{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-24-010990","form_type":"8-K","ticker":"LMB","cik":"0001606163","company_name":"Limbach Holdings, Inc.","filed_at":"2024-03-13T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.790039+00:00","generated_at":"2026-06-04T22:19:05.559883+00:00","sec_items":["1.01","2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Limbach Q4 net income $5.2M, FY EPS $1.76; ODR revenue up 21% YoY; guides FY 2024 EBITDA $49-53M","bullets":["FY 2023 net income $20.8M ($1.76 diluted EPS) vs $6.8M ($0.64); Adj. EBITDA $46.8M vs $31.8M, up 47%.","Q4 revenue $142.7M (-0.6% YoY); gross profit $33.3M (+14%); margin 23.3% vs 20.4%.","ODR segment Q4 revenue $78.6M, up 22.8% YoY; ODR accounted for 55.1% of consolidated revenue.","2024 guidance: revenue $510-530M; Adj. EBITDA $49-53M.","Credit agreement amendment: L/C sublimit raised to $10M; certain covenant restrictions removed."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-24-010990","json":"https://secwatch.observer/filing/0001628280-24-010990.json","markdown":"https://secwatch.observer/filing/0001628280-24-010990.md","text":"https://secwatch.observer/filing/0001628280-24-010990.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1606163/000162828024010990/0001628280-24-010990-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1606163/000162828024010990/lmb-20240313.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T22:19:05.559883+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"8d76e0df86444676f39f9b7540ffb352b04d9027","claim":"Limbach Holdings, Inc. reported the year ended December 31, 2023 results: revenue $516.4 million, net income $20.8 million, EPS $1.76 per diluted share.","evidence_excerpt":"up 8.8% from $11.6 million. • Net cash provided by operating activities of $13.9 million compared to $12.4 million. 2023 Overview Compared to 2022 • Consolidated revenue of $516.4 million, an increase of 3.9% from $496.8 million. • Gross profit of $119.3 million, an increase of 27.3% from $93.7 million. • Net income of $20.8 million, or $1.76 per diluted share,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1606163/000162828024010990/0001628280-24-010990-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the year ended December 31, 2023"},{"label":"Revenue","value":"$516.4 million"},{"label":"Net income","value":"$20.8 million"},{"label":"EPS","value":"$1.76 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"7186aaf38e80005cb655ade4fb9fd623fdbcc926","claim":"Limbach Holdings, Inc. amended First Amendment to the Second A&R Wintrust Credit Agreement with Wheaton Bank & Trust Company, N.A., a subsidiary of Wintrust Financial Corporation (effective 2024-03-13).","evidence_excerpt":"On March 13, 2024, Limbach Facility Services LLC, Limbach Holdings LLC and other designated loan parties entered into a first amendment to the second amended and restated Wintrust credit agreement (the “First Amendment to the Second A&R Wintrust Credit Agreement”) with the lenders party thereto and Wheaton Bank & Trust Company, N.A., a subsidiary of Wintrust Financial Corporation (collectively, “Wintrust”), as administrative agent.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1606163/000162828024010990/0001628280-24-010990-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"amendment"},{"label":"Agreement","value":"credit facility"},{"label":"Counterparty","value":"Wheaton Bank & Trust Company, N.A., a subsidiary of Wintrust Financial Corporation"},{"label":"Effective","value":"2024-03-13"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}