vs
Side-by-side financial comparison of Limbach Holdings, Inc. (LMB) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $186.9M, roughly 1.2× Limbach Holdings, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 6.6%, a 21.1% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (30.1% vs 9.1%). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (25.3% CAGR vs 8.7%).
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
LMB vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $186.9M | $224.2M |
| Net Profit | $12.3M | $62.0M |
| Gross Margin | 25.7% | — |
| Operating Margin | 9.4% | — |
| Net Margin | 6.6% | 27.6% |
| Revenue YoY | 30.1% | 9.1% |
| Net Profit YoY | 25.0% | — |
| EPS (diluted) | $1.01 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $186.9M | $220.9M | ||
| Q3 25 | $184.6M | $211.1M | ||
| Q2 25 | $142.2M | $207.6M | ||
| Q1 25 | $133.1M | $205.6M | ||
| Q4 24 | $143.7M | $199.3M | ||
| Q3 24 | $133.9M | $190.7M | ||
| Q2 24 | $122.2M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $12.3M | $83.5M | ||
| Q3 25 | $8.8M | $48.6M | ||
| Q2 25 | $7.8M | $50.0M | ||
| Q1 25 | $10.2M | $91.4M | ||
| Q4 24 | $9.8M | $51.0M | ||
| Q3 24 | $7.5M | $41.9M | ||
| Q2 24 | $6.0M | $59.8M |
| Q1 26 | — | — | ||
| 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 | — | — | ||
| Q4 25 | 9.4% | — | ||
| Q3 25 | 7.2% | — | ||
| Q2 25 | 7.5% | — | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 8.1% | — | ||
| Q2 24 | 6.7% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | 6.6% | 37.8% | ||
| Q3 25 | 4.8% | 23.0% | ||
| Q2 25 | 5.5% | 24.1% | ||
| Q1 25 | 7.7% | 44.5% | ||
| Q4 24 | 6.9% | 25.6% | ||
| Q3 24 | 5.6% | 21.9% | ||
| Q2 24 | 4.9% | 31.5% |
| Q1 26 | — | $0.32 | ||
| 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 | $11.3M | $8.9M |
| Total DebtLower is stronger | $30.5M | — |
| Stockholders' EquityBook value | $195.7M | $3.6B |
| Total Assets | $381.1M | $7.2B |
| Debt / EquityLower = less leverage | 0.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $11.3M | $14.9M | ||
| Q3 25 | $9.8M | $17.3M | ||
| Q2 25 | $38.9M | $15.4M | ||
| Q1 25 | $38.1M | $9.3M | ||
| Q4 24 | $44.9M | $36.3M | ||
| Q3 24 | $51.2M | $70.0M | ||
| Q2 24 | $59.5M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | $30.5M | $3.3B | ||
| Q3 25 | $56.3M | $3.1B | ||
| Q2 25 | $28.4M | $3.0B | ||
| Q1 25 | $23.7M | $3.0B | ||
| Q4 24 | $23.6M | $3.0B | ||
| Q3 24 | $20.5M | $2.9B | ||
| Q2 24 | $19.7M | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $195.7M | $3.6B | ||
| Q3 25 | $181.6M | $3.4B | ||
| Q2 25 | $170.5M | $3.4B | ||
| Q1 25 | $161.1M | $3.5B | ||
| Q4 24 | $153.5M | $3.5B | ||
| Q3 24 | $142.2M | $3.3B | ||
| Q2 24 | $133.0M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $381.1M | $7.2B | ||
| Q3 25 | $409.1M | $6.9B | ||
| Q2 25 | $343.0M | $6.8B | ||
| Q1 25 | $336.4M | $6.8B | ||
| Q4 24 | $352.1M | $6.8B | ||
| Q3 24 | $324.4M | $6.6B | ||
| Q2 24 | $303.9M | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | 0.91× | ||
| Q3 25 | 0.31× | 0.91× | ||
| Q2 25 | 0.17× | 0.88× | ||
| Q1 25 | 0.15× | 0.87× | ||
| Q4 24 | 0.15× | 0.88× | ||
| Q3 24 | 0.14× | 0.89× | ||
| Q2 24 | 0.15× | 0.84× |
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 | — |
| Free Cash FlowOCF − Capex | $27.9M | — |
| FCF MarginFCF / Revenue | 14.9% | — |
| Capex IntensityCapex / Revenue | 0.1% | 3.9% |
| Cash ConversionOCF / Net Profit | 2.29× | — |
| TTM Free Cash FlowTrailing 4 quarters | $41.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $28.1M | $104.5M | ||
| Q3 25 | $13.3M | $143.5M | ||
| Q2 25 | $2.0M | $111.9M | ||
| Q1 25 | $2.2M | $103.5M | ||
| Q4 24 | $19.3M | $104.9M | ||
| Q3 24 | $4.9M | $128.0M | ||
| Q2 24 | $16.5M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $27.9M | $43.8M | ||
| Q3 25 | $12.8M | $95.5M | ||
| Q2 25 | $1.2M | $62.3M | ||
| Q1 25 | $11.0K | $57.2M | ||
| Q4 24 | $18.0M | $37.6M | ||
| Q3 24 | $4.6M | $86.7M | ||
| Q2 24 | $13.2M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 14.9% | 19.8% | ||
| Q3 25 | 7.0% | 45.2% | ||
| Q2 25 | 0.8% | 30.0% | ||
| Q1 25 | 0.0% | 27.8% | ||
| Q4 24 | 12.5% | 18.8% | ||
| Q3 24 | 3.4% | 45.5% | ||
| Q2 24 | 10.8% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 0.1% | 27.4% | ||
| Q3 25 | 0.3% | 22.7% | ||
| Q2 25 | 0.6% | 23.9% | ||
| Q1 25 | 1.7% | 22.5% | ||
| Q4 24 | 0.9% | 33.8% | ||
| Q3 24 | 0.3% | 21.6% | ||
| Q2 24 | 2.7% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 1.25× | ||
| Q3 25 | 1.52× | 2.95× | ||
| Q2 25 | 0.26× | 2.24× | ||
| Q1 25 | 0.22× | 1.13× | ||
| Q4 24 | 1.96× | 2.06× | ||
| Q3 24 | 0.66× | 3.06× | ||
| Q2 24 | 2.77× | 2.04× |
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% |
STAG
Segment breakdown not available.
