Quarterly net income of $38.0M against $38.8M a year earlier; US Lime revenue growth slows to 4.1% as kiln costs compress profit

Filed October 30, 2026 · Period ending September 30, 2026 · Compared to 10-Q Oct 30, 2025 · ~1 min read

Key Changes

• high

  Revenue rose 4.1% to $106.2M in Q3, down sharply from 14.1% growth a year earlier, as data center demand normalizes.

  MD&A: Revenue verify on EDGAR →
• high

  Gross profit fell 2.7% in Q3 on higher diesel costs and production inefficiencies from integrating the new Texas kiln.

  MD&A: Gross Profit verify on EDGAR →
• high

  Texas kiln began intermittent production in Q3; final commissioning expected in Q4, when depreciation starts.

  MD&A: Texas Kiln verify on EDGAR →