Limbach Holdings, Inc. · NASDAQ:LMB

Limbach — Q1 2024 Earnings Presentation

26 slides from Limbach's earnings presentation, May 9, 2024

  1. Slide 1: "/- ! ՟՝՟աâ՞EŏɦȟǥȟdžɶٟŸŏ˃՟՝՟ա xȟʶƛɶʄȰɦÝɦƛɶƛȟʄŏʄǥȰȟ

    "/- ! ՟՝՟աâ՞EŏɦȟǥȟdžɶٟŸŏ˃՟՝՟ա xȟʶƛɶʄȰɦÝɦƛɶƛȟʄŏʄǥȰȟ

  2. Slide 2: Forward-Looking Statements

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  3. Slide 3: QZD<EPQh<YI<GQ[ODkQYGQ[OhshjIZh h]YkjQ][hNQgZhdIEQ<YQvQ[OQ[ gIpQj<YQvQ[OZQhhQ][ŸEgQjQE<Y

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  4. Slide 4: Limbach at a glance

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  5. Slide 5: Focused on mission critical markets

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  6. Slide 6: Limbach combines best attributes of verticals

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  7. Slide 7: Two operating segments: ODR and GCR

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  8. Slide 8: Focused on growth: three-pillar approach to scale business

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  9. Slide 9: Gross margin and adjusted EBITDA margin

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  10. Slide 10: Segment mix shift and ODR projection

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  11. Slide 11: Total revenue static, higher margin ODR revenue growing

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  12. Slide 12: Expanded margins through involved customer services

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  13. Slide 13: Unique service offerings and customer value

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  14. Slide 14: What we do: catering to customer needs, budgets

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  15. Slide 15: Current target geographies

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  16. Slide 16: Recent Tuckun transaction, closed July 2023

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  17. Slide 17: Recent geography transaction, closed November 2023

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  18. Slide 18: Strong balance sheet and disciplined capital allocation strategy

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  19. Slide 19: Financial goals and 2024 guidance

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  20. Slide 20: Investment highlights

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  21. Slide 21: Appendix

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  22. Slide 22: Operating and Financial Update

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  23. Slide 23: Sustainability at Limbach

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  24. Slide 24: Reconciliation of adjusted EBITDA and margin

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  25. Slide 25: Reconciliation of free cash flow

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  26. Slide 26: Contact Us

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Limbach Holdings — Q1 2024 Earnings Presentation on 6ix