US Lime & Minerals Q2 Revenue Climbs 8.3% to $99.1M, Net Income Advances 11.9%
USLM sits 17% above its 52-week low of $94.765.
Summary
US Lime & Minerals posted Q2 2026 revenue of $99.1 million (+8.3% YoY) and net income of $34.5 million (+11.9% YoY), fueled by construction and steel demand. The company declared a $0.06 quarterly dividend and expects data center projects and a new Texas kiln to support future growth.
Key Events · Earnings and Guidance · USLM
-
Q2 Revenue +8.3% to $99.1M
Revenue rose $7.6 million year-over-year, driven by increased sales volumes from construction and steel customers, partially offset by lower roof shingle demand.
-
Net Income Up 11.9% to $34.5M
Net income increased $3.7 million, with diluted EPS of $1.20 versus $1.07 a year ago, helped by higher gross profit and lower SG&A expenses.
-
Regular $0.06 Quarterly Dividend Declared
Payable September 11, 2026 to shareholders of record on August 21, 2026, continuing the company's consistent dividend policy.
-
New Texas Kiln Expected Online Summer 2026
Management anticipates the new kiln will come online this summer, adding production capacity to meet growing demand.
Analysis · USLM · Energy & Transportation
US Lime & Minerals delivered a solid second quarter, with revenue climbing 8.3% to $99.1 million and net income up 11.9% to $34.5 million, fueled by stronger construction and steel demand. The company also declared its regular $0.06 quarterly dividend and signaled confidence in continued growth from data center projects and a new Texas kiln coming online this summer. While the revenue figure slightly missed the single-analyst consensus of $108 million, the double-digit earnings growth and positive demand outlook make this a notable update for a $3.2 billion company.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 29.6% of the 1645 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, USLM was trading at $110.75 on NASDAQ in the Energy & Transportation sector, with a market capitalization of approximately $3.2B. The 52-week trading range was $94.77 to $141.44. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.