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Side-by-side financial comparison of Limbach Holdings, Inc. (LMB) and CVR PARTNERS, LP (UAN). Click either name above to swap in a different company.
CVR PARTNERS, LP is the larger business by last-quarter revenue ($180.0M vs $138.9M, roughly 1.3× Limbach Holdings, Inc.). CVR PARTNERS, LP runs the higher net margin — 27.7% vs 3.2%, a 24.6% gap on every dollar of revenue. On growth, CVR PARTNERS, LP posted the faster year-over-year revenue change (26.0% vs 4.3%). Over the past eight quarters, CVR PARTNERS, LP's revenue compounded faster (16.4% CAGR vs 6.6%).
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
CVR Partners, LP is a leading North American producer of nitrogen-based fertilizer products, primarily urea ammonium nitrate (UAN) and ammonia. It serves agricultural, industrial and commercial markets across the U.S. and Canada, delivering cost-effective, high-quality nutrient solutions for crop production and diverse industrial use cases.
LMB vs UAN — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $138.9M | $180.0M |
| Net Profit | $4.4M | $49.9M |
| Gross Margin | 22.4% | 37.5% |
| Operating Margin | 0.8% | 32.0% |
| Net Margin | 3.2% | 27.7% |
| Revenue YoY | 4.3% | 26.0% |
| Net Profit YoY | — | 84.3% |
| EPS (diluted) | $0.36 | — |
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 | $138.9M | $180.0M | ||
| Q4 25 | $186.9M | $131.1M | ||
| Q3 25 | $184.6M | $163.5M | ||
| Q2 25 | $142.2M | $168.6M | ||
| Q1 25 | $133.1M | $142.9M | ||
| Q4 24 | $143.7M | $139.6M | ||
| Q3 24 | $133.9M | $125.2M | ||
| Q2 24 | $122.2M | $132.9M |
| Q1 26 | $4.4M | $49.9M | ||
| Q4 25 | $12.3M | $-10.3M | ||
| Q3 25 | $8.8M | $43.1M | ||
| Q2 25 | $7.8M | $38.8M | ||
| Q1 25 | $10.2M | $27.1M | ||
| Q4 24 | $9.8M | $18.3M | ||
| Q3 24 | $7.5M | $3.8M | ||
| Q2 24 | $6.0M | $26.2M |
| Q1 26 | 22.4% | 37.5% | ||
| Q4 25 | 25.7% | 4.4% | ||
| Q3 25 | 24.2% | 37.0% | ||
| Q2 25 | 28.0% | 32.4% | ||
| Q1 25 | 27.6% | 29.7% | ||
| Q4 24 | 30.3% | 23.8% | ||
| Q3 24 | 27.0% | 14.7% | ||
| Q2 24 | 27.4% | 30.0% |
| Q1 26 | 0.8% | 32.0% | ||
| Q4 25 | 9.4% | -2.2% | ||
| Q3 25 | 7.2% | 31.0% | ||
| Q2 25 | 7.5% | 27.5% | ||
| Q1 25 | 5.9% | 24.2% | ||
| Q4 24 | 9.1% | 18.4% | ||
| Q3 24 | 8.1% | 8.8% | ||
| Q2 24 | 6.7% | 25.3% |
| Q1 26 | 3.2% | 27.7% | ||
| Q4 25 | 6.6% | -7.8% | ||
| Q3 25 | 4.8% | 26.3% | ||
| Q2 25 | 5.5% | 23.0% | ||
| Q1 25 | 7.7% | 19.0% | ||
| Q4 24 | 6.9% | 13.1% | ||
| Q3 24 | 5.6% | 3.0% | ||
| Q2 24 | 4.9% | 19.7% |
| Q1 26 | $0.36 | — | ||
| Q4 25 | $1.01 | $-0.98 | ||
| Q3 25 | $0.73 | $4.08 | ||
| Q2 25 | $0.64 | $3.67 | ||
| Q1 25 | $0.85 | $2.56 | ||
| Q4 24 | $0.81 | $1.73 | ||
| Q3 24 | $0.62 | $0.36 | ||
| Q2 24 | $0.50 | $2.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.8M | $128.1M |
| Total DebtLower is stronger | $56.6M | — |
| Stockholders' EquityBook value | $196.3M | — |
| Total Assets | $377.0M | $1.0B |
| Debt / EquityLower = less leverage | 0.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.8M | $128.1M | ||
| Q4 25 | $11.3M | $69.2M | ||
| Q3 25 | $9.8M | $156.2M | ||
| Q2 25 | $38.9M | $114.4M | ||
| Q1 25 | $38.1M | $121.8M | ||
| Q4 24 | $44.9M | $90.9M | ||
| Q3 24 | $51.2M | $110.5M | ||
| Q2 24 | $59.5M | $47.5M |
| Q1 26 | $56.6M | — | ||
| Q4 25 | $30.5M | $569.1M | ||
| Q3 25 | $56.3M | $569.1M | ||
| Q2 25 | $28.4M | $569.2M | ||
| Q1 25 | $23.7M | $569.3M | ||
| Q4 24 | $23.6M | $568.0M | ||
| Q3 24 | $20.5M | $547.7M | ||
| Q2 24 | $19.7M | $547.6M |
| Q1 26 | $196.3M | — | ||
| Q4 25 | $195.7M | — | ||
| Q3 25 | $181.6M | — | ||
| Q2 25 | $170.5M | — | ||
| Q1 25 | $161.1M | — | ||
| Q4 24 | $153.5M | — | ||
| Q3 24 | $142.2M | — | ||
| Q2 24 | $133.0M | — |
| Q1 26 | $377.0M | $1.0B | ||
| Q4 25 | $381.1M | $969.5M | ||
| Q3 25 | $409.1M | $1.0B | ||
| Q2 25 | $343.0M | $998.0M | ||
| Q1 25 | $336.4M | $1.0B | ||
| Q4 24 | $352.1M | $1.0B | ||
| Q3 24 | $324.4M | $986.6M | ||
| Q2 24 | $303.9M | $959.4M |
| Q1 26 | 0.29× | — | ||
| 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× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
UAN
| Fertilizer sales | $166.1M | 92% |
| Other | $14.0M | 8% |
