{"filings":[{"id":500236,"accession_number":"0001628280-26-035982","cik":1606163,"company_name":"Limbach Holdings, Inc.","ticker":"LMB","form_type":"8-K","filed_at":"2026-05-18T20:35:33+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Limbach appoints Michael Reed as EVP & COO effective May 18, 2026","event_type":"leadership","confidence":"high","bullets":["Michael Reed appointed Executive Vice President and Chief Operating Officer; role is newly created.","Annual base salary increased to $425,000; target bonus opportunity of 60% of base salary.","Initial equity award of $91,896 (1/3 time-based RSUs, 2/3 market-based stock units).","Reed joined Limbach in 2019; most recently SVP Midwest Regional Manager overseeing growth.","Compensation includes $1,000/month vehicle allowance; eligible for 2027 equity award."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94046,"accession_number":"0001628280-26-030701","cik":1606163,"company_name":"Limbach Holdings, Inc.","ticker":"LMB","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Limbach Q1 2026: net income down 57% to $4.4M; reaffirms FY guidance","event_type":"earnings","confidence":"high","bullets":["Net income $4.4M ($0.36 diluted EPS) vs $10.2M ($0.85) YoY; adjusted net income $7.8M ($0.64) vs $13.5M ($1.12)","Revenue $138.9M (+4.3% YoY); ODR $99.8M (+10.4%), GCR $39.0M (-8.6%); gross margin 22.4% vs 27.6%","Bookings $209.1M with 1.5x book-to-bill; data center ~27% of bookings","Adjusted EBITDA $8.7M vs $14.9M; cash used in operations $7.8M vs $2.2M provided","FY2026 guidance reaffirmed: revenue $730-760M, Adjusted EBITDA $90-94M"],"consensus_eps_estimate":null,"consensus_eps_actual":0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":138859000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106123,"accession_number":"0001628280-26-013459","cik":1606163,"company_name":"Limbach Holdings, Inc.","ticker":"LMB","form_type":"8-K","filed_at":"2026-03-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Limbach reports record FY2025 results: revenue $646.8M, EPS $3.23; guides FY2026 revenue $730M-$760M","event_type":"earnings","confidence":"high","bullets":["FY2025 total revenue $646.8M (+24.7% YoY); net income $39.1M (+26.5%); adjusted EBITDA $81.8M (+28.4%).","Q4 revenue $186.9M (+30.1%); net income $12.3M ($1.02 diluted EPS); adjusted diluted EPS $1.40.","ODR revenue grew 40.6% to $485.7M, now 75.1% of total; organic ODR growth 17.0%.","FY2026 guidance: revenue $730M-$760M, adjusted EBITDA $90M-$94M; ODR 75-80% of revenue.","Board authorized $50M share repurchase program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106122,"accession_number":"0001628280-26-000237","cik":1606163,"company_name":"Limbach Holdings, Inc.","ticker":"LMB","form_type":"8-K","filed_at":"2026-01-05T23:59:59+00:00","items":["5.02","8.01","7.01","9.01"],"status":"ready","headline":"Limbach appoints Terry Dugan to board; director cash retainer raised to $75k, equity award to $120k","event_type":"leadership","confidence":"high","bullets":["Terry Dugan appointed independent director effective Jan 1, 2026, increasing board to seven members.","Dugan is former Trane VP North America Commercial Business Leader and VP M&A, with 40+ years experience.","Dugan will serve on the Compensation Committee.","Board increased non-employee director cash retainer from $60k to $75k; chairman retainer set at $80k.","Annual equity grant value for non-employee directors increased from $85k to $120k."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122422,"accession_number":"0001628280-25-056884","cik":1606163,"company_name":"Limbach Holdings, Inc.","ticker":"LMB","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Limbach authorizes $50M share repurchase program through Dec 2027","event_type":"other_material","confidence":"high","bullets":["Board authorized up to $50M of common stock repurchases through December 15, 2027.","CEO cites confidence in growth strategy, strong cash flow, and balanced capital allocation.","Repurchases may be executed via open market, private transactions, or Rule 10b5-1 plans.","Funding from existing cash, cash flow, or borrowings; program may be suspended at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122421,"accession_number":"0001628280-25-049017","cik":1606163,"company_name":"Limbach Holdings, Inc.","ticker":"LMB","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Limbach Q3: revenue $184.6M, adj EBITDA $21.8M; reaffirms FY outlook","event_type":"earnings","confidence":"high","bullets":["Total revenue $184.6M (+37.8% YoY); net income $8.8M ($0.73 diluted EPS).","Adjusted EBITDA $21.8M (+25.6% YoY); adjusted EPS $1.05.","ODR revenue $141.4M, 76.6% of total; ODR organic growth 12.2%.","Reaffirmed FY 2025 guidance: revenue $650-$680M and adjusted EBITDA $80-$86M.","Completed acquisition of Pioneer Power in Q3, expanding into Upper Midwest."],"consensus_eps_estimate":null,"consensus_eps_actual":2.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":459932000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139121,"accession_number":"0001628280-25-038649","cik":1606163,"company_name":"Limbach Holdings, Inc.","ticker":"LMB","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Limbach provides PPI acquisition details; sees $120M revenue and $10M EBITDA from PPI in FY2026","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of $66.1M funded with cash and ~$40M revolver draw.","PPI expected to contribute $120M revenue and $10M Adjusted EBITDA in FY 2026.","Updated FY2025 guidance: revenue $650–$680M, Adjusted EBITDA $80–$86M (PPI adds $40–50M revenue, $2–4M EBITDA in H2).","Company had $38.9M cash on June 30 and $84.9M revolver availability pre-deal.","No earn-out; PPI was 100% ESOP-owned, making earn-out not practical."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139120,"accession_number":"0001628280-25-037915","cik":1606163,"company_name":"Limbach Holdings, Inc.","ticker":"LMB","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Limbach Q2 revenue $142.2M (+16% YoY), raises FY2025 revenue and EBITDA guidance","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $142.2M (+16.4% YoY); net income $7.8M ($0.64 EPS) vs $6.0M prior year.","Adjusted EBITDA $17.9M (+30.0% YoY); adjusted diluted EPS $0.93 vs $0.73.","ODR revenue $108.9M (+31.7%), now 76.6% of total revenue; GCR down 15.7%.","FY2025 guidance raised: revenue $650M-$680M (prev $610M-$630M), adj. EBITDA $80M-$86M (prev $78M-$82M).","Closed acquisition of Pioneer Power on July 1 for $66.1M; credit facility expanded to $100M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":275349000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139119,"accession_number":"0001628280-25-033623","cik":1606163,"company_name":"Limbach Holdings, Inc.","ticker":"LMB","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Limbach acquires Pioneer Power for $66.1M; upsizes credit facility to $100M","event_type":"m_and_a","confidence":"high","bullets":["Acquired Pioneer Power for $66.1M initial purchase price using cash and revolving credit facility.","Senior secured revolving credit facility upsized from $50M to $100M, maturity extended to July 2030.","Pioneer Power generated ~$135M revenue and $9M adjusted EBITDA in FY 2024.","Acquisition expected to be accretive to adjusted EBITDA and EPS beginning in FY 2025.","Expands Limbach's footprint into Upper Midwest mechanical contracting market."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156639,"accession_number":"0001628280-25-031310","cik":1606163,"company_name":"Limbach Holdings, Inc.","ticker":"LMB","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Limbach shareholders approve Omnibus Plan amendment with accelerated vesting triggers","event_type":"other_material","confidence":"high","bullets":["Stockholders approved amendment to Omnibus Incentive Plan with full RSU/PSU vesting upon death or disability (PSUs at target).","Retirement (with or without notice) and reduction in force trigger pro-rata vesting of RSUs/PSUs based on time or actual performance.","Directors McCann and Krzeminski elected; advisory say-on-pay approved; Crowe LLP ratified as auditor for FY2025.","Plan amendment effective June 11, 2025 following stockholder approval at annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}