Limbach (LMB) Stock Insights

LMB price $50.72 +1.49 +3.03%

Ticker
LMB
Price
$50.72
Change
+1.49 +3.03%
Market cap ?
$604.84M
P/E ?
19.01
Forward P/E ?
12.72
Dividend yield ?
0.00%
Beta ?
1.32
Sector
Basic Materials
Industry
Construction Materials
Stocklytics score
63
Value
78
Quality
50
Growth
62

Stocklytics score rationale: value 78, quality 50, growth 62.

Financials

2016201720182019202020212022202320242025
446994000485739000546526000553334000568209000490351000496782000516350000518781000646804000

Limbach Holdings, Inc. operates as a building systems solution company in the United States. The company operates through two segments, Owner Direct Relationships and General Contractor Relationships. It engages in the construction or renovation projects that involve primarily include mechanical, electrical, plumbing, and controls services (MEPC). It also provides professional and consultative services; inspection…

Fair value

LMB fair value $84.26. Price $50.72. Price is 40% below fair value.

Below fair value, and cheaper than usual. A larger discount than on 96% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 50.61M. Growth 14.98%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 11.59% (beta 1.3). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 11.92M. Net debt 44.53M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare LMB

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-03—1.21—218.59M
2026-08-040.640.93173.46M177.33M
2026-05-050.640.28138.86M134.23M
2026-03-021.401.24186.87M197.56M
2025-11-041.051.09184.58M198.45M
2025-08-050.930.81142.24M170.27M
2025-05-051.120.30133.11M145.68M
2025-03-101.150.84143.65M149.37M
2024-11-050.620.53133.92M149.37M
2024-08-060.500.37122.23M122.65M
2024-05-080.640.34118.98M122.65M
2024-03-130.440.40142.69M131.97M
2023-11-080.610.32127.77M129.37M
2023-08-090.460.16124.88M125.50M
2023-05-080.270.05121.01M115.32M
2023-03-090.370.36143.48M154.00M
2022-11-090.340.19122.36M130.00M
2022-08-090.080.09116.12M123.18M
2022-05-100.030.02114.82M114.37M
2022-03-160.480.40126.81M128.57M
2021-11-100.380.30129.18M126.31M
2021-08-120.070.08121.02M116.20M
2021-05-14-0.08-0.01113.34M646.06M
2021-03-250.050.01130.40M—
2020-11-120.310.09163.86M213.01M
2020-08-130.37-0.31135.19M113.26M
2020-06-150.04-0.16138.77M2.22B
2020-05-120.050.11138.86M190.81M
2019-11-140.100.23147.77M67.17M
2019-08-14-0.130.19132.75M125.97M
2019-05-150.28-0.08133.95M38.21M
2019-04-150.480.12151.38M33.44M
2018-11-19-0.460.41135.06M120.38M
2018-08-140.090.30139.53M465.00M
2018-05-15-0.600.05120.55M10.04M
2018-04-020.330.39131.41M391.62M
2017-11-14-0.120.21121.30M212.27M
2017-08-140.100.11117.84M188.48M
2017-05-15-0.19—115.19M—
2017-04-17-0.10-0.07133.72M80.64M

Dividends

Yield 0.00%. Payout ratio 0.00%. Frequency —.

Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-09-15Sharp JaySell5.09K$50.21255.77K
2026-09-15Krzeminski Laurel JBuy500$50.5825.29K
2026-09-15Horowitz JoshuaBuy662$51.2533.93K
2026-09-15Horowitz JoshuaBuy3.35K$50.61169.33K
2026-09-15Horowitz JoshuaBuy212$50.6610.74K
2026-09-14Gaboury David RichardBuy1.94K$51.3599.62K
2026-09-11Horowitz JoshuaBuy2.60K$49.01127.43K
2026-09-11Horowitz JoshuaBuy1.00K$49.5949.59K
2026-06-15Sharp JaySell788$78.4661.83K
2026-06-15Sharp JaySell1.86K$79.67148.35K
2026-06-15Sharp JaySell2.02K$80.34162.36K
2026-06-15Sharp JaySell200$81.3216.26K
2026-06-15Sharp JaySell720——
2026-05-18Reed Michael JamesBuy403——
2026-05-18Reed Michael JamesOther0——
2026-04-30Brooks Jayme L.Sell3.44K$100.00344.00K
2026-04-24Brooks Jayme L.Sell2.17K$100.05217.41K
2026-04-13Brooks Jayme L.Sell5.70K$85.43487.19K
2026-04-09Brooks Jayme L.Sell841$85.1171.58K
2026-04-08Brooks Jayme L.Sell3.37K$85.19286.76K
2026-03-17Brooks Jayme L.Sell2.64K$77.10203.33K
2026-03-17Brooks Jayme L.Sell4.17K$78.07325.32K
2026-03-17Brooks Jayme L.Sell460$78.8036.25K
2026-03-17Brooks Jayme L.Sell1.55K$80.28124.11K
2026-03-17Brooks Jayme L.Sell1.10K$81.4089.54K
2026-03-16Sharp JaySell491$78.6138.60K
2026-03-16Sharp JaySell709$79.5256.38K
2026-03-16Sharp JaySell300$80.5524.17K
2026-03-16Sharp JaySell500$81.6640.83K
2026-03-16Sharp JaySell700——
2026-03-02Sharp JayBuy28.75K——
2026-03-02Sharp JaySell12.36K$89.171.10M
2026-03-02Brooks Jayme L.Buy40.84K——
2026-03-02Brooks Jayme L.Sell16.07K$89.171.43M
2026-03-02McCann Michael MBuy52.01K——
2026-03-02McCann Michael MSell20.47K$89.171.82M
2026-03-02Angerosa NicholasBuy22.56K——
2026-03-02Angerosa NicholasSell8.88K$89.17791.65K
2026-01-20Dugan Terence PatrickBuy1.50K——
2026-01-01Dugan Terence PatrickOther0——
2026-01-01Sharp JayBuy487——
2026-01-01Sharp JayBuy929——
2026-01-01Sharp JaySell1.76K$77.85136.70K
2026-01-01Sharp JayBuy1.68K——
2026-01-01Sharp JaySell929——
2026-01-01Sharp JaySell487——
2026-01-01McCann Michael MBuy1.50K——
2026-01-01McCann Michael MBuy2.63K——
2026-01-01McCann Michael MSell2.54K$77.85197.58K
2026-01-01McCann Michael MBuy1.08K——
2026-01-01McCann Michael MBuy4.70K——
2026-01-01McCann Michael MBuy6.26K——
2026-01-01McCann Michael MSell4.70K——
2026-01-01McCann Michael MSell1.08K——
2026-01-01McCann Michael MSell2.63K——
2026-01-01McCann Michael MSell1.50K——
2026-01-01Gaboury David RichardBuy956——
2026-01-01Gaboury David RichardBuy1.50K——
2026-01-01Gaboury David RichardSell956——
2026-01-01ALVARADO LINDA GBuy956——
2026-01-01ALVARADO LINDA GBuy1.50K——
2026-01-01ALVARADO LINDA GSell956——
2026-01-01McNally Michael FBuy956——
2026-01-01McNally Michael FBuy1.50K——
2026-01-01McNally Michael FSell956——
2026-01-01Horowitz JoshuaBuy956——
2026-01-01Horowitz JoshuaBuy1.50K——
2026-01-01Horowitz JoshuaSell956——
2026-01-01Brooks Jayme L.Buy657——
2026-01-01Brooks Jayme L.Buy1.27K——
2026-01-01Brooks Jayme L.Buy98——
2026-01-01Brooks Jayme L.Buy4.44K——
2026-01-01Brooks Jayme L.Sell2.67K$77.85207.70K
2026-01-01Brooks Jayme L.Buy2.28K——
2026-01-01Brooks Jayme L.Sell4.44K——
2026-01-01Brooks Jayme L.Sell98——
2026-01-01Brooks Jayme L.Sell1.27K——
2026-01-01Brooks Jayme L.Sell657——
2026-01-01Angerosa NicholasBuy416——
2026-01-01Angerosa NicholasBuy771——
2026-01-01Angerosa NicholasSell1.58K$77.85122.93K
2026-01-01Angerosa NicholasBuy1.44K——
2026-01-01Angerosa NicholasSell771——
2026-01-01Angerosa NicholasSell416——
2026-01-01Krzeminski Laurel JBuy956——
2026-01-01Krzeminski Laurel JBuy1.50K——
2026-01-01Krzeminski Laurel JSell956——
2025-12-16Brooks Jayme L.Sell614——
2025-12-15Sharp JaySell900$77.2569.52K
2025-12-15Sharp JaySell500$77.8638.93K
2025-12-15Sharp JaySell500$78.9939.49K
2025-12-15Sharp JaySell100$80.058.01K
2025-12-12Sharp JaySell410——
2025-09-16Sharp JaySell488——
2025-09-15Sharp JaySell2.00K$106.09212.18K
2025-08-12Gaboury David RichardBuy1.40K$106.00148.40K
2025-06-13Sharp JaySell100$134.4813.45K
2025-06-13Sharp JaySell300$135.9640.79K
2025-06-13Sharp JaySell880$137.43120.93K
2025-06-13Sharp JaySell420$138.2258.05K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 192, holders -6 vs prior quarter. Ownership 82.56%.

HolderSharesChangeChange %Value
BLACKROCK, INC.979.36K132.49K+15.64%75.41M
THRIVENT FINANCIAL FOR LUTHERANS864.21K-15.43K-1.75%66.54M
FMR LLC735.52K33.60K+4.79%56.64M
VANGUARD CAPITAL MANAGEMENT LLC481.32K18.55K+4.01%37.06M
ROYCE & ASSOCIATES LP444.32K63.55K+16.69%34.21M
WASATCH ADVISORS LP380.86K-588.78K-60.72%29.33M
NEUMEIER POMA INVESTMENT COUNSEL LLC323.95K10.02K+3.19%24.94M
GEODE CAPITAL MANAGEMENT, LLC298.04K25.57K+9.38%22.95M
CORSAIR CAPITAL MANAGEMENT, L.P.287.69K-23.66K-7.60%22.15M
DIMENSIONAL FUND ADVISORS LP264.78K-991-0.37%20.39M
STATE STREET CORP253.62K18.56K+7.89%19.53M
SEGALL BRYANT & HAMILL, LLC250.84K82.47K+48.98%19.31M
CITADEL ADVISORS LLC218.93K209.63K+2254.06%16.86M
ROCKEFELLER CAPITAL MANAGEMENT L.P.209.44K-21.18K-9.19%16.13M
CASTLEKNIGHT MANAGEMENT LP200.00K200.00KNew15.40M
GENEVA CAPITAL MANAGEMENT LLC185.53K-50.56K-21.42%14.29M
BOSTON PARTNERS167.87K167.87KNew12.86M
POINT72 ASSET MANAGEMENT, L.P.151.11K151.11KNew11.64M
NORTHERN TRUST CORP143.17K-7.34K-4.88%11.02M
GOLDMAN SACHS GROUP INC137.32K38.24K+38.60%10.57M
MORGAN STANLEY133.90K-22.93K-14.62%10.31M
POLAR ASSET MANAGEMENT PARTNERS INC.131.90K42.60K+47.70%10.16M
JANE STREET GROUP, LLC125.14K116.33K+1321.99%9.64M
CASTLEKNIGHT MANAGEMENT LP120.50K120.50KNew9.28M
GRANITE INVESTMENT PARTNERS, LLC110.62K351+0.32%8.52M

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Limbach (LMB) Stock Insights

LMB$50.72+1.49 +3.03%

$604.84M

Market Cap

19.01

P/E

12.72

Forward P/E

63

Score

Price History