LXU LSB INDUSTRIES, INC.
Price Chart
Executive Summary
The SEC declared effective LSB Industries' S-3 shelf registration (File No. 333-295904) on May 21, 2026, covering 10,374,334 shares of common stock for resale by TLB-LSB, LLC. The company receives no proceeds from this resale shelf, which fulfills contractual registration rights from a 2015 private placement. The effectiveness is a procedural step that does not change the company's strong Q1 2026 fundamentals (net income $19.7M vs -$1.6M YoY loss, cash from operations $51.8M vs $6.8M).
Actionable Insight
The shelf is now effective, allowing TLB-LSB to sell shares at any time. Monitor for a takedown announcement or Form 4 filings from the Boehly entity. The company's strong cash position ($181.7M) and improved earnings suggest no near-term capital need, but the overhang may cap upside until the resale is completed or the shelf expires.
Key Facts
- Effectiveness date: May 21, 2026 for S-3 File No. 333-295904
- Covers 10,374,334 shares for resale by TLB-LSB, LLC (Todd L. Boehly entity)
- Company receives no proceeds from this resale shelf
- Fulfills contractual registration rights from a 2015 private placement
- Q1 2026 net income $19.7M vs -$1.6M YoY loss; cash from operations $51.8M vs $6.8M
- S-3ASR also filed May 14, 2026 for indeterminate amount of common/preferred/debt securities
Financial Impact
No new capital raised; potential secondary overhang of 10.4M shares (approx. 11% of shares outstanding based on $933M market cap and ~$90 stock price)
Risk Factors
- Potential secondary selling pressure if TLB-LSB executes a large block trade
- S-3ASR shelf also effective, enabling future dilutive offerings by the company
- Industrial chemicals sector cyclicality could pressure earnings despite strong Q1
Market Snapshot
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| EFFECT Filing (Primary) | 9999999995-26-001732 |
| Document: 9999999995-26-001732-index.html | 9999999995-26-001732 |
| Document: 9999999995-26-001732.txt | 9999999995-26-001732 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 1, 2026
13d ago
|
8-K
| $13.06 $12.81 | ▼ −1.91% | ▼ −1.19% | $12.21 (−6.51%) |
|
May 22, 2026
24d ago
|
EFFECT
| $13.04 $13.36 | ▲ +2.45% | ▲ +1.87% | $12.21 (−6.37%) |
|
May 21, 2026
24d ago
|
8-K
| $13.04 $13.36 | ▲ +2.45% | ▲ +1.87% | $12.21 (−6.37%) |
|
May 14, 2026
4w ago
|
S-3
| $14.50 $13.88 | ▼ −4.28% | ▼ −4.21% | $12.21 (−15.79%) |
|
May 14, 2026
4w ago
|
S-3ASR
| $14.50 $13.88 | ▼ −4.28% | ▼ −4.21% | $12.21 (−15.79%) |
|
Apr 27, 2026
6w ago
|
8-K
| $14.85 $15.18 | ▲ +2.22% | ▲ +2.23% | $12.21 (−17.78%) |
|
Apr 15, 2026
8w ago
|
DEFA14A
| $14.15 $14.99 | ▲ +5.94% | ▲ +5.68% | $12.21 (−13.71%) |
|
Apr 7, 2026
9w ago
|
8-K
| $14.76 $13.49 | ▼ −8.60% | ▼ −9.18% | $12.21 (−17.28%) |
|
Apr 3, 2026
10w ago
|
8-K
| $15.00 $14.43 | ▼ −3.80% | ▼ −3.86% | $12.21 (−18.60%) |
|
Feb 26, 2026
15w ago
|
Insider Cluster
| $11.54 $11.62 | ▼ −0.69% | ▼ −1.15% | $12.21 (−5.81%) |
US Market Status
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