[Form 4] Limbach Holdings, Inc. Insider Trading Activity
Limbach Holdings, Inc. Chief Operating Officer Michael James Reed reported the acquisition of 403 restricted stock units (RSUs) on May 18, 2026, which vest in annual installments over three years. He now directly holds 3,507 shares of common stock. This Form 4 filing also details other RSU awards from previous years with service-based vesting conditions and clarifies that no open-market purchases or sales were reported.
Limbach (LMB) COO reports 3,507 shares and staged RSU vesting
Limbach Holdings, Inc.'s Chief Operating Officer, Michael James Reed, has reported an initial ownership of 3,507 shares of common stock, which includes restricted stock units (RSUs). These RSUs, granted between 2024 and 2026, are subject to service-based vesting conditions, with shares scheduled to vest in installments in 2027, 2028, and 2029. Performance-based and market-based RSUs are not included in this initial filing and will be reported separately upon determination of performance goals.
Limbach Holdings Appoints Michael Reed as Chief Operating Officer
Limbach Holdings (LMB) has appointed Michael Reed as Executive Vice President and Chief Operating Officer, a newly created role to enhance operational excellence and growth. Reed, who joined in 2019, will focus on performance, profitability, and acquisition integration. This promotion includes a revised compensation package tied to the company's operating results and shareholder value.
Limbach Creates COO Role as Building Systems Firm Expands Operations Strategy
Limbach Holdings Inc. has appointed longtime executive Michael Reed as Executive Vice President and Chief Operating Officer, a new C-suite role reflecting the company's focus on scaling its building systems platform through acquisitions and operational integration. Reed will oversee operational performance, profitability, consistency, and workforce engagement. This move highlights the growing trend of engineering and specialty contracting firms investing in centralized operational leadership to meet increasing demands for sophisticated facility infrastructure systems.
Limbach Holdings names Michael Reed as chief operating officer By Investing.com
Limbach Holdings (NASDAQ: LMB) has appointed Michael Reed as Executive Vice President and Chief Operating Officer, a newly created position. Reed, who joined Limbach in 2019, will be responsible for operational scaling, performance improvement, and employee engagement. Despite the stock being down 42% over the past year, InvestingPro analysis suggests the company is undervalued with strong fundamentals and recently reported a significant Q1 2026 earnings beat.
Limbach Strengthens Operational Leadership with Appointment of Chief Operating Officer
Limbach Holdings, Inc. announced the appointment of Michael Reed to the newly created position of Executive Vice President, Chief Operating Officer, effective May 18, 2026. Reed, who joined Limbach in 2019, will focus on scaling the business both organically and through strategic acquisitions, driving operational excellence, and enhancing profitability. This appointment underscores Limbach's commitment to strengthening execution and advancing its long-term growth strategy.
Limbach Holdings: Appointed Michael Reed to the Newly Created Position of Chief Operating Officer, Effective May 18 >LMB
Limbach Holdings (LMB) has announced the appointment of Michael Reed as its new Chief Operating Officer, effective May 18. This newly created position aims to leverage Mr. Reed's extensive experience in engineering and construction to drive operational excellence and strategic growth within the company. His appointment is expected to strengthen Limbach Holdings' leadership team and enhance its operational efficiency.
Limbach Holdings (LMB) Names Michael Reed as COO to Drive Growth Initiatives
Limbach Holdings Inc. (LMB) has appointed Michael Reed as its new Executive Vice President and Chief Operating Officer, effective immediately. This strategic move aims to enhance operational effectiveness and support the company's growth initiatives, including organic growth and acquisitions. While the company boasts a strong GF Score™ of 83/100 and a P/E ratio suggesting market confidence, recent insider selling and profitability challenges present a mixed picture for investors.
Limbach Holdings Appoints Michael Reed as Chief Operating Officer
Limbach Holdings has appointed Michael Reed as Executive Vice President and Chief Operating Officer, a newly created role. Reed, who joined Limbach in 2019, will focus on operational excellence, scalable growth, acquisition integration, and organizational alignment. His compensation package has been revised to include performance-linked incentives, reinforcing Limbach's strategy for expansion and enhanced outcomes for stakeholders.
Michael J. Reed named Executive VP and COO at Limbach
Limbach (LMB) has appointed Michael J. Reed as Executive Vice President and Chief Operating Officer, effective May 18, 2026. Reed joined Limbach in 2019 and has held various leadership roles within the company, including VP, Branch Manager and Senior VP, Midwest Regional Manager. This appointment follows his extensive experience in mechanical services and construction.
Limbach Holdings names Michael Reed as chief operating officer By Investing.com
Limbach Holdings Inc. has appointed Michael Reed as Executive Vice President and Chief Operating Officer, a newly created role. Reed, who joined Limbach in 2019, will be responsible for operational scaling, performance improvement, and employee engagement. Despite the company's stock experiencing a 42% decline over the past year, InvestingPro analysis suggests it is undervalued with strong fundamentals, including profitability and liquid assets exceeding short-term obligations, and recently reported significant Q1 2026 earnings beat.
Michael Reed elevated to COO as Limbach (NASDAQ: LMB) scales operations
Limbach Holdings, Inc. (NASDAQ: LMB) has appointed Michael J. Reed as Executive Vice President and Chief Operating Officer, effective May 18, 2026. Reed, 56, has been with Limbach since 2019, previously serving in various operational leadership roles including Integrations Leader and Midwest Regional Manager. His new compensation package includes an annual base salary of $425,000, a $1,000 monthly vehicle allowance, and a target bonus of 60% of his base salary, alongside equity awards.
Limbach Holdings stock (US53272L1089): buyback and strong Q1 results draw attention
Limbach Holdings (LMB) reported strong first-quarter 2026 earnings, with EPS of $0.64 significantly surpassing the consensus estimate of $0.21. The construction services company also continues to draw investor attention due to its ongoing $50 million share repurchase program approved in December 2025. These factors, alongside its relevance to the US nonresidential economy, position Limbach as a notable stock for investors seeking exposure to infrastructure-adjacent spending.
Thrivent Financial for Lutherans Purchases 55,511 Shares of Limbach Holdings, Inc. $LMB
Thrivent Financial for Lutherans increased its stake in Limbach Holdings (NASDAQ:LMB) by 7.6% in the fourth quarter, acquiring an additional 55,511 shares to bring its total to 790,632 shares valued at approximately $61.6 million. Despite beating recent earnings expectations with $0.64 EPS, the stock has seen a 3.1% decline to $72.59, well below its 52-week high. Analysts currently maintain a consensus "Hold" rating for Limbach, with a target price of $116.67.
Limbach Holdings Inc (LMB) Stock Price, Trades & News
This page provides a detailed overview of Limbach Holdings Inc (LMB), including its current stock price, key financial metrics like P/E and market cap, and business description. It highlights the company's financial strength, growth, and profitability ranks, along with future earnings estimates and recent news. The article also mentions that GuruFocus has detected one severe warning sign for LMB and encourages users to sign up for a free trial to investigate further.
Capital Int'l Investors (LMB) reports 7.1% stake — 823,702 shares
Capital International Investors has filed an amended Schedule 13G/A, reporting a 7.1% beneficial ownership stake in Limbach Holdings, Inc. This equates to 823,702 shares out of an estimated 11,679,391 shares outstanding. The filing indicates that Capital International Investors holds sole voting and dispositive power over these shares, with the amendment signed on May 13, 2026.
Avoiding Lag: Real-Time Signals in (LMB) Movement
This article from Stock Traders Daily provides a real-time signal analysis for Limbach Holdings Inc. (NYSE: LMB), indicating weak sentiment across all horizons and supporting a short bias. It details three trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels, and highlights an exceptional 105.1:1 risk-reward setup.
Number of shareholders of Limbach Holdings, Inc. – NASDAQ:LMB
This article provides details on the number of shareholders of Limbach Holdings, Inc. (NASDAQ: LMB). However, the specific number of shareholders is not presented in the provided content, which instead shows general financial data links and copyright information for market data services. The page appears to be a financial data portal displaying an overview of the company.
Limbach Holdings (Nasdaq:LMB) - Stock Analysis
This report provides a comprehensive stock analysis of Limbach Holdings (Nasdaq:LMB), detailing its market performance, financial health, and future growth prospects. It highlights the company's valuation as undervalued, forecasts strong earnings growth, and discusses recent quarterly results, including revenue growth, profitability declines, and increased debt, while also mentioning strategic acquisitions and a focus on owner-direct relationships. The analysis includes competitor comparisons, historical price performance, and a timeline of significant news and analyst updates, offering a detailed overview for potential investors.
Limbach (LMB) Reports Q1 Adjusted EPS of 64c
Limbach Holdings, Inc. (NASDAQ:LMB) reported Q1 adjusted EPS of 64c, with revenue rising to $138.9M, exceeding consensus estimates. The company's President and CEO, Mike McCann, highlighted strong bookings of $209.1M, indicating strengthening demand, especially in the data center vertical. Limbach maintained its FY26 revenue outlook of $730M-$760M, anticipating 4%-8% organic revenue growth.
Limbach (NASDAQ:LMB) Stock Rating Lowered by Wall Street Zen
Wall Street Zen has downgraded Limbach (NASDAQ:LMB) from a "buy" to a "hold" rating, contributing to a more cautious outlook from analysts. Despite this, Limbach reported stronger-than-expected Q1 results, with earnings of $0.64 per share against an estimated $0.21, and revenue of $138.86 million, surpassing the $134.23 million consensus. However, insider trading shows recent share sales, while institutional ownership remains high at 55.85%.
Here's How Much $1000 Invested In Limbach Holdings 5 Years Ago Would Be Worth Today
Limbach Holdings (NASDAQ: LMB) has significantly outperformed the market over the last five years, with an annualized return of 47.11%. An investment of $1,000 made five years ago would now be worth $7,039.89, demonstrating the power of compounded returns. The company currently has a market capitalization of $924.24 million.
Limbach Holdings, Inc. (NASDAQ:LMB) Q1 2026 Earnings Call Transcript
Limbach Holdings, Inc. (NASDAQ: LMB) reported its Q1 2026 earnings, showcasing revenue of $138.9 million, in line with expectations, and exceptionally strong Q1 bookings of $209 million, leading to a book-to-bill ratio of 1.5. The company highlighted its strategic pillars, including ODR growth, margin expansion, and scaling through acquisitions, with a particular focus on expanding its presence in the rapidly accelerating data center market. Despite a decrease in net income and adjusted EBITDA compared to the prior year, Limbach reaffirmed its full-year 2026 guidance, expecting revenue between $730 million and $760 million and adjusted EBITDA of $90 million to $94 million, anticipating sequential improvements in Q2.
Limbach Holdings (LMB) Margin Slip To 5.1% Tests Bullish Profitability Narrative
Limbach Holdings (LMB) reported Q1 2026 revenue of US$138.9 million and EPS of US$0.37, with a trailing 12-month net margin easing to 5.1% from 6.3% a year prior. This margin contraction and quarterly EPS volatility are challenging the bullish narrative that anticipates higher profitability from owner-direct work and substantial annual earnings growth. The stock currently trades at a P/E of 27.6x, below peers and its DCF fair value, with analysts forecasting 21.9% annual earnings growth but noting risks from slower revenue growth and earnings stability concerns.
Limbach Holdings (LMB) Margin Slip To 5.1% Tests Bullish Profitability Narrative
Limbach Holdings (LMB) reported Q1 2026 revenue of US$138.9 million and basic EPS of US$0.37, with trailing 12-month EPS at US$2.85 on US$652.6 million revenue. The company's net margin has eased to 5.1% from 6.3% a year prior, sparking debate about its ability to meet the expected 21.9% annual earnings growth through improved profitability. Despite trading below peers at a P/E of 27.6x and a DCF fair value of US$143.99, concerns regarding margin pressure and volatile earnings persist, with analysts anticipating a future margin improvement to 7.6%.
Earnings call transcript: Limbach Holdings beats Q1 2026 EPS forecasts, stock drops
Limbach Holdings (LMB) reported a significant EPS beat for Q1 2026, with an EPS of $0.64 against a forecast of $0.21, leading to a 204.76% surprise. Despite the strong earnings, the stock dropped by 32.49% in premarket trading due to investor concerns over declining profitability and cash flow challenges, although the company maintains a "GREAT" Financial Health rating and strong future revenue potential with a 1.5x book-to-bill ratio. Management reaffirmed full-year guidance for 2026, projecting revenue between $730 million and $760 million and adjusted EBITDA of $90 million-$94 million, expecting sequential improvement in Q2.
Limbach | 8-K: Limbach Holdings, Inc. Reports First Quarter 2026 Results
Limbach Holdings, Inc. (OTC:LMBH) has filed an 8-K report announcing its financial results for the first quarter of 2026. The report provides a detailed overview of the company's performance during this period, offering insights into its revenue, expenses, and overall financial health. Investors and stakeholders can review the 8-K filing for comprehensive information regarding these results.
Limbach posts Q1 revenue and EPS above consensus; gross profit falls 15%
Limbach (LMB) reported first-quarter revenue and EPS that exceeded consensus estimates, with revenue increasing by 28.5% year-over-year to $140.2 million and EPS at $0.05. Despite the strong revenue and adjusted EBITDA growth, the company experienced a 15% decline in gross profit to $17.6 million, and its gross margin fell by 600 basis points to 12.5%. The company reiterated its guidance for the full fiscal year 2024, expecting revenue between $600 million and $630 million and adjusted EBITDA between $46 million and $50 million.
Limbach Holdings Reports Q1 2026 Results: Full Earnings Call Transcript
Limbach Holdings reported Q1 2026 results, with total revenue reaching $138.9 million, marking a 4.3% growth, despite a 13.4% organic revenue decline. The company achieved strong Q1 bookings of $209 million, driven by significant demand in the data center vertical. Limbach reaffirmed its 2026 revenue guidance of $730-760 million, focusing on ODR growth, margin expansion through customer solutions, and scaling through acquisitions.
Limbach Holdings, Inc. 2026 Q1 - Results - Earnings Call Presentation
Limbach Holdings, Inc. (NASDAQ: LMB) has released its Q1 2026 earnings call presentation. The company reported an EPS of $0.64, beating estimates by $0.43, and revenue of $138.86M, surpassing expectations by $4.72M with a 4.32% year-over-year increase. The provided slide deck accompanies the earnings call.
Limbach Holdings, Inc. 1Q 2026: Revenue $138.86M, EPS $0.36— 10-Q Summary
Limbach Holdings, Inc. (LMB) reported its first-quarter 2026 results, with revenue increasing to $138.86M but net income and diluted EPS significantly declining compared to the prior year. The revenue growth was boosted by the acquisition of Pioneer Power, though organic revenue decreased. The company is focusing on owner-direct sales and higher-margin projects to improve financial performance.
Limbach (NASDAQ:LMB) Issues Quarterly Earnings Results
Limbach (NASDAQ:LMB) announced strong quarterly earnings, beating analyst expectations with an EPS of $0.64 and revenue of $138.86 million, significantly up from estimates. Following the announcement, the stock jumped 11.6% to $114.11, trading on heavy volume. Despite some insider selling, institutional investors maintain significant holdings, and analysts rate the stock a "Moderate Buy" with a target price of $116.67.
Limbach Q1 2026 Earnings Report
Limbach (NASDAQ: LMB) reported its Q1 2026 earnings, beating analyst expectations with an actual EPS of $0.64 against a consensus of $0.21, and actual revenue of $138.86 million compared to an expected $134.23 million. The company announced a year-over-year revenue growth of 4.30% and will hold a conference call on May 6, 2026, to discuss the results. Limbach is a mechanical construction firm specializing in HVAC systems, piping, plumbing, and sheet metal fabrication for various sectors.
Earnings Flash (LMB) Limbach Holdings, Inc. Posts Q1 Adjusted EPS $0.64 per Share, vs. FactSet Est of $0.21
Limbach Holdings, Inc. (LMB) reported adjusted earnings per share of $0.64 for the first quarter, significantly surpassing the FactSet estimate of $0.21. The construction and engineering company also announced Q1 revenue of $138.9 million, exceeding the FactSet estimate of $134.2 million. This positive earnings flash highlights the company's strong performance in the recent quarter.
Limbach Holdings, Inc. Reports First Quarter 2026 Results
Limbach Holdings, Inc. reported solid first-quarter 2026 results aligning with expectations, with total revenue increasing 4.3% to $138.9 million and Owner Direct Relationships (ODR) revenue up 10.4%. Despite a decrease in gross profit and net income compared to the prior year, the company reaffirmed its full-year 2026 revenue guidance of $730 million to $760 million and Adjusted EBITDA of $90 million to $94 million, driven by strong bookings and momentum in the data center vertical. Management anticipates margin improvement through pricing, operational, and integration initiatives throughout 2026.
Limbach Holdings (NASDAQ: LMB) Q1 2026 earnings drop as margins tighten
Limbach Holdings reported weaker Q1 2026 financial results, with net income falling to $4.4 million ($0.36 diluted EPS) from $10.2 million ($0.85 diluted EPS) a year earlier, despite a slight increase in revenue to $138.9 million. The decline was primarily driven by tightening gross margins in both its Owner Direct Relationships (ODR) and General Contractor Relationships (GCR) segments, alongside a significant cash outflow from operations and increased debt. The acquisition of Pioneer Power contributed to revenue but also brought lower gross margins, impacting overall profitability.
Earnings Flash (LMB) Limbach Holdings, Inc. Reports Q1 Revenue $138.9M, vs. FactSet Est of $134.2M
Limbach Holdings, Inc. (LMB) reported first-quarter revenue of $138.9 million, surpassing the FactSet consensus estimate of $134.2 million. This financial update, released on May 5, 2026, also included news of the company posting Q1 adjusted EPS of $0.64 per share, significantly exceeding the FactSet estimate of $0.21. The article highlights Limbach's continued performance in the construction and engineering sector, focusing on its Owner Direct Relationships (ODR) and General Contractor Relationships (GCR) segments.
Is Limbach Holdings (LMB) Signaling A Shift In Its Growth Story With Flat Revenue Expectations?
Limbach Holdings recently reported quarterly results with expectations for flat year-on-year revenue, raising questions about its growth momentum. The company's investment narrative focuses on higher-margin owner-direct work, disciplined M&A, and margin expansion, which management aims to continue despite the near-term revenue flatness. While some analysts had more optimistic revenue forecasts for Limbach, the current flat revenue outlook places a greater emphasis on management's ability to maintain margin progress and execute on its strategic pillars.
Limbach earnings ahead: Can data center push offset margin pressure?
Limbach Holdings Inc. is reporting first-quarter earnings, with investors focused on whether the company's strong position in the growing data center market can offset margin pressure and seasonal declines. Analysts expect $0.21 EPS on $134.1 million revenue. Key concerns include margin performance, integration of acquisitions, and the ability to reaffirm 2026 organic growth guidance amidst customer caution.
Discipline and Rules-Based Execution in LMB Response
This article provides an AI-driven analysis for Limbach Holdings Inc. (NYSE: LMB), highlighting current strong sentiment but a weak long-term outlook with elevated downside risk. It details three trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, and offers real-time signals and personalized alerts for subscribers.
Jayme Brooks Sells 3,440 Shares of Limbach (NASDAQ:LMB) Stock
Limbach CFO Jayme Brooks sold 3,440 shares of the company's stock for $344,000 under a pre-arranged trading plan, reducing her stake by 2.67%. This transaction follows Limbach's recent earnings report, where it beat EPS estimates but missed on revenue. The company maintains a "Moderate Buy" consensus rating from analysts with a target price of $116.67.
Limbach (LMB) CFO Jayme Brooks sells 3,440 shares under 10b5-1 plan
Limbach Holdings, Inc. (LMB) CFO Jayme L. Brooks sold 3,440 shares of common stock at $100 per share on April 30, 2026, through a pre-arranged Rule 10b5-1 trading plan established on December 16, 2025. Following this transaction, Brooks directly holds 125,227 shares, with an additional 3,897 shares held indirectly by the Brooks Family Trust. This open-market sale is recorded in a Form 4 filing, showing a net sale of 3,440 shares valued at $344,000.
Limbach to Participate in Oppenheimer 21st Annual Industrial Growth Conference
Limbach Holdings, Inc. announced that its CEO, Michael McCann, and CFO, Jayme Brooks, will participate in the Oppenheimer 21st Annual Industrial Growth Conference on Thursday, May 7, 2026. They will host virtual one-on-one and small group investor meetings, and a webcast presentation will be available for viewing at 9:00 AM ET on the same day. Limbach is a building systems solutions firm specializing in mechanical, electrical, plumbing, and controls (MEPC) systems for mission-critical facilities.
Limbach CFO Jayme Brooks sells $217,412 of LMB shares
Limbach Holdings, Inc. (NASDAQ:LMB) CFO Jayme L. Brooks sold 2,173 shares of company stock for a total of $217,412 on April 24, 2026, as part of a pre-arranged trading plan. Following the transaction, Ms. Brooks directly holds 128,667 shares and indirectly holds 3,897 shares. This comes after Limbach reported mixed Q4 2025 earnings, with EPS beating expectations but revenue falling short, while Stifel maintained a Buy rating and raised the price target to $107 citing strong margin performance and growth opportunities.
Limbach CFO Jayme Brooks sells $217,412 of LMB shares
Limbach Holdings, Inc. CFO Jayme L. Brooks sold 2,173 shares of the company's common stock for $217,412 on April 24, 2026, pursuant to a pre-arranged trading plan. Following the sale, she directly holds 128,667 shares, with an additional 3,897 shares held indirectly by the Brooks Family Trust. This transaction comes after Limbach reported strong Q4 2025 EPS but a revenue miss, and Stifel reiterated a Buy rating with a raised price target due to margin performance and growth opportunities.
Limbach (LMB) Projected to Post Quarterly Earnings on Tuesday
Limbach (LMB) is projected to release its Q1 2026 earnings on Tuesday, May 5th, with analysts forecasting earnings of $0.2087 per share and $134.23 million in revenue. The company previously exceeded EPS estimates in the prior quarter with $1.40 and saw a 30.1% year-over-year revenue increase. Insiders have recently sold approximately $1.78 million worth of shares, while institutional investors hold a significant stake in the company.
Limbach (NASDAQ:LMB) CFO Jayme Brooks Sells 2,173 Shares
Limbach CFO Jayme Brooks sold 2,173 shares of the company's stock for approximately $217,409. This transaction reduced her stake by 1.66% to 128,667 shares. The company recently reported Q1 EPS of $1.40, beating estimates, and revenue of $186.87 million, which missed expectations but was up 30.1% year-over-year.
Limbach (NASDAQ: LMB) CFO sells 2,173 shares under 10b5-1 plan
Limbach Holdings CFO Jayme L. Brooks sold 2,173 shares of company common stock at a weighted average price of $100.0516 per share on April 24, 2026. This transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 16, 2025. Following the sale, Brooks directly holds 128,667 shares and indirectly holds 3,897 shares through the Brooks Family Trust.
Limbach Holdings Adjusts Valuation Amid Rising Profits and Increased Debt Levels
Limbach Holdings, Inc. has recently seen its valuation grade adjusted to "fair" due to a reassessment of various financial metrics, despite significant profit growth. While the company recorded a 36.3% rise in profits over the past year, it faces challenges including a 40.13% debt-equity ratio and a 13.47% increase in raw material costs. Key financial ratios mentioned include a P/E of 24, Price to Book Value of 5.09, and ROE of 21.54%.
Is Limbach Holdings, Inc. (LMB) A Good Stock To Buy Now?
This article summarizes a bullish thesis on Limbach Holdings, Inc. (LMB) from InfoArb Sheets’s Substack, noting the company's valuation metrics. Limbach Holdings, Inc. is described as a building systems solutions company specializing in mechanical, electrical, plumbing, and controls (MEPC) services. The article aims to inform readers about the investment potential of LMB based on this specific analysis.
