United States Lime & Minerals, Inc. (USLM)

United States Lime & Minerals’ fiscal second quarter of 2026 results missed consensus on both the top and bottom line, even as revenue and earnings grew year over year, in results reported July 29, 2026. Revenue rose 8.3% to about $99.1 million (up from $91.5 million a year ago), but it trailed the $108.0 million estimate (-8.2%), and EPS of $1.20 (up from $1.07) trailed the $1.30 estimate (-7.7%). Profitability remained high, with gross profit of roughly $46.7 million translating to a gross margin of ~47%, while operating income of about $40.7 million put operating margin near 41%. Net income increased 11.9% to roughly $34.5 million (up from $30.8 million a year ago). The company generated about $39.1 million of operating cash flow and paid roughly $1.7 million in dividends during the quarter. For the next period, consensus calls for EPS of $1.48 on revenue of $122.0 million.