United States Lime Minerals 2025 Q2 Earnings Record Net Income Surges 18.3%

United States Lime & Minerals (USLM) reported its fiscal 2025 Q2 earnings on Jul 31st, 2025. The total revenue of United States Lime & Minerals increased by 19.6% to $91.52 million in 2025 Q2, up from $76.55 million in 2024 Q2. United States Lime & Minerals exceeded market expectations with its Q2 2025 earnings, showcasing a robust 18.3% increase in net income to $30.83 million. The company maintained its positive momentum with a favorable guidance outlook for the remainder of 2025, expecting continued demand, while acknowledging potential risks and uncertainties.

Revenue

The total revenue of United States Lime & Minerals increased by 19.6% to $91.52 million in 2025 Q2, up from $76.55 million in 2024 Q2.

Earnings/Net Income

United States Lime & Minerals's EPS rose 18.7% to $1.08 in 2025 Q2 from $0.91 in 2024 Q2, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $30.83 million in 2025 Q2, marking 18.3% growth from $26.06 million in 2024 Q2. Remarkably, in 2025 Q2, the company set a new record high for fiscal Q2 net income, the highest in over 20 years. The EPS growth indicates strong financial performance.

Price Action

The stock price of United States Lime & Minerals has tumbled 8.86% during the latest trading day, has dropped 7.35% during the most recent full trading week, and has edged down 0.22% month-to-date.

Post-Earnings Price Action Review

The strategy of buying United States Lime & Minerals (USLM) shares after a revenue increase quarter-over-quarter on the financial report release date and holding for 30 days has delivered impressive returns over the past three years. This approach achieved a remarkable 454.78% return, significantly outperforming the benchmark return of 85.57%. The excess return was 369.21%, highlighting the strategy's focus on USLM's post-revenue performance as highly beneficial. With a compound annual growth rate of 41.22%, the strategy exhibited no maximum drawdown, but it did show relatively high volatility of 35.91% and a Sharpe ratio of 1.15. This suggests a risk-return profile that balances growth with a certain level of risk, making it an attractive option for investors seeking robust returns despite the inherent volatility.

CEO Commentary

"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. The company experienced a significant revenue increase driven by higher sales volumes and average selling prices of lime and limestone products, particularly from construction, environmental, and steel sectors. While SG&A expenses rose due to increased personnel costs, the overall financial health demonstrated robust gross profit growth, reflecting effective management and a favorable market environment.

Guidance

The company anticipates continued demand from construction customers, which will support its revenue growth trajectory. Forward-looking statements regarding performance suggest an optimistic outlook for the remainder of 2025. However, the company acknowledges potential risks and uncertainties that could impact actual results, emphasizing a cautious approach to future expectations.

Additional News

United States Lime & Minerals (USLM) declared a regular quarterly cash dividend of $0.06 per share, payable on September 12, 2025, to shareholders recorded as of August 22, 2025. This announcement reflects management's confidence in the company’s ongoing cash flow generation and financial stability. Additionally, the company has committed to a $65 million new vertical kiln project in Texas, aimed at boosting future capacity and operational efficiency, with $29.2 million in open purchase orders expected to complete in 2026. This strategic investment is poised to enhance market share and competitive positioning, further solidifying USLM's long-term advantage in regional markets.