammonium nitrate production in 2025 and reported adjusted full‑year EBITDA of $162 million (up 25% YoY) with Q4 EBITDA of $54 million. Year‑end cash was about $150 million, net leverage 1.8x, and 2025 free cash flow was $44 million after $53 million of sustaining capex. For 2026 the company expects planned turnarounds to remove roughly 60,000 tons of ammonia and 50,000 tons of UAN from production, ~ $75 million of capex, and flexible shifting toward AN where market conditions warrant. LSB remains on track for its El Dorado CCS project to begin CO2 sequestration by end‑2026/early‑2027 and targets up to $70 million of annual EBITDA uplift over time. » More on finance.yahoo.com