United States Lime & Minerals, Inc. (NASDAQ: USLM) has reported its fourth quarter and full year 2025 results, showing significant increases in revenues and profits. In the fourth quarter of 2025, the company's revenues were $87.9 million, up from $80.1 million in the same period in 2024, marking a 9.8% increase. For the full year 2025, revenues reached $372.7 million, compared to $317.7 million in 2024, reflecting a substantial increase of 17.3%.
The company's gross profit for the fourth quarter of 2025 was $42.2 million, up from $35.4 million in the same period in 2024, representing a 19.0% increase. For the full year 2025, gross profit amounted to $182.4 million, as opposed to $144.0 million in 2024, marking a significant 26.7% increase.
Selling, general and administrative (SG&A) expenses were $6.2 million in the fourth quarter of 2025, compared to $4.4 million in the same period in 2024, signifying a 41.6% increase. For the full year 2025, SG&A expenses reached $24.5 million, up from $19.1 million in 2024, representing a 28.8% increase.
The company reported net income of $30.5 million ($1.06 per share diluted) in the fourth quarter of 2025, compared to $27.0 million ($0.94 per share diluted) in the same period in 2024, reflecting a 13.2% increase. For the full year 2025, net income amounted to $134.3 million ($4.67 per share diluted), as opposed to $108.8 million ($3.79 per share diluted) in 2024, marking a substantial 23.4% increase.
The company's president and chief executive officer, Timothy W. Byrne, expressed satisfaction with the company's financial performance in 2025, highlighting increased demand, particularly from construction customers. However, he noted that winter weather interruptions and ongoing weakness in demand from roof shingle customers are impacting first quarter 2026 performance.
Additionally, the company's board of directors declared a regular quarterly cash dividend of $0.06 per share on the company's common stock, payable on March 13, 2026, to shareholders of record at the close of business on February 20, 2026.
United States Lime & Minerals, Inc. operates lime and limestone plants and distribution facilities in several states, serving various industries including construction, industrial, environmental, metals, agriculture, and oil and gas services.
The company's financial performance demonstrates robust growth in revenues and profits, driven by increased demand from key customer segments. However, potential impacts from winter weather interruptions and ongoing weakness in demand from certain customers may pose challenges in the near term. The market has reacted to these announcements by moving the company's shares 0.27% to a price of $131.63. For more information, read the company's full 8-K submission here.
