# Lsb Industries Q3 Earnings Call Highlights - Stock Observer

> LSB Industries reported third-quarter 2026 adjusted EBITDA of $62 million, up 55% year on year, driven by higher selling prices and lower costs. Management said Middle East and Black Sea conflicts are constraining nitrogen and energy supply, with ammonia producers curtailing 20% to 25% of output in Europe.

- Date: 2026-11-01 · published 2026-11-01T06:12:32.571Z
- Category: report · region Global · magnitude low
- Page: https://feedsoft.ai/events/4374-lsb-industries-q3-earnings-call-highlights-stock-observer
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

Curtailed European ammonia output and high gas costs keep nitrogen prices elevated into winter. This supports fertilizer costs for grain and feed producers.

## Read by commodity

- UREA: bullish ▲
- POTASH: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2025-12-22 | [Top Industry Insights \| Subscribe Now](https://feedsoft.ai/events/6499-top-industry-insights-subscribe-now.md) | +7.4% | +12.4% |
| UREA | 2025-02-26 | [CF Industries and Nutrien Q4 market outlooks - Genesis Fertilizers](https://feedsoft.ai/events/26368-cf-industries-and-nutrien-q4-market-outlooks-genesis-fertilizers.md) | -2.9% | -4.9% |
| UREA | 2025-11-30 | [Fertilizer sales in Nov 1-21 up 6%, Urea stocks improve from Oct’25 level - The HinduBusinessLine](https://feedsoft.ai/events/4471-fertilizer-sales-in-nov-1-21-up-6-urea-stocks-improve-from-oct-25-level-the.md) | -7.2% | +1.3% |
| UREA | 2026-02-18 | [All Eight Major Fertilizers See Prices Move Higher Compared to Last Month](https://feedsoft.ai/events/20927-all-eight-major-fertilizers-see-prices-move-higher-compared-to-last-month.md) | +0.5% | +33.4% |
| UREA | 2021-06-08 | [Fertilizer prices expected to stay high over the remainder of 2021](https://feedsoft.ai/events/11017-fertilizer-prices-expected-to-stay-high-over-the-remainder-of-2021.md) | -0.6% | +0.8% |

## Sources

- thestockobserver.com: https://www.thestockobserver.com/2026/11/01/lsb-industries-q3-earnings-call-highlights.html

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.