UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 1-7677 LSB INDUSTRIES, INC. (Exact Name of Registrant as Specified in its Charter) (State of or other Jurisdiction ...

LSB Industries (NYSE:LXU) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsAndrew Wong - Associate Director of Market Data Services SolutionsCheryl Maguire - EVP and CFODamien Renwick - EVP and Chief Commercial OfficerKevin Estok - VP of Equity Research in Chemicals, Emerging Technologies and Industrial BiotechKristy Carver - Senior Vice President and TreasurerMark Behrman - Chairman and CEOConference Call ParticipantsLucas Beaumont - Director and Equity Research AnalystRob McGuire - ...

LSB Industries (NYSE:LXU) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsAndrew Wong - Associate Director of Market Data Services SolutionsCheryl Maguire - EVP and CFODamien Renwick - EVP and Chief Commercial OfficerKevin Estok - VP of Equity Research in Chemicals, Emerging Technologies and Industrial BiotechKristy Carver - Senior Vice President and TreasurerMark Behrman - Chairman and CEOConference Call ParticipantsLucas Beaumont - Director and Equity Research AnalystRob McGuire - ...

LSB Industries (NYSE:LXU) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Speaker7Greetings, welcome to the LSB Industries fourth quarter, full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. A reminder, this conference is being recorded. It is now my pleasure to introduce y ...

Q4/FY'25 Earnings Presentation February 26, 2026 Forward-Looking Statements Statements in this release that are not historical are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are subject to known and unknown risks, uncertainties and assumptions about us, include, but are not limited to, statements regarding: our business strategy; anticipated future operating results and operating expenses, cash flows, ca ...

GREENWICH, Conn., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Gabelli Funds will host its 17th Annual Specialty Chemicals Symposium in Midtown Manhattan, New York City on Thursday, March 19, 2026. The event will feature discussions with leading companies and organizations across the specialty chemicals ecosystem, with an emphasis on industry dynamics, current trends, and business fundamentals, as well as Specialty Chemicals investing. Attendees will also have the opportunity to participate in one-on-one meetings with ...

Core Viewpoint - Investors in LSB Industries, Inc. (LXU) should closely monitor the stock due to significant movements in the options market, particularly the Mar 20, 2026 $17.50 Put, which has shown high implied volatility [1] Group 1: Implied Volatility - Implied volatility indicates the market's expectations for future stock movement, with high levels suggesting anticipation of a significant price change or an upcoming event that could trigger a rally or sell-off [2] - Options traders often seek high implied volatility options to sell premium, aiming to benefit from the decay of options value if the stock does not move as expected [4] Group 2: Analyst Insights - LSB Industries holds a Zacks Rank 1 (Strong Buy) in the Chemical - Diversified industry, which is positioned in the bottom 11% of the Zacks Industry Rank [3] - Over the past 60 days, one analyst has raised the earnings estimate for the current quarter, increasing the Zacks Consensus Estimate from 9 cents per share to 18 cents, with no downward revisions from other analysts [3]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: LSB (LXU) - LSB currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [3][4] - The stock has shown significant price increases, with an 8.52% rise over the past week, compared to a 6.31% increase in the Zacks Chemical - Diversified industry [6] - Over the past quarter, LSB shares have increased by 12.18%, and by 25% over the last year, outperforming the S&P 500's gains of 3.7% and 19.07% respectively [7] Trading Volume - LSB's average 20-day trading volume is 353,646 shares, which serves as a baseline for price-to-volume analysis; a rising stock with above-average volume is generally seen as bullish [8] Earnings Outlook - In the past two months, one earnings estimate for LSB has increased, raising the consensus estimate from $0.22 to $0.36 for the full year, with no downward revisions [10] - For the next fiscal year, one estimate has also moved upwards, indicating positive sentiment regarding future earnings [10] Conclusion - Given the strong performance metrics and positive earnings outlook, LSB is positioned as a promising investment opportunity with a Momentum Score of B [12]

Core Viewpoint - LSB (LXU) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][3]. Earnings Estimate Revisions - The rising trend in earnings estimate revisions reflects growing analyst optimism about LSB's earnings prospects, which is expected to positively impact its stock price [2]. - For the current quarter, LSB is projected to earn $0.18 per share, indicating a year-over-year increase of +157.1%. The Zacks Consensus Estimate has risen by 102.33% due to one upward revision and no negative revisions in the last 30 days [6]. - For the full year, LSB is expected to earn $0.36 per share, representing a +56.5% change from the previous year. The consensus estimate has increased by 62.15% with one upward revision and no negative revisions [7][8]. Zacks Rank - LSB has achieved a Zacks Rank 2 (Buy), indicating strong agreement among analysts in raising earnings estimates. This rank is associated with significant outperformance compared to the S&P 500 [9]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the market, with Zacks 1 stocks generating an average annual return of +25% since 2008 [3][9]. Stock Performance - LSB's stock has gained 14.5% over the past four weeks, driven by solid estimate revisions and positive earnings growth prospects, suggesting it may be a good addition to investment portfolios [10].

Group 1 - LSB (LXU) is currently ranked 2 (Buy) in the Zacks Rank system, indicating strong analyst sentiment and an improving earnings outlook [3] - Year-to-date, LSB has gained approximately 26.6%, outperforming the Basic Materials sector average gain of 25.5% [4] - LSB belongs to the Chemical - Diversified industry, which is currently ranked 216 in the Zacks Industry Rank, with stocks in this group having lost about 25.5% year-to-date [5] Group 2 - The Zacks Consensus Estimate for LSB's full-year earnings has increased by 70.3% over the past three months, reflecting a positive shift in analyst expectations [3] - Another outperforming stock in the Basic Materials sector is Metalla Royalty & Streaming Ltd. (MTA), which has returned 198% year-to-date [4] - The Mining - Miscellaneous industry, to which Metalla belongs, is currently ranked 89 and has moved up by 29.4% year-to-date [6]