United States Lime & Minerals Reports Second Quarter 2025 Results and Declares Regular Quarterly Cash Dividend
Rhea-AI Summary
United States Lime & Minerals (NASDAQ: USLM) reported strong Q2 2025 financial results, with revenues reaching $91.5 million, a 19.6% increase from Q2 2024. The company's net income grew to $30.8 million ($1.07 per share), up 18.3% year-over-year.
The impressive performance was driven by increased sales volumes of lime and limestone products, particularly to construction, environmental, and steel customers, along with higher average selling prices. Gross profit rose by 20.3% to $41.9 million. The Board declared a quarterly cash dividend of $0.06 per share, payable on September 12, 2025.
For the first half of 2025, revenues totaled $182.8 million, up 23.3%, while net income reached $64.9 million ($2.26 per share), representing a 33.9% increase from the same period in 2024.
[ "Revenue increased by 19.6% to $91.5 million in Q2 2025", "Net income grew 18.3% to $30.8 million in Q2 2025", "Gross profit improved by 20.3% to $41.9 million", "Strong demand from construction customers", "Higher sales volumes across construction, environmental, and steel customers", "Increased interest income from higher cash balances" ]Positive
- None.
Negative
- SG&A expenses increased 26.8% to $6.2 million in Q2 2025
- Higher personnel expenses including stock-based compensation
News Market Reaction
On the day this news was published, USLM declined 10.69%, reflecting a significant negative market reaction. Argus tracked a trough of -7.2% from its starting point during tracking. Our momentum scanner triggered 28 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $350M from the company's valuation, bringing the market cap to $2.92B at that time. Trading volume was above average at 1.5x the daily average, suggesting increased trading activity.
Data tracked by StockTitan Argus on the day of publication.
DALLAS, July 30, 2025 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported second quarter 2025 results: The Company’s revenues in the second quarter 2025 were
The Company’s gross profit was
Selling, general and administrative (“SG&A”) expenses were
Other (income) expense, net was
The Company reported net income of
“We are pleased with the Company’s strong financial performance in the second quarter 2025. Demand from our construction customers remained solid,” said Timothy W. Byrne, President and Chief Executive Officer.
Dividend
The Company announced today that the Board of Directors has declared a regular quarterly cash dividend of
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, 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)
| United States Lime & Minerals, Inc. CONDENSED CONSOLIDATED FINANCIAL DATA (In thousands, except per share amounts) (Unaudited) | ||||||||||||||||
| Three Months Ended | Six Months Ended | |||||||||||||||
| June 30, | June 30, | |||||||||||||||
| 2025 | 2024 | 2025 | 2024 | |||||||||||||
| INCOME STATEMENTS | ||||||||||||||||
| Revenues | $ | 91,518 | $ | 76,545 | $ | 182,771 | $ | 148,232 | ||||||||
| Cost of revenues | 49,640 | 41,723 | 94,737 | 82,803 | ||||||||||||
| Gross profit | $ | 41,878 | $ | 34,822 | $ | 88,034 | $ | 65,429 | ||||||||
| Selling, general and administrative expenses | 6,189 | 4,882 | 12,451 | 9,730 | ||||||||||||
| Operating profit | $ | 35,689 | $ | 29,940 | $ | 75,583 | $ | 55,699 | ||||||||
| Other (income) expense, net | (3,098 | ) | (2,786 | ) | (6,189 | ) | (5,326 | ) | ||||||||
| Income tax expense | 7,956 | 6,669 | 16,828 | 12,529 | ||||||||||||
| Net income | $ | 30,831 | $ | 26,057 | $ | 64,944 | $ | 48,496 | ||||||||
| Income per share of common stock: | ||||||||||||||||
| Basic | $ | 1.08 | $ | 0.91 | $ | 2.27 | $ | 1.70 | ||||||||
| Diluted | $ | 1.07 | $ | 0.91 | $ | 2.26 | $ | 1.69 | ||||||||
| Weighted-average shares outstanding: | ||||||||||||||||
| Basic | 28,637 | 28,590 | 28,630 | 28,564 | ||||||||||||
| Diluted | 28,729 | 28,698 | 28,728 | 28,661 | ||||||||||||
| Cash dividends per share of common stock | $ | 0.06 | $ | 0.05 | $ | 0.12 | $ | 0.10 | ||||||||
| June 30, | December 31, | |||||||||||||||
| 2025 | 2024 | |||||||||||||||
| BALANCE SHEETS | ||||||||||||||||
| Assets: | ||||||||||||||||
| Current assets | $ | 403,446 | $ | 354,782 | ||||||||||||
| Property, plant and equipment, net | 199,223 | 182,891 | ||||||||||||||
| Other non-current assets | 4,753 | 5,490 | ||||||||||||||
| Total assets | $ | 607,422 | $ | 543,163 | ||||||||||||
| Liabilities and Stockholders’ Equity: | ||||||||||||||||
| Current liabilities | $ | 18,548 | $ | 16,962 | ||||||||||||
| Deferred tax liabilities, net | 21,370 | 23,659 | ||||||||||||||
| Other long-term liabilities | 4,213 | 4,801 | ||||||||||||||
| Stockholders’ equity | 563,291 | 497,741 | ||||||||||||||
| Total liabilities and stockholders’ equity | $ | 607,422 | $ | 543,163 | ||||||||||||
Contact: Timothy W. Byrne
(972) 991-8400
FAQ
What were United States Lime & Minerals (USLM) earnings for Q2 2025?
How much did USLM's revenue grow in Q2 2025 compared to Q2 2024?
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What was USLM's gross profit for Q2 2025?
