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Limbach Holdings, Inc.Informe acción NasdaqCM:LMB

Capitalización bursátil US$850.7m
Precio de las acciones
US$71.36
US$116.6
38.8% infravalorado descuento intrínseco
1Y-44.2%
7D-1.7%
1D
Valor de la cartera
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Limbach Holdings, Inc.

Informe acción NasdaqCM:LMB

Capitalización de mercado: US$850.7m

Limbach Holdings (LMB) Resumen de Acciones

Limbach Holdings, Inc. opera como empresa de soluciones de sistemas de construcción en Estados Unidos. Saber más

Análisis fundamental de LMB
Puntuación del snowflake
Valoración5/6
Crecimiento futuro3/6
Rendimiento pasado2/6
Salud financiera6/6
Dividendos0/6

LMB Community Fair Values

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Competidores de Limbach Holdings, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Limbach Holdings
Precios históricos de las acciones
Precio actual de la acciónUS$71.36
Máximo en las últimas 52 semanasUS$154.05
Mínimo de 52 semanasUS$65.08
Beta1.53
Cambio en 1 mes-25.81%
Variación en 3 meses-22.91%
Cambio de 1 año-44.23%
Variación en 3 años234.08%
Variación en 5 años653.54%
Variación desde la OPV655.13%

Noticias y actualizaciones recientes

Actualización de narrativa May 17

LMB: Owner Direct Relationships And Data Center Exposure Will Drive Bullish Setup

Analysts trimmed their average price target on Limbach Holdings by $10, citing a balance between Stifel's higher $107 target on solid margins, expected growth in Owner Direct Relationships and margin expansion at Pioneer Power, and JPMorgan's more cautious reset. Analyst Commentary Recent research on Limbach highlights a mix of optimism about specific growth drivers and a more cautious reset around execution, valuation, and the contribution from acquired operations such as Pioneer Power.
Actualización de narrativa Apr 30

LMB: Owner Direct Relationships Will Drive Future Upside Despite Pioneer Power Integration Risk

Analysts have reduced their average price target on Limbach Holdings by $10, reflecting updated views on the balance between solid margin performance; expected Owner Direct Relationships growth; easing General Contractor headwinds; and evolving exposure at Pioneer Power. Analyst Commentary Recent research on Limbach highlights a mix of optimism around growth initiatives and margins, alongside a more cautious reset on valuation and execution risk.

Recent updates

Actualización de narrativa May 17

LMB: Owner Direct Relationships And Data Center Exposure Will Drive Bullish Setup

Analysts trimmed their average price target on Limbach Holdings by $10, citing a balance between Stifel's higher $107 target on solid margins, expected growth in Owner Direct Relationships and margin expansion at Pioneer Power, and JPMorgan's more cautious reset. Analyst Commentary Recent research on Limbach highlights a mix of optimism about specific growth drivers and a more cautious reset around execution, valuation, and the contribution from acquired operations such as Pioneer Power.
Actualización de narrativa Apr 30

LMB: Owner Direct Relationships Will Drive Future Upside Despite Pioneer Power Integration Risk

Analysts have reduced their average price target on Limbach Holdings by $10, reflecting updated views on the balance between solid margin performance; expected Owner Direct Relationships growth; easing General Contractor headwinds; and evolving exposure at Pioneer Power. Analyst Commentary Recent research on Limbach highlights a mix of optimism around growth initiatives and margins, alongside a more cautious reset on valuation and execution risk.
Actualización de narrativa Apr 16

LMB: Owner Direct Relationships And Acquisitions Will Shape Balanced Future Setup

Narrative Update on Limbach Holdings The analyst price target for Limbach Holdings has been reduced by $10 to $90, as analysts incorporate slightly lower revenue growth assumptions, a modestly lower future P/E of 19.13x, and updated views following recent mixed target revisions from Stifel and JPMorgan. Analyst Commentary Recent research on Limbach Holdings shows a split tone, with some firms more optimistic on operational trends and others becoming more cautious on valuation and execution risk.
Artículo de análisis Apr 14

Do Limbach Holdings' (NASDAQ:LMB) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Actualización de narrativa Apr 02

LMB: Owner Direct Relationships And Data Center Awards Will Drive Future Upside

Analysts have trimmed Limbach Holdings' implied fair value by about $2 to $116.60, reflecting updated assumptions around the discount rate, profit margins, and a slightly lower future P/E multiple following recent price target adjustments and commentary on award activity, data center exposure, and Pioneer Power margin expectations. Analyst Commentary Recent Street research on Limbach Holdings highlights a mix of optimism around growth avenues and execution, alongside some renewed caution that is feeding into the trimmed implied fair value.
Actualización de narrativa Mar 19

LMB: Owner Direct Relationships And M&A Plans Will Drive Future Upside

Analysts now see Limbach Holdings' fair value at $118.60, modestly below the prior $122.50. This reflects updated views on profit margins, P/E assumptions and the latest round of price target revisions that included Stifel's move to $107 and fresh coverage from other firms.
Seeking Alpha Mar 09

Limbach: Appeal Is Improving

Summary Limbach's shares have halved from 2023 highs, creating a more attractive entry point amid sector headwinds. Limbach's strategic shift to owner-direct relationships now drives 75% of sales, supporting margin expansion despite a flat top line since 2018. 2025 guidance calls for $745 million in sales and $92 million EBITDA, but margin pressure and softer organic growth temper near-term expectations. Valuation at 16x forward earnings, minimal leverage, and a $50 million buyback program underpin a more constructive outlook for Limbach. Read the full article on Seeking Alpha
Actualización de narrativa Mar 04

LMB: Owner Direct Relationships And Buybacks Will Drive Constructive Long-Term Setup

Narrative Update on Limbach Holdings The analyst price target for Limbach has been raised by $3 to $107, with analysts pointing to Q4 margin performance, expectations for 9-12% organic growth in Owner Direct Relationships into 2026, improving award trends, easing General Contractor headwinds, early data center exposure, and anticipated margin expansion at Pioneer Power as key supports for this revision. Analyst Commentary Recent research around Limbach reflects a mix of optimism and caution, with some analysts focusing on execution around growth targets and the integration of Pioneer Power, while others highlight valuation and near term earnings risk.
Actualización de narrativa Feb 18

LMB: Share Repurchases And Neutral Coverage Will Shape Balanced Long-Term Outlook

Analysts have trimmed their price targets on Limbach Holdings by $11, to $100, as recent research highlights more conservative fair value and P/E assumptions, despite slightly stronger modeled revenue growth. Analyst Commentary Recent Street research on Limbach Holdings points to a more cautious tone, even as some models incorporate slightly stronger revenue assumptions.
Actualización de narrativa Feb 03

LMB: Share Repurchases And Neutral Initiation Will Support Future Upside Potential

Analysts have trimmed their price target on Limbach Holdings to about $122.50, down from roughly $126.25, citing updates to fair value estimates, discount rate assumptions, and projected revenue growth, margins, and future P/E following recent research coverage. Analyst Commentary Recent research coverage, including fresh work from JPMorgan and other firms, has focused on how Limbach Holdings is priced against updated assumptions for growth, margins, and future P/E.
Actualización de narrativa Jan 20

LMB: Share Repurchase Plan Will Support Bullish Long-Term Earnings Outlook

Analysts have kept their price target for Limbach Holdings steady at US$111.00, as small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions did not materially change their overall view of the stock’s valuation. What's in the News The Board of Directors authorized a share buyback plan on December 15, 2025, indicating approval for Limbach Holdings to repurchase its own stock over time (Key Developments).
Actualización de narrativa Jan 06

LMB: Share Repurchase Plan Will Support Bullish Long-Term Earnings Outlook

Analysts have revised their price target on Limbach Holdings from $120.00 to $111.00, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E expectations. What's in the News The Board of Directors authorized a share buyback plan on December 15, 2025, signaling an intention to return capital to shareholders over time (Key Developments).
Artículo de análisis Dec 17

Is Now The Time To Put Limbach Holdings (NASDAQ:LMB) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Actualización de narrativa Dec 16

LMB: Share Repurchases Will Support Earnings Guidance And Future Momentum

Analysts have modestly increased their price target on Limbach Holdings to remain aligned with an unchanged fair value estimate of $126.25 per share, citing slightly lower discount rate assumptions and a stable long term growth and profitability outlook. What's in the News Limbach Holdings, Inc.
Actualización de narrativa Dec 02

LMB: Earnings Guidance And Revenue Range Will Drive Momentum Ahead

Analysts have maintained their price target for Limbach Holdings at $126.25, with their latest assessment citing stable forecasts for revenue growth, profit margin, and valuation metrics. What's in the News Limbach Holdings reaffirmed its earnings guidance for 2025 and is projecting revenue in the range of $650 million to $680 million, consistent with previous expectations (Key Developments).
Actualización de narrativa Nov 18

LMB: Future Earnings Guidance And Revenue Outlook Will Boost Share Momentum

Analysts have lowered their price target for Limbach Holdings from $137.25 to $126.25 per share. They cite a reduced outlook on revenue growth and profit margins as key factors driving the adjustment.
Artículo de análisis Nov 15

Some Limbach Holdings, Inc. (NASDAQ:LMB) Shareholders Look For Exit As Shares Take 28% Pounding

Unfortunately for some shareholders, the Limbach Holdings, Inc. ( NASDAQ:LMB ) share price has dived 28% in the last...
Artículo de análisis Nov 01

We Think Limbach Holdings (NASDAQ:LMB) Might Have The DNA Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Sep 27

Limbach Holdings, Inc.'s (NASDAQ:LMB) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

Unfortunately for some shareholders, the Limbach Holdings, Inc. ( NASDAQ:LMB ) share price has dived 26% in the last...
Artículo de análisis Aug 30

Limbach Holdings, Inc.'s (NASDAQ:LMB) Intrinsic Value Is Potentially 77% Above Its Share Price

Key Insights Limbach Holdings' estimated fair value is US$202 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis Aug 07

Why We're Not Concerned Yet About Limbach Holdings, Inc.'s (NASDAQ:LMB) 26% Share Price Plunge

Limbach Holdings, Inc. ( NASDAQ:LMB ) shares have had a horrible month, losing 26% after a relatively good period...
Artículo de análisis Jul 02

We Ran A Stock Scan For Earnings Growth And Limbach Holdings (NASDAQ:LMB) Passed With Ease

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Jun 18

Limbach Holdings (NASDAQ:LMB) Is Very Good At Capital Allocation

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Artículo de análisis May 21

Is There An Opportunity With Limbach Holdings, Inc.'s (NASDAQ:LMB) 23% Undervaluation?

Key Insights The projected fair value for Limbach Holdings is US$166 based on 2 Stage Free Cash Flow to Equity Current...
Artículo de análisis May 01

Investors Appear Satisfied With Limbach Holdings, Inc.'s (NASDAQ:LMB) Prospects As Shares Rocket 27%

Limbach Holdings, Inc. ( NASDAQ:LMB ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Apr 25

Limbach Holdings (NASDAQ:LMB) Seems To Use Debt Rather Sparingly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Mar 31

Limbach's Pivot To Facilities Services: A Hidden Gem Or A Mirage?

Summary Limbach is transforming from a low-margin subcontractor to a higher-margin, recurring revenue business through its ODR segment, improving margins and returns. The shift to ODR has led to better margins, stronger customer relationships, and improved profitability, but sustaining this requires continued execution and strategic acquisitions. Despite strategic gains, Limbach remains a small player. The current market price reflects overly optimistic performance expectations, making Limbach not an attractive investment at this valuation. Read the full article on Seeking Alpha
Artículo de análisis Mar 08

Why We're Not Concerned Yet About Limbach Holdings, Inc.'s (NASDAQ:LMB) 28% Share Price Plunge

Limbach Holdings, Inc. ( NASDAQ:LMB ) shareholders that were waiting for something to happen have been dealt a blow...
Artículo de análisis Feb 20

Is Now The Time To Look At Buying Limbach Holdings, Inc. (NASDAQ:LMB)?

Limbach Holdings, Inc. ( NASDAQ:LMB ), might not be a large cap stock, but it received a lot of attention from a...
Artículo de análisis Jan 27

Limbach Holdings, Inc.'s (NASDAQ:LMB) Intrinsic Value Is Potentially 45% Above Its Share Price

Key Insights The projected fair value for Limbach Holdings is US$148 based on 2 Stage Free Cash Flow to Equity Limbach...
Seeking Alpha Jan 16

Limbach Holdings: Backing Out After Calling Its 800%+ Surge (Rating Downgrade)

Summary Limbach Holdings Inc.'s stock has surged by over 800% since our initial coverage, likely driven by successful acquisitions and margin expansion, but current valuation metrics suggest it may be overvalued. The acquisition of Kent Island Mechanical is expected to boost revenue and EBITDA, enhancing Limbach's market position and operational synergies. Despite strong balance sheet metrics and continued margin growth, we think the stock's high multiples and potential cyclical effects warrant a 'hold' rating. Technical analysis indicates solid momentum, but the stock may soon face resistance, reinforcing our cautious outlook. Read the full article on Seeking Alpha
Artículo de análisis Jan 04

Is Now The Time To Put Limbach Holdings (NASDAQ:LMB) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Dec 03

Investors Appear Satisfied With Limbach Holdings, Inc.'s (NASDAQ:LMB) Prospects As Shares Rocket 35%

Limbach Holdings, Inc. ( NASDAQ:LMB ) shares have continued their recent momentum with a 35% gain in the last month...
Artículo de análisis Nov 13

Limbach Holdings' (NASDAQ:LMB) Earnings Offer More Than Meets The Eye

Investors signalled that they were pleased with Limbach Holdings, Inc.'s ( NASDAQ:LMB ) most recent earnings report...
Artículo de análisis Nov 07

At US$93.79, Is Limbach Holdings, Inc. (NASDAQ:LMB) Worth Looking At Closely?

Limbach Holdings, Inc. ( NASDAQ:LMB ), is not the largest company out there, but it led the NASDAQCM gainers with a...
Artículo de análisis Oct 12

Is Limbach Holdings (NASDAQ:LMB) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Sep 20

After Leaping 29% Limbach Holdings, Inc. (NASDAQ:LMB) Shares Are Not Flying Under The Radar

Despite an already strong run, Limbach Holdings, Inc. ( NASDAQ:LMB ) shares have been powering on, with a gain of 29...
User avatar
Nueva narrativa Sep 18

Shifting To High-Margin Maintenance And Upgrades Fuels Revenue Growth And Profitability Surge

Shifting focus towards maintenance and repairs aims to secure higher margins by avoiding low-margin new construction bids.
Seeking Alpha Jul 16

Limbach Holdings: Margins Showing Strength, Expected To Continue Growing Further

Summary Limbach Holdings is experiencing topline weakness due to revenue loss in the GCR segment, targeting ODR revenue share increase to drive EBITDA growth. Continued investment in acquisition and new product offerings should drive topline growth in coming years. LMB's valuation is currently near its sector median and considering promising long-term prospects, the stock is a decent buy at the current levels. Read the full article on Seeking Alpha
Artículo de análisis Jul 12

The Trend Of High Returns At Limbach Holdings (NASDAQ:LMB) Has Us Very Interested

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Artículo de análisis May 31

Limbach Holdings, Inc.'s (NASDAQ:LMB) 29% Price Boost Is Out Of Tune With Earnings

Limbach Holdings, Inc. ( NASDAQ:LMB ) shares have had a really impressive month, gaining 29% after a shaky period...
Artículo de análisis May 23

What Does Limbach Holdings, Inc.'s (NASDAQ:LMB) Share Price Indicate?

Limbach Holdings, Inc. ( NASDAQ:LMB ), might not be a large cap stock, but it received a lot of attention from a...

Rentabilidad de los accionistas

LMBUS ConstructionMercado US
7D-1.7%-6.2%1.1%
1Y-44.2%103.1%28.7%

Rentabilidad vs. Industria: Los resultados de LMB fueron inferiores a los de la industria US Construction, que obtuvo un rendimiento del 103.1% el año pasado.

Rentabilidad vs. Mercado: LMB obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.

Volatilidad de los precios

Is LMB's price volatile compared to industry and market?
LMB volatility
LMB Average Weekly Movement12.7%
Construction Industry Average Movement8.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: El precio de las acciones de LMB ha sido volátil durante los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de LMB(13%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19011,600Mike McCannwww.limbachinc.com

Limbach Holdings, Inc. opera como empresa de soluciones de sistemas de construcción en Estados Unidos. La empresa opera a través de dos segmentos, Relaciones directas con propietarios y Relaciones con contratistas generales. Se dedica a proyectos de construcción o renovación que incluyen principalmente servicios mecánicos, eléctricos, de fontanería y de control (MEPC).

Resumen de fundamentos de Limbach Holdings, Inc.

¿Cómo se comparan los beneficios e ingresos de Limbach Holdings con su capitalización de mercado?
Estadísticas fundamentales de LMB
Capitalización bursátilUS$850.69m
Beneficios(TTM)US$33.23m
Ingresos (TTM)US$652.56m
25.6x
Ratio precio-beneficio (PE)
1.3x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de LMB
IngresosUS$652.56m
Coste de los ingresosUS$488.79m
Beneficio brutoUS$163.77m
Otros gastosUS$130.54m
BeneficiosUS$33.23m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)2.79
Margen bruto25.10%
Margen de beneficio neto5.09%
Ratio deuda/patrimonio16.3%

¿Cómo se ha desempeñado LMB a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/24 03:48
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Limbach Holdings, Inc. está cubierta por 8 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christopher MooreCJS Securities, Inc.
Jonathan TanwantengCJS Securities, Inc.
Steven DyerCraig-Hallum Capital Group LLC