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Limbach Holdings' Q2 2025: Unraveling Contradictions in Gross Margins, Sales Strategies, and Growth Projections
Generated by AI AgentEarnings Decrypt
Wednesday, Aug 13, 2025 4:47 am ET1min read
Aime SummaryGCR gross margin expectations, sales hire contributions, gross margin expectations, organic growth expectations, and shift to ODR service model are the key contradictions discussed in Holdings' latest 2025Q2 earnings call.
Revenue and ODR Growth:
- reported total revenue of $142.2 million for Q2 2025, up 16.4% year-on-year.
- ODR revenue grew by 31.7%, reaching $108.9 million, accounting for 76.6% of total revenue.
- This growth was driven by the company's strategic shift from GCR to ODR and expansion of its service offerings.
Gross Profit and Margin Improvement:
- Total gross profit for Q2 2025 increased by 18.9%, reaching $39.8 million.
- Gross margin improved to 28%, up from 27.4% in Q2 2024.
- The increase in gross profit and margin was attributed to the higher-margin ODR revenue and higher-quality GCR projects.
Adjusted EBITDA and Profitability:
- Adjusted EBITDA for Q2 2025 grew by 30%, reaching $17.9 million.
- Adjusted EBITDA margin improved to 12.6%, up from 11.3% in Q2 2024.
- The increased profitability was a result of the company's successful execution of its growth strategy.
Acquisition and Integration:
- Limbach completed its largest acquisition to date with the addition of Pioneer Power in July 2025.
- This acquisition aligns with Limbach's disciplined acquisition criteria and expands its reach into new geographic markets.
- The integration process is underway, with a focus on system integration, cost reduction, and enhancing Pioneer's performance.
Investment in Sales Organization and Strategic Hires:
- The company hired 40 new salespeople in the last year and appointed Amy Dorsett as Senior Vice President of Sales.
- These investments aimed to scale the sales organization and enhance customer engagement, particularly in the education and healthcare sectors.
- The strategic hires are expected to drive proactive sales and national account capture, contributing to future growth.
Revenue and ODR Growth:
- reported total revenue of $142.2 million for Q2 2025, up 16.4% year-on-year.
- ODR revenue grew by 31.7%, reaching $108.9 million, accounting for 76.6% of total revenue.
- This growth was driven by the company's strategic shift from GCR to ODR and expansion of its service offerings.
Gross Profit and Margin Improvement:
- Total gross profit for Q2 2025 increased by 18.9%, reaching $39.8 million.
- Gross margin improved to 28%, up from 27.4% in Q2 2024.
- The increase in gross profit and margin was attributed to the higher-margin ODR revenue and higher-quality GCR projects.
Adjusted EBITDA and Profitability:
- Adjusted EBITDA for Q2 2025 grew by 30%, reaching $17.9 million.
- Adjusted EBITDA margin improved to 12.6%, up from 11.3% in Q2 2024.
- The increased profitability was a result of the company's successful execution of its growth strategy.
Acquisition and Integration:
- Limbach completed its largest acquisition to date with the addition of Pioneer Power in July 2025.
- This acquisition aligns with Limbach's disciplined acquisition criteria and expands its reach into new geographic markets.
- The integration process is underway, with a focus on system integration, cost reduction, and enhancing Pioneer's performance.
Investment in Sales Organization and Strategic Hires:
- The company hired 40 new salespeople in the last year and appointed Amy Dorsett as Senior Vice President of Sales.
- These investments aimed to scale the sales organization and enhance customer engagement, particularly in the education and healthcare sectors.
- The strategic hires are expected to drive proactive sales and national account capture, contributing to future growth.
Earnings Decrypt
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