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Side-by-side financial comparison of C3.ai, Inc. (AI) and Limbach Holdings, Inc. (LMB). Click either name above to swap in a different company.
Limbach Holdings, Inc. is the larger business by last-quarter revenue ($138.9M vs $75.1M, roughly 1.8× C3.ai, Inc.). Limbach Holdings, Inc. runs the higher net margin — 3.2% vs -139.3%, a 142.4% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (4.3% vs -20.3%). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (6.6% CAGR vs -2.1%).
C3.ai, Inc. is a leading enterprise artificial intelligence software provider that develops and delivers scalable AI applications, platform tools, and industry-specific solutions for clients across sectors including manufacturing, energy, financial services, healthcare and public sector. Its offerings help organizations optimize operations, reduce costs, mitigate risks, and realize data-driven decision making.
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
AI vs LMB — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $75.1M | $138.9M |
| Net Profit | $-104.7M | $4.4M |
| Gross Margin | 40.4% | 22.4% |
| Operating Margin | -149.2% | 0.8% |
| Net Margin | -139.3% | 3.2% |
| Revenue YoY | -20.3% | 4.3% |
| Net Profit YoY | -58.7% | — |
| EPS (diluted) | $-0.75 | $0.36 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $138.9M | ||
| Q4 25 | $75.1M | $186.9M | ||
| Q3 25 | $70.3M | $184.6M | ||
| Q2 25 | $108.7M | $142.2M | ||
| Q1 25 | $98.8M | $133.1M | ||
| Q4 24 | $94.3M | $143.7M | ||
| Q3 24 | $87.2M | $133.9M | ||
| Q2 24 | $86.6M | $122.2M |
| Q1 26 | — | $4.4M | ||
| Q4 25 | $-104.7M | $12.3M | ||
| Q3 25 | $-116.8M | $8.8M | ||
| Q2 25 | $-79.7M | $7.8M | ||
| Q1 25 | $-80.2M | $10.2M | ||
| Q4 24 | $-66.0M | $9.8M | ||
| Q3 24 | $-62.8M | $7.5M | ||
| Q2 24 | $-72.9M | $6.0M |
| Q1 26 | — | 22.4% | ||
| Q4 25 | 40.4% | 25.7% | ||
| Q3 25 | 37.6% | 24.2% | ||
| Q2 25 | 62.1% | 28.0% | ||
| Q1 25 | 59.1% | 27.6% | ||
| Q4 24 | 61.3% | 30.3% | ||
| Q3 24 | 59.8% | 27.0% | ||
| Q2 24 | 59.6% | 27.4% |
| Q1 26 | — | 0.8% | ||
| Q4 25 | -149.2% | 9.4% | ||
| Q3 25 | -177.7% | 7.2% | ||
| Q2 25 | -81.8% | 7.5% | ||
| Q1 25 | -88.7% | 5.9% | ||
| Q4 24 | -79.8% | 9.1% | ||
| Q3 24 | -83.2% | 8.1% | ||
| Q2 24 | -95.1% | 6.7% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | -139.3% | 6.6% | ||
| Q3 25 | -166.2% | 4.8% | ||
| Q2 25 | -73.3% | 5.5% | ||
| Q1 25 | -81.2% | 7.7% | ||
| Q4 24 | -69.9% | 6.9% | ||
| Q3 24 | -72.0% | 5.6% | ||
| Q2 24 | -84.2% | 4.9% |
| Q1 26 | — | $0.36 | ||
| Q4 25 | $-0.75 | $1.01 | ||
| Q3 25 | $-0.86 | $0.73 | ||
| Q2 25 | $-0.60 | $0.64 | ||
| Q1 25 | $-0.62 | $0.85 | ||
| Q4 24 | $-0.52 | $0.81 | ||
| Q3 24 | $-0.50 | $0.62 | ||
| Q2 24 | $-0.59 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $675.0M | $15.8M |
| Total DebtLower is stronger | — | $56.6M |
| Stockholders' EquityBook value | $771.9M | $196.3M |
| Total Assets | $961.3M | $377.0M |
| Debt / EquityLower = less leverage | — | 0.29× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $15.8M | ||
| Q4 25 | $675.0M | $11.3M | ||
| Q3 25 | $711.9M | $9.8M | ||
| Q2 25 | $742.7M | $38.9M | ||
| Q1 25 | $724.3M | $38.1M | ||
| Q4 24 | $730.4M | $44.9M | ||
| Q3 24 | $762.5M | $51.2M | ||
| Q2 24 | $750.4M | $59.5M |
| Q1 26 | — | $56.6M | ||
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M |
| Q1 26 | — | $196.3M | ||
| Q4 25 | $771.9M | $195.7M | ||
| Q3 25 | $798.8M | $181.6M | ||
| Q2 25 | $838.3M | $170.5M | ||
| Q1 25 | $860.2M | $161.1M | ||
| Q4 24 | $859.0M | $153.5M | ||
| Q3 24 | $874.9M | $142.2M | ||
| Q2 24 | $873.4M | $133.0M |
| Q1 26 | — | $377.0M | ||
| Q4 25 | $961.3M | $381.1M | ||
| Q3 25 | $968.7M | $409.1M | ||
| Q2 25 | $1.0B | $343.0M | ||
| Q1 25 | $1.1B | $336.4M | ||
| Q4 24 | $1.0B | $352.1M | ||
| Q3 24 | $1.1B | $324.4M | ||
| Q2 24 | $1.0B | $303.9M |
| Q1 26 | — | 0.29× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-46.5M | — |
| Free Cash FlowOCF − Capex | $-46.9M | — |
| FCF MarginFCF / Revenue | -62.4% | — |
| Capex IntensityCapex / Revenue | 0.5% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-93.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-46.5M | $28.1M | ||
| Q3 25 | $-33.5M | $13.3M | ||
| Q2 25 | $11.3M | $2.0M | ||
| Q1 25 | $-22.0M | $2.2M | ||
| Q4 24 | $-38.7M | $19.3M | ||
| Q3 24 | $8.0M | $4.9M | ||
| Q2 24 | $21.3M | $16.5M |
| Q1 26 | — | — | ||
| Q4 25 | $-46.9M | $27.9M | ||
| Q3 25 | $-34.3M | $12.8M | ||
| Q2 25 | $10.3M | $1.2M | ||
| Q1 25 | $-22.4M | $11.0K | ||
| Q4 24 | $-39.5M | $18.0M | ||
| Q3 24 | $7.1M | $4.6M | ||
| Q2 24 | $18.8M | $13.2M |
| Q1 26 | — | — | ||
| Q4 25 | -62.4% | 14.9% | ||
| Q3 25 | -48.8% | 7.0% | ||
| Q2 25 | 9.5% | 0.8% | ||
| Q1 25 | -22.7% | 0.0% | ||
| Q4 24 | -41.9% | 12.5% | ||
| Q3 24 | 8.2% | 3.4% | ||
| Q2 24 | 21.7% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.1% | ||
| Q3 25 | 1.1% | 0.3% | ||
| Q2 25 | 0.9% | 0.6% | ||
| Q1 25 | 0.4% | 1.7% | ||
| Q4 24 | 0.9% | 0.9% | ||
| Q3 24 | 1.1% | 0.3% | ||
| Q2 24 | 2.9% | 2.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.29× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 2.77× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
