LXU at a glance
LSB INDUSTRIES, INC. (LXU, SEC CIK 60714) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), LSB INDUSTRIES, INC. (LXU) reported revenue of $615.2 million (up 17.8% from FY2024) and net income of $24.6 million. Diluted EPS was $0.34.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding LSB INDUSTRIES, INC. (LXU) shares worth $210.0 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Ackerman Jonathan Z. on September 15, 2026 of 1,000 shares at $11.30 per share.
- In the last 90 days, LXU insiders reported 2 open-market purchases ($21K) and 0 open-market sales ($0) on Form 4, a net purchase of $21K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $615.2M
- +17.8% vs prior year
- Insiders · 90 days
- 2 buys · 0 sells
- Net +$21K
- 13F holders
- 27 funds
- $210.0M · +1 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- New risk: El Dorado carbon-capture project acquired May 2026, requiring EPA Class VI permit approval
- Regulatory risk: Class VI permit delay could postpone operations beyond first-quarter 2027 and jeopardize approximately $95 million invested
- Compliance risk: Section 45Q tax credits depend on sequestration, monitoring, reporting, labor, and recordkeeping requirements
- Geopolitical risk: Middle East conflict disrupted shipping routes, energy markets, fertilizer supply, and commodity prices
- Operational risk: Construction, contractor, equipment, or commissioning failures could delay the carbon-capture project and increase capital expenditures
AI summary of the LXU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Filing contains only signature certification dated September 9, 2026
- No substantive Regulation FD disclosure or investor-impacting information provided
Item EX-99.1: Item EX-99.1
- Q2’26 TTM net sales $658M, up 22%, and adjusted EBITDA $199M, up 63%, with margin expanding to 30%
- Net leverage fell to 1.1x from 2.8x year-over-year, while liquidity reached $218M and operating cash flow $59M
Item 7.01: Regulation FD Disclosure
- Filing includes only signature and XBRL cover-page references, with no substantive Regulation FD disclosure
- Report signed July 30, 2026 by Cheryl A. Maguire, Executive Vice President and CFO
Item EX-99.1: Item EX-99.1
- Q2’26 net sales $168M, adjusted EBITDA $53M versus $38M, with margin expanding to 32% from 25%
- Turnarounds reduced production, but higher pricing and product-mix optimization supported approximately 40% year-over-year EBITDA growth
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Press release issued July 29, 2026, with financial details in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net sales rose to $168.1M from $151.3M, driven by higher pricing and AN volumes despite planned maintenance disruptions
- Net loss $6.2M versus $3.0M profit, reflecting $28.8M of turnaround expenses at El Dorado and Pryor
AI summaries of LXU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LXU
Don't miss the next LXU filing
- Alerts as it files. A push when LXU files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LXU, by share count.
- Ask anything. An AI agent that reads every LXU filing and answers with sources.
LXU alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ackerman Jonathan Z. | Buy | Sep 15, 2026 | 1,000 | $11.30 |
| Ackerman Jonathan Z. | Buy | Aug 12, 2026 | 1,000 | $9.89 |
| White Lynn F | Sell | Jun 10, 2026 | 40,000 | $11.80 |
| CARVER KRISTY | Sell | Jun 8, 2026 | 9,554 | $12.38 |
| Ackerman Jonathan Z. | A | May 22, 2026 | 9,252 | $12.97 |
| Bertocco Riccardo | A | May 22, 2026 | 9,252 | $12.97 |
| White Lynn F | A | May 22, 2026 | 9,252 | $12.97 |
| Peninger Diana M | A | May 22, 2026 | 9,252 | $12.97 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $522.4M | $615.2M |
| Gross Profit | - | $47.8M | $104.3M |
| Operating Income | - | -$5.5M | $57.3M |
| Net Income | - | -$19.4M | $24.6M |
| Gross Margin | - | 9.1% | 17.0% |
| Op. Margin | - | -1.1% | 9.3% |
| Net Margin | - | -3.7% | 4.0% |
| Balance Sheet | |||
| Total Assets | $1.3B | $1.2B | $1.2B |
| Equity | - | $491.6M | $520.0M |
| ROE | - | -3.9% | 4.7% |
| Per Share | |||
| EPS | - | $-0.27 | $0.34 |
| Cash Flow | |||
| Operating CF | - | $86.6M | $95.5M |
| CapEx | $67.6M | $92.3M | $77.5M |
Source: XBRL data in LSB INDUSTRIES, INC. (LXU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LXU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $210.0M |
| Q1 2026 | 26 | $285.2M |
| Q4 2025 | 23 | $141.3M |
| Q3 2025 | 23 | $132.5M |
| Q2 2025 | 22 | $129.2M |
| Q1 2025 | 18 | $70.7M |
| Q4 2024 | 15 | $78.0M |
| Q3 2024 | 15 | $59.3M |
- BlackRock+635.3K (+16%)
- Two Sigma Investments+420.6K (+79%)
- Vanguard Portfolio Management LLC+323.8K (+71%)
- Citadel Advisors LLC+270.0K (+33%)
- Vanguard Capital Management LLC+265.8K (+12%)
- D.E. Shaw & Co−1.93M (-95%)
- Millennium Management−364.6K (-71%)
- Bank of America Corp−95.7K (-38%)
- Renaissance Technologies LLC−44.1K (-2%)
- Invesco Ltd−11.2K (-5%)
- Prudential Financial+82.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 169 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LXU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Aug 13, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 8-K | May 21, 2026 | - | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 4 | Apr 27, 2026 | - | - | - |
| 8-K | Apr 7, 2026 | - | Analysis | - |
| 8-K | Apr 3, 2026 | - | Analysis | - |
| 4 | Mar 30, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
Related Health Care companies
- KRO · KRONOS WORLDWIDE INCIndustrial Inorganic Chemicals
- LTBR · LIGHTBRIDGE CorpIndustrial Inorganic Chemicals
- LXFR · LUXFER HOLDINGS PLCIndustrial Inorganic Chemicals
- NL · NL INDUSTRIES INCIndustrial Inorganic Chemicals
- TROX · Tronox Holdings plcIndustrial Inorganic Chemicals
- VHI · VALHI INC /DE/Industrial Inorganic Chemicals
- TXG · 10x Genomics, Inc.Laboratory Analytical Instruments
- FDMT · 4D Molecular Therapeutics, Inc.Biological Products, (No Diagnostic Substances)
LXU SEC filings: frequently asked questions
Are LXU insiders buying or selling?
In the last 90 days, LSB INDUSTRIES, INC. (LXU) officers, directors and 10% owners reported 2 open-market purchases worth $21,190 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LXU stock?
As of June 30, 2026, the largest LSB INDUSTRIES, INC. (LXU) holders among the 13F filers tracked by SignalX were BlackRock ($50.8 million), Vanguard Capital Management LLC ($27.1 million), Dimensional Fund Advisors ($26.2 million), Renaissance Technologies LLC ($18.9 million), State Street Corp ($14.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LXU's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), LSB INDUSTRIES, INC. (LXU) reported revenue of $615.2 million (up 17.8% from FY2024) and net income of $24.6 million. Diluted EPS was $0.34. The figures come from the XBRL data in the 10-K.
What did LXU report in its latest 8-K?
LSB INDUSTRIES, INC. (LXU) filed an 8-K on September 9, 2026 reporting Item 7.01 (Regulation FD Disclosure). Filing contains only signature certification dated September 9, 2026.
What are the latest LXU SEC filings?
LSB INDUSTRIES, INC. (LXU) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on September 17, 2026.
What is LXU's SEC CIK number?
LSB INDUSTRIES, INC. (LXU)'s SEC Central Index Key (CIK) is 60714. EDGAR lists every LXU filing under that number.
Ask anything about LXU
The research agent reads LXU's filings, financials, insider trades and 13F holders, then answers with sources.