vs
Limbach Holdings, Inc.（LMB）与PagerDuty, Inc.（PD）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PagerDuty, Inc.的1.1倍（$138.9M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 3.2%，领先126.6%），PagerDuty, Inc.同比增速更快（4.7% vs 4.3%），过去两年Limbach Holdings, Inc.的营收复合增速更高（6.6% vs 5.9%）
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。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
LMB vs PD — 直观对比
营收规模更大
LMB
是对方的1.1倍
$124.5M
营收增速更快
PD
高出0.4%
4.3%
净利率更高
PD
高出126.6%
3.2%
两年增速更快
LMB
近两年复合增速
5.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $138.9M | $124.5M |
| 净利润 | $4.4M | $161.6M |
| 毛利率 | 22.4% | 85.3% |
| 营业利润率 | 0.8% | 6.5% |
| 净利率 | 3.2% | 129.7% |
| 营收同比 | 4.3% | 4.7% |
| 净利润同比 | — | 2827.7% |
| 每股收益（稀释后） | $0.36 | $1.69 |
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LMBPD
| Q1 26 | $138.9M | — | ||
| Q4 25 | $186.9M | $124.5M | ||
| Q3 25 | $184.6M | $123.4M | ||
| Q2 25 | $142.2M | $119.8M | ||
| Q1 25 | $133.1M | $121.4M | ||
| Q4 24 | $143.7M | $118.9M | ||
| Q3 24 | $133.9M | $115.9M | ||
| Q2 24 | $122.2M | $111.2M |
净利润LMBPD
| Q1 26 | $4.4M | — | ||
| Q4 25 | $12.3M | $161.6M | ||
| Q3 25 | $8.8M | $9.6M | ||
| Q2 25 | $7.8M | $-7.2M | ||
| Q1 25 | $10.2M | $-8.8M | ||
| Q4 24 | $9.8M | $-5.9M | ||
| Q3 24 | $7.5M | $-10.9M | ||
| Q2 24 | $6.0M | $-17.1M |
毛利率LMBPD
| Q1 26 | 22.4% | — | ||
| Q4 25 | 25.7% | 85.3% | ||
| Q3 25 | 24.2% | 84.6% | ||
| Q2 25 | 28.0% | 84.0% | ||
| Q1 25 | 27.6% | 83.6% | ||
| Q4 24 | 30.3% | 83.0% | ||
| Q3 24 | 27.0% | 82.7% | ||
| Q2 24 | 27.4% | 82.6% |
营业利润率LMBPD
| Q1 26 | 0.8% | — | ||
| Q4 25 | 9.4% | 6.5% | ||
| Q3 25 | 7.2% | 2.9% | ||
| Q2 25 | 7.5% | -8.6% | ||
| Q1 25 | 5.9% | -9.6% | ||
| Q4 24 | 9.1% | -8.7% | ||
| Q3 24 | 8.1% | -13.8% | ||
| Q2 24 | 6.7% | -19.5% |
净利率LMBPD
| Q1 26 | 3.2% | — | ||
| Q4 25 | 6.6% | 129.7% | ||
| Q3 25 | 4.8% | 7.8% | ||
| Q2 25 | 5.5% | -6.0% | ||
| Q1 25 | 7.7% | -7.2% | ||
| Q4 24 | 6.9% | -5.0% | ||
| Q3 24 | 5.6% | -9.4% | ||
| Q2 24 | 4.9% | -15.4% |
每股收益（稀释后）LMBPD
| Q1 26 | $0.36 | — | ||
| Q4 25 | $1.01 | $1.69 | ||
| Q3 25 | $0.73 | $0.10 | ||
| Q2 25 | $0.64 | $-0.07 | ||
| Q1 25 | $0.85 | $-0.12 | ||
| Q4 24 | $0.81 | $-0.07 | ||
| Q3 24 | $0.62 | $-0.14 | ||
| Q2 24 | $0.50 | $-0.26 |
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 | $15.8M | $547.8M |
| 总债务越低越好 | $56.6M | — |
| 股东权益账面价值 | $196.3M | $320.5M |
| 总资产 | $377.0M | $1.0B |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资LMBPD
| Q1 26 | $15.8M | — | ||
| Q4 25 | $11.3M | $547.8M | ||
| Q3 25 | $9.8M | $567.9M | ||
| Q2 25 | $38.9M | $597.1M | ||
| Q1 25 | $38.1M | $570.8M | ||
| Q4 24 | $44.9M | $542.2M | ||
| Q3 24 | $51.2M | $599.3M | ||
| Q2 24 | $59.5M | $592.8M |
总债务LMBPD
| Q1 26 | $56.6M | — | ||
| Q4 25 | $30.5M | — | ||
| Q3 25 | $56.3M | — | ||
| Q2 25 | $28.4M | — | ||
| Q1 25 | $23.7M | $484.5M | ||
| Q4 24 | $23.6M | — | ||
| Q3 24 | $20.5M | — | ||
| Q2 24 | $19.7M | — |
股东权益LMBPD
| Q1 26 | $196.3M | — | ||
| Q4 25 | $195.7M | $320.5M | ||
| Q3 25 | $181.6M | $180.7M | ||
| Q2 25 | $170.5M | $145.7M | ||
| Q1 25 | $161.1M | $129.8M | ||
| Q4 24 | $153.5M | $111.6M | ||
| Q3 24 | $142.2M | $164.7M | ||
| Q2 24 | $133.0M | $174.0M |
总资产LMBPD
| Q1 26 | $377.0M | — | ||
| Q4 25 | $381.1M | $1.0B | ||
| Q3 25 | $409.1M | $891.5M | ||
| Q2 25 | $343.0M | $926.8M | ||
| Q1 25 | $336.4M | $927.3M | ||
| Q4 24 | $352.1M | $866.8M | ||
| Q3 24 | $324.4M | $916.0M | ||
| Q2 24 | $303.9M | $924.0M |
负债/权益比LMBPD
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.15× | 3.73× | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 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 | — | $24.8M |
| 自由现金流经营现金流 - 资本支出 | — | $24.1M |
| 自由现金流率自由现金流/营收 | — | 19.3% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.15× |
| 过去12个月自由现金流最近4个季度 | — | $117.6M |
8季度趋势，按日历期对齐
经营现金流LMBPD
| Q1 26 | — | — | ||
| Q4 25 | $28.1M | $24.8M | ||
| Q3 25 | $13.3M | $34.0M | ||
| Q2 25 | $2.0M | $30.7M | ||
| Q1 25 | $2.2M | $31.4M | ||
| Q4 24 | $19.3M | $22.1M | ||
| Q3 24 | $4.9M | $35.8M | ||
| Q2 24 | $16.5M | $28.6M |
自由现金流LMBPD
| Q1 26 | — | — | ||
| Q4 25 | $27.9M | $24.1M | ||
| Q3 25 | $12.8M | $33.1M | ||
| Q2 25 | $1.2M | $30.2M | ||
| Q1 25 | $11.0K | $30.3M | ||
| Q4 24 | $18.0M | $21.5M | ||
| Q3 24 | $4.6M | $35.1M | ||
| Q2 24 | $13.2M | $28.2M |
自由现金流率LMBPD
| Q1 26 | — | — | ||
| Q4 25 | 14.9% | 19.3% | ||
| Q3 25 | 7.0% | 26.8% | ||
| Q2 25 | 0.8% | 25.2% | ||
| Q1 25 | 0.0% | 24.9% | ||
| Q4 24 | 12.5% | 18.1% | ||
| Q3 24 | 3.4% | 30.3% | ||
| Q2 24 | 10.8% | 25.4% |
资本支出强度LMBPD
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 0.6% | ||
| Q3 25 | 0.3% | 0.7% | ||
| Q2 25 | 0.6% | 0.4% | ||
| Q1 25 | 1.7% | 0.9% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 0.3% | 0.5% | ||
| Q2 24 | 2.7% | 0.4% |
现金转化率LMBPD
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 0.15× | ||
| Q3 25 | 1.52× | 3.55× | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 2.77× | — |
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
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
