LSB Industries

Q2 FY2026 EarningsQ2 FY2026 results delivered a beat on revenue and a significant miss on EPS: revenue of $168.1M beat the $155.5M consensus, driven by higher average selling prices. However, a massive quarterly loss of $6.2M resulted in EPS of -$0.09, far below the $0.23 expected, primarily due to $28.8M in scheduled turnaround expenses and accelerated stock-based compensation. While adjusted gross margins improved to 37.0% from 30.7% YoY, the heavy maintenance cycle and one-time retention grants weighed heavily on the bottom line.