USLM at a glance
UNITED STATES LIME & MINERALS INC (USLM, SEC CIK 82020) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as September 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), UNITED STATES LIME & MINERALS INC (USLM) reported revenue of $372.7 million (up 17.3% from FY2024) and net income of $134.3 million. Diluted EPS was $4.67.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding UNITED STATES LIME & MINERALS INC (USLM) shares worth $579.8 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Candou Holdings Ltd. on September 9, 2026 of 20,000 shares at $110.00 per share.
- In the last 90 days, USLM insiders reported 1 open-market purchase ($2.2M) and 1 open-market sale ($2.2M) on Form 4, a net purchase of $0.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $372.7M
- +17.3% vs prior year
- Insiders · 90 days
- 1 buy · 1 sell
- Net +$0
- 13F holders
- 31 funds
- $579.8M · +0 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Lime and minerals production focused on mining operations support
- No new products or segments introduced or emphasized this year
- Peer group expanded in 2025, adding Arcosa Inc. and Granite Construction Inc., reflecting adjusted competitive benchmarking
- Stockholders’ return soared to $536.00 from $100 in 2020, significantly outperforming NASDAQ Composite and prior peer indices
- Repurchased 18,691 shares at $119.74 per share in Q4 2025 for tax withholding on restricted stock exercises
Risk Factors
- Regulatory risk from potential new Environmental Laws on greenhouse gas emissions, carbon tax, or cap-and-trade programs impacting compliance costs
- Geopolitical exposure to ongoing conflicts in Ukraine, Middle East, and Latin America increasing energy and supply costs
- Operational vulnerability to major rail disruptions affecting coal and petroleum coke supply, critical to plant operations
- Competitive risk from rising lime prices increasing susceptibility to new market entrants and multinational competitors
- Financial risk from high delivery costs influenced by diesel price increases and inability to fully pass surcharges to customers
Management Discussion & Analysis
- Revenue $372.7M in 2025, up 17.3% (+$55.0M) YoY from $317.7M in 2024; driven by 11.7% volume and 5.6% price increases
- Operating margin 42.4% in 2025 vs 39.4% in 2024; gross profit margin 48.9% vs 45.3%; net income margin 36.0% vs 34.3%
- Single segment: lime and limestone operations; revenue growth driven by construction, environmental, steel demand; oil & gas demand declined
- Cash from operations $165M in 2025 (+30.9%); capex $62.7M including $37.3M spent on $65M Texas kiln project; dividends $6.9M; no debt outstanding
- Management anticipates kiln startup summer 2026; weather and demand softness in roof shingle market pose near-term risks; quarterly dividend of $0.06/share declared
AI summary of the USLM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $99.1M, up 8.3% YoY from $91.5M, driven by lime and limestone volume growth
- Gross margin 47.1% vs 45.8% YoY; net income $34.5M vs $30.8M
- Best demand: construction and steel customers; weakest: roof shingle customers
- Cash $402.6M, up from $371.1M; operating cash flow $71.1M vs $73.5M
- Capital expenditures $36.2M, including $20.9M Texas kiln project; data centers expected to support construction demand
AI summary of the USLM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- 2.02 earnings disclosure covers the quarter and six months ended June 30, 2026
- Results announced July 29, 2026, with detailed financial figures in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $99.1M, up 8.3%, led by construction and steel demand; roof-shingle demand declined
- Gross profit $46.7M, up 11.6%, despite higher fuel and transportation costs
Item 5.07: Submission of Matters to a Vote of Security Holders
- All seven director nominees elected to serve until the 2027 annual meeting
- Timothy W. Byrne received strongest support, with 26,344,723 votes for and 48,530 withheld
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 financial results announced for quarter ended March 31, 2026
- News Release attached as Exhibit 99.1, containing the substantive financial details
Item EX-99.1: Item EX-99.1
- Q1 2026 revenue fell 3.7% to $87.8M, reflecting weaker construction, oil and gas, and roof shingle demand
- Gross profit declined 9.5% to $41.8M as lower volumes combined with higher fuel and transportation costs
AI summaries of USLM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for USLM
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- Fund moves. Which tracked funds opened, added or cut USLM, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Candou Holdings Ltd. | Buy | Sep 9, 2026 | 20,000 | $110.00 |
| DOUMET ANTOINE M | Sell | Sep 9, 2026 | 20,000 | $110.00 |
| DOUMET ANTOINE M | M | May 1, 2026 | 3,405 | $110.00 |
| CARDIN RICHARD W | A | May 1, 2026 | 1,273 | $110.00 |
| DOUMET ANTOINE M | A | May 1, 2026 | 3,405 | $110.00 |
| Weirich Lila R | A | May 1, 2026 | 1,273 | $110.00 |
| Duhe Sandra C | A | May 1, 2026 | 1,273 | $110.00 |
| Wolkenstein Jon A | A | May 1, 2026 | 1,273 | $110.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $317.7M | $372.7M |
| Gross Profit | - | $144.0M | $182.4M |
| Operating Income | - | $124.9M | $157.9M |
| Net Income | - | $108.8M | $134.3M |
| Gross Margin | - | 45.3% | 48.9% |
| Op. Margin | - | 39.3% | 42.4% |
| Net Margin | - | 34.3% | 36.0% |
| Balance Sheet | |||
| Total Assets | $440.6M | $543.2M | $681.0M |
| Equity | $393.1M | $497.7M | $630.8M |
| ROE | - | 21.9% | 21.3% |
| Per Share | |||
| EPS | - | $3.79 | $4.67 |
| Cash Flow | |||
| Operating CF | - | $126.0M | $165.0M |
| CapEx | - | $27.4M | $62.7M |
Source: XBRL data in UNITED STATES LIME & MINERALS INC (USLM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate USLM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $579.8M |
| Q1 2026 | 31 | $568.8M |
| Q4 2025 | 27 | $560.4M |
| Q3 2025 | 28 | $621.5M |
| Q2 2025 | 28 | $483.6M |
| Q1 2025 | 24 | $338.5M |
| Q4 2024 | 20 | $417.3M |
| Q3 2024 | 15 | $231.8M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 204 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
USLM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 30, 2026 | - | - | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | May 5, 2026 | - | - | - |
| 8-K | May 4, 2026 | - | Analysis | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 10-K | Feb 26, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 4, 2026 | - | - | |
| 4 | Feb 4, 2026 | - | - | |
| 4 | Feb 4, 2026 | - | - | |
| 4 | Feb 4, 2026 | - | - | |
| 8-K | Feb 2, 2026 | - | - | |
| 4 | Jan 2, 2026 | - | - | |
| 4 | Dec 5, 2025 | - | - |
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USLM SEC filings: frequently asked questions
Are USLM insiders buying or selling?
In the last 90 days, UNITED STATES LIME & MINERALS INC (USLM) officers, directors and 10% owners reported 1 open-market purchase worth $2.2 million by 1 insider and 1 open-market sale worth $2.2 million by 1 insider on Form 4, a net purchase of $0. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold USLM stock?
As of June 30, 2026, the largest UNITED STATES LIME & MINERALS INC (USLM) holders among the 13F filers tracked by SignalX were BlackRock ($174.4 million), Dimensional Fund Advisors ($79.5 million), Renaissance Technologies LLC ($63.7 million), Vanguard Capital Management LLC ($47.9 million), Vanguard Portfolio Management LLC ($44.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was USLM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), UNITED STATES LIME & MINERALS INC (USLM) reported revenue of $372.7 million (up 17.3% from FY2024) and net income of $134.3 million. Diluted EPS was $4.67. The figures come from the XBRL data in the 10-K.
What are the main risks in USLM's latest 10-K?
In the 10-K filed February 26, 2026, UNITED STATES LIME & MINERALS INC (USLM) flagged: Regulatory risk from potential new Environmental Laws on greenhouse gas emissions, carbon tax, or cap-and-trade programs impacting compliance costs. Geopolitical exposure to ongoing conflicts in Ukraine, Middle East, and Latin America increasing energy and supply costs. (AI summary of the Risk Factors section.)
What did USLM report in its latest 8-K?
UNITED STATES LIME & MINERALS INC (USLM) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). 2.02 earnings disclosure covers the quarter and six months ended June 30, 2026.
What are the latest USLM SEC filings?
UNITED STATES LIME & MINERALS INC (USLM) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on September 11, 2026.
What is USLM's SEC CIK number?
UNITED STATES LIME & MINERALS INC (USLM)'s SEC Central Index Key (CIK) is 82020. EDGAR lists every USLM filing under that number.
Ask anything about USLM
The research agent reads USLM's filings, financials, insider trades and 13F holders, then answers with sources.