United States Lime & Minerals

USLM

시가총액 US$30.4억

The London Company Large Cap portfolio returned 10.9% (10.7% net) during the quarter vs. a 15.1% increase in the Russell 1000 Index. ENTG was a top contributor, benefiting from improving fab utilization and accelerating AI-driven semiconductor demand. RSG declined despite another solid quarter as softer Environmental Solutions results and continued weakness in construction-related volumes weighed on investor sentiment.

Astrana Health outperformed as the company results have continued to demonstrate that it was not taking advantage of loopholes within Medicare coding. Magnolia Oil & Gas saw shares decline after an agreement was reached to end the war between the US and Iran and reopen the Strait of Hormuz. We initiated a position in Insteel Industries, the nation's largest manufacturer of steel wire reinforcing products for concrete construction.

DALLAS, July 29, 2026 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported second quarter 2026 results: The Company's revenues in the second quarter 2026 were $99.1 million, compared to $91.5 million in the second quarter 2025, an increase of $7.6 million, or 8.3%. For the first six months 2026, the Company's revenues were $187.0 million, compared to $182.8 million in the first six months 2025, an increase of $4.2 million, or 2.3%. The increases in revenues in the second quarter and first six months 2026, compared to the comparable 2025 periods, resulted primarily from increased sales volumes, principally due to increased demand from the Company's construction and steel customers, partially offset by decreased demand from the Company's roof shingle customers.

DALLAS, April 29, 2026 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported first quarter 2026 results: The Company's revenues in the first quarter 2026 were $87.8 million, compared to $91.3 million in the first quarter 2025, a decrease of $3.4 million, or 3.7%. The decrease in revenues in the first quarter 2026, compared to the first quarter 2025, resulted primarily from decreased sales volumes, principally due to decreased demand from the Company's construction, oil and gas services, and roof shingle customers, partially offset by increased demand from the Company's steel customers. During the first quarter 2026, the Company caught up on most of the weather-related shipping interruptions that resulted from the January winter storm.

DALLAS, Feb. 02, 2026 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported fourth quarter and full year 2025 results: The Company's revenues in the fourth quarter 2025 were $87.9 million, compared to $80.1 million in the fourth quarter 2024, an increase of $7.9 million, or 9.8%. The increase in revenues in the fourth quarter 2025, compared to the fourth quarter 2024, resulted primarily from increased sales volumes, principally due to increased demand from the Company's construction and steel customers, partially offset by decreased demand from the Company's oil and gas services and roof shingle customers.

The construction materials sector is riding a wave of infrastructure investment and industrial demand, and several companies are positioned to benefit.

United States Lime (USLM) Q2 Up 20%

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 $91.5 million, compared to $76.5 million in the second quarter 2024, an increase of $15.0 million, or 19.6%. For the first six months 2025, the Company's revenues were $182.8 million, compared to $148.2 million in the first six months 2024, an increase of $34.5 million, or 23.3%. The increases in revenues in the second quarter and first six months 2025, compared to the comparable 2024 periods, resulted from increases in sales volumes of the Company's lime and limestone products, principally to the Company's construction, environmental, and steel customers, and increases in average selling prices for the Company's lime and limestone products.

USLM boasts a dominant regional position, a debt-free balance sheet, and robust free cash flow, making it a compelling, low-risk industrial investment. The company benefits from infrastructure and environmental tailwinds, with high barriers to entry and strong pricing power in its core markets. Despite energy cost and customer concentration risks, USLM's operational efficiency and modernization investments support margin stability and growth.

DALLAS, April 30, 2025 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported first quarter 2025 results: The Company's revenues in the first quarter 2025 were $91.3 million, compared to $71.7 million in the first quarter 2024, an increase of $19.6 million, or 27.3%. The increase in revenues in the first quarter 2025, compared to the first quarter 2024, resulted from an increase in sales volumes of the Company's lime and limestone products, principally to the Company's construction and environmental customers, and an increase in average selling prices for the Company's lime and limestone products.