# LSB Industries Q3 net income more than doubles to $16.3M as AN demand surges - Fertilizer Daily

> 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.

- Date: 2026-11-02 · published 2026-11-03T00:44:01.725Z
- Category: report · region US · magnitude low
- Page: https://feedsoft.ai/events/76769-lsb-industries-q3-net-income-more-than-doubles-to-16-3m-as-an-demand-surges
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md)

## Why it matters

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.

## Read by commodity

- CORN: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| CORN | 2023-11-08 | [Mosaic sees strong global fertilizer demand, restrained supply in 2024 \| Agri-Pulse Communications, Inc.](https://feedsoft.ai/events/33091-mosaic-sees-strong-global-fertilizer-demand-restrained-supply-in-2024-agri.md) | +0.4% | -0.5% |
| CORN | 2022-08-17 | [Yield News Now, Demand News to Come - farmdoc daily](https://feedsoft.ai/events/40067-yield-news-now-demand-news-to-come-farmdoc-daily.md) | +0.3% | +3.8% |
| CORN | 2025-04-11 | [Brazil’s poultry industry surges amid rising global demand - USDA FAS
						 \| The Poultry Site](https://feedsoft.ai/events/25289-brazil-s-poultry-industry-surges-amid-rising-global-demand-usda-fas-the-poultry.md) | +1.7% | -4.0% |
| CORN | 2026-03-04 | [U.S. Fertilizer Prices Rise in February 2026 as Urea Leads Nitrogen Market Surge](https://feedsoft.ai/events/5104-u-s-fertilizer-prices-rise-in-february-2026-as-urea-leads-nitrogen-market-surge.md) | +0.3% | +4.7% |
| CORN | 2026-04-14 | [Middle East war cuts fertilizer supply, dents Brazil’s demand](https://feedsoft.ai/events/20028-middle-east-war-cuts-fertilizer-supply-dents-brazil-s-demand.md) | +2.3% | +5.3% |

## Sources

- fertilizerdaily.com: https://www.fertilizerdaily.com/20261102-lsb-industries-q3-2026-results/

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