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Side-by-side financial comparison of Limbach Holdings, Inc. (LMB) and Magnolia Oil & Gas Corp (MGY). Click either name above to swap in a different company.
Magnolia Oil & Gas Corp is the larger business by last-quarter revenue ($358.5M vs $138.9M, roughly 2.6× Limbach Holdings, Inc.). Magnolia Oil & Gas Corp runs the higher net margin — 28.1% vs 3.2%, a 25.0% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (4.3% vs 2.3%). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (6.6% CAGR vs 3.2%).
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
LMB vs MGY — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $138.9M | $358.5M |
| Net Profit | $4.4M | $100.8M |
| Gross Margin | 22.4% | — |
| Operating Margin | 0.8% | 35.6% |
| Net Margin | 3.2% | 28.1% |
| Revenue YoY | 4.3% | 2.3% |
| Net Profit YoY | — | -3.0% |
| EPS (diluted) | $0.36 | $0.54 |
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 | $358.5M | ||
| Q4 25 | $186.9M | $317.6M | ||
| Q3 25 | $184.6M | $324.9M | ||
| Q2 25 | $142.2M | $319.0M | ||
| Q1 25 | $133.1M | $350.3M | ||
| Q4 24 | $143.7M | $326.6M | ||
| Q3 24 | $133.9M | $333.1M | ||
| Q2 24 | $122.2M | $336.7M |
| Q1 26 | $4.4M | $100.8M | ||
| Q4 25 | $12.3M | $68.8M | ||
| Q3 25 | $8.8M | $75.5M | ||
| Q2 25 | $7.8M | $78.1M | ||
| Q1 25 | $10.2M | $102.9M | ||
| Q4 24 | $9.8M | $85.6M | ||
| Q3 24 | $7.5M | $99.8M | ||
| Q2 24 | $6.0M | $95.6M |
| 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% | 35.6% | ||
| Q4 25 | 9.4% | 29.6% | ||
| Q3 25 | 7.2% | 31.2% | ||
| Q2 25 | 7.5% | 33.8% | ||
| Q1 25 | 5.9% | 38.8% | ||
| Q4 24 | 9.1% | 38.0% | ||
| Q3 24 | 8.1% | 38.7% | ||
| Q2 24 | 6.7% | 39.9% |
| Q1 26 | 3.2% | 28.1% | ||
| Q4 25 | 6.6% | 21.6% | ||
| Q3 25 | 4.8% | 23.2% | ||
| Q2 25 | 5.5% | 24.5% | ||
| Q1 25 | 7.7% | 29.4% | ||
| Q4 24 | 6.9% | 26.2% | ||
| Q3 24 | 5.6% | 30.0% | ||
| Q2 24 | 4.9% | 28.4% |
| Q1 26 | $0.36 | $0.54 | ||
| Q4 25 | $1.01 | — | ||
| Q3 25 | $0.73 | — | ||
| Q2 25 | $0.64 | — | ||
| Q1 25 | $0.85 | — | ||
| Q4 24 | $0.81 | — | ||
| Q3 24 | $0.62 | — | ||
| Q2 24 | $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 | $15.8M | $124.4M |
| Total DebtLower is stronger | $56.6M | — |
| Stockholders' EquityBook value | $196.3M | $2.0B |
| Total Assets | $377.0M | $2.9B |
| Debt / EquityLower = less leverage | 0.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.8M | $124.4M | ||
| Q4 25 | $11.3M | $266.8M | ||
| Q3 25 | $9.8M | $280.5M | ||
| Q2 25 | $38.9M | $251.8M | ||
| Q1 25 | $38.1M | $247.6M | ||
| Q4 24 | $44.9M | $260.0M | ||
| Q3 24 | $51.2M | $276.1M | ||
| Q2 24 | $59.5M | $275.7M |
| Q1 26 | $56.6M | — | ||
| Q4 25 | $30.5M | $393.3M | ||
| Q3 25 | $56.3M | $393.1M | ||
| Q2 25 | $28.4M | $392.9M | ||
| Q1 25 | $23.7M | $392.7M | ||
| Q4 24 | $23.6M | $392.5M | ||
| Q3 24 | $20.5M | $394.8M | ||
| Q2 24 | $19.7M | $394.1M |
| Q1 26 | $196.3M | $2.0B | ||
| Q4 25 | $195.7M | $2.0B | ||
| Q3 25 | $181.6M | $2.0B | ||
| Q2 25 | $170.5M | $2.0B | ||
| Q1 25 | $161.1M | $2.0B | ||
| Q4 24 | $153.5M | $2.0B | ||
| Q3 24 | $142.2M | $2.0B | ||
| Q2 24 | $133.0M | $1.9B |
| Q1 26 | $377.0M | $2.9B | ||
| Q4 25 | $381.1M | $2.9B | ||
| Q3 25 | $409.1M | $2.9B | ||
| Q2 25 | $343.0M | $2.9B | ||
| Q1 25 | $336.4M | $2.9B | ||
| Q4 24 | $352.1M | $2.8B | ||
| Q3 24 | $324.4M | $2.8B | ||
| Q2 24 | $303.9M | $2.8B |
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.16× | 0.20× | ||
| Q3 25 | 0.31× | 0.20× | ||
| Q2 25 | 0.17× | 0.20× | ||
| Q1 25 | 0.15× | 0.20× | ||
| Q4 24 | 0.15× | 0.20× | ||
| Q3 24 | 0.14× | 0.20× | ||
| Q2 24 | 0.15× | 0.21× |
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 | — | $197.6M |
| Free Cash FlowOCF − Capex | — | $145.6M |
| FCF MarginFCF / Revenue | — | 40.6% |
| Capex IntensityCapex / Revenue | — | 35.9% |
| Cash ConversionOCF / Net Profit | — | 1.96× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $197.6M | ||
| Q4 25 | $28.1M | $208.4M | ||
| Q3 25 | $13.3M | $247.1M | ||
| Q2 25 | $2.0M | $198.7M | ||
| Q1 25 | $2.2M | $224.5M | ||
| Q4 24 | $19.3M | $222.6M | ||
| Q3 24 | $4.9M | $217.9M | ||
| Q2 24 | $16.5M | $269.4M |
| Q1 26 | — | $145.6M | ||
| 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 | — | 40.6% | ||
| 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 | — | 35.9% | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 2.7% | — |
| Q1 26 | — | 1.96× | ||
| Q4 25 | 2.29× | 3.03× | ||
| Q3 25 | 1.52× | 3.27× | ||
| Q2 25 | 0.26× | 2.54× | ||
| Q1 25 | 0.22× | 2.18× | ||
| Q4 24 | 1.96× | 2.60× | ||
| Q3 24 | 0.66× | 2.18× | ||
| Q2 24 | 2.77× | 2.82× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
MGY
| Natural gas (Mcf/d) | $193.1M | 54% |
| Natural gas revenues | $51.8M | 14% |
| Natural gas liquids revenues | $49.4M | 14% |
| Oil (Bbls/d) | $40.7M | 11% |
| Natural gas (MMcf) | $17.4M | 5% |
| Oil (MBbls) | $3.7M | 1% |
| Natural gas liquids (MBbls) | $2.7M | 1% |
