NASDAQ$LMB

Limbach Holdings Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

LMB reported Q4 2025, revenue of $186.9M, net income of $12.3M, diluted EPS of $1.02.

For Q4 2025, LMB reported revenue of $186.9M, net income of $12.3M, diluted EPS was $1.02, adjusted diluted EPS was $1.40. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $186.9M.
  • Net income $12.3M.
  • Diluted EPS $1.02.
  • Adjusted diluted EPS $1.40.

Headline financials

Total Revenue

$187M

Previous: $144M+30.1%
EPS (adj)

$1.40

Previous: $0.82+70.7%
Gross Margin

25.7%

Previous: 30.3%-15.2%
SG&A Expense

$28M

Previous: $27.4M+2.3%
SG&A as % of Revenue

15.0%

Previous: 19.1%-21.5%
Adjusted EBITDA

$27.2M

Previous: $20.8M+30.8%
Current Ratio

1.44

Previous: 1.46-1.4%
ODR Gross Profit

$36.4M

Previous: $30.6M+19.1%
ODR Gross Margin

25.1%

Previous: 32.1%-21.8%
GCR Gross Profit

$11.6M

Previous: $13M-10.2%
GCR Gross Margin

27.8%

Previous: 26.9%+3.3%
Net Income

$12.3M

Previous: $9.84M+25.0%
Operating Income

$17.6M

Previous: $13M+34.9%
Gross Profit

$48.1M

Previous: $43.6M+10.4%

Revenue & EPS history

Limbach · Revenue · Quarterly

$187M

Q4 2025+30.1%vs Q4 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro or input-cost pressure may affect margins.
  • One-time items can affect YoY comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.8%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+6.1%

Avg return

30 days after

59%

26 / 44 earnings

Positive

+27.5%

Q3 2024

Best reaction

-42.4%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.9%-29.7%-17.6%
Q4 2025-1.6%-7.9%-9.8%
Q3 2025-7.3%-14.0%-18.8%
Q1 2025+11.2%+18.4%+29.8%
Q4 2024+15.6%+11.0%+12.7%
Q3 2024+27.5%+31.7%+36.0%
Q2 2024+13.9%+13.0%+18.0%
Q1 2024-1.1%+4.7%+19.0%
Q4 2023-16.0%-14.8%-20.3%
Q3 2023+16.3%+16.5%+38.3%
Q2 2023+22.7%+18.9%+31.3%
Q1 2023+18.6%+13.6%+37.9%
Q4 2022+7.8%+15.9%+22.1%
Q3 2022+14.2%+13.7%+42.9%
Q2 2022+4.6%+14.9%+42.1%
Q1 2022-5.8%-1.7%+13.4%
Q4 2021-3.4%-7.7%-7.0%
Q3 2021+1.4%-2.0%+3.4%
Q2 2021-10.3%-7.8%-26.0%
Q1 2021-12.1%-11.2%-10.1%
Q4 2020+2.3%-9.3%-3.6%
Q3 2020+1.2%+9.8%+40.1%
Q2 2020+4.0%+13.9%+56.4%
Q1 2020+25.5%+21.3%+13.9%
Q4 2019+1.4%-7.3%+9.8%
Q3 2019-33.8%-36.8%-37.5%
Q2 2019-42.4%-44.0%-40.5%
Q1 2019+20.1%+35.1%+5.4%
Q4 2018+12.4%+17.7%+7.2%
Q3 2018-19.8%-22.0%-25.1%
Q2 2018-3.1%-6.6%-9.5%
Q1 2018-3.7%-4.3%-14.5%
Q4 2017+3.4%+8.8%+5.1%
Q3 2017-6.5%-7.6%-0.2%
Q2 2017+3.9%+2.5%+5.9%
Q4 2016+0.1%-2.4%-7.6%
Q1 2017+0.1%-0.9%-4.5%
Q3 2016+6.1%+5.4%-8.0%
Q4 2015+0.7%
Q2 2015+0.6%
Q1 2015-0.3%
Q4 2014+0.0%
Q3 2014+0.0%
Q2 2014-0.1%

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