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Side-by-side financial comparison of Limbach Holdings, Inc. (LMB) and TEXAS CAPITAL BANCSHARES INC (TCBI). Click either name above to swap in a different company.
TEXAS CAPITAL BANCSHARES INC is the larger business by last-quarter revenue ($324.0M vs $186.9M, roughly 1.7× Limbach Holdings, Inc.). TEXAS CAPITAL BANCSHARES INC runs the higher net margin — 22.8% vs 6.6%, a 16.2% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (30.1% vs 15.5%). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (25.3% CAGR vs 10.2%).
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.
LMB vs TCBI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $186.9M | $324.0M |
| Net Profit | $12.3M | $73.8M |
| Gross Margin | 25.7% | — |
| Operating Margin | 9.4% | — |
| Net Margin | 6.6% | 22.8% |
| Revenue YoY | 30.1% | 15.5% |
| Net Profit YoY | 25.0% | 56.8% |
| EPS (diluted) | $1.01 | $1.56 |
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 | — | $324.0M | ||
| Q4 25 | $186.9M | $327.5M | ||
| Q3 25 | $184.6M | $340.4M | ||
| Q2 25 | $142.2M | $307.5M | ||
| Q1 25 | $133.1M | $280.5M | ||
| Q4 24 | $143.7M | $229.6M | ||
| Q3 24 | $133.9M | $125.3M | ||
| Q2 24 | $122.2M | $267.0M |
| Q1 26 | — | $73.8M | ||
| Q4 25 | $12.3M | $100.7M | ||
| Q3 25 | $8.8M | $105.2M | ||
| Q2 25 | $7.8M | $77.3M | ||
| Q1 25 | $10.2M | $47.0M | ||
| Q4 24 | $9.8M | $71.0M | ||
| Q3 24 | $7.5M | $-61.3M | ||
| Q2 24 | $6.0M | $41.7M |
| 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% | 40.4% | ||
| Q3 25 | 7.2% | 40.5% | ||
| Q2 25 | 7.5% | 33.2% | ||
| Q1 25 | 5.9% | 21.6% | ||
| Q4 24 | 9.1% | 40.7% | ||
| Q3 24 | 8.1% | -63.8% | ||
| Q2 24 | 6.7% | 21.9% |
| Q1 26 | — | 22.8% | ||
| Q4 25 | 6.6% | 30.7% | ||
| Q3 25 | 4.8% | 30.9% | ||
| Q2 25 | 5.5% | 25.2% | ||
| Q1 25 | 7.7% | 16.8% | ||
| Q4 24 | 6.9% | 30.9% | ||
| Q3 24 | 5.6% | -48.9% | ||
| Q2 24 | 4.9% | 15.6% |
| Q1 26 | — | $1.56 | ||
| Q4 25 | $1.01 | $2.11 | ||
| Q3 25 | $0.73 | $2.18 | ||
| Q2 25 | $0.64 | $1.58 | ||
| Q1 25 | $0.85 | $0.92 | ||
| Q4 24 | $0.81 | $1.43 | ||
| Q3 24 | $0.62 | $-1.41 | ||
| Q2 24 | $0.50 | $0.80 |
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 | — |
| Total DebtLower is stronger | $30.5M | $878.3M |
| Stockholders' EquityBook value | $195.7M | $3.6B |
| Total Assets | $381.1M | $33.5B |
| Debt / EquityLower = less leverage | 0.16× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.3M | — | ||
| Q3 25 | $9.8M | — | ||
| Q2 25 | $38.9M | — | ||
| Q1 25 | $38.1M | — | ||
| Q4 24 | $44.9M | — | ||
| Q3 24 | $51.2M | — | ||
| Q2 24 | $59.5M | — |
| Q1 26 | — | $878.3M | ||
| Q4 25 | $30.5M | $620.6M | ||
| Q3 25 | $56.3M | $620.4M | ||
| Q2 25 | $28.4M | $620.3M | ||
| Q1 25 | $23.7M | $660.5M | ||
| Q4 24 | $23.6M | $660.3M | ||
| Q3 24 | $20.5M | $660.2M | ||
| Q2 24 | $19.7M | $660.0M |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $195.7M | $3.6B | ||
| Q3 25 | $181.6M | $3.6B | ||
| Q2 25 | $170.5M | $3.5B | ||
| Q1 25 | $161.1M | $3.4B | ||
| Q4 24 | $153.5M | $3.4B | ||
| Q3 24 | $142.2M | $3.4B | ||
| Q2 24 | $133.0M | $3.2B |
| Q1 26 | — | $33.5B | ||
| Q4 25 | $381.1M | $31.5B | ||
| Q3 25 | $409.1M | $32.5B | ||
| Q2 25 | $343.0M | $31.9B | ||
| Q1 25 | $336.4M | $31.4B | ||
| Q4 24 | $352.1M | $30.7B | ||
| Q3 24 | $324.4M | $31.6B | ||
| Q2 24 | $303.9M | $29.9B |
| Q1 26 | — | 0.24× | ||
| Q4 25 | 0.16× | 0.17× | ||
| Q3 25 | 0.31× | 0.17× | ||
| Q2 25 | 0.17× | 0.18× | ||
| Q1 25 | 0.15× | 0.19× | ||
| 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 | $28.1M | — |
| Free Cash FlowOCF − Capex | $27.9M | — |
| FCF MarginFCF / Revenue | 14.9% | — |
| Capex IntensityCapex / Revenue | 0.1% | — |
| 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 | $360.2M | ||
| Q3 25 | $13.3M | $166.3M | ||
| Q2 25 | $2.0M | $63.0M | ||
| Q1 25 | $2.2M | $368.0K | ||
| Q4 24 | $19.3M | $480.1M | ||
| Q3 24 | $4.9M | $332.8M | ||
| Q2 24 | $16.5M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | $27.9M | $347.6M | ||
| Q3 25 | $12.8M | $161.3M | ||
| Q2 25 | $1.2M | $57.5M | ||
| Q1 25 | $11.0K | $-2.0M | ||
| Q4 24 | $18.0M | $415.2M | ||
| Q3 24 | $4.6M | $317.6M | ||
| Q2 24 | $13.2M | $11.1M |
| Q1 26 | — | — | ||
| Q4 25 | 14.9% | 106.1% | ||
| Q3 25 | 7.0% | 47.4% | ||
| Q2 25 | 0.8% | 18.7% | ||
| Q1 25 | 0.0% | -0.7% | ||
| Q4 24 | 12.5% | 180.9% | ||
| Q3 24 | 3.4% | 253.4% | ||
| Q2 24 | 10.8% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 3.8% | ||
| Q3 25 | 0.3% | 1.5% | ||
| Q2 25 | 0.6% | 1.8% | ||
| Q1 25 | 1.7% | 0.9% | ||
| Q4 24 | 0.9% | 28.2% | ||
| Q3 24 | 0.3% | 12.1% | ||
| Q2 24 | 2.7% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 3.58× | ||
| Q3 25 | 1.52× | 1.58× | ||
| Q2 25 | 0.26× | 0.81× | ||
| Q1 25 | 0.22× | 0.01× | ||
| Q4 24 | 1.96× | 6.76× | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 2.77× | 0.80× |
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% |
TCBI
Segment breakdown not available.
