Monitor Q2 2026 for demand recovery in construction and oil & gas services, and track progress on the Texas kiln start-up. The first YoY revenue decline since 2020 suggests near-term headwinds; a beat on Q2 expectations would be needed to reverse sentiment.
Price Chart
Executive Summary
USLM reported Q1 2026 revenue down 3.7% YoY to $87.8M and diluted EPS down 10.9% to $1.06, missing prior-year results. The decline was driven by decreased demand from construction, oil & gas services, and roof shingle customers, partially offset by steel demand. Management offered no quantitative guidance but expressed optimism about the remainder of the year.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $87.8M vs $91.3M YoY (-3.7%)
- Net income $30.6M vs $34.1M YoY (-10.4%)
- Diluted EPS $1.06 vs $1.19 YoY (-10.9%)
- Gross profit down 9.5% to $41.8M on higher fuel/transportation costs
- No guidance provided; management cites weather-related shipping catch-up and new Texas kiln project starting summer 2026
Financial Impact
Revenue decline of $3.4M; net income decline of $3.5M vs prior year
Risk Factors
- Continued weakness in construction and oil & gas services demand
- Higher fuel and transportation costs pressuring margins
- No quantitative guidance increases uncertainty
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-051741 |
| Document: uslm-20260429x8k.htm | 0001104659-26-051741 |
| Document: 0001104659-26-051741-index-headers.html | 0001104659-26-051741 |
| Document: 0001104659-26-051741-index.html | 0001104659-26-051741 |
| Document: 0001104659-26-051741.txt | 0001104659-26-051741 |
| 8-K Data (Synthetic) | 0001104659-26-051741 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 6w ago | Insider Cluster | $116.43 | awaiting T+60 | — | $109.65 (−5.82%) |
Apr 29, 2026 25w ago | Press Release | $107.61 $114.48 | ▼ −6.39% | ▼ −3.28% | $109.65 (−1.90%) |
Apr 29, 2026 25w ago | 8-K | $107.61 $114.48 | ▼ −6.39% | ▼ −3.28% | $109.65 (−1.90%) |
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