| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 99.13 | 12.9% | 8.3% |
| Total Income | 99.13 | 12.9% | 8.3% |
| Expenditure | 58.47 | 12.3% | 4.7% |
| PBT | 44.03 | 12.9% | 13.5% |
| Net Profit | 34.51 | 12.8% | 11.9% |
| OPM | 41.01% | 0.27pp | 2.02pp |
| NPM | 34.81% | 0.00pp | 1.13pp |
| EPS | 1.20 | 12.2% | 11.1% |
United States Lime & Minerals Reports Q2 2026 Results
30 Jul 2026 · 30 Jul, 2:12 am
Summary
United States Lime & Minerals reported a strong second quarter for 2026, with revenues increasing by 8.3% year-over-year to $99.1 million, driven by higher sales volumes from construction and steel customers. Gross profit also saw a significant increase of 11.6% to $46.7 million, despite higher fuel and transportation costs. Net income for the quarter rose by 11.9% to $34.5 million, or $1.20 per diluted share. Looking ahead, the company anticipates continued strong demand from data center projects supporting construction and expects its new Texas facility kiln to come online this summer.
Key Highlights
- 1
United States Lime & Minerals reported second quarter 2026 revenues of $99.1 million, an increase of 8.3% compared to $91.5 million in the second quarter of 2025.
- 2
For the first six months of 2026, revenues reached $187.0 million, up 2.3% from $182.8 million in the comparable 2025 period.
- 3
Gross profit for the second quarter of 2026 was $46.7 million, an increase of 11.6% from $41.9 million in the prior year's second quarter.
- 4
Net income for the second quarter of 2026 was $34.5 million ($1.20 per share diluted), an increase of 11.9% from $30.8 million ($1.07 per share diluted) in the second quarter of 2025.
- 5
For the first six months of 2026, net income was $65.1 million ($2.26 per share diluted), a slight increase of 0.2% from $64.9 million ($2.26 per share diluted) in the first six months of 2025.
- 6
The Company declared a regular quarterly cash dividend of $0.06 per share.
Management Comments
Timothy W. Byrne
We are pleased with the Company’s financial performance in the second quarter 2026. Demand was up, compared to 2025, led by our construction and steel customers. Looking ahead, we anticipate that data center projects should continue to support strong construction demand, and that the new kiln at our Texas facility will come online this summer.
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