{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-030701","form_type":"8-K","ticker":"LMB","cik":"0001606163","company_name":"Limbach Holdings, Inc.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.582489+00:00","generated_at":"2026-05-14T23:23:22.599058+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Limbach Q1 2026: net income down 57% to $4.4M; reaffirms FY guidance","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"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-030701","json":"https://secwatch.observer/filing/0001628280-26-030701.json","markdown":"https://secwatch.observer/filing/0001628280-26-030701.md","text":"https://secwatch.observer/filing/0001628280-26-030701.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1606163/000162828026030701/0001628280-26-030701-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1606163/000162828026030701/lmb-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:23:22.599058+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":"8827a4d9129c4abd77fdd9d719167b4db8184f67","claim":"Limbach Holdings, Inc. reported quarter ended March 31, 2026 results: revenue $138.9 million, net income $4.4 million, EPS $0.36 per diluted share. Guidance reaffirmed.","evidence_excerpt":"Total revenue increased 4.3% to $138.9 million from $133.1 million • Owner Direct Relationships (“ODR”) revenue increased 10.4%, or $9.4 million, to $99.8 million, or 71.9% of total revenue • Total sales booked during the quarter were $209.1 million, generating a book-to-bill ratio of 1.5x • Net income of $4.4 million, or $0.36 per diluted share, compared to $10.2 million, or $0.85 per diluted share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1606163/000162828026030701/0001628280-26-030701-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended March 31, 2026"},{"label":"Revenue","value":"$138.9 million"},{"label":"Net income","value":"$4.4 million"},{"label":"EPS","value":"$0.36 per diluted share"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}