Monitor the next quarterly earnings for any cost overruns or production impact from the accelerated turnaround. The company's statement that cost and duration are unchanged provides no new financial information, so no immediate trading action is warranted.
Price Chart
Executive Summary
LSB Industries accelerated the planned turnaround at its Pryor, Oklahoma facility from July 2026 to immediately (May 28, 2026). The company expects no change to the previously announced duration or cost estimates. This is an operational scheduling update with no financial figures provided.
Key Facts
- Turnaround at Pryor, OK facility began immediately on May 28, 2026, versus previously scheduled July 2026
- Company expects no change to expected duration or cost estimates for the turnaround
- No financial figures, cost estimates, or duration estimates were disclosed in the filing
Financial Impact
No financial figures disclosed; company states cost estimates unchanged
Risk Factors
- Unexpected maintenance or repair needs discovered during the turnaround could increase costs or extend downtime
- Supply chain disruptions or labor availability could affect turnaround completion
- Reduced production during the turnaround may impact customer commitments and competitive position during peak nitrogen fertilizer demand
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-251573 |
| Document: 0001193125-26-251573-index-headers.html | 0001193125-26-251573 |
| Document: 0001193125-26-251573-index.html | 0001193125-26-251573 |
| Document: 0001193125-26-251573.txt | 0001193125-26-251573 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 6w ago | 8-K | $11.70 $10.20 | ▼ −12.82% | ▼ −14.76% | $10.15 (−13.25%) |
Jun 1, 2026 21w ago | 8-K | $13.06 $10.64 | ▼ −18.53% | ▼ −16.96% | $10.15 (−22.28%) |
May 22, 2026 22w ago | EFFECT | $13.04 $11.13 | ▼ −14.69% | ▼ −13.27% | $10.15 (−22.16%) |
May 21, 2026 22w ago | 8-K | $13.04 $11.13 | ▼ −14.69% | ▼ −13.27% | $10.15 (−22.16%) |
May 14, 2026 23w ago | S-3 | $14.50 $11.93 | ▼ −17.72% | ▼ −19.84% | $10.15 (−30.00%) |
May 14, 2026 23w ago | S-3ASR | $14.50 $11.93 | ▼ −17.72% | ▼ −19.84% | $10.15 (−30.00%) |
Apr 27, 2026 26w ago | 8-K | $14.85 $13.36 | ▼ −10.03% | ▼ −15.50% | $10.15 (−31.65%) |
Apr 15, 2026 27w ago | DEFA14A | $14.15 $15.44 | ▲ +9.12% | ▲ +3.07% | $10.15 (−28.27%) |
Apr 7, 2026 28w ago | 8-K | $14.76 $15.30 | ▲ +3.66% | ▼ −4.89% | $10.15 (−31.23%) |
Apr 3, 2026 29w ago | 8-K | $15.00 $14.37 | ▼ −4.20% | ▼ −13.18% | $10.15 (−32.33%) |
US Market Status
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