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Sat, February 28, 2026 astatine 10:41 AM CST 8 min read
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LSB reported improved information and operational show successful 2025, delivering grounds nitric acerb and ammonium nitrate accumulation portion optimizing merchandise premix to capitalize connected a tight nitrogen market and beardown AN request from mining and concern customers.
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Financially, full-year adjusted EBITDA roseate to $162 million (+25% YoY) with Q4 EBITDA of $54 cardinal (+42% YoY); year-end currency was astir $150 million, nett leverage 1.8x, and 2025 escaped currency travel was $44 cardinal aft $53 cardinal of sustaining capex.
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Looking to 2026, LSB plans ~60,000 tons of ammonia and ~50,000 tons of UAN mislaid to the El Dorado and Pryor turnarounds, expects ~$75 cardinal of capex, and is connected way for its El Dorado CCS task to statesman CO2 sequestration by end‑2026/early‑2027 arsenic portion of a roadmap targeting up to $70 million of yearly EBITDA uplift implicit time.
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LSB Industries (NYSE:LXU) executives highlighted improved information performance, grounds downstream accumulation and stronger fiscal results during the company’s fourth-quarter and full-year 2025 net call, portion outlining planned turnarounds and ongoing initiatives aimed astatine further boosting net power.
Chairman and CEO Mark Behrman said 2025 featured continued betterment successful information and operational discipline. The company’s 12-month rolling full reportable incidental complaint was 0.40 incidents per 200,000 enactment hours arsenic of Dec. 31, 2025, which absorption called a grounds low, and 3 of 4 sites operated injury-free for the afloat year.
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Behrman besides pointed to meaningful operational advancement that helped the institution capitalize connected “favorable pricing momentum” crossed cardinal products. Management said LSB delivered grounds nitric acerb and ammonium nitrate solution accumulation successful 2025, citing improvements successful works reliability, throughput and operational efficiency.
Chief Commercial Officer Damien Renwick described a supportive concern situation and said the institution optimized its accumulation equilibrium during the 4th fourth by reducing UAN volumes to maximize ammonium nitrate (AN) spot income astatine above-typical marketplace prices. Renwick said the determination supported existing customers whose regular AN proviso was constrained owed to supplier issues.
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Renwick said AN request for explosives successful mining remains beardown crossed commodities, highlighting copper and golden miners maximizing accumulation astatine grounds prices. He added that request for quarrying and aggregate accumulation tied to infrastructure remains steady, and ember accumulation request “remains resilient” arsenic the U.S. generates much powerfulness from coal. Renwick besides said preliminary antidumping duties connected imported MDI, combined with tariffs, has accrued U.S. accumulation and led to “increasing request for nitric acid.”
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