Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

成长型股票相关 - 成长型投资者关注财务增长高于平均水平的股票但找到潜力股不易因其风险和波动性高于平均水平且选错可能导致重大损失 [1] 公司推荐相关 - 借助Zacks成长风格评分可轻松找到前沿成长型股票当前推荐Limbach公司该公司成长评分良好且Zacks排名靠前 [2] 成长型股票表现相关 - 具有最佳成长特征的股票表现持续优于市场成长评分A或B且Zacks排名1或2的股票回报更佳 [3] 公司盈利增长相关 - 盈利增长是最重要因素两位数盈利增长对成长型投资者极具吸引力Limbach公司历史每股收益增长率为55.2%但应关注预期增长今年其每股收益预计增长46.6%远超行业10%的平均水平 [4][5] 公司现金流增长相关 - 高于平均水平的现金流增长对成长型公司更重要Limbach公司同比现金流增长率为35.8%高于行业8.3%的平均水平其过去3 - 5年年化现金流增长率为47.2%高于行业12.7%的平均水平 [6][7] 公司盈利预估修正相关 - 投资者应考虑盈利预估修正趋势Limbach公司本年度盈利预估向上修正过去一个月Zacks共识预估飙升6.2% [8] 公司综合评价相关 - Limbach公司基于多种因素获得A成长评分且因盈利预估修正积极Zacks排名第1这表明其可能表现优异是成长型投资者的可靠选择 [9]

Limbach (LMB) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions a ...

The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Limbach (LMB) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question.Limbach is one of 308 companies in the Business Services group. The Bus ...

财务数据和关键指标变化 - 第三季度总收入为1.339亿美元，同比增长4.8% [27] - ODR收入增长41.3%至9300万美元，GCR收入下降33.9%至4090万美元 [27] - ODR收入占总收入的69.4%，较去年同期的51.5%显著上升 [27] - 总毛利增长15.6%至3610万美元，毛利率提升至27% [31] - 净收入为750万美元，同比增长4.1% [33] - 调整后EBITDA为1730万美元，同比增长27.2% [33] 各条业务线数据和关键指标变化 - ODR毛利占总毛利的82.1%，毛利率为31.9% [30] - GCR毛利下降46%至650万美元，反映出较低的毛利率和对项目的选择性 [31] - ODR的订单积压为2.098亿美元，较去年底的1.47亿美元显著增加 [29] - GCR的订单积压为1.615亿美元，较去年底的1.869亿美元有所下降 [29] 公司战略和发展方向和行业竞争 - 公司战略包括向业主直接关系（ODR）转型，提升产品和服务，及通过收购扩展业务 [6][12] - 计划在2024年实现65%至70%的收入来自ODR [7][22] - 通过收购Kent Island Mechanical等公司，增强市场份额和客户关系 [14][16] - 未来将专注于提供综合解决方案，特别是在医疗和数据中心领域 [20][21] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望乐观，预计2024年总收入将在5.2亿至5.4亿美元之间 [22] - 预计调整后EBITDA将在6000万至6300万美元之间，毛利率将提升至26%至27% [22] - 管理层强调，尽管目前处于转型阶段，但未来将实现收入和毛利的双重增长 [24] 其他重要信息 - 公司在第三季度的自由现金流为1300万美元，同比增长16.6% [34] - 计划在2024年总资本支出约为800万美元，其中包括500万美元用于租赁设备 [35] - 目前现金及现金等价物为5120万美元，流动性良好 [36] 问答环节所有提问和回答 问题: 整体需求环境如何 - 管理层指出，数据中心、医疗和工业制造领域的需求持续强劲 [39] 问题: ODR服务模型的进展如何 - 管理层表示，ODR服务模型仍在早期阶段，未来三年将继续推进 [42] 问题: 收购Kent Island的情况及未来收购计划 - 管理层强调，收购Kent Island是战略的一部分，未来将继续寻找合适的收购机会 [46][48] 问题: 增长来自现有客户还是新客户 - 管理层表示，增长主要来自现有客户，通过提供综合解决方案来增加市场份额 [51][55] 问题: 毛利率的可持续性 - 管理层认为，未来毛利率有提升空间，计划通过多样化服务来实现 [63][65]

Limbach (LMB) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.77%. A quarter ago, it was expected that this company would post earnings of $0.37 per share when it actually produced earnings of $0.50, delivering a surprise of 35.14%.Over the last four quarters, the company has surpas ...

财务业绩 - 第三季度总收入为1.339亿美元，同比增长4.8%[5] - 总毛利率从24.5%提升至27.0%[6] - 调整后EBITDA增长27.2%至1.73亿美元[9] - 预计2024年全年收入将达5.2-5.4亿美元，调整后EBITDA将达6.0-6.3亿美元[11] - 公司第三季度总收入为1.339亿美元，同比增长4.8%[21] - 公司第三季度毛利率为27.0%，同比提升2.5个百分点[24] - 公司第三季度营业利润为1.089亿美元，同比增长10.8%[24] - 公司第三季度净收入为2.103亿美元，同比增长35.6%[21] - 公司第三季度经营活动产生的现金流量净额为1.749亿美元[21] - 公司总收入为3.75亿美元，同比增长0.4%[27] - 总毛利率为26.8%，同比增加3.8个百分点[27] - 调整后EBITDA为4290万美元，调整后EBITDA利润率为11.4%[31] - 公司净利润为2103.3万美元，同比增长35.6%[31] 业务结构 - 直接面向业主关系(ODR)收入增长41.3%至9.3亿美元，占总收入的69.4%[5] - ODR毛利增长53.8%至2.96亿美元，毛利率达31.9%[6] - 公司正在向65%-70%的ODR收入占比目标迈进，预计2025年将实现总收入增长[5] - 公司第三季度ODR业务收入为9.301亿美元，占总收入的69.4%，同比增长41.3%[24] - 公司第三季度ODR业务毛利率为31.9%，同比提升2.6个百分点[24] - 公司第三季度GCR业务收入为4.091亿美元，占总收入的30.6%，同比下降33.9%[24] - 公司第三季度GCR业务毛利率为15.8%，同比下降3.5个百分点[24] - 运营服务部门(ODR)收入为2.5亿美元，占总收入的66.6%，同比增长36.4%[27] 成本管控 - 公司第三季度销售及管理费用为2.375亿美元，占总收入的17.7%，同比增长13.3%[24] - 销售、一般及管理费用为6980万美元，占总收入的18.6%，同比增加11.8%[27] 收购与整合 - 公司计划每年进行2-3次收购以扩大市场份额[4] - 公司在南加州和东宾夕法尼亚分支机构进行了重组[31] 其他 - 公司现金及现金等价物为5.12亿美元，流动比率为1.57[10] - 公司计提了234.4万美元的或有对价公允价值变动[27,31] - 公司计提了295.6万美元的无形资产摊销[27,31] - 公司未完工合同的预计收入(即"订单回笼")为未披露[31]

Limbach Holdings, Inc. (LMB) is scheduled to release its third-quarter 2024 results on Nov. 5, after market close.See Zacks Earnings Calendar to stay ahead of market-making news.LMB surpassed the Zacks Consensus Estimate in the second quarter of 2024 by 35.1%. It has delivered an average earnings surprise of 67.9% across the past four quarters.LMB’s Q3 ExpectationsThe Zacks Consensus Estimate for revenues is pegged at $135 million, suggesting a 5.7% increase from the year-ago quarter’s actual. The top line ...

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the st ...

Limbach Holdings, Inc. (LMB) is a rare red-hot small cap company. This Zacks Rank #1 (Strong Buy) is up 85.9% year-to-date.Limbach is a building systems solutions firm specializing in revitalizing mission-critical electrical, plumbing, and mechanical/HVAC infrastructure within existing buildings.Headquartered in Pennsylvania, it works with building owners in six markets: healthcare, industrial and manufacturing, data centers, life science, higher education and cultural and entertainment.Limbach has more tha ...