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USLM Q2 2026 Results Show Solid Revenue Growth and Kiln Timing Catalysts

Jul 29, 2026, 5:13 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

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.

AI summary

What happened, with direct paths to the underlying reporting

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.

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

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