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Limbach (LMB) investor relations material
Limbach Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Q2 2025 revenue grew 16.4% to $142.2M, driven by 31.7% ODR segment growth and recent acquisitions, with ODR now 76.6% of total revenue.
Net income rose 30% to $7.8M; adjusted EBITDA increased 30% to $17.9M; gross profit up 18.9% to $39.8M, with margin at 28%.
Strategic shift to higher-margin, recurring ODR business, supported by expanded sales force and proactive customer engagement.
Completed largest acquisition, Pioneer Power, for $66.1M, expanding into the Upper Midwest and adding 300 employees.
Diversified across six verticals and 17 MSAs, reducing reliance on any single market.
Financial highlights
Q2 2025: revenue $142.2M (+16.4% YoY), gross profit $39.8M (+18.9%), adjusted EBITDA $17.9M (+30%), net income $7.8M (+30%).
YTD Q2 2025: revenue $275.3M (+14.2%), gross profit $76.5M (+18.5%), adjusted EBITDA $32.8M (+28.4%).
Adjusted diluted EPS for Q2 2025 was $0.93, up from $0.73; diluted EPS $0.64, up from $0.50.
Free cash flow for Q2: $16.1M, conversion of adjusted EBITDA at 89.7%; cash and equivalents at $38.9M.
SG&A expense: $26.6M (18.7% of revenue), up due to sales force expansion and acquisitions.
Outlook and guidance
2025 revenue guidance: $650M–$680M; adjusted EBITDA: $80M–$86M (12–13% margin); ODR mix target 70–80%.
ODR revenue growth expected at 35–50% YoY; gross margin projected at 28–29%.
Free cash flow conversion target for 2025 at least 75%; CapEx run rate expected at ~$4M, excluding $3.5M rental investment.
Revenue and adjusted EBITDA expected to be weighted more toward Q4; guidance reflects conservative approach due to Pioneer integration.
Management expects continued margin expansion and growth from ODR focus and recent acquisitions.
Explain the sales org investments.
Why did operating cash flow decrease?
Detail PPI's impact on future financials.
Long-term ODR revenue mix target?
Pioneer margin alignment timeline?
Impact of OpEx to CapEx sales strategy?
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Next Limbach earnings date
Q3 20255 Nov, 2025
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Limbach Holdings Inc. is a construction and services company that specializes in mechanical systems for buildings. The company provides design, engineering, installation, and maintenance services for heating, ventilation, air conditioning (HVAC), plumbing, and other mechanical systems. Limbach serves a variety of sectors, including healthcare, education, commercial, and government facilities, focusing on delivering energy-efficient and sustainable building solutions. The company is headquartered in Warrendale, Pennsylvania, and its shares are listed on the NASDAQ.
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