The company's strong performance across both quarters and full year, combined with improved safety metrics and robust demand in key markets, suggests continued momentum. Traders should monitor the 2026 volume outlook which anticipates lower production due to planned turnarounds, potentially impacting near-term results.
Price Chart
Executive Summary
LSB Industries reported strong fourth quarter and full-year 2025 results, with revenue of $165.0 million (up 22.3% YoY) and net income of $16.1 million compared to a $9.1 million loss in the prior year. Full-year revenue was $615.2 million (up 17.8% YoY) with net income of $24.6 million versus a $19.4 million loss. The company highlighted improved safety performance, strong demand in industrial and agricultural markets, and repurchased $39.9 million in Senior Secured Notes during the year.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $165.0 million, up 22.3% YoY from $134.9 million in Q4 2024
- Q4 2025 net income was $16.1 million versus a $9.1 million loss in Q4 2024
- Full-year 2025 revenue was $615.2 million, up 17.8% YoY from $522.4 million
- Full-year 2025 net income was $24.6 million versus a $19.4 million loss
- Diluted EPS was $0.22 in Q4 2025 versus $(0.13) in Q4 2024
- Adjusted EBITDA was $54.1 million in Q4 2025, up from $37.6 million in Q4 2024
- Company repurchased $39.9 million in principal amount of Senior Secured Notes for approximately $39.5 million in 2025
Financial Impact
Revenue increased by $92.8 million (17.8%) and net income improved by $44.0 million from a loss to a profit for the full year 2025
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| AN & Nitric Acid | $64.7M | +12.0% |
| UAN | $43.5M | +44.0% |
| Ammonia | $49.4M | +23.0% |
Risk Factors
- 2026 volume outlook projects lower production due to planned turnarounds at facilities
- Input costs increased significantly with average natural gas cost up 37% YoY in Q4 2025
- Future performance depends on maintaining favorable pricing momentum in key products
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-071665 |
| Document: lxu-20260225.htm | 0001193125-26-071665 |
| Document: 0001193125-26-071665-index-headers.html | 0001193125-26-071665 |
| Document: 0001193125-26-071665-index.html | 0001193125-26-071665 |
| Document: 0001193125-26-071665.txt | 0001193125-26-071665 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 6w ago | 8-K | $11.70 $10.20 | ▼ −12.82% | ▼ −14.76% | $10.16 (−13.16%) |
Jun 1, 2026 20w ago | 8-K | $13.06 $10.64 | ▼ −18.53% | ▼ −16.96% | $10.16 (−22.21%) |
May 22, 2026 22w ago | EFFECT | $13.04 $11.13 | ▼ −14.69% | ▼ −13.27% | $10.16 (−22.09%) |
May 21, 2026 22w ago | 8-K | $13.04 $11.13 | ▼ −14.69% | ▼ −13.27% | $10.16 (−22.09%) |
May 14, 2026 23w ago | S-3 | $14.50 $11.93 | ▼ −17.72% | ▼ −19.84% | $10.16 (−29.93%) |
May 14, 2026 23w ago | S-3ASR | $14.50 $11.93 | ▼ −17.72% | ▼ −19.84% | $10.16 (−29.93%) |
Apr 27, 2026 25w ago | 8-K | $14.85 $13.36 | ▼ −10.03% | ▼ −15.50% | $10.16 (−31.58%) |
Apr 15, 2026 27w ago | DEFA14A | $14.15 $15.44 | ▲ +9.12% | ▲ +3.07% | $10.16 (−28.20%) |
Apr 7, 2026 28w ago | 8-K | $14.76 $15.30 | ▲ +3.66% | ▼ −4.89% | $10.16 (−31.17%) |
Apr 3, 2026 29w ago | 8-K | $15.00 $14.37 | ▼ −4.20% | ▼ −13.18% | $10.16 (−32.27%) |
US Market Status
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