United States Lime & Minerals stock reports a Q2 EPS miss

United States Lime & Minerals stock carried a USD 3.2 billion market capitalization as of September 30, 2026, while its latest quarterly report showed revenue growth alongside an earnings miss. The company reported diluted EPS of USD 1.20 for Q2 2026 against consensus of USD 1.30, keeping execution and cost control at the center of the investor debate.

Revenue grows but EPS misses

According to MarketBeat on July 29, 2026, United States Lime & Minerals generated Q2 revenue of USD 99.13 million, compared with analyst expectations of USD 108.00 million. The same report put quarterly EPS at USD 1.20, USD 0.10 below the USD 1.30 consensus estimate.

Basis Report wrote on September 20, 2026, that Q2 revenue increased 8.30 percent from USD 91.50 million in Q2 2025. Net income reached USD 34.50 million, or USD 1.20 diluted EPS, compared with USD 1.07 diluted EPS in the year-earlier quarter.

Ratings add a cautious counterweight

According to MarketBeat, Weiss Ratings lowered United States Lime & Minerals from Buy to Hold on June 30, 2026. The report also identified a quarterly dividend of USD 0.06 per share, paid on September 11, 2026, equal to an annualized USD 0.24 per share.

The financial profile offers a counterpoint to the earnings misses. United States Lime & Minerals held USD 402.6 million in cash and reported zero total debt at June 30, 2026, while Q2 operating cash flow reached USD 39.1 million. That liquidity gives the company room to fund quarry and processing operations while management works to convert revenue growth into stronger earnings leverage.

Stock range keeps valuation in view

United States Lime & Minerals operated within a 52-week range of USD 96.27 to USD 141.44 as of September 30, 2026. The distance between those levels matters because the Q2 revenue increase has not yet removed the gap between sales growth and consensus performance.

The company produces lime and limestone products for construction, steel, water treatment, environmental applications, agriculture and other industrial markets. Its operating footprint is concentrated in Texas and Oklahoma, linking results to regional construction and industrial demand rather than to a single end market.

Cash strength meets earnings pressure

United States Lime & Minerals combines a USD 3.2 billion market capitalization with USD 402.6 million of cash and zero total debt, as of September 30, 2026 and June 30, 2026 respectively. For investors, the central checkpoint is whether future quarterly results can narrow the USD 0.10 Q2 EPS gap to consensus while preserving the company's cash generation.