NASDAQ$USLM

United States Lime & Minerals Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

United States Lime & Minerals Inc reported strong revenue and earnings growth for Q2 2025 driven by higher lime and limestone volumes and prices.

Revenues rose 19.6% year-over-year to $91.5 million in the second quarter, supported by a 12.1% increase in sales volumes and 7.6% higher average selling prices. Gross profit increased 20.3% to $41.9 million while net income grew 18.3% to $30.8 million. The company continued construction of its new Texas kiln project with no debt outstanding at quarter end.

  • Q2 revenues increased 19.6% to $91.5 million on higher volumes from construction, environmental, and steel customers plus price increases.
  • Gross margin expanded slightly to 45.8% as cost of revenues grew at a slower rate than revenues.
  • Net income reached $30.8 million ($1.07 diluted EPS), up 18.3% from the prior-year quarter.
  • Cash and cash equivalents rose to $319.9 million with continued investment in the $65 million Texas kiln project.

Headline financials

Total Revenue

$91.5M

Previous: $76.5M+19.6%
EPS (adj)

$1.07

Previous: $0.91+17.6%
SG&A Expenses

$6.19M

No prior period
Capital Expenditures

-$28.1M

Previous: -$11.2M-150.7%
Net Income

$30.8M

Previous: $26.1M+18.3%
Operating Income

$35.7M

Previous: $29.9M+19.2%
Gross Profit

$41.9M

Previous: $34.8M+20.3%
Cash & Equivalents

$320M

Previous: $223M+43.8%
Total Assets

$607M

Previous: $484M+25.5%

Revenue & EPS history

US Lime · Revenue · Quarterly

$91.5M

Q2 2025+19.6%vs Q2 2024
Beat estimate in 1 of 3 quarters(33%)
ActualEstimate

Revenue by segment

US Lime · $91.5M total across 1 segment · Q2 2025

  • Lime and Limestone Operations
    $91.5M

Forward guidance

Construction of the new vertical kiln at Texas Lime Company continues with expected completion in 2026 at a total cost of approximately $65 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.3%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+3.0%

Avg return

30 days after

51%

33 / 65 earnings

Positive

+6.2%

Q3 2015

Best reaction

-17.1%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-17.1%-17.0%-11.6%
Q4 2025-5.0%-12.2%-1.7%
Q3 2025-3.9%-13.0%-4.8%
Q1 2025+4.8%+5.4%+9.9%
Q4 2024+1.7%-3.3%-18.2%
Q3 2024+5.5%+3.4%+43.1%
Q2 2024+3.0%-10.2%-0.9%
Q1 2024+3.8%+10.1%+11.9%
Q4 2023+0.6%+0.3%+1.0%
Q3 2023-3.1%+2.7%+6.6%
Q2 2023+2.6%+5.5%+6.9%
Q1 2023-0.8%+1.6%+15.2%
Q4 2022+3.0%+2.0%+8.3%
Q3 2022+0.7%+6.7%+16.0%
Q2 2022-4.6%-5.0%-1.5%
Q1 2022+1.8%+1.1%+6.4%
Q4 2021-1.9%-5.2%-7.8%
Q3 2021+2.6%+3.4%+6.0%
Q2 2021+0.5%+0.8%+7.0%
Q1 2021-4.8%-3.7%-5.0%
Q4 2020+3.7%+4.4%+12.9%
Q3 2020+2.0%+0.2%+16.5%
Q2 2020+3.4%-0.6%+1.9%
Q1 2020-1.2%-2.6%-8.5%
Q4 2019-5.0%-4.2%-14.7%
Q3 2019+5.9%+11.1%+23.1%
Q2 2019+0.5%-1.3%-6.5%
Q1 2019-1.6%+0.7%+0.9%
Q4 2015+2.2%+2.8%+7.1%
Q4 2018-1.8%-0.8%+4.5%
Q3 2018-0.5%-1.6%-1.3%
Q2 2018-1.9%-4.8%-3.9%
Q1 2018+0.1%+1.2%+6.6%
Q4 2017+1.0%-1.0%-6.5%
Q3 2017-2.1%-4.3%-9.2%
Q2 2017-0.5%-0.4%-5.2%
Q1 2017-1.7%-1.7%-3.1%
Q4 2016+1.4%+2.0%+5.0%
Q3 2016+1.6%-0.2%+14.8%
Q2 2016+0.5%+1.1%+0.1%
Q1 2016+0.2%
Q3 2015+6.2%
Q2 2015-1.3%
Q1 2015-1.3%
Q4 2014+0.6%
Q3 2014-3.7%
Q2 2014-3.5%
Q1 2014+2.8%
Q4 2013+0.4%
Q3 2013+1.4%
Q2 2013+1.0%
Q1 2013+0.5%
Q4 2012-0.5%
Q3 2012-1.4%
Q2 2012-0.6%
Q1 2011-3.4%
Q1 2012+0.8%
Q4 2009-1.5%
Q4 2011-1.5%
Q3 2011-4.8%
Q3 2010-4.8%
Q2 2011-0.7%
Q2 2010-0.7%
Q4 2010-0.7%
Q1 2010+0.5%

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