UNITED STATES LIME & MINERALS INC — Form 8-K
Filed October 30, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 32/100
What the filing says
USLM reported Q3 2026 revenues of $106.2M (+4.1% vs $102.0M Q3 2025) and 9M 2026 revenues of $293.1M (+2.9% vs $284.8M 9M 2025). However, gross profit declined to $50.8M (-2.7%) in Q3 and $139.2M (-0.7%) in 9M 2026, driven by higher diesel/transportation costs and production inefficiencies from integrating a new Texas kiln. Net income fell 1.9% to $38.0M ($1.32 diluted EPS) in Q3. The Board declared a regular quarterly dividend of $0.06/share (28.7M shares outstanding). Management noted slowing Texas residential construction and permit delays affecting large projects.
Why this rating
Revenue growth modest at 2–4%; margin compression from kiln integration costs is material but temporary. New kiln expected to complete Q4 2026. For ~$1.1B company, $8.4M 9M revenue growth is ~0.8% of market cap—routine. Negative guidance on construction demand slightly concerning.
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