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LSB Industries (LXU) investor relations material
LSB Industries Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Net sales rose to $151.3 million, up from $140.1 million year-over-year, driven by higher sales volumes and improved pricing for UAN and AN products, though net income declined to $3.0 million from $9.6 million due to higher natural gas costs.
Adjusted EBITDA was $38.3 million, down from $41.9 million, reflecting increased operating costs despite higher sales.
Zero recordable injuries reported for the quarter and first half of 2025, highlighting strong safety performance.
Advanced low carbon ammonia initiatives, including the El Dorado CCS project, with key milestones completed and startup targeted for late 2026.
Strategic shift underway to increase industrial and mining product sales, reducing exposure to spot fertilizer markets.
Financial highlights
Q2 2025 net sales: $151.3 million (up 8% year-over-year); adjusted EBITDA: $38.3 million (down from $41.9 million); net income: $3.0 million (down from $9.6 million); EPS: $0.04 (down from $0.13); gross profit: $23.2 million (down from $27.4 million).
Adjusted EBITDA margin declined to 25% from 30% in Q2 2024; gross margin for Q2 2025 was 15.3%, down from 19.6%.
Operating income decreased to $10.5 million from $14.4 million year-over-year.
Cash and short-term investments at June 30, 2025: $124.9 million; total debt: $452.6 million; stockholders' equity: $495.8 million.
Repurchased $32.4 million in principal amount of Senior Secured Notes during the quarter.
Outlook and guidance
El Dorado low carbon ammonia project remains on track for late 2026 startup, with construction and permitting milestones progressing.
Expectation that natural gas costs will be less of a headwind in Q3 compared to Q2.
Industrial and agricultural product demand expected to remain robust, supported by U.S. economic strength and infrastructure activity.
Ongoing cost reduction initiatives targeting $15M–$20M in efficiencies, with 25% progress expected by year-end and full benefits by 2026–2027.
Capital expenditures for 2025 expected to be $80–90 million, with $60–65 million for sustaining production and the remainder for growth initiatives.
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Next LSB Industries earnings date
Q3 202530 Oct, 2025
Next LSB Industries earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
LSB Industries, Inc. is engaged in the manufacture and sale of chemical products for agricultural, industrial, and mining applications. The company produces ammonia and related products, including urea ammonium nitrate, ammonium nitrate, and other specialty chemicals. These products are used primarily as fertilizers in agriculture, as well as in industrial processes such as water treatment and the production of explosives for mining operations. LSB Industries serves customers across North America through its network of manufacturing and distribution facilities. The company is headquartered in Oklahoma City, Oklahoma, and its shares are listed on the NYSE.
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