10-Q quarterly report · filed Jul 30, 2026

LSB INDUSTRIES, INC. (LXU) Q2 2026 10-Q Quarterly Report

Short answer

LSB INDUSTRIES, INC. (LXU) filed its Q2 2026 10-Q quarterly report on Jul 30, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $168M (up 11.1% year over year) with net income of −$6M.

Q2 2026 key financials · XBRL

Revenue
$168M
+11.1% YoY · −0.8% QoQ
Net income
−$6M
−305.9% YoY · −131.4% QoQ
Operating margin
-1.6%
Gross margin
6.8%
EPS (diluted)
−$0.09
−325.0% YoY · −133.3% QoQ

Source: XBRL data from the LSB INDUSTRIES, INC. (LXU) Q2 2026 10-Q on SEC EDGAR. USD.

LSB INDUSTRIES, INC. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

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

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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