Limbach Set to Report Q2 Earnings: Here's What You Should Know

Limbach Holdings, Inc. LMB is scheduled to release its second-quarter 2025 results on Aug. 5, after market close.The company has a strong history of earnings surprises. Earnings have surpassed the Zacks Consensus Estimate in the trailing four quarters, with an average earnings surprise of 91.2%.Limbach Holdings, Inc. Price and EPS Surprise Limbach Holdings, Inc. price-eps-surprise | Limbach Holdings, Inc. QuoteLMB’s Q2 ExpectationsThe Zacks Consensus Estimate for revenues is pegged at $143.4 million, suggesting a 17.3% increase from the year-ago quarter’s actual. The top line is expected to have gained primarily from the owner-direct relationships (ODR) segment.ODR is expected to have been driven by solid momentum exiting the first quarter and growing demand for mission-critical services, especially in sectors like healthcare. Management highlighted that March showed notable acceleration, setting a strong pace for the second quarter.With ODR now contributing 67.9% of total revenues, up from 62.4% last year, the company’s strategic shift toward this segment is paying off. The focus on recurring, lower-risk services is enhancing margins and cash flow. Backed by operational strength and an active M&A pipeline, Limbach is well-positioned to expand ODR revenues meaningfully in the near term.The consensus estimate for the bottom line is pegged at 81 cents per share, indicating a 62% increase from the year-ago quarter’s actual.What Our Model Says About LimbachOur proven model does not conclusively predict an earnings beat for LMB this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.Limbach has an Earnings ESP of 0.00% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.Here are a few stocks, which, according to our model, have the right combination of elements to beat on earnings this season.AppLovin APP:The Zacks Consensus Estimate for second-quarter 2025 revenues is pegged at $1.2 billion, indicating a 12.3% from the year-ago quarter’s actual. For earnings, the consensus mark is pegged at $1.99 per share, suggesting a more than 100% increase from the year-ago quarter’s reported number. APP surpassed the consensus estimate in the past four quarters, with an average beat of 22.9%.AppLovin has an Earnings ESP of +2.59% and a Zacks Rank of 3. It is scheduled to declare its second-quarter 2025 results on August 6.Coherent Corp. COHR: The Zacks Consensus Estimate for fourth-quarter fiscal 2025 revenues is pegged at $1.5 billion, indicating growth of 15.2% from the year-ago quarter’s actual. For earnings, the consensus mark is pegged at 93 cents per share, suggesting a 52.5% growth from the year-ago quarter’s reported number. COHR surpassed the consensus estimate in the past four quarters, with an average beat of 15.2%.Coherent Corp. has an Earnings ESP of +4.53% and a Zacks Rank of 1 at present. It is scheduled to declare its fourth-quarter fiscal 2025 results on August 13.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Coherent Corp. (COHR): Free Stock Analysis Report AppLovin Corporation (APP): Free Stock Analysis Report Limbach Holdings, Inc. (LMB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks