Limbach Holdings, Inc. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 62/100
What the filing says
Limbach reported Q2 2026 revenue of $173.5M (+21.9% YoY), but reduced full-year 2026 guidance: revenue to $760–$790M (from $730–$760M) and Adjusted EBITDA to $78–$84M (from $90–$94M). On August 4, 2026, the company completed acquisition of CYMCOR, Inc. for $30M cash/debt, expecting ~$12M revenue and $4M Adjusted EBITDA in 2027. Q2 net income fell 38.8% to $4.7M; Adjusted EBITDA declined 22.3% to $13.9M. Gross margins compressed due to Pioneer Power (July 2025 acquisition) integration and project timing issues.
Why this rating
Guidance cut material relative to $1.5B market cap (~5% of prior range); CYMCOR $30M deal is 2% of cap but validates strategy. Q2 margin compression and earnings miss offset by strong bookings (1.1x ratio) and management confidence in H2 execution.
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