United States Lime & Minerals IncUSLM
Price$113.11Intrinsic value$95.2216% below price

Qualitative Analysis

Business overview

Business Overview

United States Lime & Minerals, Inc. (USLM) is a vertically integrated manufacturer of high-quality lime and limestone products, operating primarily in the South-Central United States. The company extracts limestone from its open-pit quarries and underground mines, processing it into pulverized limestone, quicklime, hydrated lime, and lime slurry. USLM serves a highly diversified customer base across cyclical and defensive sectors, including construction (highway, road, and building contractors), industrial (paper and glass manufacturers), environmental (municipal water and wastewater treatment, flue gas desulfurization), metals (steel producers), roof shingle manufacturing, agriculture, and oil and gas services. The company operates as a single business segment: Lime and Limestone Operations. USLM is a subsidiary of Inberdon Enterprises Ltd., which holds a controlling interest of approximately 61.58% of the outstanding common stock.

Research as of 19 Jun 2026

Strategic Initiatives

Growth programs, investments, and their expected impact

AI-assisted
Texas Lime Plant Kiln ExpansionExpansion

Construction of a new high-efficiency vertical kiln at the Texas Lime plant near Cleburne, Texas, under a permit received in 2024.

Expected impact: Enhances production capacity, improves fuel efficiency, and strengthens competitive positioning in the regional market.

Sign in / Sign up to read more
Investment$65 million
TimelineExpected completion and startup in summer 2026
Modernization and Efficiency UpgradesEfficiency

Ongoing modernization and expansion projects across plants in Texas, Arkansas, Oklahoma, and Missouri.

Expected impact: Improves operational efficiency, controls production costs, and ensures product quality to meet market demand.

Sign in / Sign up to read more
InvestmentFunded via cash on hand and operating cash flows
TimelineContinuous
Sources: 1

Mergers, Acquisitions & Partnerships

Recent deals and strategic collaborations

AI-assisted

Recent Acquisitions

Mill Creek Dolomite$6.4MComplete
Announced 9 Feb 2022

Acquisition of dolomite quarry operations to expand the company's product portfolio and geographical footprint into Oklahoma.

Financial impact: Contributes to the Lime and Limestone Operations segment's production capacity and revenue.

Sign in / Sign up to read more
Sources: 2
AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.