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USLMBullishEarningsShort Term

High materiality8/10

United States Lime & Minerals Reports Second Quarter 2026 Results and Declares Regular Quarterly Cash Dividend

StockNews.AIJul 29, 5:10 PM EDT1 source

Trading thesisImportance 8/10

In the near term, USLM stock could trend higher on solid volume growth and kiln timing; monitor data-center demand and cost dynamics over the next 1-3 quarters.

AI summary

What happened and why it matters

United States Lime & Minerals reported Q2 2026 revenue of $99.1 million, up 8.3% year over year, led by higher construction and steel demand; roof shingles sales softened. Gross margin expanded as revenue gains offset higher fuel and transport costs, while SG&A declined. Management cites ongoing data center projects and a Texas kiln online this summer as key catalysts for the remainder of 2026.

Construction and steel demand drove quarterly volume gains for USLM.
Texas kiln coming online this summer could lift capacity and margins.
Higher fuel and transportation costs partially offset revenue gains.
Regular dividend of $0.06 per share provides income support.

Sentiment rationale

Beat on revenue and earnings, margin expansion, and visible catalysts (new Texas kiln, data-center demand) support a positive re-rating in the near term; roofing weakness presents a manageable headwind.

Key facts

01
Q2 2026 revenue $99.1 million, up 8.3% YoY, driven by construction/steel demand.
02
H1 2026 revenue $187.0 million, up 2.3% YoY; roof shingles demand weaker.
03
Q2 gross profit $46.7 million, up 11.6%; H1 gross profit $88.5 million, up 0.5%.
04
Net income Q2 $34.5 million; H1 $65.1 million; diluted EPS $1.20 and $2.26.
05
Dividend declared: $0.06 per share; record Aug 21, 2026; payable Sep 11.

Earnings

Category: Earnings. The report details revenues, gross profit, and margins with forward-looking catalysts (new kiln, data center demand) that can affect valuation.