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 - ...

Q2'25 Performance Highlights - Increased total sales volumes by 6% compared with Q2'24, driven by UAN and AN sales[10] - Net sales increased to $151 million in Q2'25 from $140 million in Q2'24[17] - Adjusted EBITDA was $38 million in Q2'25, compared to $42 million in Q2'24[17] - Adjusted EBITDA margin decreased to 25% in Q2'25 from 30% in Q2'24[17] - Diluted EPS was $004 in Q2'25, compared to $013 in Q2'24[17] Balance Sheet and Capital Allocation - Reduced debt by $32 million[10] - Cash and short-term investments were $125 million as of June 30, 2025, compared to $216 million as of June 30, 2024[23] - Total debt was $453 million as of June 30, 2025, compared to $486 million as of June 30, 2024[23] - Net debt to TTM Adjusted EBITDA was 27x[23] El Dorado CCS Project - The El Dorado low carbon ammonia project is progressing towards a 2H'26 startup[10]