USLMUNITED STATES LIME & MINERALS INC(USLM)Stock Analysis

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MaterialsNasdaqmid
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SEC EDGAR: CIK 82020USLM stock profile & AI dashboard →

13F Pro Quality Score

66.7/100

Rank #406 of 2,961 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

66.7/100

Profitability

93.0/100

Balance Sheet

95.9/100

Earnings Quality

48.5/100

Free Cash Flow

78.1/100

Institutional Flow

52.0/100

Revenue Scale

32.7/100

Dilution Risk

38.6/100
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USLM Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for UNITED STATES LIME & MINERALS INC (USLM), a Materials sector company. 13F Pro's AI-powered ranking engine scores USLM at 66.7/100 on a 32-signal composite quality model, placing it at rank #406 of 2,961 stocks — the top 25% of the AI-ranked universe. USLM scores in the top quartile across balance sheet strength (95.9), profitability (93.0), free cash flow (78.1). Areas of concern include revenue scale (32.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 38.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), UNITED STATES LIME & MINERALS INC reports quarterly revenue of $99.1M, net income of $34.5M, an operating margin of 41.0%. Top institutional holders of USLM by reported 13-F value include BlackRock, DIMENSIONAL FUND ADVISORS, RENAISSANCE TECHNOLOGIES, based on the most recent SEC filings. USLM trades on the Nasdaq exchange and files with the SEC under CIK 82020. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate USLM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UNITED STATES LIME & MINERALS INC directly from SEC EDGAR. UNITED STATES LIME & MINERALS INC's 13F Pro composite quality score has ranged between 61 and 79 since 2021, currently 66.7 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

Fun facts about UNITED STATES LIME & MINERALS INC

Quirks, history, and lore behind USLM — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. basic materials company · small-cap · listed on Nasdaq · headquartered in Texas.
  • 2
    The Numbers
    Annual revenue in the range of $250–300 million, yet it runs some of the fattest operating margins in its niche — think quarry-style economics where the rock basically sells itself.
  • 3
    The History
    Tracing its roots back to the late 19th century, it has quietly operated lime kilns and quarries across Texas and the American Southwest for well over a hundred years.
  • 4
    The Secret
    Its customers are not consumers — they're steel mills, water treatment plants, and oil refineries that need high-calcium lime to neutralize acids, purify metals, and clean up wastewater.
  • 5
    The Lore
    It sits atop some of the purest limestone deposits in North America, giving it a geological moat that no competitor can easily replicate — you can't move a mountain, after all.
  • 6
    The Giveaway
    The ticker is literally four letters that stand for United States Lime — and this sleepy lime-and-limestone producer has quietly compounded shareholder returns for decades without anyone at a cocktail party ever asking what it does.
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What's Driving USLM's Business? Latest 10-Q Breakdown

16/16 datapoints verified

AI-extracted from UNITED STATES LIME & MINERALS INC's 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 8.3% YoY to $99.1M on 6.6% sales-volume growth, driving net income up 11.9% to $34.5M and gross margin expansion to 47.1%.

Biggest Revenue Drivers

Lime and limestone operations$99.1M+8.3% YoY

Sole reportable segment; increase driven by higher sales volumes and average selling prices of lime and limestone products

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q2 2026

$99.1M

Net Income

Q2 2026

$34.5M

Free Cash Flow

Q2 2026

$21.2M

Operating Margin

Q2 2026

41.0%

ROIC

Q2 2026

23.4%

D/E Ratio

Q2 2026

0.00

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+17.3% YoY
$372.7MFY 2025
FY22 $236.2MFY23 $281.3MFY24 $317.7MFY25 $372.7M

Net Income

+23.4% YoY
$134.3MFY 2025
FY22 $45.4MFY23 $74.5MFY24 $108.8MFY25 $134.3M

Operating Income

+26.4% YoY
$157.9MFY 2025
FY22 $54.8MFY23 $85.4MFY24 $124.9MFY25 $157.9M

EPS (Diluted)

+23.2% YoY
$4.67FY 2025
FY22 $0.32FY23 $0.52FY24 $3.79FY25 $4.67

Total Assets

+25.4% YoY
$681.0MFY 2025
FY22 $367.8MFY23 $440.6MFY24 $543.2MFY25 $681.0M

Total Debt

$0.00FY 2025
FY22 $0.00FY23 $0.00FY24 $0.00FY25 $0.00

Op. Cash Flow

+30.9% YoY
$165.0MFY 2025
FY22 $64.4MFY23 $92.3MFY24 $126.0MFY25 $165.0M

Free Cash Flow

+3.7% YoY
$102.3MFY 2025
FY22 $37.5MFY23 $58.0MFY24 $98.6MFY25 $102.3M

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Available Research

13F Pro tracks comprehensive data for UNITED STATES LIME & MINERALS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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Is USLM a good stock to buy?

13F Pro's AI-powered analysis of UNITED STATES LIME & MINERALS INC (USLM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for USLM are available on the USLM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. USLM is classified as a mid company.

Which hedge funds own USLM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling USLM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UNITED STATES LIME & MINERALS INC's investment landscape.