Welcome to our dedicated page for Limbach Hldgs SEC filings (Ticker: LMB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Limbach Holdings, Inc. filings document the operating results, governance and capital structure of a building systems solutions company focused on MEPC infrastructure. Its Form 8-K disclosures report quarterly and annual results, Regulation FD investor presentations, major project and strategy updates, completed acquisition-related communications, and capital actions such as share repurchase authorization.
Proxy filings cover board matters, executive compensation and shareholder voting items. Other disclosures address credit agreement amendments, revolving credit capacity, letters of credit, maturity terms and covenant changes tied to the company’s financing arrangements, as well as formal records of corporate address changes and public-company reporting status.
Reed Michael James reported acquisition or exercise transactions in this Form 4 filing.
Limbach Holdings, Inc. reported that Chief Operating Officer Michael James Reed received a grant of 403 restricted stock units (RSUs) on May 18, 2026. These RSUs vest in three annual installments on May 18, 2027, May 18, 2028, and May 18, 2029, subject to continued employment.
The filing also shows he directly holds 3,507 shares of common stock after the reported transactions. Earlier RSU awards granted in 2024, 2025 and 2026 are scheduled to vest in tranches of 689 shares on January 1, 2027, 468 shares on January 1, 2028, and 268 shares on January 1, 2029, all subject to service-based vesting conditions.
The company notes that any performance-based or market-based RSUs that may be earned, but whose performance outcomes are not yet determined, will be reported later on separate Forms 4. No open‑market purchases or sales are reported in this filing.
Limbach Holdings, Inc. Chief Operating Officer Michael James Reed has reported his initial ownership on a Form 3. He directly holds 3,507 shares of common stock, which include awards of restricted stock units (RSUs) granted between January 1, 2024 and January 1, 2026.
These RSUs are subject to service-based vesting conditions and are scheduled to vest in the aggregate as follows: 689 shares on January 1, 2027, 468 shares on January 1, 2028, and 268 shares on January 1, 2029. Any performance-based and market-based RSUs that may be earned are not included and will be reported separately on a Form 4 after performance goals are determined.
Limbach Holdings, Inc. appointed Michael J. Reed as Executive Vice President and Chief Operating Officer, effective May 18, 2026. Reed, 56, is a long-time industry executive who has held several senior operational roles at Limbach since joining in 2019, including leading integrations and the Midwest region.
Under a promotion letter, his annual base salary increases to $425,000, with a $1,000 monthly vehicle allowance and a target bonus equal to 60% of base salary. He also receives an equity award under the Omnibus Incentive Plan with a grant date value of $91,896, split between time-based restricted stock units and market-based stock units, and is eligible for a 2027 equity award equal to 80% of then-current base salary. The company states there are no disclosable family relationships or related-party transactions involving Reed and furnishes a press release describing his role in driving operational excellence and growth.
Capital International Investors files an amendment to Schedule 13G/A reporting beneficial ownership of Limbach Holdings, Inc. common stock. The filing states CII is deemed the beneficial owner of 823,702 shares, equal to 7.1% of the 11,679,391 shares believed to be outstanding. The filing lists CUSIP 53263P105 and shows sole voting and dispositive power over 823,702 shares. The amendment is signed by Aaron Espin as Senior Vice President on 05/13/2026.
Limbach Holdings reported first quarter 2026 revenue of $138.9 million, up 4.3% from $133.1 million, but profitability declined sharply. Net income fell to $4.4 million, or $0.36 per diluted share, from $10.2 million, or $0.85, as gross margin compressed from 27.6% to 22.4% and Adjusted EBITDA dropped to $8.7 million from $14.9 million.
Owner Direct Relationships revenue grew 10.4% to $99.8 million, while General Contractor Relationships revenue decreased 8.6% to $39.0 million, with acquisition-related revenue from Pioneer Power offsetting a 13.4% organic decline. Bookings were strong at $209.1 million, producing a 1.5x book-to-bill ratio and supporting management’s outlook.
The company ended March 31, 2026 with $15.8 million of cash and $32.4 million drawn on its revolving credit facility and reaffirmed full-year 2026 guidance for revenue of $730–$760 million and Adjusted EBITDA of $90–$94 million.
Limbach Holdings reported weaker Q1 2026 results despite slightly higher sales. Revenue rose to $138.9M from $133.1M, but gross profit fell to $31.2M from $36.7M as costs increased. Operating income dropped to $1.1M from $7.9M. Net income declined to $4.4M or $0.36 diluted EPS, compared with $10.2M or $0.85 a year earlier, helped by a large income tax benefit. Cash from operations swung to an outflow of $7.8M from an inflow of $2.2M, driven by working capital and contingent consideration payments. Debt increased to $57.0M, including $32.4M outstanding on the Wintrust revolving credit facility. The ODR segment generated $99.8M of revenue and GCR $39.0M. The Pioneer Power acquisition contributed $23.5M of Q1 2026 revenue, while goodwill and intangibles showed no impairment.
Limbach Holdings, Inc. Chief Financial Officer Jayme L. Brooks reported an open-market sale of 3,440 shares of common stock at $100 per share on April 30, 2026, under a pre-arranged Rule 10b5-1 trading plan adopted on December 16, 2025.
After this sale, Brooks directly holds 125,227 shares of common stock. An additional 3,897 shares are held indirectly by the Brooks Family Trust, where Brooks and her spouse serve as trustees, with beneficial ownership of those trust shares disclaimed except to the extent of her pecuniary interest.
Limbach Holdings Chief Financial Officer Jayme L. Brooks reported an open-market sale of company stock. On April 24, 2026, she sold 2,173 shares of Limbach Holdings common stock at a weighted average price of $100.0516 per share in a transaction coded as an open-market sale.
The filing states that this sale was executed pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on December 16, 2025, and occurred through multiple trades between $100.00 and $100.50 per share. After the sale, Brooks directly held 128,667 shares of common stock. The report also shows 3,897 shares held indirectly by the Brooks Family Trust, for which she and her spouse serve as trustees and where she disclaims beneficial ownership beyond her pecuniary interest.
LMB submitted a Form 144 notice regarding proposed sales of Common stock tied to Restricted Stock Units issued 01/01/2025. The filing lists prior 10b5-1 sales by Jayme Brooks on 03/17/2026, 04/08/2026, 04/09/2026, and 04/13/2026, with the filing showing numerical entries associated with each sale.
BlackRock, Inc. reported beneficial ownership of 6.9% of Limbach Holdings, Inc. common stock, representing 811,339 shares as of 03/31/2026. The filing states BlackRock holds sole voting power over 795,511 shares and sole dispositive power over 811,339 shares. The Schedule 13G/A is signed by a BlackRock Managing Director on 04/24/2026 and notes holdings reflect certain Reporting Business Units of BlackRock, Inc.