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Side-by-side financial comparison of Limbach Holdings, Inc. (LMB) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
XPLR Infrastructure, LP is the larger business by last-quarter revenue ($249.0M vs $138.9M, roughly 1.8× Limbach Holdings, Inc.). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs 3.2%, a 8.1% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (4.3% vs -15.3%). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (6.6% CAGR vs -1.6%).
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
LMB vs XIFR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $138.9M | $249.0M |
| Net Profit | $4.4M | $28.0M |
| Gross Margin | 22.4% | — |
| Operating Margin | 0.8% | -19.3% |
| Net Margin | 3.2% | 11.2% |
| Revenue YoY | 4.3% | -15.3% |
| Net Profit YoY | — | 124.3% |
| 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 | — | ||
| Q4 25 | $186.9M | $249.0M | ||
| Q3 25 | $184.6M | $315.0M | ||
| Q2 25 | $142.2M | $342.0M | ||
| Q1 25 | $133.1M | $282.0M | ||
| Q4 24 | $143.7M | $294.0M | ||
| Q3 24 | $133.9M | $319.0M | ||
| Q2 24 | $122.2M | $360.0M |
| Q1 26 | $4.4M | — | ||
| Q4 25 | $12.3M | $28.0M | ||
| Q3 25 | $8.8M | $-37.0M | ||
| Q2 25 | $7.8M | $79.0M | ||
| Q1 25 | $10.2M | $-98.0M | ||
| Q4 24 | $9.8M | $-115.0M | ||
| Q3 24 | $7.5M | $-40.0M | ||
| Q2 24 | $6.0M | $62.0M |
| Q1 26 | 22.4% | — | ||
| 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 | 0.8% | — | ||
| Q4 25 | 9.4% | -19.3% | ||
| Q3 25 | 7.2% | 1.6% | ||
| Q2 25 | 7.5% | 26.3% | ||
| Q1 25 | 5.9% | -82.6% | ||
| Q4 24 | 9.1% | -188.1% | ||
| Q3 24 | 8.1% | 15.4% | ||
| Q2 24 | 6.7% | 18.3% |
| Q1 26 | 3.2% | — | ||
| Q4 25 | 6.6% | 11.2% | ||
| Q3 25 | 4.8% | -11.7% | ||
| Q2 25 | 5.5% | 23.1% | ||
| Q1 25 | 7.7% | -34.8% | ||
| Q4 24 | 6.9% | -39.1% | ||
| Q3 24 | 5.6% | -12.5% | ||
| Q2 24 | 4.9% | 17.2% |
| Q1 26 | $0.36 | — | ||
| Q4 25 | $1.01 | — | ||
| Q3 25 | $0.73 | $-0.40 | ||
| Q2 25 | $0.64 | $0.84 | ||
| Q1 25 | $0.85 | $-1.05 | ||
| Q4 24 | $0.81 | — | ||
| Q3 24 | $0.62 | $-0.43 | ||
| Q2 24 | $0.50 | $0.66 |
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 | $960.0M |
| Total DebtLower is stronger | $56.6M | $6.2B |
| Stockholders' EquityBook value | $196.3M | $10.9B |
| Total Assets | $377.0M | $19.6B |
| Debt / EquityLower = less leverage | 0.29× | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.8M | — | ||
| Q4 25 | $11.3M | $960.0M | ||
| Q3 25 | $9.8M | $711.0M | ||
| Q2 25 | $38.9M | $880.0M | ||
| Q1 25 | $38.1M | $1.5B | ||
| Q4 24 | $44.9M | $283.0M | ||
| Q3 24 | $51.2M | $290.0M | ||
| Q2 24 | $59.5M | $281.0M |
| Q1 26 | $56.6M | — | ||
| Q4 25 | $30.5M | $6.2B | ||
| Q3 25 | $56.3M | — | ||
| Q2 25 | $28.4M | — | ||
| Q1 25 | $23.7M | — | ||
| Q4 24 | $23.6M | $5.3B | ||
| Q3 24 | $20.5M | — | ||
| Q2 24 | $19.7M | — |
| Q1 26 | $196.3M | — | ||
| Q4 25 | $195.7M | $10.9B | ||
| Q3 25 | $181.6M | $11.0B | ||
| Q2 25 | $170.5M | $11.3B | ||
| Q1 25 | $161.1M | $12.6B | ||
| Q4 24 | $153.5M | $12.9B | ||
| Q3 24 | $142.2M | $13.6B | ||
| Q2 24 | $133.0M | $13.9B |
| Q1 26 | $377.0M | — | ||
| Q4 25 | $381.1M | $19.6B | ||
| Q3 25 | $409.1M | $19.1B | ||
| Q2 25 | $343.0M | $20.5B | ||
| Q1 25 | $336.4M | $21.4B | ||
| Q4 24 | $352.1M | $20.3B | ||
| Q3 24 | $324.4M | $20.9B | ||
| Q2 24 | $303.9M | $21.7B |
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.16× | 0.57× | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 0.41× | ||
| Q3 24 | 0.14× | — | ||
| Q2 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 | — | $186.0M |
| Free Cash FlowOCF − Capex | — | $-88.0M |
| FCF MarginFCF / Revenue | — | -35.3% |
| Capex IntensityCapex / Revenue | — | 110.0% |
| Cash ConversionOCF / Net Profit | — | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $28.1M | $186.0M | ||
| Q3 25 | $13.3M | $231.0M | ||
| Q2 25 | $2.0M | $232.0M | ||
| Q1 25 | $2.2M | $90.0M | ||
| Q4 24 | $19.3M | $283.0M | ||
| Q3 24 | $4.9M | $208.0M | ||
| Q2 24 | $16.5M | $231.0M |
| Q1 26 | — | — | ||
| Q4 25 | $27.9M | $-88.0M | ||
| Q3 25 | $12.8M | $-283.0M | ||
| Q2 25 | $1.2M | $151.0M | ||
| Q1 25 | $11.0K | $1.0M | ||
| Q4 24 | $18.0M | $231.0M | ||
| Q3 24 | $4.6M | $152.0M | ||
| Q2 24 | $13.2M | $162.0M |
| Q1 26 | — | — | ||
| Q4 25 | 14.9% | -35.3% | ||
| Q3 25 | 7.0% | -89.8% | ||
| Q2 25 | 0.8% | 44.2% | ||
| Q1 25 | 0.0% | 0.4% | ||
| Q4 24 | 12.5% | 78.6% | ||
| Q3 24 | 3.4% | 47.6% | ||
| Q2 24 | 10.8% | 45.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 110.0% | ||
| Q3 25 | 0.3% | 163.2% | ||
| Q2 25 | 0.6% | 23.7% | ||
| Q1 25 | 1.7% | 31.6% | ||
| Q4 24 | 0.9% | 17.7% | ||
| Q3 24 | 0.3% | 17.6% | ||
| Q2 24 | 2.7% | 19.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 6.64× | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 0.26× | 2.94× | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 2.77× | 3.73× |
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% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
