{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-052611","form_type":"8-K","ticker":"LMB","cik":"0001606163","company_name":"Limbach Holdings, Inc.","filed_at":"2026-08-04T20:20:38+00:00","discovered_at":"2026-08-04T20:22:04.325058+00:00","generated_at":"2026-08-04T20:22:34.968948+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Limbach Q2 revenue up 22% to $173.5M but net income down 39%; acquires CYMCOR for $30M","bullets":["Q2 revenue $173.5M (+21.9% YoY), net income $4.7M ($0.39 diluted EPS) vs $7.8M ($0.64) prior year.","Adjusted EBITDA $13.9M vs $17.9M prior year; full-year guidance revised: revenue $760-790M (up), Adj. EBITDA $78-84M (down from $90-94M).","Acquired CYMCOR for $30M cash/debt; CYMCOR expected to contribute ~$12M revenue and $4M adjusted EBITDA in 2027.","ODR revenue 74% of total; bookings $182M with 1.1x book-to-bill.","Gross margin fell to 21.5% from 28.0% due to Pioneer Power integration and project timing."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-052611","json":"https://secwatch.observer/filing/0001628280-26-052611.json","markdown":"https://secwatch.observer/filing/0001628280-26-052611.md","text":"https://secwatch.observer/filing/0001628280-26-052611.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1606163/000162828026052611/0001628280-26-052611-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1606163/000162828026052611/lmb-20260804.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-04T20:22:34.968948+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}