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LSB Industries (LXU) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · LSB Industries (LXU) Q3 2026 earnings results →
Q3 2026 Revenue up 2% year over year to $159M · 10¢ of every $1 of revenue kept as net profit · operating margin 16.9%
LSB Industries made $159M in Q3 2026 (+2% Y/Y). Operating margin 16.9%, net earnings $16.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.
Drawing the Sankey…
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What changed this quarter
Revenue was $158.6M in Q3 2026, up 2% year over year and down 6% from the previous quarter.
Gross margin was 27.2%, up 10.7 points from Q3 2025. Operating profit was $26.8M, a 16.9% margin (up 6.8 points year over year). Of the extra revenue versus Q3 2025, 353% reached operating profit, above the 10% margin then. Operating expenses grew 64% against revenue growth of 2%. Net earnings were $16.3M, up 130% year over year. The effective tax rate was 25.3%.
Operating cash flow was $20.5M (down 61% year over year), 125% of net earnings. Non-cash charges added back $22.3M of depreciation and amortization and $2.5M of share-based compensation. Working capital and other items used $20.7M. Capital expenditures of $18.1M left free cash flow of $2.4M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 29, 2026 | $159M | +2% | 16.9% | $16.3M | $20.5M |
| Q2 2026 | 10-Q | Jul 30, 2026 | $168M | +11% | -1.6% | −$6.2M | $59.4M |
| Q1 2026 | 10-Q | Apr 30, 2026 | $169M | +18% | 13.7% | $19.7M | $51.8M |
| Q4 2025 | 10-K | Feb 26, 2026 | $165M | +22% | 16.2% | $16.1M | $17.9M |
| Q3 2025 | 10-Q | Oct 30, 2025 | $155M | +42% | 10.1% | $7.1M | $52.6M |
| Q2 2025 | 10-Q | Jul 30, 2025 | $151M | +8% | 6.9% | $3.0M | $18.2M |
| Q1 2025 | 10-Q | Apr 30, 2025 | $143M | +4% | 3.1% | −$1.6M | $6.8M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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LSB Industries against its Industrial Inorganic Chemicals peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +2% against the peers' median +10%. Operating margin: 16.9% against the peers' median 11.4%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| LXU LSB Industries | Q3 2026 | $159M | +2% | 16.9% |
| LIN Linde | Q3 2026 | $9.4B | +9% | 22.9% |
| APD Air Products & Chemicals | Q4 FY26 | $3.6B | +12% | 17.8% |
| TROX Tronox Holdings | Q3 2026 | $827M | +18% | 1.5% |
| VHI Valhi | Q3 2026 | $589M | +17% | 11.4% |
| MTX Minerals Technologies | Q3 2026 | $555M | +4% | 11.7% |
| KRO Kronos Worldwide | Q3 2026 | $541M | +18% | 10.7% |
| LXFR Luxfer Holdings | Q3 2026 | $91.7M | -4% | 3.1% |
| NL NLI Holdings | Q3 2026 | $44.0M | +10% | 7.1% |
Source: LSB Industries 10-Q on SEC EDGAR · CIK 60714 · Industrial Inorganic Chemicals
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History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results