Limbach Holdings, Inc. (LMB) Q3 2025 Earnings Call Transcript

Limbach Holdings, Inc. ( LMB ) Q3 2025 Earnings Call November 5, 2025 9:00 AM EST Company Participants Michael McCann - President, CEO & Director Jayme Brooks - Executive VP & CFO Conference Call Participants Lisa Fortuna Christopher Moore - CJS Securities, Inc. Brian Brophy - Stifel, Nicolaus & Company, Incorporated, Research Division Robert Brown - Lake Street Capital Markets, LLC, Research Division Gerard Sweeney - ROTH Capital Partners, LLC, Research Division Presentation Operator Good morning, and welcome to the Limbach Holdings Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I will now turn the conference over to your host, Lisa Fortuna of Financial Profiles.

Seeking Alpha • Nov 5, 2025

Wasatch Micro Cap Value Fund Q3 2025 Contributors And Detractors

The strongest contributor to Wasatch Micro Cap Value Fund performance for the quarter was Bel Fuse, Inc. Axogen, Inc. (AXGN) was also a top contributor, providing surgical solutions for peripheral nerve repair. The greatest detractor from Fund performance for the quarter was Limbach Holdings, Inc. (LMB).

Seeking Alpha • Nov 5, 2025

Limbach Holdings, Inc. Reports Third Quarter 2025 Results

WARRENDALE, Pa.--(BUSINESS WIRE)--Limbach Holdings, Inc. (Nasdaq: LMB) (“Limbach” or the “Company”) today announced its financial results for the quarter ended September 30, 2025. Third Quarter 2025 Highlights Compared to Third Quarter 2024 Total revenue increased 37.8% to $184.6 million from $133.9 million Owner Direct Relationships (“ODR”) revenue increased 52.0%, or $48.4 million, to $141.4 million, or 76.6% of total revenue Organic ODR revenue growth of 12.2% Net income of $8.8 million, or.

Business Wire • Nov 4, 2025

Limbach (LMB) Misses Q3 Earnings Estimates

Limbach (LMB) came out with quarterly earnings of $1.05 per share, missing the Zacks Consensus Estimate of $1.09 per share. This compares to earnings of $0.62 per share a year ago.

Zacks Investment Research • Nov 5, 2025

Wasatch Micro Cap Fund Q3 2025 Performance Update

Leading individual contributors included utility consulting firm Willdan Group, which posted strong earnings and raised guidance in the quarter. Shares of Impinj, a provider of radio frequency identification technology used in tracking inventory, rose sharply in the quarter. Vital Farms is a provider of specialty eggs and butter from small farms and pasture-raised animals.

Seeking Alpha • Nov 4, 2025

Four Growth Stocks Powering The Fourth Industrial Revolution In 2025

I review four growth stocks—Argan, Inc., Power Solutions International, Inc., Powell Industries, Inc., and Sterling Infrastructure, Inc.—benefiting from the Fourth Industrial Revolution. STRL and PSIX receive Strong Buy ratings due to robust earnings growth, expanding backlogs, and strong industry tailwinds, while POWL and AGX are rated Hold as valuations reflect future growth. POWL and AGX have delivered impressive returns but may face near-term pullbacks; both maintain strong backlogs and financial health, supporting multi-year growth potential.

Seeking Alpha • Oct 28, 2025

Limbach to Announce Third Quarter 2025 Results

WARRENDALE, Pa.--(BUSINESS WIRE)--Limbach Holdings, Inc. (Nasdaq: LMB) (“Limbach” or the “Company”), a building systems solutions firm that partners with building owners and facilities managers who have mission-critical mechanical, electrical, and plumbing infrastructure, today announced that it will release its third quarter 2025 financial results after the stock market closes on Tuesday, November 4, 2025. The Company will also host a conference call for analysts the following morning at 9:00.

Business Wire • Oct 15, 2025

Limbach Holdings to Participate in Upcoming Lake Street and D.A. Davidson Investor Conferences

WARRENDALE, Pa,--(BUSINESS WIRE)--Limbach Holdings, Inc. (Nasdaq: LMB) (“Limbach” or the “Company”), a building systems solutions firm that partners with building owners and facilities managers who have mission-critical mechanical, electrical and plumbing infrastructure, today announced that Michael McCann, President and Chief Executive Officer, and Jayme Brooks, Executive Vice President and Chief Financial Officer, will participate in the following investor events in September: 9th Annual Lake.

Business Wire • Sep 4, 2025

Limbach Holdings: The Recent Dip Is An Opportunity

Limbach Holdings delivered strong Q2 2025 results, driven by double-digit topline growth and margin expansion from its Owner Direct Relationships segment. The strategic shift away from lower-margin GCR to high-margin ODR is expected to fuel profitability in the quarters ahead. Despite softness in the GCR segment, robust demand in ODR, backlog, and recurring revenue provide solid growth visibility for 2025 and beyond.

Seeking Alpha • Aug 12, 2025

Limbach (LMB) Upgraded to Buy: Here's Why

Limbach (LMB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Zacks Investment Research • Aug 8, 2025