United States Lime & Minerals (NASDAQ:USLM) Releases Earnings Results, Misses Expectations By $0.16 EPS

United States Lime & Minerals (NASDAQ:USLM) issued its quarterly earnings data on Friday. The construction company reported $1.32 earnings per share for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.16), FiscalAI reports. The firm had revenue of $106.19 million during the quarter, compared to analyst estimates of $122.00 million. United States Lime & Minerals had a return on equity of 20.76% and a net margin of 35.66%.

United States Lime & Minerals Stock Performance

United States Lime & Minerals stock opened at $111.61 on Friday. The business’s 50-day simple moving average is $112.73 and its 200-day simple moving average is $115.26. The firm has a market capitalization of $3.20 billion, a PE ratio of 24.05 and a beta of 0.66. United States Lime & Minerals has a 52 week low of $96.27 and a 52 week high of $141.43.

Analyst Ratings Changes

Separately, Weiss Ratings upgraded shares of United States Lime & Minerals from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 9th. One equities research analyst has rated the stock with a Buy rating. According to MarketBeat, the stock currently has a consensus rating of “Buy”.

United States Lime & Minerals News Summary

Here are the key news stories impacting United States Lime & Minerals this week:

• Positive Sentiment: Third-quarter revenue increased 4.1% year over year to $106.2 million, and nine-month revenue rose 2.9% to $293.1 million. Growth was supported by higher prices and volumes, particularly from steel customers. United States Lime & Minerals Reports Third Quarter 2026 Results and Declares Regular Quarterly Cash Dividend
• Positive Sentiment: The board declared a regular quarterly dividend of $0.06 per share, payable December 11, 2026, to shareholders of record on November 20. Higher interest income from larger cash balances also provided a modest benefit. United States Lime & Minerals Declares Regular Quarterly Cash Dividend
• Neutral Sentiment: The new Texas kiln began intermittent quicklime production during the quarter, with final commissioning expected in the fourth quarter. Once integrated, it could expand production capacity, although near-term execution remains important.
• Negative Sentiment: Gross profit declined 2.7% to $50.8 million, while net income fell 1.9% to $38.0 million, or $1.32 per diluted share. Higher diesel, transportation and fuel costs, along with production inefficiencies from the new kiln integration, compressed margins. United States Lime Misses Q3 2026 Estimates as Kiln Costs and Diesel Bite
• Negative Sentiment: Management cited weaker construction and roof-shingle demand, delays affecting large construction projects and signs that Texas residential construction may be slowing. These comments add to concerns about future volume growth and help explain the stock’s decrease.

Insider Activity at United States Lime & Minerals

In other United States Lime & Minerals news, major shareholder Holdings Ltd. Candou purchased 20,000 shares of the company’s stock in a transaction on Wednesday, September 9th. The shares were bought at an average cost of $110.00 per share, with a total value of $2,200,000.00. Following the transaction, the insider directly owned 17,673,780 shares in the company, valued at approximately $1,944,115,800. This represents a 0.11% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Antoine M. Doumet sold 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $110.00, for a total value of $2,200,000.00. Following the transaction, the director owned 90,000 shares of the company’s stock, valued at approximately $9,900,000. This trade represents a 18.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.50% of the stock is owned by corporate insiders.

About United States Lime & Minerals

United States Lime & Minerals, Inc is a producer of lime and limestone products used in construction, industrial processing, environmental applications and other commercial activities. The company operates through its Lime and Limestone Operations segments.

Its product portfolio includes quicklime, hydrated lime and various crushed limestone and aggregate products. These materials are used in applications such as road construction, concrete and asphalt production, water and wastewater treatment, flue-gas treatment, steel manufacturing and other industrial processes.

Founded in 1948, United States Lime & Minerals serves customers primarily in Texas and surrounding regions, with production and distribution activities focused on the south-central United States.