LSB Industries (LXU) reported second-quarter 2026 net sales of $168.1 million, compared with $151.3 million in the second quarter of 2025. The company posted a net loss of $6.2 million, including approximately $28.8 million of turnaround expenses, compared with net income of $3.0 million a year earlier.
Diluted loss per share was $0.09, compared with diluted EPS of $0.04 in the prior-year quarter. LSB said it completed an extensive turnaround of its El Dorado ammonia plant and pulled forward scheduled turnaround work at its Pryor facility into the second quarter.
- Adjusted EBITDA was $53.1 million, compared with $38.3 million in the second quarter of 2025.
- Total cash, cash equivalents and short-term investments were approximately $218.0 million as of June 30, 2026.
- Total debt was $441.3 million as of June 30, 2026.
- The company said industrial market conditions remain strong and fertilizer markets remain constructive.
- LSB expects its El Dorado carbon capture and sequestration project to be completed and operational in the first quarter of 2027, subject to EPA approval.
$LXU Insider Trading Activity
$LXU insiders have traded $LXU stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $LXU stock by insiders over the last 6 months:
- TODD L BOEHLY sold 4,889,159 shares for an estimated $72,604,011
- BARRY H GOLSEN has made 0 purchases and 6 sales selling 46,635 shares for an estimated $468,082.
- KRISTY CARVER (SVP and Treasurer) has made 0 purchases and 2 sales selling 11,645 shares for an estimated $141,258.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LXU Hedge Fund Activity
We have seen 115 institutional investors add shares of $LXU stock to their portfolio, and 55 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,360,535 shares (+inf%) to their portfolio in Q1 2026, for an estimated $35,171,971
- GENDELL JEFFREY L removed 2,134,130 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $31,798,537
- BLACKROCK, INC. removed 1,919,921 shares (-32.1%) from their portfolio in Q1 2026, for an estimated $28,606,822
- GHISALLO CAPITAL MANAGEMENT LLC added 1,900,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $28,310,000
- ROBOTTI ROBERT removed 1,200,998 shares (-36.2%) from their portfolio in Q1 2026, for an estimated $17,894,870
- CITADEL ADVISORS LLC added 783,873 shares (+2326.7%) to their portfolio in Q1 2026, for an estimated $11,679,707
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 769,008 shares (+inf%) to their portfolio in Q1 2026, for an estimated $11,458,219
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
