LSB Industries posts September 2026 investor presentation highlighting $199M TTM Adj. EBITDA and El Dorado CCS plan

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LSB Industries released its September 2026 investor presentation, reporting $658M TTM net sales and $199M adjusted EBITDA with a 30% margin, up 63% YoY. The company highlighted the El Dorado CCS project, expected to generate $25M–$30M annually by capturing CO2 and producing low-carbon ammonia. LSB also cited over $60M in annual EBITDA opportunities from operational improvements and maintains a strong balance sheet with ~1.1x net leverage.

LSB Industries furnished an investor presentation highlighting $658M TTM net sales, $199M TTM adjusted EBITDA and the El Dorado CCS project expected to add $25M–$30M annually.

Key Highlights:

  • Furnished September 2026 investor presentation under Regulation FD detailing strategy, financials and projects.
  • Q2’26 TTM net sales $658M and adjusted EBITDA $199M (30% margin), up 63% YoY showing improved profitability.
  • El Dorado CCS project to capture 400–500K MT CO2/yr, produce low‑carbon ammonia and target $25M–$30M annual earnings.
  • Management cites ~$60M+ identified annual EBITDA opportunities from reliability, mix, cost and CCS initiatives.
  • Balance sheet strengthened: net leverage ~1.1x, $218M cash/ST investments and liquidity to fund growth and buybacks.

Original SEC Filing: LSB INDUSTRIES, INC. [ LXU ] - 8-K - Sep. 09, 2026

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