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Limbach Holdings (LMB)
NASDAQ:LMB
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.77Last Year’s EPS
0.5Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: 16.56%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call presented a positive outlook, with significant growth in ODR revenue and improvements in financial performance. While there were challenges such as a strategic decline in GCR revenue and increased SG&A expenses, the company's strategic focus on ODR and successful acquisition strategy positions it well for future growth.Company Guidance
During the First Quarter 2025 Earnings Conference Call for Limbach Holdings, President and CEO Michael McCann provided guidance and highlighted the company's strategic focus on its Owner Direct Relationships (ODR) model, which accounted for 67.9% of total revenue in the first quarter and is projected to reach between 70% and 80% for the full year 2025. This shift has led to an 11.9% increase in total revenue compared to Q1 2024, with ODR revenue rising by 21.7%. The company's gross profit expanded by 18.1%, and adjusted EBITDA increased by 26.5%. Limbach aims to achieve full-year revenue between $610 million and $630 million, with adjusted EBITDA ranging from $78 million to $82 million. Additionally, the company has invested in expanding its sales team by approximately 40 professionals and is focusing on deepening customer relationships to drive organic growth and capitalize on high-margin opportunities. The guidance reflects the company’s strategic transformation, resilience against economic fluctuations, and continued expansion into new markets.ODR Revenue Growth
ODR revenue increased from 21% of total revenue in 2019 to 67.9% in Q1 2025, with a projected increase to 70%-80% for the full year. ODR revenue rose by 21.7% in Q1 2025.
Financial Performance Improvements
Total revenue grew 11.9% year-over-year, with gross profit expanding by 18.1% and adjusted EBITDA increasing by 26.5%. Net income grew 34.6% to a record $10.2 million.
Successful M&A Strategy
The company is making solid progress on acquisition integrations and has identified 20-30 new MSAs for expansion, primarily along the East Coast and Midwest.
Strong Cash Flow Management
Free cash flow for Q1 2025 was $15 million, a $3.3 million improvement from Q1 2024, with a free cash flow conversion rate of 101.1%.
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LMB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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LMB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 05, 2025 | $103.33 | $114.69 | +10.99% |
| Mar 10, 2025 | $68.92 | $79.69 | +15.63% |
| Nov 05, 2024 | $77.79 | $93.79 | +20.57% |
| Aug 06, 2024 | $56.25 | $59.79 | +6.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Limbach Holdings (LMB) report earnings?
Limbach Holdings (LMB) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Limbach Holdings (LMB) earnings time?
Limbach Holdings (LMB) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LMB EPS forecast?
LMB EPS forecast for the fiscal quarter 2025 (Q2) is 0.77.
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