Professional
Added to YB: 2024-07-29
Pitch date: 2024-07-26
LMB [bullish]
Limbach Holdings, Inc.
+17.73%
current return
Author Info
No bio for this author
Company Info
Limbach Holdings, Inc. operates as a building systems solution company in the United States. It operates through two segments, General Contractor Relationships and Owner Direct Relationships.
Market Cap
$792.6M
Pitch Price
$64.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.54
P/E
22.51
EV/Sales
1.43
Sector
Construction and Engineering
Category
growth
Greystone Capital Management Portfolio Holding: Limbach Holdings, Inc.
LMB: Construction/engineering co. shifting to high-margin ODR (recurring revenue). Healthcare & data centers focus. Est. 30% gross margins, 12% EBITDA margins. Relationship-based approach vs. transactional competitors. Investments for 2026+ growth. Potential for price increases & M&A. Reducing cyclicality. FCF/share growth expected. Management's long-term focus key.
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