United States Lime & Minerals 3Q 2026: Revenue $106.19M, Net income $38.04M, EPS $1.32— 10-Q Summary
United States Lime & Minerals reported 3Q 2026 revenue of $106.19M, up 4.1% YoY, with net income of $38.04M, down 1.9% YoY. EPS fell 2.2% to $1.32. Revenue growth was driven by higher prices and sales volumes, while costs increased due to fuel, transportation, and integration issues. Management expects completion of a Texas kiln by year-end.
How this was made
The 30-second read
Why it matters
The earnings release shows modest top‑line growth but a decline in profitability due to higher input costs, suggesting near‑term price pressure.
Market read
First‑time earnings disclosure for a small‑cap industrial stock; likely to generate short‑term trading interest.
What to watch
Potential upside from the new Texas kiln coming fully online in Q4 could improve margins later in the year.
Background
United States Lime & Minerals Inc (USLM) filed its Q3 2026 Form 10‑Q, providing the first public disclosure of the quarter's financial performance.
Ticker impact
Q3 2026 earnings released via 10‑Q showing revenue up 4.1% but net income down 1.9% and EPS down 2.2% amid higher fuel and transportation costs.
likely modest downside pressure as investors price in margin compression and higher operating expenses.
The report is the first public disclosure of the quarter's results; the decline in net income and EPS signals weaker profitability, which typically triggers a sell‑off in small‑cap stocks.
Market effects
Lime and minerals sector may see broader scrutiny on cost structures as fuel prices stay elevated.
Limited to U.S. small‑cap investors focused on industrial commodities.
Low; the company is a niche player without significant global exposure.
Counterpoint
If the market overreacts to the cost headwinds, the stock could rebound on the back‑of‑the‑envelope revenue growth outlook.
Key entities
- companyUnited States Lime & Minerals Inc
US‑listed lime and minerals producer reporting Q3 2026 results.
