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Side-by-side financial comparison of Limbach Holdings, Inc. (LMB) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
SOLAREDGE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($335.4M vs $186.9M, roughly 1.8× Limbach Holdings, Inc.). Limbach Holdings, Inc. runs the higher net margin — 6.6% vs -39.4%, a 46.0% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 30.1%). SOLAREDGE TECHNOLOGIES, INC. produced more free cash flow last quarter ($43.3M vs $27.9M). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs 25.3%).
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
LMB vs SEDG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $186.9M | $335.4M |
| Net Profit | $12.3M | $-132.1M |
| Gross Margin | 25.7% | 22.2% |
| Operating Margin | 9.4% | -14.4% |
| Net Margin | 6.6% | -39.4% |
| Revenue YoY | 30.1% | 70.9% |
| Net Profit YoY | 25.0% | 54.0% |
| EPS (diluted) | $1.01 | $-2.21 |
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 | $335.4M | ||
| Q3 25 | $184.6M | $340.2M | ||
| Q2 25 | $142.2M | $289.4M | ||
| Q1 25 | $133.1M | $219.5M | ||
| Q4 24 | $143.7M | $196.2M | ||
| Q3 24 | $133.9M | $235.4M | ||
| Q2 24 | $122.2M | $265.4M | ||
| Q1 24 | $119.0M | $204.4M |
| Q4 25 | $12.3M | $-132.1M | ||
| Q3 25 | $8.8M | $-50.1M | ||
| Q2 25 | $7.8M | $-124.7M | ||
| Q1 25 | $10.2M | $-98.5M | ||
| Q4 24 | $9.8M | $-287.4M | ||
| Q3 24 | $7.5M | $-1.2B | ||
| Q2 24 | $6.0M | $-130.8M | ||
| Q1 24 | $7.6M | $-157.3M |
| Q4 25 | 25.7% | 22.2% | ||
| Q3 25 | 24.2% | 21.2% | ||
| Q2 25 | 28.0% | 11.1% | ||
| Q1 25 | 27.6% | 8.0% | ||
| Q4 24 | 30.3% | -57.2% | ||
| Q3 24 | 27.0% | -309.1% | ||
| Q2 24 | 27.4% | -4.1% | ||
| Q1 24 | 26.1% | -12.8% |
| Q4 25 | 9.4% | -14.4% | ||
| Q3 25 | 7.2% | -10.3% | ||
| Q2 25 | 7.5% | -39.9% | ||
| Q1 25 | 5.9% | -46.8% | ||
| Q4 24 | 9.1% | -134.4% | ||
| Q3 24 | 8.1% | -471.8% | ||
| Q2 24 | 6.7% | -60.4% | ||
| Q1 24 | 5.5% | -85.0% |
| Q4 25 | 6.6% | -39.4% | ||
| Q3 25 | 4.8% | -14.7% | ||
| Q2 25 | 5.5% | -43.1% | ||
| Q1 25 | 7.7% | -44.9% | ||
| Q4 24 | 6.9% | -146.5% | ||
| Q3 24 | 5.6% | -522.8% | ||
| Q2 24 | 4.9% | -49.3% | ||
| Q1 24 | 6.4% | -77.0% |
| Q4 25 | $1.01 | $-2.21 | ||
| Q3 25 | $0.73 | $-0.84 | ||
| Q2 25 | $0.64 | $-2.13 | ||
| Q1 25 | $0.85 | $-1.70 | ||
| Q4 24 | $0.81 | $-5.00 | ||
| Q3 24 | $0.62 | $-21.58 | ||
| Q2 24 | $0.50 | $-2.31 | ||
| Q1 24 | $0.64 | $-2.75 |
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 | $493.2M |
| Total DebtLower is stronger | $30.5M | — |
| Stockholders' EquityBook value | $195.7M | $427.5M |
| Total Assets | $381.1M | $2.2B |
| Debt / EquityLower = less leverage | 0.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.3M | $493.2M | ||
| Q3 25 | $9.8M | $498.6M | ||
| Q2 25 | $38.9M | $758.0M | ||
| Q1 25 | $38.1M | $651.6M | ||
| Q4 24 | $44.9M | $585.9M | ||
| Q3 24 | $51.2M | $678.8M | ||
| Q2 24 | $59.5M | $689.8M | ||
| Q1 24 | $48.2M | $680.6M |
| 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 24 | $19.4M | — |
| Q4 25 | $195.7M | $427.5M | ||
| Q3 25 | $181.6M | $479.8M | ||
| Q2 25 | $170.5M | $513.2M | ||
| Q1 25 | $161.1M | $594.2M | ||
| Q4 24 | $153.5M | $658.3M | ||
| Q3 24 | $142.2M | $930.9M | ||
| Q2 24 | $133.0M | $2.1B | ||
| Q1 24 | $125.5M | $2.2B |
| Q4 25 | $381.1M | $2.2B | ||
| Q3 25 | $409.1M | $2.2B | ||
| Q2 25 | $343.0M | $2.5B | ||
| Q1 25 | $336.4M | $2.5B | ||
| Q4 24 | $352.1M | $2.6B | ||
| Q3 24 | $324.4M | $2.8B | ||
| Q2 24 | $303.9M | $3.9B | ||
| Q1 24 | $289.2M | $4.2B |
| 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 | $52.6M |
| Free Cash FlowOCF − Capex | $27.9M | $43.3M |
| FCF MarginFCF / Revenue | 14.9% | 12.9% |
| Capex IntensityCapex / Revenue | 0.1% | 2.8% |
| Cash ConversionOCF / Net Profit | 2.29× | — |
| TTM Free Cash FlowTrailing 4 quarters | $41.9M | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.1M | $52.6M | ||
| Q3 25 | $13.3M | $25.6M | ||
| Q2 25 | $2.0M | $-7.8M | ||
| Q1 25 | $2.2M | $33.8M | ||
| Q4 24 | $19.3M | $37.8M | ||
| Q3 24 | $4.9M | $-89.3M | ||
| Q2 24 | $16.5M | $-44.8M | ||
| Q1 24 | $-3.9M | $-217.0M |
| Q4 25 | $27.9M | $43.3M | ||
| Q3 25 | $12.8M | $22.8M | ||
| Q2 25 | $1.2M | $-9.1M | ||
| Q1 25 | $11.0K | $23.7M | ||
| Q4 24 | $18.0M | $25.5M | ||
| Q3 24 | $4.6M | $-136.7M | ||
| Q2 24 | $13.2M | $-67.0M | ||
| Q1 24 | $-6.5M | $-243.4M |
| Q4 25 | 14.9% | 12.9% | ||
| Q3 25 | 7.0% | 6.7% | ||
| Q2 25 | 0.8% | -3.1% | ||
| Q1 25 | 0.0% | 10.8% | ||
| Q4 24 | 12.5% | 13.0% | ||
| Q3 24 | 3.4% | -58.1% | ||
| Q2 24 | 10.8% | -25.2% | ||
| Q1 24 | -5.5% | -119.1% |
| Q4 25 | 0.1% | 2.8% | ||
| Q3 25 | 0.3% | 0.8% | ||
| Q2 25 | 0.6% | 0.4% | ||
| Q1 25 | 1.7% | 4.6% | ||
| Q4 24 | 0.9% | 6.2% | ||
| Q3 24 | 0.3% | 20.1% | ||
| Q2 24 | 2.7% | 8.4% | ||
| Q1 24 | 2.1% | 12.9% |
| Q4 25 | 2.29× | — | ||
| Q3 25 | 1.52× | — | ||
| 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% |
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
