Limbach Holdings, Inc. (LMB) Q4 2025 Earnings Call Transcript
Limbach (LMB) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.15 per share a year ago.
Limbach (LMB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Limbach Holdings (LMB) earns a Buy rating as it pivots from low-margin contracting to high-margin, recurring Owner-Direct Relationships (ODR), now nearly 80% of revenue. LMB's diversified ODR streams—maintenance, work orders, and fixed-price projects—drive margin expansion, recurring revenues, and reduced project risk versus legacy operations. The company trades at a discount to peers despite strong EBITDA growth and confirmed FY 2025 guidance, presenting a compelling valuation opportunity.
Limbach Holdings, Inc. ( LMB ) Q3 2025 Earnings Call November 5, 2025 9:00 AM EST Company Participants Michael McCann - President, CEO & Director Jayme Brooks - Executive VP & CFO Conference Call Participants Lisa Fortuna Christopher Moore - CJS Securities, Inc. Brian Brophy - Stifel, Nicolaus & Company, Incorporated, Research Division Robert Brown - Lake Street Capital Markets, LLC, Research Division Gerard Sweeney - ROTH Capital Partners, LLC, Research Division Presentation Operator Good morning, and welcome to the Limbach Holdings Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I will now turn the conference over to your host, Lisa Fortuna of Financial Profiles.
Limbach (LMB) came out with quarterly earnings of $1.05 per share, missing the Zacks Consensus Estimate of $1.09 per share. This compares to earnings of $0.62 per share a year ago.
Leading individual contributors included utility consulting firm Willdan Group, which posted strong earnings and raised guidance in the quarter. Shares of Impinj, a provider of radio frequency identification technology used in tracking inventory, rose sharply in the quarter. Vital Farms is a provider of specialty eggs and butter from small farms and pasture-raised animals.
Limbach Holdings delivered strong Q2 2025 results, driven by double-digit topline growth and margin expansion from its Owner Direct Relationships segment. The strategic shift away from lower-margin GCR to high-margin ODR is expected to fuel profitability in the quarters ahead. Despite softness in the GCR segment, robust demand in ODR, backlog, and recurring revenue provide solid growth visibility for 2025 and beyond.
Limbach (LMB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Limbach Holdings, Inc. (NASDAQ:LMB ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Jayme L. Brooks - Executive VP & CFO Michael M.
Limbach (LMB) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.5 per share a year ago.
LMB eyes 17% revenue growth in Q2 as its owner-direct strategy gains traction and margin-boosting services expand.