Limbach Holdings, Inc.

NasdaqCM:LMB 株式レポート

時価総額:US$871.9m

Limbach Holdings 過去の業績

過去 基準チェック /26

Limbach Holdingsは、平均年間42.5%の収益成長を遂げていますが、 Construction業界の収益は、年間 成長しています。収益は、平均年間24.2% 4%収益成長率で 成長しています。 Limbach Holdingsの自己資本利益率は16.9%であり、純利益率は5.1%です。

主要情報

42.46%

収益成長率

39.85%

EPS成長率

Construction 業界の成長20.19%
収益成長率4.03%
株主資本利益率16.93%
ネット・マージン5.09%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブ更新 Jun 15

LMB: Reaffirmed 2026 Outlook Will Support Multi Year Upside Potential

Analysts have reduced their price target for Limbach Holdings by $10 to reflect updated views on discount rates, revenue growth, profit margins, and future P/E assumptions, based on recent research commentary. What's in the News Limbach Holdings reaffirmed earnings guidance for 2026, maintaining its previously stated outlook.
ナラティブ更新 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...
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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...

収支内訳

Limbach Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqCM:LMB 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26653331110
31 Dec 25647391100
30 Sep 25604371090
30 Jun 25553351040
31 Mar 25533341010
31 Dec 2451931970
30 Sep 2451826940
30 Jun 2451226910
31 Mar 2451425880
31 Dec 2351621870
30 Sep 2351719840
30 Jun 2351216820
31 Mar 2350311800
31 Dec 224977780
30 Sep 224807740
30 Jun 224878740
31 Mar 224927720
31 Dec 214907710
30 Sep 214943690
30 Jun 215291670
31 Mar 215434640
31 Dec 205686640
30 Sep 205776610
30 Jun 205611610
31 Mar 20558-4640
31 Dec 19553-2630
30 Sep 195661640
30 Jun 195530610
31 Mar 195602570
31 Dec 18547-4570
30 Sep 18527-6580
30 Jun 18513-4580
31 Mar 18491-4570
31 Dec 17486-1560
30 Sep 17488-5550
30 Jun 17486-2530
31 Mar 17464-4510
31 Dec 16447-1460
30 Sep 164054420
30 Jun 163693400
31 Mar 164296470
31 Dec 153314380
30 Sep 152402280

質の高い収益: LMBは 高品質の収益 を持っています。

利益率の向上: LMBの現在の純利益率 (5.1%)は、昨年(6.3%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: LMBの収益は過去 5 年間で年間42.5%増加しました。

成長の加速: LMBは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: LMBは過去 1 年間で収益成長率がマイナス ( -0.8% ) となったため、 Construction業界平均 ( 33.2% ) と比較することが困難です。


株主資本利益率

高いROE: LMBの 自己資本利益率 ( 16.9% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/07/14 12:07
終値2026/07/14 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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