LSB Industries, Inc. filed its Form 10-Q with the SEC on October 29, 2026, covering the quarterly period ended September 30, 2026, reporting net income of $16,347 thousand for the third quarter and $29,843 thousand for the nine months ended September 30, 2026.

Key Highlights

  • Q3 net income of $16,347 thousand: Up from $7,115 thousand in the third quarter of 2025, according to the filing.
  • Nine-month net income of $29,843 thousand: Compared to $8,481 thousand for the same period in 2025.
  • Q3 net sales of $158,602 thousand: Increased from $155,431 thousand in Q3 2025.
  • Q3 gross profit of $43,102 thousand: Up from $25,543 thousand in the year-ago quarter.
  • Total assets of $1,224,520 thousand: As of September 30, 2026, versus $1,173,539 thousand at December 31, 2025.
  • Cash and cash equivalents of $37,696 thousand: At September 30, 2026, compared to $19,511 thousand at December 31, 2025.
  • 72,002,670 shares of common stock outstanding as of October 23, 2026.

LSB Industries Financial Results for the Quarter and Nine Months Ended September 30, 2026

According to the filing, LSB Industries (NYSE:LXU) reported net sales of $158,602 thousand for the three months ended September 30, 2026, compared to $155,431 thousand in the same quarter of 2025. Cost of sales decreased to $115,500 thousand from $129,888 thousand in the prior-year period, driving gross profit to $43,102 thousand versus $25,543 thousand a year earlier. Operating income for Q3 2026 was $26,807 thousand, up from $15,629 thousand in Q3 2025.

For the nine months ended September 30, 2026, the company disclosed net sales of $496,181 thousand, compared to $450,159 thousand for the same period in 2025. Nine-month cost of sales was $405,824 thousand versus $387,059 thousand a year prior, yielding gross profit of $90,357 thousand against $63,100 thousand. Operating income for the nine-month period was $47,221 thousand, compared to $30,590 thousand for the first nine months of 2025. Net income per common share on a diluted basis was $0.22 for Q3 2026 and $0.41 for the nine months ended September 30, 2026, the filing stated.

On the balance sheet, the registrant reported total stockholders' equity of $558,106 thousand at September 30, 2026, compared to $519,973 thousand at December 31, 2025. Net cash provided by operating activities for the nine months ended September 30, 2026 was $131,656 thousand, versus $77,575 thousand in the comparable 2025 period. Capital expenditures for property, plant and equipment were $64,350 thousand for the nine months ended September 30, 2026, and the company also disclosed development spending of $24,108 thousand on a carbon capture and sequestration facility during the same period. Long-term debt, net, stood at $441,272 thousand as of September 30, 2026.

What Was Disclosed

LSB Industries filed its quarterly report for the period ended September 30, 2026, disclosing higher net sales, gross profit, and net income compared to the same quarter and nine-month period of 2025, along with balance sheet and cash flow data for the period.