Limbach Holdings, Inc. (LMB)
NASDAQIndustrialsConstruction MaterialsSnapshot 2026-09-04
$49.86+0.63%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsConstruction MaterialsSnapshot 2026-09-04
QuarterlyIQ Insights · LMB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Drive full year 2026 revenue growth to a range of $760 million to $790 million, including organic growth and acquisitions.
Stated as a priority in 2 of last 2 quarters. Revenue guidance was reaffirmed at $730M-$760M in 2026-Q1 and increased to $760M-$790M in 2026-Q2. Actual revenue grew 21.9% year-over-year to $173.5M in 2026-Q2 from $142.2M in 2025-Q2. The trajectory shows delivering growth supported by acquisitions and organic revenue.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Increases Full Year 2026 Revenue Guidance to $760 million to $790 million”
“Reaffirms Full Year 2026 Revenue Guidance of $730 million to $760 million”
Target full year 2026 Adjusted EBITDA in the range of $78 million to $84 million, reflecting current operating environment.
Stated as a priority in 2 of last 2 quarters. Adjusted EBITDA guidance was $90M-$94M in 2026-Q1 but revised down to $78M-$84M in 2026-Q2. Actual Adjusted EBITDA declined 22.3% year-over-year to $13.9M in 2026-Q2 from $17.9M in 2025-Q2. The trajectory shows limited progress with downward revision reflecting current operating challenges.
“Revises Adjusted EBITDA Guidance to $78 million to $84 million”
“Reaffirms Adjusted EBITDA Guidance of $90 million to $94 million”
Focus on growing organic revenue within Owner Direct Relationships segment to strengthen customer engagement and revenue quality.
Stated as a priority in 2 of last 2 quarters. ODR revenue grew 17.9% year-over-year to $128.4M in 2026-Q2 and 10.4% to $99.8M in 2026-Q1. ODR revenue as a percentage of total revenue was 74.0% in 2026-Q2 and 71.9% in 2026-Q1. The trajectory shows delivering growth in ODR segment, supporting strategic focus.
“ODR revenue increased 17.9%, or $19.5 million, to $128.4 million, or 74.0% of total revenue”
“ODR revenue increased 10.4%, or $9.4 million, to $99.8 million, or 71.9% of total revenue”
Enhance operational execution and scalable growth through appointment of Michael Reed as Chief Operating Officer.
Newly stated in 2026-Q2 period. The appointment of Michael Reed as COO was announced in May 2026 to strengthen operational leadership. No direct financial metrics yet available to assess impact; this is a watch priority for operational execution.
Pursue disciplined capital allocation strategy including acquisitions and managing debt under expanded revolving credit facility.
Stated as a priority in 2 recent disclosures including 2026-Q2 and 2026-Q3 periods. The Company completed acquisitions of CYMCOR ($30M) and 1901 Inc. ($63M) funded by cash and borrowings under an expanded revolving credit facility. Borrowings increased accordingly. The trajectory shows active capital deployment with disciplined funding strategy.
“Completed acquisition of CYMCOR for $30 million funded through cash and borrowings under expanded credit facility”
Over the trailing year it converted 0.16x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 48% of the time over the next year (vs 59% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.