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Limbach Holdings, Inc.NasdaqCM:LMB 주식 보고서

시가총액 US$871.7m
주가
US$71.48
US$116.6
38.7% 저평가 내재 할인율
1Y-43.1%
7D-4.6%
1D
포트폴리오 가치
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Limbach Holdings, Inc.

NasdaqCM:LMB 주식 리포트

시가총액: US$871.7m

Limbach Holdings (LMB) 주식 개요

는 미국에서 빌딩 시스템 솔루션 회사로 운영되고 있습니다. 자세히 보기

LMB 펀더멘털 분석
스노우플레이크 점수
가치 평가5/6
미래 성장3/6
과거 실적2/6
재무 건전성6/6
배당0/6

LMB Community Fair Values

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Limbach Holdings, Inc. 경쟁사

가격 이력 및 성과

Limbach Holdings 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$71.48
52주 최고가US$154.05
52주 최저가US$65.08
베타1.53
1개월 변동-24.12%
3개월 변동-27.24%
1년 변동-43.10%
3년 변동238.61%
5년 변동649.27%
IPO 이후 변동656.40%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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
분석 기사 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...
분석 기사 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...
분석 기사 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...

주주 수익률

LMBUS ConstructionUS 시장
7D-4.6%-8.9%-0.8%
1Y-43.1%104.6%27.1%

수익률 대 산업: LMB은 지난 1년 동안 104.6%의 수익을 기록한 US Construction 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: LMB은 지난 1년 동안 27.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is LMB's price volatile compared to industry and market?
LMB volatility
LMB Average Weekly Movement12.7%
Construction Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

안정적인 주가: LMB의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.

시간에 따른 변동성: LMB의 주간 변동성(13%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.

회사 소개

설립직원 수CEO웹사이트
19011,600Mike McCannwww.limbachinc.com

는 미국에서 빌딩 시스템 솔루션 회사로 운영되고 있습니다. 이 회사는 소유주 직접 관계와 일반 계약자 관계라는 두 가지 부문을 통해 운영됩니다. 주로 기계, 전기, 배관 및 제어 서비스(MEPC)를 포함하는 건설 또는 리노베이션 프로젝트에 참여합니다.

Limbach Holdings, Inc. 기초 지표 요약

Limbach Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
LMB 기초 통계
시가총액US$871.67m
순이익 (TTM)US$33.23m
매출 (TTM)US$652.56m
25.6x
주가수익비율(P/E)
1.3x
주가매출비율(P/S)

LMB는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
LMB 손익계산서 (TTM)
매출US$652.56m
매출원가US$488.79m
총이익US$163.77m
기타 비용US$130.54m
순이익US$33.23m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)2.79
총이익률25.10%
순이익률5.09%
부채/자본 비율16.3%

LMB의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 09:34
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Limbach Holdings, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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