LMB

The market expects Limbach (LMB) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This company is expected to post quarterly earnings of $0.98 per share in its upcoming report, which represents a year-over-year change of +5.4%. Revenues are expected to be $178.46 million, up 25.5% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.16% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant f...

TAMPA, Fla., July 14, 2026--(BUSINESS WIRE)--Limbach Holdings, Inc. (Nasdaq: LMB) ("Limbach" or the "Company"), a building systems solutions firm that partners with building owners and operators who have mission-critical mechanical, electrical, plumbing and controls, or MEPC, systems, today announced that it will release its second quarter 2026 financial results after the stock market closes on Tuesday, August 4, 2026. The Company will also host a conference call the following morning at 9:00 a.m. ET. Conference Call Details Date: Wednesday, August 5, 2026 Time: 9:00 a.m. ET Participant Dial-In Numbers: Domestic Callers: (888) 396-8049 International Callers: +1 (416) 764-8646 Access By Webcast The call will be simultaneously webcast over the Internet via the "Investor Relations" section of Limbach’s website at IR Events - Limbach or by using this direct link: https://event.choruscall.com/mediaframe/webcast.html?webcastid=LYkmLAUY . An audio replay of the call will be archived on the Company’s website. About Limbach Limbach is a building systems solutions firm that designs, delivers, and maintains mechanical (heating, ventilation, and air conditioning), electrical, plumbing, and controls ("MEPC") systems that support life’s most important moments. We partner with building owners and operators of mission-critical facilities across healthcare, industrial and manufacturing, data centers, life sciences, higher education, and cultural and entertainment markets. With approximately 1,600 team members across 21 offices throughout the Eastern and Midwestern regions of the United States, we strive to be an indispensable partner by combining our national capabilities with strong local execution and talent to deliver proactive, safe, and reliable solutions for complex facilities. Operating on a connected platform, we integrate engineering expertise with field execution to provide customized MEPC infrastructure solutions that address both operational and capital project needs, optimizing performance, enhancing reliability, and ensuring long-term safety. View source version on businesswire.com: https://www.businesswire.com/news/home/20260714974881/en/ Contacts Investor Relations Financial Profiles, [email protected]

Limbach has been treading water for the past six months, recording a small loss of 1.9% while holding steady at $77.06. The stock also fell short of the S&P 500’s 7.7% gain during that period. Is now the time to buy LMB? Find out in our full research report, it’s free. Established in 1901, Limbach (NASDAQ: LMB) provides integrated building systems solutions, including mechanical, electrical, and plumbing services. Long-term growth is the most important, but within industrials, a stretched historical view may miss new industry trends or demand cycles. Limbach’s annualized revenue growth of 12.6% over the last two years is above its five-year trend, suggesting its demand recently accelerated. We track the long-term change in earnings per share (EPS) because it highlights whether a company’s growth is profitable. Limbach’s EPS grew at 38.1% compounded annual growth rate over the last five years, higher than its 3.8% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. If you’ve followed StockStory for a while, you know we emphasize free cash flow. Why, you ask? We believe that in the end, cash is king, and you can’t use accounting profits to pay the bills. As you can see below, Limbach’s margin expanded by 7.3 percentage points over the last five years. The company’s improvement shows it’s heading in the right direction, and we can see it became a less capital-intensive business because its free cash flow profitability rose more than its operating profitability. Limbach’s free cash flow margin for the trailing 12 months was 5.2%. These are just a few reasons why we think Limbach is a high-quality business. With its shares trailing the market in recent months, the stock trades at 17.4× forward P/E (or $77.06 per share). Is now a good time to buy? See for yourself in our comprehensive research report, it’s free. ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week’s Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that have made our list include now familiar name...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Limbach (LMB), which belongs to the Zacks Building Products - Miscellaneous industry, could be a great candidate to consider. This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 68.97%. For the most recent quarter, Limbach was expected to post earnings of $0.28 per share, but it reported $0.64 per share instead, representing a surprise of 128.57%. For the previous quarter, the consensus estimate was $1.28 per share, while it actually produced $1.4 per share, a surprise of 9.38%. Thanks in part to this history, there has been a favorable change in earnings estimates for Limbach lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Limbach has an Earnings ESP of +0.26% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On...

Let’s dig into the relative performance of Limbach (NASDAQ:LMB) and its peers as we unravel the now-completed Q1 construction and maintenance services earnings season. Construction and maintenance services companies not only boast technical know-how in specialized areas but also may hold special licenses and permits. Those who work in more regulated areas can enjoy more predictable revenue streams - for example, fire escapes need to be inspected every five years. More recently, services to address energy efficiency and labor availability are also creating incremental demand. But like the broader industrials sector, construction and maintenance services companies are at the whim of economic cycles as external factors like interest rates can greatly impact the new construction that drives incremental demand for these companies’ offerings. The 10 construction and maintenance services stocks we track reported a very strong Q1. As a group, revenues beat analysts’ consensus estimates by 4.7% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.3% since the latest earnings results. Established in 1901, Limbach (NASDAQ: LMB) provides integrated building systems solutions, including mechanical, electrical, and plumbing services. Limbach reported revenues of $138.9 million, up 4.3% year on year. This print exceeded analysts’ expectations by 3.5%. Overall, it was an exceptional quarter for the company with a beat of analysts’ EPS and adjusted operating income estimates. “We delivered solid first quarter results in line with our expectations and generated an exceptionally strong level of bookings that we view as the clearest indicator of strengthening demand across our end markets. This momentum positions Limbach for accelerating organic revenue growth as orders convert to sales,” said Mike McCann, President and Chief Executive Officer of Limbach. Unsurprisingly, the stock is down 37.2% since reporting and currently trades at $71.70. Read why we think that Limbach is one of the best construction and maintenance services stocks, our full report is free. Constructing electrical and phone lines in the American Midwest dating back to the 1890s, MYR Group (NASDAQ:MYRG) is a specialty contractor in the electrical construction industry. MYR Group reported revenues of $1 billion,...

Limbach’s first quarter results were marked by strong revenue growth and a significant outperformance on adjusted earnings, yet the market reacted sharply negatively. Management attributed the margin compression to lower fixed cost absorption and fewer project write-ups, largely stemming from seasonal patterns and the integration of Pioneer Power. CEO Michael McCann noted that the shift in revenue mix toward Owner Direct Relationships (ODR) and the timing of contract completions also played a key role, stating, “Total revenue growth was 4.3%, but organic revenue was down as expected, decreasing by 13.4%.” Is now the time to buy LMB? Find out in our full research report (it’s free). Revenue: $138.9 million vs analyst estimates of $134.1 million (4.3% year-on-year growth, 3.5% beat) Adjusted EPS: $0.64 vs analyst estimates of $0.21 (significant beat) Adjusted EBITDA: $8.67 million vs analyst estimates of $8.19 million (6.2% margin, 5.9% beat) The company reconfirmed its revenue guidance for the full year of $745 million at the midpoint EBITDA guidance for the full year is $92 million at the midpoint, in line with analyst expectations Operating Margin: 0.9%, down from 6.3% in the same quarter last year Market Capitalization: $905.3 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Robert Brown (Lake Street Capital): Asked about the timing of Pioneer Power’s margin improvement. CEO Michael McCann explained improvements would be incremental and weighted toward the back half of the year, with contract renegotiations and market expansion as key levers. Brown (Lake Street Capital): Inquired about the sustainability and opportunity in the data center vertical. McCann indicated that while Limbach is early in this vertical, the demand from hyperscaler customers is robust and growing, with the company well-positioned to capitalize. Christopher Moore (CJS Securities): Questioned whether the lead times for data center projects are shorter than average. McCann confirmed that data center fabrication projects have faster execution cycles, enhancing near-term revenue visibility. Moore (CJS Securities): Asked if data center marg...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Limbach Holdings (LMB) is on investors’ radar after first quarter 2026 results showed sales of US$138.86 million compared with US$133.11 million a year earlier, alongside lower net income and earnings per share, while reaffirming full year revenue guidance. See our latest analysis for Limbach Holdings. The share price has reacted sharply to the earnings update, with a 1-day share price return of a 3.69% decline and a 7-day share price return of a 25.70% decline. The 1-year total shareholder return of a 38.19% decline contrasts with very large 3-year and 5-year total shareholder returns of around 3x and 6x, suggesting longer term holders have still seen substantial gains even as near term momentum has faded. If this kind of volatility has you looking at other industrial and infrastructure plays tied to large projects, it could be worth scanning 36 power grid technology and infrastructure stocks With the stock down sharply in the short term yet still trading at what looks like a steep discount to both analyst targets and some intrinsic estimates, is this a reset that creates a buying opportunity, or is the market already pricing in future growth? The most followed narrative puts Limbach Holdings' fair value at $116.60 compared with a last close of $74.13, framing the recent share price pullback in the context of a higher long term earnings and cash flow outlook. Read the complete narrative. Want to see what sits behind that gap between price and fair value? The narrative focuses on recurring ODR revenue, margin expansion and a richer earnings mix incorporated into its long range model. Result: Fair Value of $116.60 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, investors still need to weigh integration risk at Pioneer Power and the pressure from higher SG&A if new ODR and GCR work does not ramp as expected. Find out about the key risks to this Limbach Holdings narrative. With mixed sentiment around both risks and rewards, it makes sense to move quickly and assess the details yourself. You can start with the 3 key rewards and 1 important warning sign. If you stop with just one stock, you could miss opportunities that fit your style better. Broaden your watchlist using...

Image source: The Motley Fool. May 6, 2026, 9 a.m. ET President and Chief Executive Officer — Michael McCann Executive Vice President and Chief Financial Officer — Jayme Brooks Michael McCann, President and Chief Executive Officer; and Jayme Brooks, Executive Vice President and Chief Financial Officer. We will begin with prepared remarks and then open the call to questions. Before we begin, I would like to remind you that today's comments will include forward-looking statements under federal securities laws. Forward-looking statements are identified by words such as will, be, intend, believe, expect, anticipate or other comparable words and phrases. Statements that are not historical facts, such as those about expected financial performance are also forward-looking statements. Actual results may differ materially from those contemplated by such forward-looking statements. A discussion of the factors that could cause a material difference in the company's results compared to these forward-looking statements is contained in Limbach's SEC filings, including reports on Form 10-K and 10-Q. Please note on today's call, we will be referring to non-GAAP measures. You can find the reconciliation of these non-GAAP measures to the most directly comparable GAAP measures in our first quarter 2026 earnings release and in our investor presentation, both of which can be found on Limbach's Investor Relations website and have been furnished in the Form 8-K filed with the SEC. With that, I'll turn the call over to President and CEO, Mike McCann. Michael McCann: Good morning, and welcome to our stockholders, analysts and interested investors. We appreciate you joining us today. Yesterday, we reported our first quarter 2026 results, which were in line with the expectations we discussed on our last earnings call in March. Before turning to the details of the quarter, I want to briefly recap where we've been and where we're headed. Our long-term vision and strategy are to become an indispensable building system solutions partner for our customers' mission-critical facilities. We provide cost-effective, innovative and dependable services designed to support uninterrupted operations. We operate as an integrated organization that aligns our people, capabilities and service offerings. Our culture is built on the value of caring. At Limbach, our people care about our customers and are...

Bookings and data-center momentum: Q1 revenue rose 4.3% to $138.9 million (organic revenue down 13.4%), but management reported a surge in bookings—$209 million in Q1 and a 1.5x book-to-bill (over $434 million in the last two quarters) with ~27% of bookings from data centers, which they say supports revenue momentum through 2026. Margins and profitability pressured: Consolidated gross margin fell to 22.4% (from 27.6%) and adjusted EBITDA dropped to $8.7 million (6.2% margin), with the lower-margin Pioneer Power acquisition and fewer project write-ups cited as key drivers; management is prioritizing Pioneer margin improvement and expects meaningful progress in the back half of the year. Cash flow, balance sheet and guidance: Operating cash flow was a $7.8 million outflow, cash totaled $15.8 million and total debt was $57.0 million (including $32.4 million revolver borrowings), yet the company reaffirmed full-year 2026 guidance of $730–760 million revenue and $90–94 million adjusted EBITDA. Interested in Limbach Holdings, Inc.? Here are five stocks we like better. Limbach (NASDAQ:LMB) said first-quarter 2026 results were in line with expectations, as the building systems solutions provider pointed to accelerating demand and exceptionally strong bookings that management expects to support revenue momentum through the remainder of the year. President and CEO Michael McCann told investors the company’s Q1 performance tracked what it outlined on its prior call in March, with the quarter reflecting “the impact of lower bookings in the middle of 2025 and normal seasonal patterns among industrial customers.” → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Total revenue rose 4.3% year over year to $138.9 million, driven primarily by the contribution from the Pioneer Power acquisition, according to Executive Vice President and CFO Jayme Brooks. McCann said organic revenue declined as expected, down 13.4%, while total revenue growth benefited from acquisitions. The company reported $209 million of bookings in the quarter, producing a 1.5x book-to-bill ratio. McCann highlighted that bookings over the last two quarters totaled more than $434 million (including $225 million in Q4 2025), which he said indicates “revenue momentum is building as we move through 2026.” → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches McCann s...

Reaffirms Full Year 2026 Revenue Guidance of $730 million to $760 million and Adjusted EBITDA of $90 million to $94 million TAMPA, Fla., May 05, 2026--(BUSINESS WIRE)--Limbach Holdings, Inc. (Nasdaq: LMB) ("Limbach" or the "Company"), a building systems solutions firm that partners with building owners and operators who have mission-critical mechanical, electrical, plumbing, and controls, or MEPC, systems today announced its financial results for the quarter ended March 31, 2026. First Quarter 2026 Highlights Compared to First Quarter 2025 Total revenue increased 4.3% to $138.9 million from $133.1 million Owner Direct Relationships ("ODR") revenue increased 10.4%, or $9.4 million, to $99.8 million, or 71.9% of total revenue Total sales booked during the quarter were $209.1 million, generating a book-to-bill ratio of 1.5x Net income of $4.4 million, or $0.36 per diluted share, compared to $10.2 million, or $0.85 per diluted share Adjusted net income of $7.8 million, or $0.64 per adjusted diluted earnings per share, compared to adjusted net income of $13.5 million, or $1.12 per adjusted diluted earnings per share Adjusted EBITDA of $8.7 million, compared to $14.9 million Total gross profit of $31.2 million, compared to $36.7 million Net cash used in operating activities of $7.8 million compared to net cash provided by operating activities of $2.2 million Management Comments "We delivered solid first quarter results in line with our expectations and generated an exceptionally strong level of bookings that we view as the clearest indicator of strengthening demand across our end markets. This momentum positions Limbach for accelerating organic revenue growth as orders convert to sales," said Mike McCann, President and Chief Executive Officer of Limbach. "The Company’s $209.1 million of bookings and 1.5x book to bill ratio reflect meaningful demand strength across mission critical end markets and provide strong visibility into future revenue conversion. Over the past two quarters, we generated more than $434 million of bookings, reinforcing our confidence in our revenue guidance for 2026. We also see strong momentum in the data center vertical, which represented approximately 27% of bookings in the quarter. Limbach has longstanding relationships with mission-critical and hyperscale customers, and we are building on that foundation as demand in this market continue...

WARRENDALE, Pa. (AP) — WARRENDALE, Pa. (AP) — Limbach Holdings, Inc. (LMB) on Tuesday reported first-quarter net income of $4.4 million. On a per-share basis, the Warrendale, Pennsylvania-based company said it had net income of 36 cents. Earnings, adjusted for one-time gains and costs, came to 64 cents per share. The results beat Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of 28 cents per share. The company posted revenue of $138.9 million in the period, also topping Street forecasts. Four analysts surveyed by Zacks expected $134.5 million. Limbach expects full-year revenue in the range of $730 million to $760 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on LMB at https://www.zacks.com/ap/LMB

Limbach (LMB) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $1.12 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +130.63%. A quarter ago, it was expected that this company would post earnings of $1.28 per share when it actually produced earnings of $1.4, delivering a surprise of +9.38%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Limbach, which belongs to the Zacks Building Products - Miscellaneous industry, posted revenues of $138.86 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.21%. This compares to year-ago revenues of $133.11 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Limbach shares have added about 31.4% since the beginning of the year versus the S&P 500's gain of 5.2%. While Limbach has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Limbach was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks h...