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Side-by-side financial comparison of Ellington Financial Inc. (EFC) 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 $78.2M, roughly 1.8× Ellington Financial Inc.). Ellington Financial Inc. runs the higher net margin — 28.9% vs 3.2%, a 25.7% gap on every dollar of revenue. On growth, Ellington Financial Inc. posted the faster year-over-year revenue change (8.7% vs 4.3%). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (6.6% CAGR vs 1.8%).
Ellington Management Group is an American hedge fund firm. As of June 2019, the firm was reportedly managing $8.5 billion in structured products and other credit instruments.
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
EFC vs LMB — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $78.2M | $138.9M |
| Net Profit | $22.6M | $4.4M |
| Gross Margin | — | 22.4% |
| Operating Margin | 7.4% | 0.8% |
| Net Margin | 28.9% | 3.2% |
| Revenue YoY | 8.7% | 4.3% |
| Net Profit YoY | -26.2% | — |
| EPS (diluted) | $0.10 | $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 | $78.2M | $186.9M | ||
| Q3 25 | $82.8M | $184.6M | ||
| Q2 25 | $92.5M | $142.2M | ||
| Q1 25 | $82.9M | $133.1M | ||
| Q4 24 | $72.0M | $143.7M | ||
| Q3 24 | $67.0M | $133.9M | ||
| Q2 24 | $91.2M | $122.2M |
| Q1 26 | — | $4.4M | ||
| Q4 25 | $22.6M | $12.3M | ||
| Q3 25 | $29.5M | $8.8M | ||
| Q2 25 | $42.9M | $7.8M | ||
| Q1 25 | $31.6M | $10.2M | ||
| Q4 24 | $30.7M | $9.8M | ||
| Q3 24 | $16.2M | $7.5M | ||
| Q2 24 | $52.3M | $6.0M |
| Q1 26 | — | 22.4% | ||
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 28.0% | ||
| Q1 25 | — | 27.6% | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 27.4% |
| Q1 26 | — | 0.8% | ||
| Q4 25 | 7.4% | 9.4% | ||
| Q3 25 | 31.1% | 7.2% | ||
| Q2 25 | 38.3% | 7.5% | ||
| Q1 25 | 37.3% | 5.9% | ||
| Q4 24 | 28.0% | 9.1% | ||
| Q3 24 | 24.0% | 8.1% | ||
| Q2 24 | 52.8% | 6.7% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | 28.9% | 6.6% | ||
| Q3 25 | 35.7% | 4.8% | ||
| Q2 25 | 46.4% | 5.5% | ||
| Q1 25 | 38.2% | 7.7% | ||
| Q4 24 | 42.6% | 6.9% | ||
| Q3 24 | 24.1% | 5.6% | ||
| Q2 24 | 57.4% | 4.9% |
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.10 | $1.01 | ||
| Q3 25 | $0.29 | $0.73 | ||
| Q2 25 | $0.45 | $0.64 | ||
| Q1 25 | $0.35 | $0.85 | ||
| Q4 24 | $0.23 | $0.81 | ||
| Q3 24 | $0.19 | $0.62 | ||
| Q2 24 | $0.62 | $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 | $201.9M | $15.8M |
| Total DebtLower is stronger | — | $56.6M |
| Stockholders' EquityBook value | $1.8B | $196.3M |
| Total Assets | $19.4B | $377.0M |
| Debt / EquityLower = less leverage | — | 0.29× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $15.8M | ||
| Q4 25 | $201.9M | $11.3M | ||
| Q3 25 | $184.8M | $9.8M | ||
| Q2 25 | $211.0M | $38.9M | ||
| Q1 25 | $203.3M | $38.1M | ||
| Q4 24 | $192.4M | $44.9M | ||
| Q3 24 | $217.7M | $51.2M | ||
| Q2 24 | $198.5M | $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 | $1.8B | $195.7M | ||
| Q3 25 | $1.8B | $181.6M | ||
| Q2 25 | $1.7B | $170.5M | ||
| Q1 25 | $1.6B | $161.1M | ||
| Q4 24 | $1.6B | $153.5M | ||
| Q3 24 | $1.6B | $142.2M | ||
| Q2 24 | $1.6B | $133.0M |
| Q1 26 | — | $377.0M | ||
| Q4 25 | $19.4B | $381.1M | ||
| Q3 25 | $17.8B | $409.1M | ||
| Q2 25 | $17.1B | $343.0M | ||
| Q1 25 | $16.6B | $336.4M | ||
| Q4 24 | $16.3B | $352.1M | ||
| Q3 24 | $16.0B | $324.4M | ||
| Q2 24 | $15.1B | $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 | $-925.5M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 0.0% | — |
| Cash ConversionOCF / Net Profit | -40.92× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-925.5M | $28.1M | ||
| Q3 25 | $-290.4M | $13.3M | ||
| Q2 25 | $-210.5M | $2.0M | ||
| Q1 25 | $-126.4M | $2.2M | ||
| Q4 24 | $-430.5M | $19.3M | ||
| Q3 24 | $-141.7M | $4.9M | ||
| Q2 24 | $-88.6M | $16.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $27.9M | ||
| Q3 25 | — | $12.8M | ||
| Q2 25 | — | $1.2M | ||
| Q1 25 | — | $11.0K | ||
| Q4 24 | — | $18.0M | ||
| Q3 24 | — | $4.6M | ||
| Q2 24 | — | $13.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 14.9% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 0.0% | 0.9% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.0% | 2.7% |
| Q1 26 | — | — | ||
| Q4 25 | -40.92× | 2.29× | ||
| Q3 25 | -9.84× | 1.52× | ||
| Q2 25 | -4.90× | 0.26× | ||
| Q1 25 | -3.99× | 0.22× | ||
| Q4 24 | -14.04× | 1.96× | ||
| Q3 24 | -8.76× | 0.66× | ||
| Q2 24 | -1.69× | 2.77× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EFC
Segment breakdown not available.
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
