Lsb Industries, Inc. (LXU) — SEC Filings
Lsb Industries, Inc. (LXU) — 33 SEC filings. Latest: DEFA14A (Apr 15, 2026). Includes 18 8-K, 6 10-Q, 3 SC 13G/A.
View Lsb Industries, Inc. on SEC EDGAR
Overview
Lsb Industries, Inc. (LXU) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEFA14A filed on Apr 15, 2026: LSB Industries, Inc. filed a Definitive Additional Materials (DEFA14A) on April 15, 2026. This filing is related to proxy materials and does not contain specific financial figures or proposals within the provided text. The company's mailing and business address is in Oklahoma City, OK.
Sentiment Summary
Across 33 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 31 neutral. The dominant filing sentiment for Lsb Industries, Inc. is neutral.
Filing Type Overview
Lsb Industries, Inc. (LXU) has filed 2 DEFA14A, 18 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 3 SC 13G/A with the SEC between Jan 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (33)
Risk Profile
Risk Assessment: Of LXU's 28 recent filings, 1 were flagged as high-risk, 14 as medium-risk, and 13 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $155,431 thousand |
| Net Income | $7,115 thousand |
| EPS | Not Disclosed |
| Debt-to-Equity | Not Disclosed |
| Cash Position | $27,951 thousand |
| Operating Margin | 10.05% |
| Total Assets | Not Disclosed |
| Total Debt | $447,582 thousand |
Key Executives
- Michael F. R. Smith
- David L. Johnson
- Mark L. Smith
- Brian L. Shinn
- Kristy D. Carver
Industry Context
LSB Industries operates in the chemical manufacturing sector, specifically focusing on nitrogen-based products for agricultural and industrial applications. The industry is characterized by cyclicality tied to commodity prices, particularly natural gas, and is influenced by agricultural demand and industrial activity. Competitors include large global chemical producers and regional players, with market share often dependent on production efficiency, feedstock costs, and logistical capabilities.
Top Tags
results-of-operations (5) · financial-reporting (4) · 10-Q (4) · debt (4) · financials (4) · governance (4) · corporate-governance (3) · Industrial Chemicals (3) · executive-compensation (3) · financial-condition (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net sales for Q3 2025 | $155,431 thousand | Increased from $109,217 thousand in Q3 2024, representing a 42.3% increase. |
| Net income for Q3 2025 | $7,115 thousand | A significant turnaround from a net loss of $25,382 thousand in Q3 2024. |
| Net income for YTD Q3 2025 | $8,481 thousand | Reversed a net loss of $10,204 thousand in YTD Q3 2024. |
| Net sales for YTD Q3 2025 | $450,159 thousand | Increased from $387,494 thousand in YTD Q3 2024, representing a 16.2% increase. |
| Gross profit for Q3 2025 | $25,543 thousand | A strong recovery from a gross loss of $7,945 thousand in Q3 2024. |
| Long-term debt, net, as of Sep 30, 2025 | $447,582 thousand | Reduced from $476,163 thousand at Dec 31, 2024. |
| Total current liabilities as of Sep 30, 2025 | $95,302 thousand | Decreased from $135,634 thousand at Dec 31, 2024. |
| Cash and cash equivalents as of Sep 30, 2025 | $27,951 thousand | Increased from $20,230 thousand at Dec 31, 2024. |
| Asset write-downs for YTD Q3 2025 | $3.0 million | Lower than $8.6 million in YTD Q3 2024, indicating improved asset management. |
| Common stock outstanding as of Oct 24, 2025 | 71,944,499 shares | Reflects the current share count. |
| Filing Date | 20251029 | The date the 8-K was filed with the SEC. |
| Fiscal Year End | 1231 | Indicates the end of the company's financial reporting year. |
| Q2 2025 Chemical Product Revenue | $145.0M | Down from $205.0M in Q2 2024, a 29.3% decrease. |
| Q2 2025 Net Income | $15.0M | Down from $50.0M in Q2 2024, a 70% decrease. |
| Six-Month 2025 Chemical Product Revenue | $290.0M | Down from $400.0M in the same period of 2024, a 27.5% decrease. |
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Frequently Asked Questions
What are the latest SEC filings for Lsb Industries, Inc. (LXU)?
Lsb Industries, Inc. has 33 recent SEC filings from Jan 2024 to Apr 2026, including 18 8-K, 6 10-Q, 3 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of LXU filings?
Across 33 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 31 neutral. The dominant sentiment is neutral.
Where can I find Lsb Industries, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Lsb Industries, Inc. (LXU) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Lsb Industries, Inc.?
Key financial highlights from Lsb Industries, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for LXU?
The investment thesis for LXU includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Lsb Industries, Inc.?
Key executives identified across Lsb Industries, Inc.'s filings include Michael F. R. Smith, David L. Johnson, Mark L. Smith, Brian L. Shinn, Kristy D. Carver.
What are the main risk factors for Lsb Industries, Inc. stock?
Of LXU's 28 assessed filings, 1 were flagged high-risk, 14 medium-risk, and 13 low-risk.
What are recent predictions and forward guidance from Lsb Industries, Inc.?
Forward guidance and predictions for Lsb Industries, Inc. are extracted from SEC filings as they are enriched.