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Concrete Pumping Holdings, Inc.（BBCP）与Limbach Holdings, Inc.（LMB）财务数据对比。点击上方公司名可切换其他公司
Limbach Holdings, Inc.的季度营收约是Concrete Pumping Holdings, Inc.的1.9倍（$186.9M vs $98.9M）。Limbach Holdings, Inc.净利率更高（6.6% vs 5.4%，领先1.2%）。Limbach Holdings, Inc.同比增速更快（30.1% vs -3.2%）。Limbach Holdings, Inc.自由现金流更多（$27.9M vs $1.9M）。过去两年Limbach Holdings, Inc.的营收复合增速更高（25.3% vs 4.8%）
Concrete Pumping Holdings, Inc.是领先的混凝土泵送服务及相关设备租赁供应商，主要面向美国和英国市场，业务覆盖基础设施建设、商业地产开发、住宅建造等核心建筑领域，为各类项目提供高效安全的混凝土输送解决方案。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
BBCP vs LMB — 直观对比
营收规模更大
LMB
是对方的1.9倍
$98.9M
营收增速更快
LMB
高出33.2%
-3.2%
净利率更高
LMB
高出1.2%
5.4%
自由现金流更多
LMB
多$26.0M
$1.9M
两年增速更快
LMB
近两年复合增速
4.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $98.9M | $186.9M |
| 净利润 | $5.3M | $12.3M |
| 毛利率 | 43.8% | 25.7% |
| 营业利润率 | 17.0% | 9.4% |
| 净利率 | 5.4% | 6.6% |
| 营收同比 | -3.2% | 30.1% |
| 净利润同比 | -43.6% | 25.0% |
| 每股收益（稀释后） | $0.09 | $1.01 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收BBCPLMB
| Q4 25 | $98.9M | $186.9M | ||
| Q3 25 | $94.2M | $184.6M | ||
| Q2 25 | $85.2M | $142.2M | ||
| Q1 25 | $78.0M | $133.1M | ||
| Q4 24 | $102.1M | $143.7M | ||
| Q3 24 | $100.6M | $133.9M | ||
| Q2 24 | $98.7M | $122.2M | ||
| Q1 24 | $90.0M | $119.0M |
净利润BBCPLMB
| Q4 25 | $5.3M | $12.3M | ||
| Q3 25 | $3.7M | $8.8M | ||
| Q2 25 | $-4.0K | $7.8M | ||
| Q1 25 | $-2.6M | $10.2M | ||
| Q4 24 | $9.4M | $9.8M | ||
| Q3 24 | $7.6M | $7.5M | ||
| Q2 24 | $3.0M | $6.0M | ||
| Q1 24 | $-3.8M | $7.6M |
毛利率BBCPLMB
| Q4 25 | 43.8% | 25.7% | ||
| Q3 25 | 42.9% | 24.2% | ||
| Q2 25 | 42.5% | 28.0% | ||
| Q1 25 | 40.0% | 27.6% | ||
| Q4 24 | 45.3% | 30.3% | ||
| Q3 24 | 44.3% | 27.0% | ||
| Q2 24 | 42.3% | 27.4% | ||
| Q1 24 | 37.0% | 26.1% |
营业利润率BBCPLMB
| Q4 25 | 17.0% | 9.4% | ||
| Q3 25 | 13.7% | 7.2% | ||
| Q2 25 | 9.7% | 7.5% | ||
| Q1 25 | 4.5% | 5.9% | ||
| Q4 24 | 18.8% | 9.1% | ||
| Q3 24 | 16.5% | 8.1% | ||
| Q2 24 | 12.2% | 6.7% | ||
| Q1 24 | 1.6% | 5.5% |
净利率BBCPLMB
| Q4 25 | 5.4% | 6.6% | ||
| Q3 25 | 3.9% | 4.8% | ||
| Q2 25 | -0.0% | 5.5% | ||
| Q1 25 | -3.4% | 7.7% | ||
| Q4 24 | 9.2% | 6.9% | ||
| Q3 24 | 7.5% | 5.6% | ||
| Q2 24 | 3.1% | 4.9% | ||
| Q1 24 | -4.3% | 6.4% |
每股收益（稀释后）BBCPLMB
| Q4 25 | $0.09 | $1.01 | ||
| Q3 25 | $0.07 | $0.73 | ||
| Q2 25 | $-0.01 | $0.64 | ||
| Q1 25 | $-0.06 | $0.85 | ||
| Q4 24 | $0.16 | $0.81 | ||
| Q3 24 | $0.13 | $0.62 | ||
| Q2 24 | $0.05 | $0.50 | ||
| Q1 24 | $-0.08 | $0.64 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $44.4M | $11.3M |
| 总债务越低越好 | $417.9M | $30.5M |
| 股东权益账面价值 | $264.8M | $195.7M |
| 总资产 | $879.5M | $381.1M |
| 负债/权益比越低杠杆越低 | 1.58× | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资BBCPLMB
| Q4 25 | $44.4M | $11.3M | ||
| Q3 25 | $41.0M | $9.8M | ||
| Q2 25 | $37.8M | $38.9M | ||
| Q1 25 | $85.1M | $38.1M | ||
| Q4 24 | $43.0M | $44.9M | ||
| Q3 24 | $26.3M | $51.2M | ||
| Q2 24 | $18.0M | $59.5M | ||
| Q1 24 | $14.7M | $48.2M |
总债务BBCPLMB
| Q4 25 | $417.9M | $30.5M | ||
| Q3 25 | $417.6M | $56.3M | ||
| Q2 25 | $417.3M | $28.4M | ||
| Q1 25 | $417.1M | $23.7M | ||
| Q4 24 | $373.3M | $23.6M | ||
| Q3 24 | $372.9M | $20.5M | ||
| Q2 24 | $372.6M | $19.7M | ||
| Q1 24 | $372.2M | $19.4M |
股东权益BBCPLMB
| Q4 25 | $264.8M | $195.7M | ||
| Q3 25 | $261.3M | $181.6M | ||
| Q2 25 | $261.8M | $170.5M | ||
| Q1 25 | $260.7M | $161.1M | ||
| Q4 24 | $321.7M | $153.5M | ||
| Q3 24 | $314.7M | $142.2M | ||
| Q2 24 | $308.3M | $133.0M | ||
| Q1 24 | $307.9M | $125.5M |
总资产BBCPLMB
| Q4 25 | $879.5M | $381.1M | ||
| Q3 25 | $886.0M | $409.1M | ||
| Q2 25 | $878.8M | $343.0M | ||
| Q1 25 | $912.9M | $336.4M | ||
| Q4 24 | $898.0M | $352.1M | ||
| Q3 24 | $890.8M | $324.4M | ||
| Q2 24 | $894.7M | $303.9M | ||
| Q1 24 | $894.8M | $289.2M |
负债/权益比BBCPLMB
| Q4 25 | 1.58× | 0.16× | ||
| Q3 25 | 1.60× | 0.31× | ||
| Q2 25 | 1.59× | 0.17× | ||
| Q1 25 | 1.60× | 0.15× | ||
| Q4 24 | 1.16× | 0.15× | ||
| Q3 24 | 1.19× | 0.14× | ||
| Q2 24 | 1.21× | 0.15× | ||
| Q1 24 | 1.21× | 0.15× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $14.5M | $28.1M |
| 自由现金流经营现金流 - 资本支出 | $1.9M | $27.9M |
| 自由现金流率自由现金流/营收 | 1.9% | 14.9% |
| 资本支出强度资本支出/营收 | 12.7% | 0.1% |
| 现金转化率经营现金流/净利润 | 2.72× | 2.29× |
| 过去12个月自由现金流最近4个季度 | $17.5M | $41.9M |
8季度趋势，按日历期对齐
经营现金流BBCPLMB
| Q4 25 | $14.5M | $28.1M | ||
| Q3 25 | $19.1M | $13.3M | ||
| Q2 25 | $24.7M | $2.0M | ||
| Q1 25 | $6.0M | $2.2M | ||
| Q4 24 | $22.4M | $19.3M | ||
| Q3 24 | $35.0M | $4.9M | ||
| Q2 24 | $9.1M | $16.5M | ||
| Q1 24 | $20.3M | $-3.9M |
自由现金流BBCPLMB
| Q4 25 | $1.9M | $27.9M | ||
| Q3 25 | $4.3M | $12.8M | ||
| Q2 25 | $11.1M | $1.2M | ||
| Q1 25 | $191.0K | $11.0K | ||
| Q4 24 | $16.1M | $18.0M | ||
| Q3 24 | $26.4M | $4.6M | ||
| Q2 24 | $-1.9M | $13.2M | ||
| Q1 24 | $2.5M | $-6.5M |
自由现金流率BBCPLMB
| Q4 25 | 1.9% | 14.9% | ||
| Q3 25 | 4.6% | 7.0% | ||
| Q2 25 | 13.0% | 0.8% | ||
| Q1 25 | 0.2% | 0.0% | ||
| Q4 24 | 15.8% | 12.5% | ||
| Q3 24 | 26.2% | 3.4% | ||
| Q2 24 | -1.9% | 10.8% | ||
| Q1 24 | 2.8% | -5.5% |
资本支出强度BBCPLMB
| Q4 25 | 12.7% | 0.1% | ||
| Q3 25 | 15.7% | 0.3% | ||
| Q2 25 | 16.0% | 0.6% | ||
| Q1 25 | 7.5% | 1.7% | ||
| Q4 24 | 6.2% | 0.9% | ||
| Q3 24 | 8.6% | 0.3% | ||
| Q2 24 | 11.2% | 2.7% | ||
| Q1 24 | 19.7% | 2.1% |
现金转化率BBCPLMB
| Q4 25 | 2.72× | 2.29× | ||
| Q3 25 | 5.16× | 1.52× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | 2.38× | 1.96× | ||
| Q3 24 | 4.63× | 0.66× | ||
| Q2 24 | 3.00× | 2.77× | ||
| Q1 24 | — | -0.52× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BBCP
| US Concrete Pumping | $72.2M | 73% |
| US Concrete Waste Management Services | $21.3M | 22% |
| Other | $5.4M | 5% |
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
