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LMB · NASDAQ · Construction Materials

Limbach

Maintains and upgrades critical mechanical, electrical, plumbing, and controls systems.

$41.73

After-hours close+0.33 (+0.80%)

At close$41.40(−0.79%)

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Profile

Limbach Holdings, Inc.LMBMaterials

Provides mechanical, electrical, plumbing, and controls services for owners and operators of mission-critical facilities. Its owner-direct model centers on direct relationships with facility operators.

Executes mechanical, electrical, plumbing, and controls work for owners and operators of mission-critical facilities. Its work serves healthcare, industrial and manufacturing, data centers, life sciences, higher education, and cultural and entertainment facilities. Assignments include maintenance, renovation, and retrofit work.

The Owner Direct Relationships model connects directly with facility operators, while recent acquisitions have expanded industrial capabilities and its Upper Midwest reach. National capabilities combine with local execution across offices in the Eastern and Midwestern United States.

Operating results depend on executing the owner-direct strategy and integrating acquired businesses, whose inclusion dates can affect period-to-period comparability.

Company facts

CEOMichael M. McCann

ListedJul 20, 2016

ExchangeNASDAQ

HeadquartersTampa, FL

CountryUnited States

Employees1,600

CIK0001606163

ISINUS53263P1057

Key statistics

Market cap$492.8M

EPS (ttm)$2.50

P/E (ttm)16.54

ROE15.6%

P/B2.43

P/S0.7207

Dividend yield—

Beta1.52vs XLB 0.12

Year to date −47.6% · Average volume (30d) 380.4K

Analysts

Price target, next 12 months$68.00+64.5%Median of 7 analysts · vs the Aug 28 close

ConsensusBuy5 of 7 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $41.34

High$86.00+108.0%

Median$68.00+64.5%

Low$50.00+20.9%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Aug 21, 2026	RBC Capital	Target				$50
Aug 21, 2026	JP Morgan	Downgrade	Neutral	Underweight
Aug 10, 2026	Stifel Nicolaus	Target			$104	$86
Jan 26, 2026	Stifel Nicolaus	Target			$146	$104

Earnings

EPS

Estimate$1.22

ReportedDue Nov 3, 2026

Revenue

Estimate$215.4M

ReportedDue Nov 3, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 4, 2026Q2 FY26	$0.93	$0.64	−30.9%	$177.3M	$173.5M	−2.2%	−35.51%
May 5, 2026Q1 FY26	$0.28	$0.64	+128.6%	$134.2M	$138.9M	+3.4%	−32.55%
Mar 2, 2026Q4 FY25	$1.24	$1.40	+12.9%	$197.6M	$186.9M	−5.4%	−1.84%
Nov 4, 2025Q3 FY25	$1.09	$1.05	−3.7%	$198.5M	$184.6M	−7.0%	−7.49%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$133.1M	$142.2M	$184.6M	$186.9M	$138.9M	$173.5M
Gross profit	$36.7M	$39.8M	$42.3M	$50.5M	$31.2M	$37.3M
Operating income	$7.9M	$10.6M	$13.7M	$17.2M	$982.0K	$7.3M
Net income	$10.2M	$7.8M	$8.8M	$12.3M	$4.4M	$4.7M
Diluted EPS	$0.85	$0.64	$0.73	$1.02	$0.36	$0.39
Gross margin	27.6%	28.0%	22.9%	27.0%	22.4%	21.5%
Operating margin	5.9%	7.5%	7.4%	9.2%	0.7%	4.2%

Fiscal years (4-quarter sums)FY21 $490.4M · FY22 $496.8M · FY23 $516.4M · FY24 $518.8M · FY25 $646.8M

Revenue by product · Q2 FY26

Owner Direct Relationships Segment$128.4M · 74%

General Contractor (Construction Manager) Relationships Segment$45.0M · 26%

Balance sheet, Jun 30, 2026Cash & short-term investments $17.5M · Total debt $59.6M · Total assets $404.0M · Shareholders' equity $203.1M

Dividends

No dividends on record.

Ownership

Institutions 88.89%10.60M sharesInsiders 6.54%779.1K sharesOther 4.57%544.9K shares

Shares outstanding 11.92M · Float 11.10M · 93.1% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	979.4K	8.22%	13F	Aug 7, 2026
Thrivent Financial for Lutherans	864.2K	7.25%	13F	Aug 14, 2026
Capital International Investors	823.7K	7.10%	13G	May 14, 2026
FMR LLC	735.5K	6.17%	13F	Aug 13, 2026
Vanguard Capital Management LLC	481.3K	4.04%	13F	Aug 13, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Jun 15, 2026	Jay Sharp	officer: Executive Vice President	−4,871	$79.82
Apr 30, 2026	Jayme L. Brooks	officer: Chief Financial Officer	−3,440	$100.00
Apr 24, 2026	Jayme L. Brooks	officer: Chief Financial Officer	−2,173	$100.05
Apr 13, 2026	Jayme L. Brooks	officer: Chief Financial Officer	−5,703	$85.43
Apr 9, 2026	Jayme L. Brooks	officer: Chief Financial Officer	−841	$85.11