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Side-by-side financial comparison of Limbach Holdings, Inc. (LMB) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
Limbach Holdings, Inc. is the larger business by last-quarter revenue ($186.9M vs $124.5M, roughly 1.5× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 6.6%, a 123.2% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (30.1% vs 4.7%). Limbach Holdings, Inc. produced more free cash flow last quarter ($27.9M vs $24.1M). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (25.3% CAGR vs 5.9%).
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
LMB vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $186.9M | $124.5M |
| Net Profit | $12.3M | $161.6M |
| Gross Margin | 25.7% | 85.3% |
| Operating Margin | 9.4% | 6.5% |
| Net Margin | 6.6% | 129.7% |
| Revenue YoY | 30.1% | 4.7% |
| Net Profit YoY | 25.0% | 2827.7% |
| EPS (diluted) | $1.01 | $1.69 |
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 | $124.5M | ||
| Q3 25 | $184.6M | $123.4M | ||
| Q2 25 | $142.2M | $119.8M | ||
| Q1 25 | $133.1M | $121.4M | ||
| Q4 24 | $143.7M | $118.9M | ||
| Q3 24 | $133.9M | $115.9M | ||
| Q2 24 | $122.2M | $111.2M | ||
| Q1 24 | $119.0M | $111.1M |
| Q4 25 | $12.3M | $161.6M | ||
| Q3 25 | $8.8M | $9.6M | ||
| Q2 25 | $7.8M | $-7.2M | ||
| Q1 25 | $10.2M | $-8.8M | ||
| Q4 24 | $9.8M | $-5.9M | ||
| Q3 24 | $7.5M | $-10.9M | ||
| Q2 24 | $6.0M | $-17.1M | ||
| Q1 24 | $7.6M | $-28.2M |
| Q4 25 | 25.7% | 85.3% | ||
| Q3 25 | 24.2% | 84.6% | ||
| Q2 25 | 28.0% | 84.0% | ||
| Q1 25 | 27.6% | 83.6% | ||
| Q4 24 | 30.3% | 83.0% | ||
| Q3 24 | 27.0% | 82.7% | ||
| Q2 24 | 27.4% | 82.6% | ||
| Q1 24 | 26.1% | 81.7% |
| Q4 25 | 9.4% | 6.5% | ||
| Q3 25 | 7.2% | 2.9% | ||
| Q2 25 | 7.5% | -8.6% | ||
| Q1 25 | 5.9% | -9.6% | ||
| Q4 24 | 9.1% | -8.7% | ||
| Q3 24 | 8.1% | -13.8% | ||
| Q2 24 | 6.7% | -19.5% | ||
| Q1 24 | 5.5% | -30.1% |
| Q4 25 | 6.6% | 129.7% | ||
| Q3 25 | 4.8% | 7.8% | ||
| Q2 25 | 5.5% | -6.0% | ||
| Q1 25 | 7.7% | -7.2% | ||
| Q4 24 | 6.9% | -5.0% | ||
| Q3 24 | 5.6% | -9.4% | ||
| Q2 24 | 4.9% | -15.4% | ||
| Q1 24 | 6.4% | -25.3% |
| Q4 25 | $1.01 | $1.69 | ||
| Q3 25 | $0.73 | $0.10 | ||
| Q2 25 | $0.64 | $-0.07 | ||
| Q1 25 | $0.85 | $-0.12 | ||
| Q4 24 | $0.81 | $-0.07 | ||
| Q3 24 | $0.62 | $-0.14 | ||
| Q2 24 | $0.50 | $-0.26 | ||
| Q1 24 | $0.64 | $-0.34 |
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 | $547.8M |
| Total DebtLower is stronger | $30.5M | — |
| Stockholders' EquityBook value | $195.7M | $320.5M |
| Total Assets | $381.1M | $1.0B |
| Debt / EquityLower = less leverage | 0.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.3M | $547.8M | ||
| Q3 25 | $9.8M | $567.9M | ||
| Q2 25 | $38.9M | $597.1M | ||
| Q1 25 | $38.1M | $570.8M | ||
| Q4 24 | $44.9M | $542.2M | ||
| Q3 24 | $51.2M | $599.3M | ||
| Q2 24 | $59.5M | $592.8M | ||
| Q1 24 | $48.2M | $571.2M |
| Q4 25 | $30.5M | — | ||
| Q3 25 | $56.3M | — | ||
| Q2 25 | $28.4M | — | ||
| Q1 25 | $23.7M | $484.5M | ||
| Q4 24 | $23.6M | — | ||
| Q3 24 | $20.5M | — | ||
| Q2 24 | $19.7M | — | ||
| Q1 24 | $19.4M | $489.5M |
| Q4 25 | $195.7M | $320.5M | ||
| Q3 25 | $181.6M | $180.7M | ||
| Q2 25 | $170.5M | $145.7M | ||
| Q1 25 | $161.1M | $129.8M | ||
| Q4 24 | $153.5M | $111.6M | ||
| Q3 24 | $142.2M | $164.7M | ||
| Q2 24 | $133.0M | $174.0M | ||
| Q1 24 | $125.5M | $171.6M |
| Q4 25 | $381.1M | $1.0B | ||
| Q3 25 | $409.1M | $891.5M | ||
| Q2 25 | $343.0M | $926.8M | ||
| Q1 25 | $336.4M | $927.3M | ||
| Q4 24 | $352.1M | $866.8M | ||
| Q3 24 | $324.4M | $916.0M | ||
| Q2 24 | $303.9M | $924.0M | ||
| Q1 24 | $289.2M | $925.3M |
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.15× | 3.73× | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.15× | 2.85× |
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 | $24.8M |
| Free Cash FlowOCF − Capex | $27.9M | $24.1M |
| FCF MarginFCF / Revenue | 14.9% | 19.3% |
| Capex IntensityCapex / Revenue | 0.1% | 0.6% |
| Cash ConversionOCF / Net Profit | 2.29× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $41.9M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.1M | $24.8M | ||
| Q3 25 | $13.3M | $34.0M | ||
| Q2 25 | $2.0M | $30.7M | ||
| Q1 25 | $2.2M | $31.4M | ||
| Q4 24 | $19.3M | $22.1M | ||
| Q3 24 | $4.9M | $35.8M | ||
| Q2 24 | $16.5M | $28.6M | ||
| Q1 24 | $-3.9M | $22.2M |
| Q4 25 | $27.9M | $24.1M | ||
| Q3 25 | $12.8M | $33.1M | ||
| Q2 25 | $1.2M | $30.2M | ||
| Q1 25 | $11.0K | $30.3M | ||
| Q4 24 | $18.0M | $21.5M | ||
| Q3 24 | $4.6M | $35.1M | ||
| Q2 24 | $13.2M | $28.2M | ||
| Q1 24 | $-6.5M | $21.2M |
| Q4 25 | 14.9% | 19.3% | ||
| Q3 25 | 7.0% | 26.8% | ||
| Q2 25 | 0.8% | 25.2% | ||
| Q1 25 | 0.0% | 24.9% | ||
| Q4 24 | 12.5% | 18.1% | ||
| Q3 24 | 3.4% | 30.3% | ||
| Q2 24 | 10.8% | 25.4% | ||
| Q1 24 | -5.5% | 19.1% |
| Q4 25 | 0.1% | 0.6% | ||
| Q3 25 | 0.3% | 0.7% | ||
| Q2 25 | 0.6% | 0.4% | ||
| Q1 25 | 1.7% | 0.9% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 0.3% | 0.5% | ||
| Q2 24 | 2.7% | 0.4% | ||
| Q1 24 | 2.1% | 0.9% |
| Q4 25 | 2.29× | 0.15× | ||
| Q3 25 | 1.52× | 3.55× | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 2.77× | — | ||
| Q1 24 | -0.52× | — |
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% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
