LMB
Limbach Holdings, Inc.
LMB's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over LMB overall, supported by stronger fundamentals and stronger valuation.
LMB Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Healthy | |
| Stable |
LMB's revenue and cash flow are currently healthy, and its profitability and balance sheet are stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
LMB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $56.65 | — |
| Cheap | 16x | $39.79 | -30% |
| Current | 22x | $56.65 | — |
| Fair | 26x | $66.46 | +17% |
| Expensive | 39x | $101 | +77% |
Historical ranges are pointers, not guarantees.
LMB's PE is in its fair range at 22x. If earnings grow as analysts expect, today's price would be 12x next year's earnings, in its cheap range.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over LMB in the historical PE scenario, which offers more potential upside but is not a forecast.
LMB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for LMB, with profitability holding steady. However, they disagree widely on these estimates.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over LMB on the outlook, with more favorable profitability expectations.
LMB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.73 | +85% |
| Q3 2026 | $2.55 | -16% |
| Q2 2026 | $2.49 | -15% |
| Q1 2026 | $2.74 | -1.4% |
| Q4 2025 | $3.23 | +26% |
| Q3 2025 | $3.03 | +39% |
| Q2 2025 | $2.92 | +35% |
| Q1 2025 | $2.78 | +31% |
| Q4 2024 | $2.57 | +46% |
LMB earned $2.55 per share over the past year, down 16% from the year before.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over LMB on earnings, with more consistent year-over-year improvement.
LMB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $230.5M | +25% |
| Q2 2026 | $173.5M | +22% |
| Q1 2026 | $138.9M | +4.3% |
| Q4 2025 | $186.9M | +30% |
| Q3 2025 | $184.6M | +38% |
| Q2 2025 | $142.2M | +16% |
| Q1 2025 | $133.1M | +12% |
| Q4 2024 | $143.7M | +0.7% |
LMB's revenue has grown year over year for nine quarters in a row: $230M last quarter, up 25% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.5% | -0.7 points |
| Q2 2026 | 4.2% | -3.3 points |
| Q1 2026 | 0.8% | -5.1 points |
| Q4 2025 | 9.4% | +0.3 points |
| Q3 2025 | 7.2% | -0.9 points |
| Q2 2025 | 7.5% | +0.8 points |
| Q1 2025 | 5.9% | +0.5 points |
| Q4 2024 | 9.1% | +4 points |
LMB's operating margin was 6.5% last quarter, down 0.7 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over LMB on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over LMB on profitability, with a higher operating margin.
LMB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $19.5M | +52% |
| Q2 2026 | $18.1M | +1466% |
| Q1 2026 | -$8.2M | -74800% |
| Q4 2025 | $27.9M | +55% |
| Q3 2025 | $12.8M | +180% |
| Q2 2025 | $1.2M | -91% |
| Q1 2025 | $11K | +$6.5M |
| Q4 2024 | $18M | +34% |
LMB generated $57M in free cash flow over the past year, up 79% from the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over LMB on cash flow, with more consistent year-over-year improvement.
LMB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -39.8K shares |
| 1 year | -0.9% | -107K shares |
| 3 years | +1.8% | +211K shares |
| 5 years | +14% | +1.5M shares |
| Available history | +57% | +4.3M shares |
LMB has the edge over VRT on shareholder dilution, with a more favorable share count trend.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
LMB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.0x | Moderate |
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 0.7x | Very low |
| Q4 2025 | 0.4x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.2x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
LMB's net debt is about 2.0 years of its operating earnings (EBITDA), up from less than a year a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over LMB on leverage, with a lower net debt burden relative to earnings.
LMB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.4 | Neutral |
| Stochastic | 47.5 | Neutral |
LMB's weekly RSI is 46 (neutral) and its Stochastic is 47 (neutral).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
LMB PE vs Industrials Sector
| Metric | LMB | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 24x | 7.5% below |
| PE % | 35 | 58 | 23 pts below |
LMB has the edge over VRT on valuation relative to its sector.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
LMB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $50.8 | 11% above |
| 20 week MA | $55.3 | 2.4% above |
| 50 week MA | $71.3 | 21% below |
| 100 week MA | $87.0 | 35% below |
| 200 week MA | $65.1 | 13% below |
LMB has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 13% below its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
LMB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $3.23 | $13.0 | +302% |
| 2021 | $13.0 | $9.04 | -30% |
| 2022 | $9.04 | $10.3 | +14% |
| 2023 | $10.3 | $45.5 | +343% |
| 2024 | $45.5 | $85.9 | +89% |
| 2025 | $85.9 | $79.3 | -7.7% |
| 2026 YTD | $79.3 | $56.7 | -29% |
LMB has finished higher in four of the last six years, three of them by more than 50%. It's down 29% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over LMB on returns for 2026, with the stronger performance.