Every material Form 8-K Limbach Holdings, Inc. has filed with the SEC since September 01, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Limbach reported third-quarter 2026 revenue up 24.9% to $230.5 million, with diluted EPS of $0.79 versus $0.73 a year earlier and adjusted diluted EPS of $1.37 versus $1.05. The company said full-year 2026 revenue and adjusted EBITDA are expected to be at or near the high end of guidance, which now includes the CYMCOR and 1901 acquisitions, though gross margin fell to 23.4% from 24.2%.
Q3 revenue rose 24.9% to $230.5 million; organic revenue rose 14.4%, and acquisitions contributed $19.3 million.
Net income rose 7.5% to $9.5 million; adjusted EBITDA rose 25.9% to $27.4 million from $21.8 million.
FY 2026 guidance: revenue $760 million to $790 million, expected at or near the high end; adjusted EBITDA $78 million to $84 million.
Gross margin was 23.4% versus 24.2%, which the company attributed to revenue mix and lower-margin recently acquired businesses.
Limbach Holdings and subsidiaries entered a five-year, $300.0 million credit agreement with PNC Bank, National Association, maturing September 9, 2031. The new facility replaces the company's existing $125.0 million Wintrust revolving credit facility, which was terminated after about $118.1 million of principal was repaid from PNC proceeds, with no early termination penalties reported.
Facility totals up to $300.0 million: $200.0 million revolver, $50.0 million term loan and $50.0 million delayed draw term loan
Loans priced at Base Rate plus 0.50% to 1.50%, or Term SOFR plus 1.50% to 2.50%, based on net leverage
Financial covenants require maximum net leverage of 3.00 to 1.00 and minimum fixed charge coverage of 1.15 to 1.00
About $7.0 million of existing letters of credit remain outstanding under the former Wintrust agreement until they expire, with latest expiry in April 2027
Limbach Holdings announced on September 1, 2026 that it closed its acquisition of 1901 Inc., a Madison, Wisconsin mechanical contractor, for an initial price of $63 million, funded from cash and its expanded revolving credit facility. The company expects 1901 to contribute about $140 million in revenue and $11 million in adjusted EBITDA for 2027, and it will provide more detail on 1901's financial contribution with its third-quarter 2026 results in November.
Initial purchase price at closing of $63 million, subject to customary post-closing adjustments, funded by cash and revolver borrowings
Performance-based earnouts of up to $6 million, payable over the next two years if targets are met
1901 has about 450 employees, including more than 350 field professionals
For 2027, Limbach expects 1901 to contribute about $140 million in revenue and $11 million in adjusted EBITDA
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Limbach Holdings, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →