LXU LSB Industries, Inc.

$LXU finally getting some movement here after a strong ER. Should keep pressing higher. They aren't even selling much to farmers currently. Which is why I'm long $WEAT now. If farmers aren / planting due to costs where are prices and supply headed.... This is global. Some of it is physical scarcity of urea and nitrogen depending where on the globe you are. Slow motion trainwreck.

$LXU reported earnings after the close: EPS of $0.22 vs. $0.14 estimated, a beat of 58.7%. I used Stock Meadow to review the results. What do you think?

$LXU LSB Industries is up 28.7% YTD and the model already reads this as fully priced in, with priced-in conviction moving from medium to high even as the score eased from 60 to 54. Brent at $111.87 keeps the energy-cost input story complicated for fertiliser and chemical producers, so the thesis direction is benefits but the margin picture has two sides. The setup for a new position here requires either a score that rebuilds conviction or a pullback that reopens the valuation gap.

$LXU As disclosed in note 1 of 10Q, a trial is in progress for LSB to recover actual and punitive damages: The Settlement Agreement did not release or otherwise discharge any claims, rights or remedies the Company has, may have had or may have in the future against Leidos Inc. (f/k/a Science Applications International Corporation) or Leidos Engineering, LLC (“Leidos Engineering”), including its claims for fraud and breach of contract. The Company plans to continue its vigorous prosecution of its filed claims against Leidos Inc. and Leidos Engineering and continues to seek actual and punitive damages in excess of $300 million. The trial for the Company’s claims against Leidos Inc. and Leidos Engineering began on October 26, 2026 and is expected to last approximately three to four weeks. We can provide no assurance as to the ultimate outcome of the pending litigation.

$LXU Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.22 up 120.00% YoY • Reported revenue of $158.6M up 2.04% YoY • LSB Industries estimates El Dorados CCS project could generate approximately $25M to $30M of annual earnings when fully operational, net of CCS operating costs, over the 12-year credit period, subject to continued qualification.

$LXU reports earnings today after the close. I used Stock Meadow’s earnings dashboard to review its history: LXU has beaten EPS estimates in 3 of its last 8 reports. What are you watching for?

$LXU reports earnings tomorrow after the close. I used Stock Meadow’s earnings dashboard to review its history: LXU has beaten EPS estimates in 3 of its last 8 reports. Analysts expect EPS of $0.16. What are you watching for?