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
17d ago
|
8-K
| $13.06 $11.94 | ▼ −8.58% | ▼ −5.61% | $11.72 (−10.26%) |
|
May 22, 2026
28d ago
|
EFFECT
| $13.04 $13.03 | ▼ −0.08% | ▼ −1.73% | $11.72 (−10.12%) |
|
May 21, 2026
28d ago
|
8-K
| $13.04 $13.03 | ▼ −0.08% | ▼ −1.73% | $11.72 (−10.12%) |
|
May 14, 2026
5w ago
|
S-3
| $14.50 $13.04 | ▼ −10.07% | ▼ −11.03% | $11.72 (−19.17%) |
|
May 14, 2026
5w ago
|
S-3ASR
| $14.50 $13.04 | ▼ −10.07% | ▼ −11.03% | $11.72 (−19.17%) |
|
Apr 27, 2026
7w ago
|
8-K
| $14.85 $14.37 | ▼ −3.23% | ▼ −4.92% | $11.72 (−21.08%) |
|
Apr 15, 2026
9w ago
|
DEFA14A
| $14.15 $14.43 | ▲ +1.98% | ▲ +0.34% | $11.72 (−17.17%) |
|
Apr 7, 2026
10w ago
|
8-K
| $14.76 $14.15 | ▼ −4.13% | ▼ −7.65% | $11.72 (−20.60%) |
|
Apr 3, 2026
10w ago
|
8-K
| $15.00 $14.27 | ▼ −4.87% | ▼ −9.00% | $11.72 (−21.87%) |
|
Feb 26, 2026
16w ago
|
Insider Cluster
| $11.54 $13.96 | ▼ −20.97% | ▼ −22.10% | $11.72 (−1.56%) |
US Market Status
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