The earnings miss and YoY declines warrant caution. Monitor Q2 commentary for demand recovery in construction and the startup of the Texas kiln project in summer 2026, which could provide a catalyst. The unchanged dividend offers limited support.
Price Chart
Executive Summary
USLM reported Q1 2026 revenue of $87.8M (down 3.7% YoY) and net income of $30.6M ($1.06 per diluted share, down 10.4% YoY), missing prior-year comparisons. The company maintained its quarterly dividend of $0.06 per share. Results reflect decreased demand from construction, oil & gas, and roofing customers, partially offset by steel demand.
Key Financial Metrics
Key Facts
- Revenue declined 3.7% YoY to $87.8M from $91.3M.
- Net income fell 10.4% YoY to $30.6M from $34.1M.
- Diluted EPS dropped to $1.06 from $1.19.
- Quarterly dividend unchanged at $0.06 per share.
- Gross profit decreased 9.5% due to lower volumes and higher fuel/transportation costs.
Financial Impact
Revenue down $3.4M, net income down $3.5M YoY.
Risk Factors
- Continued demand weakness in construction, oil & gas, and roofing sectors.
- Higher fuel and transportation costs pressuring margins.
- Failure to ramp up new kiln as expected.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3284358 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 6w ago | Insider Cluster | $116.43 | awaiting T+60 | — | $110.44 (−5.14%) |
Apr 29, 2026 25w ago | Press Release | $107.61 $114.48 | ▼ −6.39% | ▼ −3.28% | $110.44 (−2.64%) |
Apr 29, 2026 25w ago | 8-K | $107.61 $114.48 | ▼ −6.39% | ▼ −3.28% | $110.44 (−2.64%) |
US Market Status
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