secwatch.observer — SEC 8-K summary
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Issuer:     Limbach Holdings, Inc. (LMB)
CIK:        0001606163
Form:       8-K
Filed at:   2026-08-04T20:20:38+00:00
Accession:  0001628280-26-052611
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Limbach Q2 revenue up 22% to $173.5M but net income down 39%; acquires CYMCOR for $30M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1606163/000162828026052611/0001628280-26-052611-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1606163/000162828026052611/lmb-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-052611

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