Limbach Holdings Inc. (LMB) stock falls on Q4 2025 Earnings

Limbach Holdings Inc. (LMB) reported Q4 2025 revenue of $186.9 million, a year-over-year increase of 30.09%, with gross profit of $48.1 million and operating profit of $17.6 million.

Revenue: $186.9 million (+30.09% YoY)

Gross profit: $48.1 million (+10.36% YoY)

Operating profit: $17.6 million (+34.9% YoY)

Net income attributable to common shareholders: $12.3 million (+24.97% YoY)

Diluted earnings per share: $1.02 (+24.39% YoY)

Cash from operating activities: $28.1 million (+45.83% YoY)

Purchases of property, plant and equipment: $251,000 (down 81.23% YoY)

Cash and cash equivalents: $11.4 million (down 74.6% YoY)

Total liabilities: $185.5 million (down 6.63% YoY)

Cost of sales: $138.8 million (+38.68% YoY)

Consensus revenue estimate: $199.5 million — actual revenue missed the estimate.

Consensus EPS estimate: $1.05 — diluted EPS of $1.02 was slightly below expectations.

Stock price change since market close: -6.95%

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Limbach Holdings Inc. Insider Trading Activity

Limbach Holdings Inc. insiders have traded $LMB stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $LMB stock by insiders over the last 6 months:

JAY SHARP (Regional President) has made 0 purchases and 5 sales selling 4,000 shares for an estimated $368,130.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Limbach Holdings Inc. Hedge Fund Activity

We have seen 78 institutional investors add shares of Limbach Holdings Inc. stock to their portfolio, and 152 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 305,556 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $23,787,534
WASATCH ADVISORS LP added 273,818 shares (+37.8%) to their portfolio in Q4 2025, for an estimated $21,316,731
INVESCO LTD. removed 245,211 shares (-94.8%) from their portfolio in Q4 2025, for an estimated $19,089,676
NEUMEIER POMA INVESTMENT COUNSEL LLC added 191,685 shares (+151.5%) to their portfolio in Q4 2025, for an estimated $14,922,677
DRIEHAUS CAPITAL MANAGEMENT LLC removed 153,878 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $14,944,631
ROYCE & ASSOCIATES LP added 152,956 shares (+83.7%) to their portfolio in Q4 2025, for an estimated $11,907,624
FIRST TRUST ADVISORS LP added 117,035 shares (+36.0%) to their portfolio in Q4 2025, for an estimated $9,111,174

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Limbach Holdings Inc. Analyst Ratings

Wall Street analysts have issued reports on $LMB in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Stifel issued a "Buy" rating on 10/13/2025

To track analyst ratings and price targets for Limbach Holdings Inc., check out Quiver Quantitative's $LMB forecast page.