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Dollar General: The Rural Retailer Playbook
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LSB Industries
LSB Industries (LXU) investor relations material
LSB Industries Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved record safety performance in 2025 with a TRIR of 0.40 and three of four sites injury-free, supporting operational excellence and a strong end-market outlook.
Delivered significant year-over-year growth in net sales, Adjusted EBITDA, and EPS for both Q4 and full year 2025, driven by improved production and disciplined commercial execution.
Robust liquidity and continued debt reduction, with $39.9M of debt repurchased and net leverage at 1.8x at year-end 2025.
Ongoing initiatives targeting $70M in annual EBITDA improvements, with $20M already captured and further gains expected from production, cost, and low-carbon opportunities.
Progressed on the carbon capture and sequestration (CCS) project at El Dorado, remaining on track for key regulatory milestones and targeting operations by late 2026.
Financial highlights
Full year 2025 Adjusted EBITDA reached $162M, up 25% from $130M in 2024; Q4 2025 Adjusted EBITDA was $54M, a 42% increase from $38M in Q4 2024.
Net sales rose to $165M in Q4 2025 from $135M in Q4 2024; full-year net sales reached $615M, up from $522M in FY'24.
Diluted EPS improved to $0.22 in Q4 2025 from $(0.13) in Q4 2024; FY'25 EPS was $0.34, up from $(0.27) in FY'24.
Free cash flow for FY'25 was $44M, more than double the $20M in FY'24.
Ended 2025 with $148.5M in cash and net leverage of 1.8x.
Outlook and guidance
2026 expected to focus on reliability improvements, with planned turnarounds reducing ammonia and UAN production by ~60,000 and ~50,000 tons, respectively.
Projected $75M CapEx in 2026, with $55M for EH&S/reliability and $20M for logistics/storage.
Fixed plant expenses for 2026 projected at $140M–$145M; depreciation $85M–$90M; sustaining capex ~$55M.
Effective tax rate for 2026 estimated at 25%, but not a material cash taxpayer due to NOLs.
Carbon sequestration project at El Dorado on track for late 2026 startup, with permits expected throughout 2026 and $15M annual EBITDA improvement anticipated from early 2027.
How will 880k ammonia tons drive EBITDA uplift?
Blue ammonia premium: What's the path to market?
What growth avenues are prioritized for 2026?
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Next LSB Industries earnings date
Q1 202629 Apr, 2026
LSB Industries
Next LSB Industries earnings date
Q1 202629 Apr, 2026
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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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