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Limbach Holdings, Inc. (LMB), through subsidiary Limbach Facility Services LLC, entered into a new Credit Agreement with PNC Bank and other lenders providing a senior secured credit facility of up to $300.0 million, maturing on September 9, 2031. The facility consists of a $200.0 million revolving credit facility (including a $20.0 million swingline subfacility and a $25.0 million letter of credit subfacility), a $50.0 million term loan, and a $50.0 million delayed draw term loan, with the ability to request additional commitments up to the greater of $150.0 million and 100% of Consolidated EBITDA, subject to conditions.
Loans bear interest at either a Base Rate plus 0.50%–1.50% or Term SOFR plus 1.50%–2.50%, with swingline loans at Daily SOFR plus 1.50%–2.50%, and a 0.20%–0.35% commitment fee on unused portions, all based on the Consolidated Net Leverage Ratio. The agreement is guaranteed by certain subsidiaries and secured by substantially all assets of the borrower and guarantors, and includes financial covenants requiring a maximum Consolidated Net Leverage Ratio of 3.00 to 1.00 (temporarily 3.50 to 1.00 in connection with certain acquisitions) and a minimum Consolidated Fixed Charge Coverage Ratio of 1.15 to 1.00. In connection with this new facility, the company terminated its prior $125.0 million Wintrust revolving facility and repaid approximately $118.1 million of principal using proceeds from the PNC facility; about $7.0 million of existing letters of credit remain supported by cash collateral until expiry or replacement.
Limbach Holdings, Inc. (LMB) closed the acquisition of Madison, Wisconsin-based MEP contractor 1901 Inc. for an initial purchase price of $63 million, funded with available cash and borrowings under its recently expanded revolving credit facility. The deal also includes up to $6 million in performance-based earn-outs over the next two years, contingent on specified performance targets.
The acquisition expands Limbach’s Midwest footprint and establishes its largest electrical operation, while adding mechanical, plumbing, controls, fabrication, service, and underground utility capabilities. 1901 brings about 450 employees, strengthening Limbach’s presence in healthcare, higher education, industrial, and cultural facilities and adding exposure to advanced manufacturing, life sciences, and technology. Limbach expects 1901 to contribute approximately $140 million of revenue and $11 million of adjusted EBITDA in 2027 and plans to apply its operating platform to deepen customer relationships, broaden services, and seek margin improvement.
Capital International Investors, an institutional investor, filed an amended Schedule 13G indicating it is no longer a beneficial owner of Limbach Holdings, Inc. common stock. The filing reports ownership of 0 shares, representing 0.0% of the class, with no sole or shared voting or dispositive power.
The amendment notes that Capital International Investors is a division of several Capital Group investment management entities and states that 0 shares are beneficially owned out of 11,921,067 Limbach shares believed to be outstanding. The filer therefore now falls under the category of owning 5 percent or less of this class of securities.
Limbach Holdings, Inc. reported softer profitability on higher sales for the quarter ended June 30, 2026. Revenue was $173,457 (in thousands) versus $142,241 (in thousands) a year earlier, but net income declined to $4,747 (in thousands) from $7,762 (in thousands), with diluted EPS of $0.39 versus $0.64.
For the first six months of 2026, revenue rose to $312,316 (in thousands) from $275,349 (in thousands), while net income fell to $9,127 (in thousands) from $17,976 (in thousands) as gross profit contracted and interest expense increased. The Owner Direct Relationships segment generated $128,414 (in thousands) of Q2 revenue and $30,760 (in thousands) of gross profit; General Contractor Relationships contributed $45,043 (in thousands) of revenue and $6,533 (in thousands) of gross profit.
Cash and cash equivalents increased to $17,529 (in thousands) at June 30, 2026, supported by $10,928 (in thousands) of operating cash flow in the first half. Total debt was $41,050 (in thousands), including $17,500 (in thousands) outstanding on the upsized Wintrust revolving credit facility. The Pioneer Power acquisition accounted for $66,612 (in thousands) of consideration and added $54,500 (in thousands) of revenue in the first half, but operates at a lower gross margin. Remaining performance obligations were $263.2 million in ODR and $200.1 million in GCR. Subsequent events include a July 2026 expansion of the credit facility to $125.0 million and an August 2026 acquisition of CYMCOR for $30.0 million.
Limbach Holdings, Inc. reported Q2 2026 results with total revenue up 21.9% to $173.5 million, driven largely by its Pioneer Power acquisition and strong Owner Direct Relationships. Bookings were $182.0 million, yielding a 1.1x book-to-bill ratio.
Profitability softened: gross margin declined to 21.5% from 28.0%, net income fell to $4.7 million from $7.8 million, and Adjusted EBITDA decreased to $13.9 million from $17.9 million, as lower-margin Pioneer Power work, reduced project write-ups and data-center labor and material competition weighed on margins. Operating cash flow improved to $18.7 million from $2.0 million.
The company raised its 2026 revenue outlook to $760–$790 million but reduced Adjusted EBITDA guidance to $78–$84 million, reflecting lower expected margins. Limbach also closed the $30.0 million acquisition of CYMCOR, a data-center–focused professional services firm the company expects to generate about $12 million of revenue and $4 million of Adjusted EBITDA in 2027.
Limbach Facility Services LLC, a wholly owned subsidiary of Limbach Holdings, Inc., entered into a Third Amendment to its Second Amended and Restated Credit Agreement with Wheaton Bank & Trust Company, N.A. and other lenders on July 24, 2026.
The amendment increases the aggregate principal amount of the senior secured revolving credit facility from $100.0 million to $125.0 million, reduces applicable margins for Term SOFR and Prime Rate revolving loans based on the Borrower’s Senior Leverage Ratio, and updates certain defined terms along with other related and conforming changes. The full amendment is provided as an exhibit to the report.
Wasatch Advisors filed an amended Schedule 13G reporting beneficial ownership of 380,863 shares of Limbach Holdings Inc common stock, representing 3.2% of the class.
Wasatch Advisors reports sole voting power over 287,193 shares and sole dispositive power over all 380,863 shares, with no shared voting or dispositive power. The filing states this represents ownership of 5 percent or less of the class.
Limbach Holdings, Inc. Executive Vice President Jay Sharp reported multiple stock transactions. On June 15, 2026, he sold a total of 4,871 shares of common stock in several open‑market trades at weighted average prices between $78.46 and $81.32, and made a bona fide gift of 720 shares for no consideration.
The filing notes that one transaction is part of a Rule 10b5-1 trading plan adopted on March 14, 2026, indicating a pre‑arranged selling program. After these transactions, Sharp directly holds 72,736 shares of Limbach common stock.
Morgan Stanley Smith Barney LLC Executive Financial Services filed a Form 144 notice for proposed sales of Common Stock tied to Restricted Stock Units. The filing lists 4,871 Restricted Stock Units dated 01/01/2024 and discloses a 10b5-1 sale by Jay Sharp of 2,000 shares on 03/16/2026 with an aggregate amount of $159,971.20.
Limbach Holdings, Inc. reported the results of its 2026 annual stockholder meeting. Stockholders present in person or by proxy represented 10,432,247 common shares entitled to vote. They elected three Class A directors — Joshua S. Horowitz, Linda G. Alvarado and Terence P. Dugan — to serve until the 2029 annual meeting.
Stockholders approved on a non-binding basis the compensation of the company’s named executive officers and supported holding the say-on-pay vote every one year. They also ratified the appointment of Crowe LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.