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Side-by-side financial comparison of Limbach Holdings, Inc. (LMB) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $186.9M, roughly 1.7× Limbach Holdings, Inc.). Limbach Holdings, Inc. runs the higher net margin — 6.6% vs 5.7%, a 0.9% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (30.1% vs 10.4%). Limbach Holdings, Inc. produced more free cash flow last quarter ($27.9M vs $-13.3M). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (25.3% CAGR vs 9.5%).
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
LMB vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $186.9M | $324.4M |
| Net Profit | $12.3M | $18.6M |
| Gross Margin | 25.7% | 53.3% |
| Operating Margin | 9.4% | 6.3% |
| Net Margin | 6.6% | 5.7% |
| Revenue YoY | 30.1% | 10.4% |
| Net Profit YoY | 25.0% | 50.4% |
| EPS (diluted) | $1.01 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $184.6M | $295.6M | ||
| Q2 25 | $142.2M | $309.0M | ||
| Q1 25 | $133.1M | $296.7M | ||
| Q4 24 | $143.7M | $293.7M | ||
| Q3 24 | $133.9M | $283.1M | ||
| Q2 24 | $122.2M | $282.5M | ||
| Q1 24 | $119.0M | $270.6M |
| Q4 25 | $12.3M | $18.6M | ||
| Q3 25 | $8.8M | $21.2M | ||
| Q2 25 | $7.8M | $10.2M | ||
| Q1 25 | $10.2M | $11.8M | ||
| Q4 24 | $9.8M | $12.3M | ||
| Q3 24 | $7.5M | $11.0M | ||
| Q2 24 | $6.0M | $15.4M | ||
| Q1 24 | $7.6M | $10.9M |
| Q4 25 | 25.7% | 53.3% | ||
| Q3 25 | 24.2% | 54.6% | ||
| Q2 25 | 28.0% | 54.1% | ||
| Q1 25 | 27.6% | 52.0% | ||
| Q4 24 | 30.3% | 52.5% | ||
| Q3 24 | 27.0% | 51.2% | ||
| Q2 24 | 27.4% | 54.0% | ||
| Q1 24 | 26.1% | 52.3% |
| Q4 25 | 9.4% | 6.3% | ||
| Q3 25 | 7.2% | 7.1% | ||
| Q2 25 | 7.5% | 5.8% | ||
| Q1 25 | 5.9% | 5.0% | ||
| Q4 24 | 9.1% | 3.9% | ||
| Q3 24 | 8.1% | 5.0% | ||
| Q2 24 | 6.7% | 5.8% | ||
| Q1 24 | 5.5% | 3.4% |
| Q4 25 | 6.6% | 5.7% | ||
| Q3 25 | 4.8% | 7.2% | ||
| Q2 25 | 5.5% | 3.3% | ||
| Q1 25 | 7.7% | 4.0% | ||
| Q4 24 | 6.9% | 4.2% | ||
| Q3 24 | 5.6% | 3.9% | ||
| Q2 24 | 4.9% | 5.4% | ||
| Q1 24 | 6.4% | 4.0% |
| Q4 25 | $1.01 | $0.27 | ||
| Q3 25 | $0.73 | $0.29 | ||
| Q2 25 | $0.64 | $0.14 | ||
| Q1 25 | $0.85 | $0.16 | ||
| Q4 24 | $0.81 | $0.18 | ||
| Q3 24 | $0.62 | $0.15 | ||
| Q2 24 | $0.50 | $0.21 | ||
| Q1 24 | $0.64 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | $30.5M | — |
| Stockholders' EquityBook value | $195.7M | $512.5M |
| Total Assets | $381.1M | $765.0M |
| Debt / EquityLower = less leverage | 0.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.3M | $292.3M | ||
| Q3 25 | $9.8M | $315.4M | ||
| Q2 25 | $38.9M | $310.7M | ||
| Q1 25 | $38.1M | $300.8M | ||
| Q4 24 | $44.9M | $256.6M | ||
| Q3 24 | $51.2M | $252.8M | ||
| Q2 24 | $59.5M | $244.7M | ||
| Q1 24 | $48.2M | $273.4M |
| 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 | $512.5M | ||
| Q3 25 | $181.6M | $490.2M | ||
| Q2 25 | $170.5M | $468.6M | ||
| Q1 25 | $161.1M | $453.4M | ||
| Q4 24 | $153.5M | $437.8M | ||
| Q3 24 | $142.2M | $420.8M | ||
| Q2 24 | $133.0M | $405.8M | ||
| Q1 24 | $125.5M | $389.9M |
| Q4 25 | $381.1M | $765.0M | ||
| Q3 25 | $409.1M | $751.3M | ||
| Q2 25 | $343.0M | $722.9M | ||
| Q1 25 | $336.4M | $713.9M | ||
| Q4 24 | $352.1M | $665.5M | ||
| Q3 24 | $324.4M | $670.9M | ||
| Q2 24 | $303.9M | $657.8M | ||
| Q1 24 | $289.2M | $650.0M |
| 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 | $-10.2M |
| Free Cash FlowOCF − Capex | $27.9M | $-13.3M |
| FCF MarginFCF / Revenue | 14.9% | -4.1% |
| Capex IntensityCapex / Revenue | 0.1% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.29× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $41.9M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.1M | $-10.2M | ||
| Q3 25 | $13.3M | $11.8M | ||
| Q2 25 | $2.0M | $12.6M | ||
| Q1 25 | $2.2M | $45.1M | ||
| Q4 24 | $19.3M | $3.9M | ||
| Q3 24 | $4.9M | $9.1M | ||
| Q2 24 | $16.5M | $-24.7M | ||
| Q1 24 | $-3.9M | $38.4M |
| Q4 25 | $27.9M | $-13.3M | ||
| Q3 25 | $12.8M | $7.5M | ||
| Q2 25 | $1.2M | $10.4M | ||
| Q1 25 | $11.0K | $43.4M | ||
| Q4 24 | $18.0M | $2.1M | ||
| Q3 24 | $4.6M | $8.0M | ||
| Q2 24 | $13.2M | $-25.7M | ||
| Q1 24 | $-6.5M | $36.7M |
| Q4 25 | 14.9% | -4.1% | ||
| Q3 25 | 7.0% | 2.5% | ||
| Q2 25 | 0.8% | 3.4% | ||
| Q1 25 | 0.0% | 14.6% | ||
| Q4 24 | 12.5% | 0.7% | ||
| Q3 24 | 3.4% | 2.8% | ||
| Q2 24 | 10.8% | -9.1% | ||
| Q1 24 | -5.5% | 13.5% |
| Q4 25 | 0.1% | 1.0% | ||
| Q3 25 | 0.3% | 1.5% | ||
| Q2 25 | 0.6% | 0.7% | ||
| Q1 25 | 1.7% | 0.6% | ||
| Q4 24 | 0.9% | 0.6% | ||
| Q3 24 | 0.3% | 0.4% | ||
| Q2 24 | 2.7% | 0.4% | ||
| Q1 24 | 2.1% | 0.6% |
| Q4 25 | 2.29× | -0.55× | ||
| Q3 25 | 1.52× | 0.56× | ||
| Q2 25 | 0.26× | 1.24× | ||
| Q1 25 | 0.22× | 3.82× | ||
| Q4 24 | 1.96× | 0.32× | ||
| Q3 24 | 0.66× | 0.83× | ||
| Q2 24 | 2.77× | -1.60× | ||
| Q1 24 | -0.52× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
