LMB · CIK 1606163
What Limbach Holdings, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for LMB. More may follow as additional filings are processed.
In its own words
What could break it.
Commodity & input dependence
- Construction materials and equipment (steel, aluminum, components)medium
Limbach's mechanical contracting depends on a wide range of materials and equipment (much sourced domestically, some internationally) whose cost and availability fluctuate with commodity pricing, supply-chain constraints and transportation dynamics.
“The cost and availability of materials and equipment can fluctuate based on market conditions, supply chain constraints, labor and transportation dynamics, and changes in commodity pricing.”
Regulatory & policy
- Section 232 steel & aluminum tariffs (50%)medium
Section 232 tariffs on imported steel and aluminum were raised to 50% in June 2025 with an expanded scope of covered derivative products, potentially increasing Limbach's material costs, lengthening lead times and pressuring margins/backlog conversion.
“In June 2025, the United States increased the Section 232 tariff rate on steel and aluminum to 50% for covered products, and during 2025 the scope of covered derivative products was expanded.”
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