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Side-by-side financial comparison of Limbach Holdings, Inc. (LMB) and YELP INC (YELP). Click either name above to swap in a different company.
YELP INC is the larger business by last-quarter revenue ($360.0M vs $138.9M, roughly 2.6× Limbach Holdings, Inc.). YELP INC runs the higher net margin — 10.5% vs 3.2%, a 7.3% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (4.3% vs -0.5%). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (6.6% CAGR vs 4.0%).
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
Yelp Inc. is an American company that develops the Yelp.com website and the Yelp mobile app, which publishes crowd-sourced reviews about businesses. It also operates Yelp Guest Manager, a table reservation service. It is headquartered in San Francisco.
LMB vs YELP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $138.9M | $360.0M |
| Net Profit | $4.4M | $37.8M |
| Gross Margin | 22.4% | — |
| Operating Margin | 0.8% | 13.6% |
| Net Margin | 3.2% | 10.5% |
| Revenue YoY | 4.3% | -0.5% |
| Net Profit YoY | — | -10.5% |
| EPS (diluted) | $0.36 | $0.60 |
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 | $360.0M | ||
| Q3 25 | $184.6M | $376.0M | ||
| Q2 25 | $142.2M | $370.4M | ||
| Q1 25 | $133.1M | $358.5M | ||
| Q4 24 | $143.7M | $362.0M | ||
| Q3 24 | $133.9M | $360.3M | ||
| Q2 24 | $122.2M | $357.0M |
| Q1 26 | $4.4M | — | ||
| Q4 25 | $12.3M | $37.8M | ||
| Q3 25 | $8.8M | $39.3M | ||
| Q2 25 | $7.8M | $44.1M | ||
| Q1 25 | $10.2M | $24.4M | ||
| Q4 24 | $9.8M | $42.2M | ||
| Q3 24 | $7.5M | $38.4M | ||
| Q2 24 | $6.0M | $38.0M |
| 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% | 13.6% | ||
| Q3 25 | 7.2% | 14.1% | ||
| Q2 25 | 7.5% | 14.4% | ||
| Q1 25 | 5.9% | 8.2% | ||
| Q4 24 | 9.1% | 14.8% | ||
| Q3 24 | 8.1% | 12.9% | ||
| Q2 24 | 6.7% | 11.1% |
| Q1 26 | 3.2% | — | ||
| Q4 25 | 6.6% | 10.5% | ||
| Q3 25 | 4.8% | 10.5% | ||
| Q2 25 | 5.5% | 11.9% | ||
| Q1 25 | 7.7% | 6.8% | ||
| Q4 24 | 6.9% | 11.7% | ||
| Q3 24 | 5.6% | 10.7% | ||
| Q2 24 | 4.9% | 10.7% |
| Q1 26 | $0.36 | — | ||
| Q4 25 | $1.01 | $0.60 | ||
| Q3 25 | $0.73 | $0.61 | ||
| Q2 25 | $0.64 | $0.67 | ||
| Q1 25 | $0.85 | $0.36 | ||
| Q4 24 | $0.81 | $0.58 | ||
| Q3 24 | $0.62 | $0.56 | ||
| Q2 24 | $0.50 | $0.54 |
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 | $319.4M |
| Total DebtLower is stronger | $56.6M | — |
| Stockholders' EquityBook value | $196.3M | $710.9M |
| Total Assets | $377.0M | $958.5M |
| Debt / EquityLower = less leverage | 0.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.8M | — | ||
| Q4 25 | $11.3M | $319.4M | ||
| Q3 25 | $9.8M | $333.6M | ||
| Q2 25 | $38.9M | $301.1M | ||
| Q1 25 | $38.1M | $324.4M | ||
| Q4 24 | $44.9M | $317.9M | ||
| Q3 24 | $51.2M | $397.0M | ||
| Q2 24 | $59.5M | $384.8M |
| Q1 26 | $56.6M | — | ||
| 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 26 | $196.3M | — | ||
| Q4 25 | $195.7M | $710.9M | ||
| Q3 25 | $181.6M | $733.2M | ||
| Q2 25 | $170.5M | $746.4M | ||
| Q1 25 | $161.1M | $728.0M | ||
| Q4 24 | $153.5M | $744.0M | ||
| Q3 24 | $142.2M | $739.5M | ||
| Q2 24 | $133.0M | $735.3M |
| Q1 26 | $377.0M | — | ||
| Q4 25 | $381.1M | $958.5M | ||
| Q3 25 | $409.1M | $989.9M | ||
| Q2 25 | $343.0M | $980.2M | ||
| Q1 25 | $336.4M | $985.2M | ||
| Q4 24 | $352.1M | $983.6M | ||
| Q3 24 | $324.4M | $980.2M | ||
| Q2 24 | $303.9M | $965.0M |
| 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× | — |
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 | — | $84.5M |
| Free Cash FlowOCF − Capex | — | $72.3M |
| FCF MarginFCF / Revenue | — | 20.1% |
| Capex IntensityCapex / Revenue | — | 3.4% |
| Cash ConversionOCF / Net Profit | — | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | — | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $28.1M | $84.5M | ||
| Q3 25 | $13.3M | $131.5M | ||
| Q2 25 | $2.0M | $58.0M | ||
| Q1 25 | $2.2M | $98.0M | ||
| Q4 24 | $19.3M | $71.0M | ||
| Q3 24 | $4.9M | $102.3M | ||
| Q2 24 | $16.5M | $39.7M |
| Q1 26 | — | — | ||
| Q4 25 | $27.9M | $72.3M | ||
| Q3 25 | $12.8M | $118.9M | ||
| Q2 25 | $1.2M | $45.0M | ||
| Q1 25 | $11.0K | $87.5M | ||
| Q4 24 | $18.0M | $60.0M | ||
| Q3 24 | $4.6M | $92.5M | ||
| Q2 24 | $13.2M | $30.1M |
| Q1 26 | — | — | ||
| Q4 25 | 14.9% | 20.1% | ||
| Q3 25 | 7.0% | 31.6% | ||
| Q2 25 | 0.8% | 12.2% | ||
| Q1 25 | 0.0% | 24.4% | ||
| Q4 24 | 12.5% | 16.6% | ||
| Q3 24 | 3.4% | 25.7% | ||
| Q2 24 | 10.8% | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 3.4% | ||
| Q3 25 | 0.3% | 3.3% | ||
| Q2 25 | 0.6% | 3.5% | ||
| Q1 25 | 1.7% | 2.9% | ||
| Q4 24 | 0.9% | 3.0% | ||
| Q3 24 | 0.3% | 2.7% | ||
| Q2 24 | 2.7% | 2.7% |
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 2.24× | ||
| Q3 25 | 1.52× | 3.34× | ||
| Q2 25 | 0.26× | 1.32× | ||
| Q1 25 | 0.22× | 4.02× | ||
| Q4 24 | 1.96× | 1.68× | ||
| Q3 24 | 0.66× | 2.66× | ||
| Q2 24 | 2.77× | 1.04× |
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% |
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
