United States Lime & Minerals (USLM) Earnings Date & Reports

For the first quarter ended March 31, 2026, United States Lime & Minerals reported revenues of $87.8 million, a 3.7% decline from $91.3 million in the prior-year quarter. The drop stemmed from reduced sales volumes to construction-related, oil and gas services, and roof shingle customers, partly offset by higher steel sector demand. A January winter storm caused temporary shipping issues, now resolved.

Gross profit decreased 9.5% to $41.8 million, pressured by lower revenues and elevated fuel and transportation costs. Selling, general, and administrative (SG&A) expenses fell 4.7% to $6.0 million, aiding margins. Net income was $30.6 million, or $1.06 diluted EPS, versus $34.1 million, or $1.19 EPS, last year—missing Wall Street consensus of roughly $1.20 EPS and $98-102 million in revenue.+Misses+Q1+EPS+by+9c/26397353.html)

The company maintained its quarterly dividend at $0.06 per share. Management expressed optimism for the year, citing expected construction recovery and a new kiln startup at its Texas facility this summer.

AI Screener

Tickeron’s AI Screener is an AI-powered stock and ETF discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener identifies trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening. Explore it today to enhance your research workflow.

Market Reaction and Investor Sentiment

USLM shares tumbled more than 16% in after-hours trading on April 29, extending losses into April 30 as the market digested the earnings miss. The revenue and EPS shortfalls, coupled with volume weakness, overshadowed margin resilience and dividend stability, shifting sentiment cautious heading into the construction season.

Forward Outlook and Key Factors to Monitor

Investors should track management's upbeat view on second-half demand, particularly from construction customers, as infrastructure projects ramp up. The new kiln at the Texas plant, set to start this summer, could boost capacity and efficiency, supporting long-term growth.

Cost dynamics remain pivotal: fuel and transportation expenses pressured Q1 margins, so stabilization or declines will be watched closely. Broader industry signals, like steel production and oilfield activity, will influence lime volumes.

Upcoming catalysts include Q2 results in late July and dividend continuity. Weather normalization and economic indicators, such as housing starts, provide context for recovery potential without assuming outcomes.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations