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Limbach Holdings Inc

Limbach Holdings Inc

LMB
$50.50USD↑+4.53%+2.19 today

MARKET CAP

602.2M

P/E (TTM)

18.4x

FWD P/E

—

DAY RANGE

$48 – $51

52W RANGE

$41
$115

AI Summary

Stalk
Buy NowMedium

Stage 1 consolidation with a Bullish Pivot Point pattern indicates structural repair and bias toward mean reversion; short-term EMAs have turned up and price is holding above them after a spike; medium-term directional asymmetry is bullish but valid entries require confirmation; current pullback into rising EMAs offers a favorable timing window for initiating a controlled long exposure.

  • ↑Q2 bookings $182m, $616m cumulative over three quarters.
  • ↑Simcor acquisition ($30m) to add $12m revenue and $4m EBITDA by 2027.
  • ↓Gross margin contracted to 21.5% from 28% YoY.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Limbach Holdings, Inc. (NASDAQ: LMB) is a building systems solutions company that provides mechanical, electrical, plumbing, and controls (MEPC) services predominantly for institutional and commercial clients, including sectors such as healthcare and data centers. With a focus on enhancing its capabilities through strategic acquisitions and adapting to market demands, Limbach aims to capitalize on emerging opportunities within these high-growth areas while facing significant pressure from competitive environments and market fluctuations.

Bull says

  • ↑Q2 bookings $182m, $616m cumulative over three quarters.
  • ↑Simcor acquisition ($30m) to add $12m revenue and $4m EBITDA by 2027.
  • ↑Operational cash flow rose to $18.7m in Q2, second-highest ever.
  • ↑Shifting focus to high-margin data centers amid rising demand.
  • ↑Solid growth factor and ample liquidity support expansion.
  • ↑Interest rate sensitivity and strong balance sheet bolster resilience.

Bear says

  • ↓Gross margin contracted to 21.5% from 28% YoY.
  • ↓Net income fell 38.8% to $4.7m in Q2 2026.
  • ↓Healthcare sector price sensitivity and budget constraints persist.
  • ↓Integration challenges from Simcor deal may impede synergies.
  • ↓Negative earnings momentum and weak profitability factor weigh on shares.
  • ↓Market skepticism seen in downward revision trends and value concerns.

Earnings Call · Q1 2024 · Mgmt. Guidance

Updated 05-07-2025bullish

Transcript signals

Bull points

  • We believe our strategy and core vertical focus is the best way to grow earnings and create stockholder value.
  • Our ODR segment is a higher-margin, lower-risk business model that is less impacted by macroeconomic trends.
  • By shifting our business mix to the ODR segment versus the GCR segment, we are building a more stable, economically resilient business with a better long-term growth profile.

Bear points

  • SG&A expense increased approximately $1.8 million to $22.9 million from $21 million in Q1 of 2023.
  • We had $3.9 million operating cash outflow during the first quarter compared to an operating cash inflow of $9.4 million in 2023.
Read full transcript analysis ›