United States Lime & Minerals Reports 19.6% Q2 Revenue Growth and Declares $0.06 Dividend Per Share

United States Lime & Minerals reported a 19.6% increase in revenue to $91.5 million in Q2 2025, driven by higher sales volumes and prices. Gross profit rose 20.3% to $41.9 million, and net income improved 18.3% to $30.8 million. Selling, general, and administrative expenses increased due to higher personnel costs. A regular quarterly cash dividend of $0.06 per share was declared. The company remains optimistic about demand from key customer segments, particularly in construction.

United States Lime & Minerals (USLM) reported its Q2 2025 financial results, showing a 19.6% increase in revenue to $91.5 million, driven by higher sales volumes and prices. The company's net income improved by 18.3% to $30.8 million. Gross profit rose by 20.3% to $41.9 million. However, the quarter saw an increase in selling, general, and administrative expenses due to higher personnel costs. A regular quarterly cash dividend of $0.06 per share was declared [1].

The company's performance was driven by strong demand from construction, environmental, and steel customers. Despite the revenue increase, USLM missed analyst expectations, with reported revenue falling $5.5 million short of the $97.0 million consensus [1]. Net income per share was $1.07, which was $0.07 below analyst forecasts [1].

USLM's gross margin (GAAP) was 45.8%, compared to 45.5% in Q2 2024, while operating profit margin increased by 19.4% to 35.7 million [1]. The company's balance sheet remained strong, with current assets reaching $403.4 million and equity at $563.3 million [1].

Investors are keeping a close eye on USLM's future prospects, particularly in light of the construction sector's ongoing demand. The company's lone analyst rating is "hold," and the sector's average recommendation is "buy" [2]. The stock's forward P/E ratio has increased to 24 from 20 last quarter, indicating a premium valuation compared to historical levels [2].

Looking ahead, investors may want to monitor USLM's planned production expansion in Texas and operational efficiency improvements. The company's ability to manage regulatory compliance and end-market trends will also be crucial for future performance [1].

References:
[1] https://www.theglobeandmail.com/investing/markets/markets-news/Motley/33823523/united-states-lime-uslm-q2-up-20/
[2] https://www.tradingview.com/news/reuters.com,2025:newsml_PLXE99171:0-united-states-lime-minerals-misses-q2-revenue-estimates/