Feed / USLM

United States Lime & Minerals, Inc.

USLM

Basic Materials · 117.25 +1.4% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

United States Lime & Minerals, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company+1.4% todayVolume comparison unavailable
Market group0 of 1 activeLime & Limestone · unavailable
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • USLM's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if USLM's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Basic Materials · Building Materials

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • USLM's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements60
Verified relationships0
Evidence supporting the case
  • Latest annual revenue changed +17.3% year over year.
  • Operating margin changed +3.0 percentage points in the latest annual period.
  • Net margin changed +1.8 percentage points in the latest annual period.
  • Operating cash flow covered net income at 1.23x in the latest annual period.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

117.25
6m+0.6%12m-5.8%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$189.3M+17.8%$6.54+0.5%
2022-12-31$236.2M+24.8%$1.60
2023-12-31$281.3M+19.1%$2.61+0.5%
2024-12-31$317.7M+12.9%$3.79+0.5%
2025-12-31$372.7M+17.3%$4.67+0.2%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 4 filings
The decrease in our revenues in the first quarter 2026, compared to the first quarter 2025, resulted primarily from decreased sales volumes of our lime and limestone products, principally due to decreased demand from our construction, oil and gas, and roof sh…
10-Q · Apr 30, 2026
Credit and interest ratesmixed · 1 filings
This ASU will likely result in additional disclosures being included in the Company’s consolidated financial statements once adopted.
10-K · Feb 26, 2026
Data center and AI demandmixed · 1 filings
Looking ahead, we anticipate ongoing data center construction demand being partially offset by softer demand from some of the other industries that we serve.
10-Q · Oct 30, 2025

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

117.25+1.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for USLM. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for USLM. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind USLM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

USLM is currently a Leader in the organic co-movement group Lime & Limestone. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for USLM; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.