LSB Industries announces Q3 earnings per share of 10 cents, falling short of two estimates at 14 cents.
Q3 Revenue Performance: LSB Industries reported Q3 revenue of $155.4 million, exceeding the consensus estimate of $138.3 million.
CEO's Statement: Mark Behrman, Chairman & CEO, expressed confidence in the company's momentum and progress, highlighting opportunities for improvement.
Financial Health: The company has generated solid free cash flow this year and is well-positioned to invest in business growth and strengthen its balance sheet.
Long-term Value Creation: LSB Industries aims to create long-term value for shareholders while continuing to build on its current foundation.
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- Collaboration Deepening: Mativ Holdings has deepened its collaboration with Miru Smart Technologies through a new equity investment aimed at accelerating the commercialization of Miru's dynamic electrochromic eWindow technology for automotive applications, transitioning the technology from validation to large-scale production.
- Production Goals: Under the strengthened partnership, Miru targets delivering 10 million square feet of eWindows by 2028, supported by Mativ's global extrusion capabilities and the integration of Argotec high-performance TPU films, ensuring compliance with stringent automotive durability and supply chain requirements.
- Technical Milestones: The companies have successfully developed one of the largest compound-curved electrochromic sunroofs in the industry and secured early commercial orders from leading glass manufacturers last year, highlighting the market potential and application prospects of their technology.
- Market Performance: MATV's shares have risen 27.2% over the past year, compared to a mere 0.1% increase in the industry, demonstrating the company's significant enhancement in technological integration capabilities and competitive strength in the electric vehicle and architectural sectors.

- Options Market Volatility: The Mar 20, 2026 $17.50 Put for LSB Industries shows high implied volatility, indicating that the market anticipates significant stock price movement, potentially linked to an upcoming event that could influence trading strategies.
- Analyst Expectations Improve: Over the last 60 days, LSB Industries' earnings estimate has been raised from $0.09 to $0.18 per share, reflecting analysts' growing confidence in the company's future performance, despite its industry ranking being in the bottom 11%.
- Trading Strategy Impact: The high implied volatility of options attracts seasoned traders who often sell options to capture time decay, thereby reducing risk while enhancing potential returns in their trading strategies.
- Investor Attention: Currently ranked #1 (Strong Buy) by Zacks in the Chemical - Diversified industry, LSB Industries is attracting investor interest, suggesting that despite the overall industry underperformance, there is optimism about its future prospects, potentially leading to increased capital inflow.
Strategic Partnership: Arkema S.A. (ARKAY) and Semcorp have signed a Memorandum of Understanding to collaborate on battery-separator technologies, enhancing Semcorp's global expansion and innovation in high-performance battery separators for electric vehicles and energy storage systems.
Role of Battery Separators: Battery separators are crucial in lithium-ion batteries for ensuring electrical isolation between anode and cathode, impacting safety, performance, and longevity, with Arkema providing advanced materials to improve these aspects.
Market Position: Despite the partnership, Arkema's shares have declined 21.3% year-to-date, compared to a 26.2% decline in the industry, and the company holds a Zacks Rank #4 (Sell).
Earnings Estimates: Other companies in the basic materials sector, such as LSB Industries, New Gold, and CSW Industrials, have better rankings and positive earnings estimates, indicating stronger performance potential compared to Arkema.
Astera Labs Options Trading: Astera Labs Inc (ALAB) experienced significant options trading with 44,015 contracts, equating to about 4.4 million underlying shares, which is 68.4% of its average daily trading volume. Notably, the $175 strike call option expiring on December 5, 2025, saw 2,817 contracts traded.
LSB Industries Options Activity: LSB Industries, Inc. (LXU) recorded a trading volume of 2,795 contracts, representing approximately 279,500 underlying shares, or 64.2% of its average daily trading volume. The $10 strike call option expiring on December 19, 2025, was particularly active with 2,687 contracts traded.
Options Trading Insights: The article provides insights into the options trading activities of ALAB and LXU, highlighting specific strike prices and expiration dates that have garnered attention from traders.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
Conference Participation: LSB Industries' CFO, Cheryl Maguire, will participate in the NYSE Industrials Virtual Conference on November 18-19, 2025, with one-on-one meetings available on November 19.
Company Overview: LSB Industries, based in Oklahoma City, focuses on producing low and no carbon products for agricultural, industrial, and mining markets, and is expanding into energy markets.
Manufacturing Facilities: The company operates ammonia production facilities in Cherokee, Alabama, El Dorado, Arkansas, and Pryor, Oklahoma, and also manages a facility for a global chemical company in Baytown, Texas.
Contact Information: For investor inquiries, Cheryl Maguire can be reached at (405) 510-3524 or via email, while media inquiries can be directed to David Kimmel at (405) 815-4645.
Bath & Body Works Options Activity: Bath & Body Works Inc (BBWI) has seen a significant options volume of 42,254 contracts today, equating to 4.2 million underlying shares, which is 76.1% of its average daily trading volume over the past month. Notably, the $22.50 strike put option expiring on November 21, 2025, has recorded 18,442 contracts traded.
CoreCivic Options Activity: CoreCivic Inc (CXW) has reported an options volume of 6,319 contracts today, representing approximately 631,900 underlying shares, or 65.5% of its average daily trading volume. The $19 strike call option expiring on March 20, 2026, has seen 2,630 contracts traded.
Options Trading Insights: The article provides insights into the trading history of BBWI and CXW options, highlighting specific strike prices and their trading volumes.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.









