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.
Limbach Holdings, Inc. (LMB) reported an insider sale by Executive Vice President Jay Sharp. On September 15, 2026, Sharp sold 5,094 shares of common stock at $50.21 per share in an open-market or private transaction pursuant to a Rule 10b5-1 trading plan adopted on March 14, 2026. After this sale, Sharp directly holds 67,642 shares of Limbach common stock.
Limbach Holdings, Inc. (LMB) director Laurel J. Krzeminski reported purchasing 500 shares of common stock on September 15, 2026 at $50.575 per share, through an indirect holding in a SEP IRA. After this purchase, reported holdings include 4,000 shares in the SEP IRA, 1,500 shares held directly, and 31,452 shares held indirectly through the Laurel J. Krzeminski Revocable Trust. A footnote states that recent changes reflect a reclassification of how these holdings are presented and do not change aggregate beneficial ownership, and no Rule 10b5-1 trading plan is reported.
Limbach Holdings, Inc. (LMB) director David Richard Gaboury purchased additional common stock in the company. On September 14, 2026, he bought 1,940 shares of common stock at $51.35 per share in an open-market or private transaction, bringing his directly held stake to 7,193 shares.
Limbach Holdings, Inc. (LMB) had director Joshua Horowitz and affiliated Palm Global Small Cap Master Fund LP report open-market purchases of an aggregate 7,820 shares of Common Stock on September 11 and September 15, 2026.
Horowitz bought shares directly, while additional shares were purchased indirectly through Palm Global, at prices generally between $48.88 and $51.25 per share. Palm Management (US) LLC and Horowitz may be deemed beneficial owners of Palm Global’s shares but expressly disclaim beneficial ownership except to the extent of their pecuniary interest.
Limbach Holdings, Inc. (LMB) received a Rule 144 notice from officer Jay Sharp covering a proposed sale of common stock. The notice registers an intent to sell 5,094 shares of Limbach common stock, with an indicated aggregate value of $260,710.92 as of September 15, 2026, through Morgan Stanley Smith Barney on Nasdaq.
The shares were acquired from the vesting of restricted stock units on January 1, 2025 and March 10, 2025. A Form 144 is a notice of a potential sale; it does not itself confirm that any shares have been sold.
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.