UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 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) Delaware 73-1015226 (State or other jurisdiction of incorpo ...

LSB Industries (LXU) Q1 2025 Earnings Call April 30, 2025 10:00 AM ET Company Participants Fred Buonocore - VP - Investor RelationsMark Behrman - Chairman & Chief Executive OfficerDamien Renwick - EVP & Chief Commercial OfficerCheryl Maguire - EVP & CFOKevin Estok - Equity Research Senior Associate Conference Call Participants Lucas Beaumont - Director Equity Research AnalystAndrew Wong - Equity Research AnalystRob McGuire - Equity Research AnalystCharles Neivert - Senior Research Analyst Operator Greetings ...

LSB Industries (LXU) Q1 2025 Earnings Call April 30, 2025 10:00 AM ET Speaker0 Greetings, and welcome to the LSB Industries First Quarter twenty twenty five Earnings Conference Call. At this time, participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It's now my pleasure to introduce your host, Fred Boenicore, Vice President, Investor Relations. Fred, please go ahead. Speaker1 Good morning, everyone. Joini ...

Q4'24 Earnings Presentation February 27, 2025 1 Forward-Looking Statements Statements in this presentation 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, may include , but are not limited to, statements regarding: our business strategy; anticipated future operating results and operating expenses, cash ...

LSB (LXU) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of $0.02. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -200%. A quarter ago, it was expected that this chemical maker would post a loss of $0.01 per share when it actually produced earnings of $0.07, delivering a surprise of 800%.Over the last four quarters, the company has surpassed consensus E ...

Exhibit 99.1 LSB INDUSTRIES, INC. REPORTS OPERATING RESULTS FOR THE 2025 FIRST QUARTER OKLAHOMA CITY, Oklahoma—April 29, 2025—LSB Industries, Inc. (NYSE: LXU) ("LSB," "we," "us," "our," or the "Company") today announced results for the first quarter ended March 31, 2025. First Quarter 2025 Results and Recent Highlights "We are pleased with our safety performance and the 4% year-over-year improvement in overall sales volumes during the first quarter," stated Mark Behrman, LSB Industries' Chairman & Chief Exe ...

LSB (LXU) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move lower. ...

LSB (LXU) shares ended the last trading session 8.6% higher at $5.44. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 28.9% loss over the past four weeks.LXU’s rally is driven by a surge in material stocks after President Trump announced he would pause reciprocal tariffs for 90 days for most countries.This chemical maker is expected to post quarterly earnings of $0.02 per share in its upcoming report, which represe ...

Financial Data and Key Metrics Changes - Adjusted EBITDA for Q4 2024 was $38 million, a significant increase from $25 million in Q4 2023, despite a $7 million impact from a planned turnaround at the Cherokee facility [24][25] - Excluding the turnaround impact, adjusted EBITDA would have been approximately $45 million, reflecting improved manufacturing operations [26] Business Line Data and Key Metrics Changes - Strong production and sales volume increases were noted in ammonium nitrate and nitric acid operations compared to Q4 2023 [6] - Daily production rates for urea and UAN reached their highest levels on record following the completion of the ammonia plant turnaround at the Cherokee facility [7] Market Data and Key Metrics Changes - Healthy demand from primary industrial end markets, particularly in copper and gold production, supported strong pricing and sales [13][14] - UAN prices have steadily increased, driven by rising urea prices and low U.S. imports compared to historical levels [16] - U.S. corn prices rose to nearly $5 per bushel, incentivizing farmers to apply nitrogen fertilizers [20] Company Strategy and Development Direction - The company aims to grow its industrial business, focusing on contractual arrangements that provide stable margins and visibility into future results [12] - Investments in reliability and safety of facilities are ongoing, with a focus on increasing production volumes in 2025 [7][29] - The company is advancing two energy transition projects, including low-carbon ammonia initiatives, with expectations for significant future demand [44][50] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the prospects for 2025, highlighting improvements in reliability and production capacity [49] - The company is navigating challenges related to the EPA permit process for its low-carbon projects but remains confident in the demand for low-carbon ammonia [44][50] Other Important Information - The company repurchased approximately $222 million in senior secured notes and returned capital to shareholders through stock repurchases [28] - Capital expenditures for 2024 were $92 million, with a focus on reliability and capacity expansion [27] Q&A Session Summary Question: What is the significance of the $600 price for low-carbon ammonia? - Management indicated that $600 per ton is a price point that could facilitate transactions with customers, based on market conversations [56] Question: How would Canadian tariffs impact U.S. producers? - Management noted that tariffs could create opportunities for U.S. producers as Canada is a net exporter of ammonia to the U.S., potentially increasing prices [62] Question: What is the outlook for the Houston Ship Channel project? - Management emphasized the importance of securing long-term contracts before proceeding with the project, aiming to reduce capital costs to below $600 per ton [68][86] Question: What are the expectations for ammonia production rates? - Management projected that ammonia production rates could reach 95% by the end of 2026, with a focus on improving operational efficiency [72] Question: How are pricing dynamics for ammonium nitrate evolving? - Management explained that changes in supply and demand dynamics, including shifts away from AN by major off-takers, are affecting pricing [95]

Q4'24 Earnings Presentation February 27, 2025 1 Forward-Looking Statements Statements in this presentation 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, may include , but are not limited to, statements regarding: our business strategy; anticipated future operating results and operating expenses, cash ...