2024-04-10 20:39:44 ET
Summary
- LMB is a leading provider of building system solutions in the US, operating under two segments: General Contractor Relationships and Owner Direct Relationships.
- The company has seen a shift in revenue towards the Owner Direct Relationships segment, resulting in a decline in overall revenue but an increase in profitability.
- LMB is focused on expanding its Owner Direct Relationships business and investing in strategic acquisitions to support long-term growth.
- The stock is currently available at a decent valuation.
The Thesis
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Limbach Holdings: Margin Expansion Should Drive This Stock Further