Limbach Holdings（LMB）株式概要
リンバック・ホールディングスは、米国でビルシステム・ソリューション会社として事業を展開している。 詳細
LMB Community Fair Values
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Analyst Price Targets
Limbach Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$78.36 |
| 52週高値 | US$154.05 |
| 52週安値 | US$65.08 |
| ベータ | 1.42 |
| 1ヶ月の変化 | 7.95% |
| 3ヶ月変化 | 1.58% |
| 1年変化 | -44.50% |
| 3年間の変化 | 225.28% |
| 5年間の変化 | 749.89% |
| IPOからの変化 | 729.21% |
最新ニュース
ナラティブの更新 • Jun 01
LMB: Owner Direct Relationships Will Drive Multi Year Upside Through 2026
Analysts have adjusted their average price target for Limbach slightly lower, citing mixed Street research. One firm reduced its target by $10, while another raised its target to $107 after strong Q4 margins and expectations for steady Owner Direct Relationships growth and improving project trends into 2026.Seeking Alpha • May 24
Limbach Holdings: Cheap Valuation Amid Temporary Pressure
Summary Limbach Holdings' Q1 2026 topline growth moderated due to organic revenue decline across both segments. Continued contribution from acquisitions and a healthy order book are expected to benefit the top line in the coming quarters. While margins contracted significantly in Q1, pressure appears temporary and is expected to improve through FY26 with margin initiatives. The recent correction looks overdone, and the current multiple makes LMB stock a compelling long-term investment opportunity. Read the full article on Seeking Alphaナラティブの更新 • 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.Recent updates
ナラティブの更新 • Jun 01
LMB: Owner Direct Relationships Will Drive Multi Year Upside Through 2026
Analysts have adjusted their average price target for Limbach slightly lower, citing mixed Street research. One firm reduced its target by $10, while another raised its target to $107 after strong Q4 margins and expectations for steady Owner Direct Relationships growth and improving project trends into 2026.Seeking Alpha • May 24
Limbach Holdings: Cheap Valuation Amid Temporary Pressure
Summary Limbach Holdings' Q1 2026 topline growth moderated due to organic revenue decline across both segments. Continued contribution from acquisitions and a healthy order book are expected to benefit the top line in the coming quarters. While margins contracted significantly in Q1, pressure appears temporary and is expected to improve through FY26 with margin initiatives. The recent correction looks overdone, and the current multiple makes LMB stock a compelling long-term investment opportunity. Read the full article on Seeking Alphaナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| LMB | US Construction | US 市場 | |
|---|---|---|---|
| 7D | -4.8% | 2.5% | 2.2% |
| 1Y | -44.5% | 95.4% | 24.8% |
業界別リターン: LMB過去 1 年間で95.4 % の収益を上げたUS Construction業界を下回りました。
リターン対市場: LMBは、過去 1 年間で24.8 % のリターンを上げたUS市場を下回りました。
価格変動
| LMB volatility | |
|---|---|
| LMB Average Weekly Movement | 12.9% |
| Construction Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: LMBの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: LMBの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1901 | 1,600 | Mike McCann | www.limbachinc.com |
リンバック・ホールディングスは、米国でビルシステム・ソリューション会社として事業を展開している。同社は、オーナーとの直接取引とゼネコンとの取引という2つのセグメントを通じて事業を展開している。主に機械、電気、配管、制御サービス（MEPC）を含む建設や改修プロジェクトに従事している。また、専門的なコンサルティングサービス、検査、トラブルシューティング、修理、サービス、システムおよび/または施設の評価、ターンキーレンタル機器ソリューション、MEPCインフラソリューション、およびカスタマイズされたソリューションも提供している。同社は、研究病院、急性期病院、入院患者病院、公立・私立の大学、研究センター、娯楽施設、遊園地、データセンター、自動車、エネルギー、一般製造工場、ライフサイエンス（生物に焦点を当てた研究開発を中心とする組織や企業を含む）にサービスを提供している。リンバック・ホールディングスは1901年に設立され、フロリダ州タンパに本社を置いている。
Limbach Holdings, Inc. 基礎のまとめ
| LMB 基礎統計学 | |
|---|---|
| 時価総額 | US$942.84m |
| 収益（TTM） | US$33.23m |
| 売上高(TTM) | US$652.56m |
28.1x
PER（株価収益率1.4x
P/SレシオLMB は割高か？
公正価値と評価分析を参照収益と収入
| LMB 損益計算書（TTM） | |
|---|---|
| 収益 | US$652.56m |
| 売上原価 | US$488.79m |
| 売上総利益 | US$163.77m |
| その他の費用 | US$130.54m |
| 収益 | US$33.23m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.79 |
| グロス・マージン | 25.10% |
| 純利益率 | 5.09% |
| 有利子負債／自己資本比率 | 16.3% |
LMB の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/15 20:53 |
| 終値 | 2026/06/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Limbach Holdings, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| Christopher Moore | CJS Securities, Inc. |
| Jonathan Tanwanteng | CJS Securities, Inc. |
| Steven Dyer | Craig-Hallum Capital Group LLC |