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LSB INDUSTRIES, INC.
Industrial Inorganic Chemicals · DE · CIK 60714
LSB Industries, Inc. manages environmental matters and income taxes, and uses adjusted gross profit to assess core business performance
red 8-K · 90d
$878M
Market cap
$10.74
Last close
-1.1%
1D
-3.3%
5D
664K
Volume
Price · last 39 sessions-25.3%
May 4L $10.69 · H $15.44Jun 29
361
Total filings
Jun 1, 2026
Last filing
12/31
Fiscal year end
8-KCompany UpdateJun 1, 20268-KShareholder VoteMay 21, 20268-KCompany UpdateMay 21, 202610-Q10-QApr 30, 20268-KCompany UpdateApr 30, 20268-KCompany UpdateApr 29, 20268-KExecutive ChangeApr 27, 2026DEFA14ADEFA14AApr 15, 2026DEFA14ADEFA14AApr 15, 2026DEF 14ADEF 14AApr 10, 20268-KCompany UpdateApr 7, 20268-KExecutive Change · Bylaw AmendmentApr 3, 2026SC 13D/ASC 13D/AMar 30, 20268-KAuditor ChangeMar 9, 202610-K10-KFeb 26, 20268-KReg FD DisclosureFeb 26, 20268-KResults of OperationsFeb 25, 20268-KExecutive ChangeFeb 10, 20268-KExecutive ChangeJan 21, 2026SC 13D/ASC 13D/ADec 23, 202510-Q10-QOct 30, 20258-KReg FD DisclosureOct 30, 20258-KCompany UpdateOct 29, 202510-Q10-QJul 30, 20258-KReg FD DisclosureJul 30, 20258-KResults of OperationsJul 29, 20258-KShareholder VoteMay 19, 202510-Q10-QApr 30, 20258-KReg FD DisclosureApr 30, 20258-KResults of OperationsApr 29, 2025DEF 14ADEF 14AApr 15, 20258-KExecutive Change · Reg FD DisclosureApr 10, 20258-KExecutive ChangeApr 1, 202510-K10-KFeb 27, 20258-KReg FD DisclosureFeb 27, 20258-KResults of OperationsFeb 26, 20258-KExecutive ChangeJan 8, 20258-KExecutive Change · Reg FD DisclosureNov 12, 202410-Q10-QOct 30, 20248-KResults of OperationsOct 29, 20248-KExecutive Change · Reg FD DisclosureAug 12, 202410-Q10-QAug 1, 20248-KResults of OperationsJul 31, 20248-KShareholder VoteMay 30, 20248-KExecutive ChangeMay 6, 2024DEFA14ADEFA14AMay 3, 20248-KMaterial Agreement · Security-Holder RightsMay 3, 202410-Q10-QApr 30, 20248-KResults of OperationsApr 29, 2024DEFA14ADEFA14AApr 12, 2024DEF 14ADEF 14AApr 12, 202410-K10-KMar 6, 20248-KResults of OperationsMar 5, 20248-KMaterial Agreement · Agreement TerminatedDec 26, 202310-Q10-QNov 2, 20238-K/AResults of OperationsNov 2, 20238-KResults of OperationsNov 1, 20238-KMaterial Agreement · Security-Holder RightsAug 25, 2023SC 13DSC 13DAug 7, 202310-Q10-QJul 27, 20238-KResults of OperationsJul 26, 20238-KShareholder VoteMay 11, 202310-Q10-QMay 3, 20238-KResults of OperationsMay 2, 2023DEFA14ADEFA14AMar 29, 2023DEF 14ADEF 14AMar 28, 202310-K10-KFeb 23, 20238-KResults of OperationsFeb 22, 2023SC 13GSC 13GFeb 3, 2023SC 13DSC 13DNov 10, 20228-KMaterial Agreement · Company UpdateNov 10, 202210-Q10-QNov 2, 20228-KResults of OperationsNov 1, 20228-KAgreement TerminatedOct 11, 20228-KAgreement TerminatedOct 3, 2022SC 13DSC 13DAug 16, 20228-KMaterial Agreement · Company UpdateAug 15, 202210-Q10-QJul 28, 20228-KResults of OperationsJul 27, 20228-KShareholder VoteMay 13, 2022
Insider Activity
In the 90 days to Mar 26, 2026: 5 sold $79.3M.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Mar 26, 2026 | Boehly Todd LTenPercentOwner | Sell | 4,889,159 | $14.85 | $72.6M |
| Mar 2, 2026 | Behrman Mark TPresident and CEO | Sell | 250,000 | $11.75 | $2.9M |
| Feb 26, 2026 | Carver KristySVP and Treasurer | Sell | 2,091 | $10.99 | $23K |
| Feb 11, 2026 | Golsen Barry HDirector | Sell | 13,386 | $10.04 | $134K |
| Feb 11, 2026 | Golsen Barry HDirector | Sell | 4,427 | $10.04 | $44K |
| Feb 10, 2026 | Golsen Barry HDirector | Sell | 19,162 | $10.04 | $192K |
| Feb 10, 2026 | Golsen Barry HDirector | Sell | 6,339 | $10.04 | $64K |
| Feb 9, 2026 | Golsen Barry HDirector | Sell | 2,495 | $10.00 | $25K |
| Feb 9, 2026 | Golsen Barry HDirector | Sell | 826 | $10.00 | $8K |
| Jan 23, 2026 | Golsen Barry HDirector | Sell | 11,967 | $10.03 | $120K |
| Jan 23, 2026 | Golsen Barry HDirector | Sell | 3,959 | $10.03 | $40K |
| Jan 22, 2026 | Golsen Barry HDirector | Sell | 4,884 | $10.02 | $49K |
| Jan 22, 2026 | Golsen Barry HDirector | Sell | 1,616 | $10.02 | $16K |
| Jan 21, 2026 | Golsen Barry HDirector | Sell | 72,553 | $10.06 | $730K |
| Jan 21, 2026 | Golsen Barry HDirector | Sell | 24,001 | $10.06 | $241K |
| Jan 15, 2026 | Maguire CherylEVP and CFO | Sell | 1,550 | $10.00 | $16K |
| Jan 15, 2026 | Golsen Barry HDirector | Sell | 1,164 | $10.00 | $12K |
| Jan 15, 2026 | Golsen Barry HDirector | Sell | 386 | $10.00 | $4K |
| Jan 14, 2026 | Carver KristySVP and Treasurer | Sell | 19,550 | $9.99 | $195K |
| Jan 14, 2026 | Golsen Barry HDirector | Sell | 8,600 | $10.00 | $86K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.
What Changed
Risk factors · Feb 27, 2025 → Feb 26, 202661 added · 67 removed between the two most recent 10-Ks. The risks a company starts — or stops — disclosing are often the story.
Newly disclosed
- For example, the United States government recently announced and, in some cases, implemented tariffs on certain products from various countries, which resulted in certain affected countries imposing or threatening to impose retaliatory or reciprocal tariffs on products from the United States, including agricultural products such as corn.
- Our Chief Human Resources Officer (“CHRO”) is responsible for developing and executing our human capital strategy, which includes the acquisition, development, and retention of talent, as well as the enhancement of benefits and the overall employee experience to support our business strategy.
- Further, increased demand for natural gas, particularly in the Gulf Coast Region, due to increased industrial demand, increased power generation demand, especially from artificial intelligence data centers, and increased natural gas exports could result in increased natural gas prices.
- Indenture - The agreement governing the Senior Secured Notes, dated as of October 14, 2021, by and among LSB, the subsidiary guarantors which includes all of LSB’s consolidated subsidiaries named therein, and Wilmington Trust, National Association, a national banking association, as trustee and collateral agent.
- Revolving Credit Facility - Our secured revolving credit facility entered into during December 2023 that provides for a secured revolving credit facility in an initial maximum principal amount of up to $75 million, with an option to increase the maximum principal amount by up to $25 million (which amount is uncommitted).
- Looking forward to 2026, ammonia prices currently reflect constrained global inventories resulting from reduced supply from the Middle East and Trinidad, higher cost of production in Europe and delays to the start-up of new production capacity.
- Depending on the provisions of any promulgated regulation by DHS and on our ability to pass these costs to our customers, these requirements may have a negative effect on the profitability of our AN business and may result in fewer distributors who are willing to handle the product. 20 On August 1, 2013, United States President Obama issued an executive order addressing the safety and security of chemical facilities in response to recent incidents involving chemicals such as the explosion at West, Texas.
- The “Secure Handling of Ammonium Nitrate Act of 2007” was enacted by the United States Congress and directs the Department of Homeland Security (“DHS”) to regulate the sale, transfer, and possession of ammonium nitrate.
- A breach of any of these covenants or restrictions could result in a significant portion of our debt becoming due and payable or could result in significant contractual liability.
- USDA - United States Department of Agriculture. 2025 Plan - The LSB Industries, Inc. 2025 Long Term Incentive Plan. 2016 Plan - The LSB Industries, Inc. 2016 Long Term Incentive Plan. 5 PAR T I ITEM 1.
- While we actively monitor these developments, we may not be able to fully mitigate the adverse impact of potential tariff initiatives or other trade-related disruptions.
- The trade policies and tariff initiatives of the current Presidential administration could adversely affect certain markets within which we operate.
No longer disclosed
- Looking forward to 2025, we expect ammonia pricing to moderate for a variety of reasons, including: the anticipated start-up of new production capacity in both the United States and internationally; an increase in Russian exports; and continued muted demand for nitrogen products from the global industrial sector, particularly in Asia.
- This strategy includes the acquisition, development, and retention of talent as well as the enhancement of benefits and employee experience to deliver on our overall strategy.
- For example, over time, the EPA has promulgated rules seeking to limit greenhouse gases from electric power plants.
- The EPA’s most recent attempt to limit greenhouse gasses from power plants was finalized in 2024 and was subject to immediate legal challenge.
- However, recent disruptions in the global supply chain may continue to have an impact in the near term in fiscal year 2025.
- Upside to our pricing expectations could be driven by a variety of factors, including: a continued increase in energy prices; a strengthening Chinese economy driving increased industrial market demand; further delays in new production capacity coming online; gas curtailments in regions exporting ammonia; a lower interest rate environment; the potential impact of United States import tariffs; and supportive weather dynamics.
- Demand for AN for use in mining applications should continue to benefit from positive exposure to copper, gold and iron ore mining, as well as continued attractive market fundamentals for aggregate production relating to infrastructure construction.
- It is the responsibility of the CEO, CHRO and the executive staff to review talent data on an annual basis and plan development actions to ensure succession and continuous improvement and growth. • Engagement – We believe that we have favorable relations with our employees.
- Each of our business units conducts roundtable discussions to develop action plans to improve the work environment and culture. • Health and Safety – Our Health and Safety Management System continues to build to establish a consistent and robust approach to enhance safety and a culture of compliance at each business unit.
- We use leading and lagging metrics, such as near miss tracking, assigning potential risk consequences to events, incident tracking, and releases to monitor our performance and effectiveness across our operations and individual business teams.
- The price of natural gas in North America and worldwide has been volatile in recent years and had declined on average due in part to the development of significant natural gas reserves, including shale gas, and the rapid improvement in shale gas extraction techniques, such as hydraulic fracturing and horizontal drilling.
- Depending on the provisions of the final regulation to be promulgated by DHS and on our ability to pass these costs to our customers, these requirements may have a negative effect on the profitability of our AN business and may result in fewer distributors who are willing to handle the product.
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