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LSB Industries reported Q3 2026 net income of $16.3M, up from $7.1M a year earlier, as higher ammonia and ammonium nitrate prices offset lower fertilizer volumes. Net sales rose to $158.6M and adjusted EBITDA climbed 55% to $62.3M.
The company shifted production from UAN to AN, and it expects robust nitrogen demand through the fall 2026 and spring 2027 seasons.
Strong nitrogen pricing and demand signals tight fertilizer supply, which raises input costs for corn growers and feeds into grain and feed margins. The company's reference to low global corn stocks reinforces the supportive price backdrop.
fertilizerdaily.comKim ClarksenNov 2, 2026After 1,040 past bullish report events, Corn moved a median +0.5% over 5 sessions (62% higher; middle half -0.9% to +2.0%), and +0.8% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
