Cyclical end-market demand
Construction, steel, industrial, and oil and gas customers can reduce purchases when their own activity slows.
- Scope
- Regional lime and limestone sales volumes
- Materiality
- high
United States Lime & Minerals, Inc
United States Lime & Minerals Inc. manufactures lime and limestone products for industrial, environmental, construction, metals, agriculture, and energy-related end markets. The company is headquartered in Dallas, Texas and operates quarrying, processing, and distribution facilities across several U.S. states through a network of wholly owned subsidiaries.
49,1 %
48,9 %
36,0 %
+17,3 %
19.27
17.96
| % | |
|---|---|
| Lime products | 45% Quicklime and hydrated lime used in industrial, environmental, and metals applications. |
| Limestone products | 40% Crushed limestone and related aggregates sold for construction and industrial uses. |
| Pulverized limestone and specialty materials | 10% Fine limestone products and related materials used in process and manufacturing applications. |
| Transportation and distribution | 5% Truck and rail delivery services supporting product shipment to regional customers. |
The company sells to a diversified base of regional customers in construction, industrial processing, environmental...
- Construction customersprimary
Highway, road, and building contractors buy limestone for aggregate and related construction applications.
- Industrial customersprimary
Paper and glass manufacturers buy lime and limestone as process inputs and chemical agents.
- Environmental customersprimary
Municipal sanitation, water treatment, and flue gas treatment users buy lime for treatment and emissions control.
- Metals customersprimary
Steel producers buy lime for fluxing and refining in metal production.
- Agriculture customerssecondary
Poultry producers and other agricultural users buy lime products for farm and feed-related applications.
- Oil and gas services customerssecondary
Energy-service customers buy lime and limestone for drilling and related industrial uses.
The company is based in Dallas, Texas and operates plants and distribution facilities in Arkansas, Colorado, Louisiana,...
- •Headquartered in Dallas, Texas
- •Operates plants and distribution sites in six U.S. states
- •Sales are made almost entirely within the United States
- •Customers are generally served within about 400 miles of plants
- •Truck and rail logistics are important to regional delivery economics
The company’s strategy centers on operating regional lime and limestone assets efficiently, maintaining product...
01
Modernize and expand production capacitymedium-term
Higher-capacity and more efficient plants support customer demand and regional competitiveness.
02
Maintain regional supply reliabilityshort-term
Customers value proximity, delivery timeliness, and consistent product quality in a regional market.
03
Diversify end-market exposuremedium-term
A broad customer mix reduces dependence on any single cyclical industry.
04
Preserve reserve life and asset baselong-term
Long-lived limestone reserves underpin multi-decade production continuity.
The business is exposed to regional competition, cyclical demand in construction, steel, industrial, and oil and gas...
Regional pricing competition
The industry is localized and competitors compete on price, quality, proximity, and delivery reliability.
- Scope
- Customer accounts and realized selling prices
- Materiality
- high
Energy and freight cost inflation
Fuel, natural gas, electricity, diesel, and transportation costs directly affect plant and delivery economics.
- Scope
- Operating margins and delivered pricing
- Materiality
- high
Operational and mining disruptions
Weather, accidents, maintenance issues, and supply chain interruptions can reduce output and shipments.
- Scope
- Production continuity and customer service
- Materiality
- medium
Environmental and permitting obligations
Mining, reclamation, and environmental rules can require ongoing compliance spending and reserves.
- Scope
- Quarry operations and long-term asset use
- Materiality
- medium
Environmental and reclamation liabilities
Future remediation and mine closure costs
Contingencies and legal claims
Operating expense and other liabilities
Income taxes and valuation allowances
Tax provision and deferred tax balances
Capitalized mine and plant investments
Depreciation, PP&E, and future impairment considerations
: 29/04/2026