vs
Side-by-side financial comparison of Limbach Holdings, Inc. (LMB) and Lovesac Co (LOVE). Click either name above to swap in a different company.
Limbach Holdings, Inc. is the larger business by last-quarter revenue ($186.9M vs $150.2M, roughly 1.2× Lovesac Co). Limbach Holdings, Inc. runs the higher net margin — 6.6% vs -7.0%, a 13.6% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (30.1% vs 0.2%). Limbach Holdings, Inc. produced more free cash flow last quarter ($27.9M vs $-10.2M). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (25.3% CAGR vs -22.6%).
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
LMB vs LOVE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $186.9M | $150.2M |
| Net Profit | $12.3M | $-10.6M |
| Gross Margin | 25.7% | 56.1% |
| Operating Margin | 9.4% | -10.5% |
| Net Margin | 6.6% | -7.0% |
| Revenue YoY | 30.1% | 0.2% |
| Net Profit YoY | 25.0% | -114.0% |
| EPS (diluted) | $1.01 | $-0.72 |
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.
| Q4 25 | $186.9M | $150.2M | ||
| Q3 25 | $184.6M | $160.5M | ||
| Q2 25 | $142.2M | $138.4M | ||
| Q1 25 | $133.1M | $241.5M | ||
| Q4 24 | $143.7M | $149.9M | ||
| Q3 24 | $133.9M | $156.6M | ||
| Q2 24 | $122.2M | $132.6M | ||
| Q1 24 | $119.0M | $250.5M |
| Q4 25 | $12.3M | $-10.6M | ||
| Q3 25 | $8.8M | $-6.7M | ||
| Q2 25 | $7.8M | $-10.8M | ||
| Q1 25 | $10.2M | $35.3M | ||
| Q4 24 | $9.8M | $-4.9M | ||
| Q3 24 | $7.5M | $-5.9M | ||
| Q2 24 | $6.0M | $-13.0M | ||
| Q1 24 | $7.6M | $31.0M |
| Q4 25 | 25.7% | 56.1% | ||
| Q3 25 | 24.2% | 56.4% | ||
| Q2 25 | 28.0% | 53.7% | ||
| Q1 25 | 27.6% | 60.4% | ||
| Q4 24 | 30.3% | 58.5% | ||
| Q3 24 | 27.0% | 59.0% | ||
| Q2 24 | 27.4% | 54.3% | ||
| Q1 24 | 26.1% | 59.7% |
| Q4 25 | 9.4% | -10.5% | ||
| Q3 25 | 7.2% | -5.5% | ||
| Q2 25 | 7.5% | -10.8% | ||
| Q1 25 | 5.9% | 19.7% | ||
| Q4 24 | 9.1% | -5.2% | ||
| Q3 24 | 8.1% | -5.3% | ||
| Q2 24 | 6.7% | -13.5% | ||
| Q1 24 | 5.5% | 16.1% |
| Q4 25 | 6.6% | -7.0% | ||
| Q3 25 | 4.8% | -4.1% | ||
| Q2 25 | 5.5% | -7.8% | ||
| Q1 25 | 7.7% | 14.6% | ||
| Q4 24 | 6.9% | -3.3% | ||
| Q3 24 | 5.6% | -3.7% | ||
| Q2 24 | 4.9% | -9.8% | ||
| Q1 24 | 6.4% | 12.4% |
| Q4 25 | $1.01 | $-0.72 | ||
| Q3 25 | $0.73 | $-0.45 | ||
| Q2 25 | $0.64 | $-0.73 | ||
| Q1 25 | $0.85 | $2.22 | ||
| Q4 24 | $0.81 | $-0.32 | ||
| Q3 24 | $0.62 | $-0.38 | ||
| Q2 24 | $0.50 | $-0.83 | ||
| Q1 24 | $0.64 | $1.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $11.3M | $23.7M |
| Total DebtLower is stronger | $30.5M | — |
| Stockholders' EquityBook value | $195.7M | $189.3M |
| Total Assets | $381.1M | $495.5M |
| Debt / EquityLower = less leverage | 0.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.3M | $23.7M | ||
| Q3 25 | $9.8M | $34.2M | ||
| Q2 25 | $38.9M | $26.9M | ||
| Q1 25 | $38.1M | $83.7M | ||
| Q4 24 | $44.9M | $61.7M | ||
| Q3 24 | $51.2M | $72.1M | ||
| Q2 24 | $59.5M | $72.4M | ||
| Q1 24 | $48.2M | $87.0M |
| 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 24 | $19.4M | — |
| Q4 25 | $195.7M | $189.3M | ||
| Q3 25 | $181.6M | $197.5M | ||
| Q2 25 | $170.5M | $201.2M | ||
| Q1 25 | $161.1M | $216.4M | ||
| Q4 24 | $153.5M | $196.5M | ||
| Q3 24 | $142.2M | $202.1M | ||
| Q2 24 | $133.0M | $205.3M | ||
| Q1 24 | $125.5M | $217.5M |
| Q4 25 | $381.1M | $495.5M | ||
| Q3 25 | $409.1M | $493.7M | ||
| Q2 25 | $343.0M | $483.7M | ||
| Q1 25 | $336.4M | $532.3M | ||
| Q4 24 | $352.1M | $499.7M | ||
| Q3 24 | $324.4M | $481.1M | ||
| Q2 24 | $303.9M | $477.2M | ||
| Q1 24 | $289.2M | $482.2M |
| 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× | — | ||
| Q1 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 | $28.1M | $-4.9M |
| Free Cash FlowOCF − Capex | $27.9M | $-10.2M |
| FCF MarginFCF / Revenue | 14.9% | -6.8% |
| Capex IntensityCapex / Revenue | 0.1% | 3.5% |
| Cash ConversionOCF / Net Profit | 2.29× | — |
| TTM Free Cash FlowTrailing 4 quarters | $41.9M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.1M | $-4.9M | ||
| Q3 25 | $13.3M | $12.2M | ||
| Q2 25 | $2.0M | $-41.4M | ||
| Q1 25 | $2.2M | $44.0M | ||
| Q4 24 | $19.3M | $-4.2M | ||
| Q3 24 | $4.9M | $6.2M | ||
| Q2 24 | $16.5M | $-7.0M | ||
| Q1 24 | $-3.9M | $56.3M |
| Q4 25 | $27.9M | $-10.2M | ||
| Q3 25 | $12.8M | $7.8M | ||
| Q2 25 | $1.2M | $-50.0M | ||
| Q1 25 | $11.0K | $38.7M | ||
| Q4 24 | $18.0M | $-6.6M | ||
| Q3 24 | $4.6M | $119.0K | ||
| Q2 24 | $13.2M | $-14.3M | ||
| Q1 24 | $-6.5M | $49.5M |
| Q4 25 | 14.9% | -6.8% | ||
| Q3 25 | 7.0% | 4.9% | ||
| Q2 25 | 0.8% | -36.1% | ||
| Q1 25 | 0.0% | 16.0% | ||
| Q4 24 | 12.5% | -4.4% | ||
| Q3 24 | 3.4% | 0.1% | ||
| Q2 24 | 10.8% | -10.8% | ||
| Q1 24 | -5.5% | 19.8% |
| Q4 25 | 0.1% | 3.5% | ||
| Q3 25 | 0.3% | 2.7% | ||
| Q2 25 | 0.6% | 6.2% | ||
| Q1 25 | 1.7% | 2.2% | ||
| Q4 24 | 0.9% | 1.6% | ||
| Q3 24 | 0.3% | 3.9% | ||
| Q2 24 | 2.7% | 5.5% | ||
| Q1 24 | 2.1% | 2.7% |
| Q4 25 | 2.29× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.22× | 1.25× | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 2.77× | — | ||
| Q1 24 | -0.52× | 1.82× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
