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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
LSB Industries
LSB Industries (LXU) investor relations material
LSB Industries Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 adjusted EBITDA increased 55% to $62.3 million from $40.1 million; net income rose to $16.3 million from $7.1 million and diluted EPS to $0.22 from $0.10.
Reliability initiatives and completed turnarounds supported stronger output; all three facilities set new monthly production records during 9M 2026.
Strong industrial and fertilizer markets, operational improvements and commercial execution supported results, while lower volumes and turnaround costs partly offset gains.
Financial highlights
Q3 net sales were $158.6 million versus $155.4 million; gross profit rose to $43.1 million from $25.5 million and operating income to $26.8 million from $15.6 million.
Q3 adjusted EBITDA margin expanded to 39% from 26%; selling prices added $24 million, while sales volume/product mix reduced results by $7 million and variable costs by $3 million.
9M net sales were $496.2 million versus $450.2 million; net income was $29.8 million versus $8.5 million, and diluted EPS was $0.41 versus $0.12.
9M operating cash flow was $131.7 million and free cash flow was $74.2 million, after $57.5 million of sustaining capital.
Outlook and guidance
Annualized adjusted EBITDA opportunity from initiatives was estimated at $95 million-$110 million; $20 million was delivered and $75 million-$90 million was in execution or identified.
~35%-40% of initiative opportunity was expected in run-rate by end-2026 and ~70%-80% captured in execution; estimates are annualized opportunities, not contributions for a specific fiscal year.
El Dorado CCS is expected to generate $25 million-$30 million of annual earnings net of operating costs during the 12-year 45Q credit period; operation is targeted by YE 2027, subject to EPA review.
El Dorado ammonia expansion FEED and FID are expected in Q2 2027; if approved, construction would align with the 2029 turnaround and add ~100,000 tons of annual capacity.
Expansion could add $20 million-$25 million of annual EBITDA, depending on ammonia prices, with $105 million-$120 million of net project cost; a ~$30 million USDA grant is secured.
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Latest events from LSB Industries
- Operational execution, market strength, and low-carbon initiatives drive robust earnings growth.LXU
Investor presentation - Adjusted EBITDA up 40% YoY to $53.1M, but turnaround costs drove a $6.2M net loss.LXUQ2 2026
- Shareholder resale of 10M+ shares, no company proceeds; focus on ammonia, low carbon growth, NYSE listed.LXURegistration filing
- Strong financial growth, operational upgrades, and low-carbon initiatives drive expansion.LXUInvestor presentation
- Net sales and adjusted EBITDA surged on strong demand, higher prices, and operational gains.LXUQ1 2026
- Annual meeting to vote on directors, auditor ratification, and executive compensation.LXUProxy filing
- Q3 net sales up 42% and net income positive, driven by strong demand and higher prices.LXUQ3 2025
- Adjusted EBITDA more than doubled year-over-year despite lower sales and a wider net loss.LXUQ3 2024
- Net sales up 4% but higher costs led to a $1.6M loss; low carbon projects advance, Houston project paused.LXUQ1 2025
Next LSB Industries earnings date
Q4 202625 Feb, 2027
LSB Industries
Next LSB Industries earnings date
Q4 202625 Feb, 2027
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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.