secwatch.observer — SEC 8-K summary ====================================== Issuer: Limbach Holdings, Inc. (LMB) CIK: 0001606163 Form: 8-K Filed at: 2026-05-05T23:59:59+00:00 Accession: 0001628280-26-030701 Event type: earnings Sentiment: negative Materiality: 0.75 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Limbach Q1 2026: net income down 57% to $4.4M; reaffirms FY guidance -------------------------------------------------------------------- - 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 Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1606163/000162828026030701/0001628280-26-030701-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1606163/000162828026030701/lmb-20260505.htm HTML page: https://secwatch.observer/filing/0001628280-26-030701 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer