LMB
Limbach Holdings·NASDAQ
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LMB fundamentals
Limbach Holdings (LMB) released its earnings on Mar 2, 2026: revenue was 186.87M (YoY +30.09%), missed estimates; EPS was 1.4 (YoY +21.74%), beat estimates.
Revenue / YoY
186.87M
+30.09%
EPS / YoY
1.4
+21.74%
Report date
Mar 2, 2026
LMB Earnings Call Summary for Q4,2025
- 2025 Record Performance: 24.7% revenue growth to $646.8M, 40.6% ODR surge, 75% ODR mix, and $81.8M EBITDA.
- 2026 Growth Drivers:
- ODR Expansion: 9-12% organic growth, 75-80% mix.
- Margin Improvement: Target 26-27% gross margin, 15-17% SG&A as % of revenue.
- Acquisition Pipeline: 1-3 deals to expand data center, healthcare, and industrial capabilities.
- Pioneer Power Integration: Phase 2 focuses on 2026 gross margin improvement, mirroring Jake Marshall's 14.7pt margin expansion over 4 years.
- 2026 Guidance: Revenue $730-760M (+13-17%), EBITDA $90-94M (+10-16%), 75% free cash flow conversion.
- Risks: Q1 seasonality, Pioneer margin lag, and data center vertical under 5% of revenue.
EPS
Actual | -0.01 | 0.37 | 0.31 | 0.05 | -0.25 | 0.07 | 0.38 | 0.41 | -0.15 | 0.08 | 0.34 | 0.35 | 0.27 | 0.46 | 0.61 | 0.44 | 0.64 | 0.5 | 0.62 | 1.15 | 1.12 | 0.93 | 1.05 | 1.4 | |||||||||||
Forecast | -0.165 | -0.31 | 0.09 | -0.01 | -0.03 | 0.075 | 0.3 | 0.4 | -0.03 | 0.0867 | 0.2167 | 0.3167 | 0.0333 | 0.18 | 0.31 | 0.4 | 0.34 | 0.37 | 0.515 | 0.7867 | 0.43 | 0.7725 | 1.0475 | 1.236 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +93.94% | +219.35% | +244.44% | +600.00% | -733.33% | -6.67% | +26.67% | +2.50% | -400.00% | -7.73% | +56.90% | +10.51% | +710.81% | +155.56% | +96.77% | +10.00% | +88.24% | +35.14% | +20.39% | +46.18% | +160.47% | +20.39% | +0.24% | +13.27% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 138.77M | 135.19M | 163.86M | 130.40M | 113.34M | 121.02M | 129.18M | 126.81M | 114.82M | 116.12M | 122.36M | 143.48M | 121.01M | 124.88M | 127.77M | 142.69M | 118.98M | 122.23M | 133.92M | 143.65M | 133.11M | 142.24M | 184.58M | 186.87M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 134.50M | 120.50M | 142.00M | 135.60M | 122.15M | 116.20M | 123.80M | 128.57M | 114.37M | 123.18M | 130.00M | 154.00M | 115.32M | 119.50M | 126.15M | 129.40M | 122.25M | 122.65M | 129.50M | 149.37M | 121.06M | 144.21M | 184.48M | 197.56M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.18% | +12.19% | +15.39% | -3.84% | -7.21% | +4.15% | +4.34% | -1.37% | +0.40% | -5.73% | -5.88% | -6.83% | +4.93% | +4.50% | +1.28% | +10.27% | -2.68% | -0.34% | +3.41% | -3.83% | +9.95% | -1.37% | +0.06% | -5.41% |
Earnings Call
You can ask Aime
What were the key takeaways from Limbach Holdings’s earnings call?What is the market's earnings forecast for Limbach Holdings next quarter?What factors drove the changes in Limbach Holdings's revenue and profit?What is the revenue and EPS growth rate for Limbach Holdings year over year?What is Limbach Holdings's gross profit margin?What were the key takeaways from Limbach Holdings's earnings call?What guidance did Limbach Holdings's management provide for the next earnings period?What is Limbach Holdings's latest dividend and current dividend yield?
