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AI Earnings Predictions for United States Lime & Minerals Inc. (USLM)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

BUY

1-Day Prediction

+2.83%

$116.20

100% positive prob.

5-Day Prediction

+9.49%

$123.72

100% positive prob.

20-Day Prediction

+14.37%

$129.23

95% positive prob.

Price at prediction: $113.00 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q2 2026

Historical Earnings Predictions

Quarter Signal 1D Return 5D Return 20D Return Confidence Actual 5D
Q2 2026 BUY +2.83% +9.49% +14.37% 100.0% Pending
Q1 2026 SELL -4.10% -8.83% -2.61% 100.0% -16.58%
Q4 2025 SELL -4.04% -8.17% -3.17% 100.0% -12.81%

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K BUY

Jul 29, 2026 · 100% conf.

AI Prediction BUY

1D

+2.83%

$116.20

5D

+9.49%

$123.72

20D

+14.37%

$129.23

Price: $113.00 Prob +5D: 100% AUC: 1.000
0001104659-26-088183

EX-99.1

2 uslm-20260729xex99d1.htm

EX-99.1

Exhibit 99.1

UNITED STATES LIME & MINERALS, INC. — NEWS RELEASE

FOR IMMEDIATE RELEASE

Contact: Timothy W. Byrne

​(972) 991-8400

UNITED STATES LIME & MINERALS REPORTS SECOND QUARTER 2026

RESULTS AND DECLARES REGULAR QUARTERLY CASH DIVIDEND

Dallas, Texas, July 29, 2026 - United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported second quarter 2026 results: The Company’s revenues in the second quarter 2026 were $99.1 million, compared to $91.5 million in the second quarter 2025, an increase of $7.6 million, or 8.3%. For the first six months 2026, the Company’s revenues were $187.0 million, compared to $182.8 million in the first six months 2025, an increase of $4.2 million, or 2.3%. The increases in revenues in the second quarter and first six months 2026, compared to the comparable 2025 periods, resulted primarily from increased sales volumes, principally due to increased demand from the Company’s construction and steel customers, partially offset by decreased demand from the Company’s roof shingle customers.

The Company’s gross profit was $46.7 million in the second quarter 2026, compared to $41.9 million in the second quarter 2025, an increase of $4.8 million, or 11.6%. The Company’s gross profit was $88.5 million in the first six months 2026, compared to $88.0 million in the first six months 2025, an increase of $0.4 million, or 0.5%. The increases in gross profit in the second quarter and first six months 2026, compared to the comparable 2025 periods, resulted primarily from the increases in revenues discussed above, partially offset by higher fuel and transportation costs.

Selling, general and administrative (“SG&A”) expenses were $6.1 million in the second quarter 2026, compared to $6.2 million in the second quarter 2025, a decrease of $0.1 million, or 2.0%. SG&A expenses were $12.0 million in the first six months 2026, compared to $12.5 million in the first six months 2025, a decrease of $0.4 million or 3.3%. The decreases in SG&A expenses in the second quarter and first six months 2026, compared to the comparable 2025 periods, were primarily due to decreased stock-based compensation.

Other (income) expense, net was $3.4 million and $6.6 million income in the second quarter and first six months 2026, compared to $3.1 million and $6.2 million income in the second quarter and first six months 2025, increases of $0.3 million and $0.4 million, respectively. The increases in other (income) expense, net for the second quarter and first six months 2026, compared to the comparable 2025 periods, were primarily due to interest earned on higher average balances of cash and cash equivalents.

The Company reported net income of $34.5 million ($1.20 per share diluted) and $65.1 million ($2.26 per share diluted) in the second quarter and first six months 2026, compared to $30.8 million ($1.07 per share diluted) and $64.9 million ($2.26 per share diluted) in the second quarter and first six months 2025, increases of $3.7 million, or 11.9%, and $0.1 million, or 0.2%, respectively.

“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,” said Timothy W. Byrne, President and Chief Executive Officer. “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,” Mr. Byrne added.

Dividend

The Company announced today that the Board of Directors has declared a regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on September 11, 2026 to stockholders of record at the close of business on August 21, 2026.

* * *

United States Lime & Minerals, Inc., a NASDAQ-listed public company with headquarters in Dallas, Texas, is a manufacturer of lime and limestone products, supplying primarily the construction (including highway, road, and building contractors), industrial (including paper and glass manufacturers), environmental (including municipal sanitation and water treatment facilities and flue gas treatment processes), metals (including steel producers), roof shingle manufacturers, agriculture (including poultry producers), and oil and gas services industries. The Company operates lime and limestone plants and distribution facilities in Arkansas, Colorado, Louisiana, Missouri, Oklahoma, and Texas through its wholly owned subsidiaries, Arkansas Lime Company, ART Quarry TRS LLC (DBA Carthage Crushed Limestone), Colorado Lime Company, Mill Creek Dolomite, LLC, Texas Lime Company, U.S. Lime Company, U.S. Lime Company-Shreveport, U.S. Lime Company-St. Clair, and U.S. Lime Company-Transportation. In addition, the Company, through its wholly owned subsidiary, U.S. Lime Company-O & G, LLC, has royalty and non-operated working inter

2026
Q1

Q1 2026 Earnings

8-K SELL

Apr 29, 2026 · 100% conf.

AI Prediction SELL

1D

-4.10%

$122.99

Act: -16.04%

5D

-8.83%

$116.91

Act: -16.58%

20D

-2.61%

$124.89

Act: -13.21%

Price: $128.24 Prob +5D: 0% AUC: 1.000
0001104659-26-051741

EX-99.1

2 uslm-20260429xex99d1.htm

EX-99.1

Exhibit 99.1

UNITED STATES LIME & MINERALS, INC. — NEWS RELEASE

FOR IMMEDIATE RELEASE

Contact: Timothy W. Byrne

​(972) 991-8400

UNITED STATES LIME & MINERALS REPORTS FIRST QUARTER 2026

RESULTS AND DECLARES REGULAR QUARTERLY CASH DIVIDEND

Dallas, Texas, April 29, 2026 - United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported first quarter 2026 results: The Company’s revenues in the first quarter 2026 were $87.8 million, compared to $91.3 million in the first quarter 2025, a decrease of $3.4 million, or 3.7%. The decrease in revenues in the first quarter 2026, compared to the first quarter 2025, resulted primarily from decreased sales volumes, principally due to decreased demand from the Company’s construction, oil and gas services, and roof shingle customers, partially offset by increased demand from the Company’s steel customers. During the first quarter 2026, the Company caught up on most of the weather-related shipping interruptions that resulted from the January winter storm.

The Company’s gross profit was $41.8 million in the first quarter 2026, compared to $46.2 million in the first quarter 2025, a decrease of $4.4 million, or 9.5%. The decrease in gross profit in the first quarter 2026, compared to the first quarter 2025, resulted primarily from the decrease in revenues discussed above and higher fuel and transportation costs.

Selling, general and administrative (“SG&A”) expenses were $6.0 million in the first quarter 2026, compared to $6.3 million in the first quarter 2025, a decrease of $0.3 million, or 4.7%. The decrease in SG&A expenses in the first quarter 2026, compared to the first quarter 2025, was primarily due to decreased personnel expenses, including stock-based compensation.

Other (income) expense, net was $3.2 million income in the first quarter 2026, compared to $3.1 million income in the first quarter 2025, an increase of $0.1 million, primarily due to interest earned on higher average balances of cash and cash equivalents.

The Company reported net income of $30.6 million ($1.06 per share diluted) in the first quarter 2026, compared to $34.1 million ($1.19 per share diluted) in the first quarter 2025, a decrease of $3.5 million, or 10.4%.

“Although we experienced our first revenue decrease against the comparable prior-year quarter since the COVID pandemic began in 2020, we remain optimistic about the balance of the year, including as it pertains to demand from our construction customers,” said Timothy W. Byrne, President and Chief Executive Officer. “We are also pleased with the progress on the new kiln project at our Texas facility and anticipate it will start up this summer,” Mr. Byrne added.

Dividend

The Company announced today that the Board of Directors has declared a regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on June 12, 2026 to shareholders of record at the close of business on May 22, 2026.

* * *

United States Lime & Minerals, Inc., a NASDAQ-listed public company with headquarters in Dallas, Texas, is a manufacturer of lime and limestone products, supplying primarily the construction (including highway, road, and building contractors), industrial (including paper and glass manufacturers), environmental (including municipal sanitation and water treatment facilities and flue gas treatment processes), metals (including steel producers), roof shingle manufacturers, agriculture (including poultry producers), and oil and gas services industries. The Company operates lime and limestone plants and distribution facilities in Arkansas, Colorado, Louisiana, Missouri, Oklahoma, and Texas through its wholly owned subsidiaries, Arkansas Lime Company, ART Quarry TRS LLC (DBA Carthage Crushed Limestone), Colorado Lime Company, Mill Creek Dolomite, LLC, Texas Lime Company, U.S. Lime Company, U.S. Lime Company-Shreveport, U.S. Lime Company-St. Clair, and U.S. Lime Company-Transportation. In addition, the

Company, through its wholly owned subsidiary, U.S. Lime Company-O & G, LLC, has royalty and non-operated working interests in natural gas wells located in Johnson County, Texas, in the Barnett Shale Formation.

Any statements contained in this News Release, including, but not limited to, statements relating to demand and the Texas kiln project, that are not statements of historical fact are forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. The Company undertakes no obligation to publicly update or revise any forward-looking statements, and investors are cautioned that such statements involve risks and uncertainties that could cause actual results to differ materially from expectations, including without limitation those risks and uncertainties indicated from time to time in the Company’s filings with the Securities and Exchange Commission.

(Tables Follow)

2025
Q4

Q4 2025 Earnings

8-K SELL

Feb 2, 2026 · 100% conf.

AI Prediction SELL

1D

-4.04%

$118.61

Act: -4.43%

5D

-8.17%

$113.51

Act: -12.81%

20D

-3.17%

$119.69

Act: +0.78%

Price: $123.61 Prob +5D: 0% AUC: 1.000
0001104659-26-009218

UNITED STATES LIME & MINERALS, INC._February 2, 2026 TX0000082020falseTX00000820202026-02-022026-02-02 ​ ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

​ Date of Report (Date of earliest event reported): February 2, 2026 ​

UNITED STATES LIME & MINERALS, INC.

(Exact name of registrant as specified in its charter) ​ ​

TEXAS

​ 0-4197 ​ 75-0789226

(State or other jurisdiction of ​ (Commission File Number) ​ (IRS Employer Identification No.)

incorporation) ​ ​ ​ ​

​ ​ ​ ​ ​

5429 LBJ FREEWAY, SUITE 230, DALLAS, TEXAS

​ 75240

(Address of principal executive offices) ​ (Zip Code)

​ (972) 991-8400 (Registrant’s telephone number, including area code) ​ (Former name or former address, if changed since last report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ​ ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ​ ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ​ ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ​ ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common stock, $0.10 par value

USLM

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ ​ ​

ITEM 2.02. RESULTS OF OPERATIONS AND FINANCIAL CONDITION.

​ On February 2, 2026, United States Lime & Minerals, Inc. (the “Company”) issued a News Release announcing the financial results for the quarter and full year ended December 31, 2025. A copy of the News Release is attached hereto as Exhibit 99.1 and incorporated by reference herein in response to this Item 2.02. ​ ​ ​

ITEM 9.01. FINANCIAL STATEMENTS AND EXHIBITS.

​ (d)  Exhibits ​ The Exhibit Index set forth below is incorporated by reference in response to this Item. ​

EXHIBIT INDEX

​ ​

Exhibit Number ​ Exhibit

​ ​ ​

99.1 ​ News Release of United States Lime & Minerals, Inc. dated February 2, 2026.

104 ​ Cover Page Interactive Data File (formatted as Inline XBRL).

​ ​

2

SIGNATURES

​ Pursuant to the requirements of the Securities Exchange Act of 1934, United States Lime & Minerals, Inc. has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ​ ​

Date: February 2, 2026

UNITED STATES LIME & MINERALS, INC.

​ ​

​ By: /s/ Michael L. Wiedemer

​ ​ Michael L. Wiedemer, Vice President and

​ ​ Chief Financial Officer

​ ​ ​

3

About United States Lime & Minerals Inc. (USLM) Earnings

This page provides United States Lime & Minerals Inc. (USLM) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on USLM's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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