LMB Earnings

LMB reported its FY2025Q3 earnings on 2025-11-04, showcasing a revenue of 185.00M against an estimate of 184.00M, resulting in a 0.06% surprise. The EPS was 1.05, surpassing the expected 1.09 by -3.67% . The stock experienced a -7.49% price change on the earnings day and a -13.99% change over the next five days, reflecting market reactions to the results.

Following LMB's FY2025Q3 earnings announcement on 2025-11-04, the stock price moved by -7.49% on the day of the release. Over the subsequent five days, it saw a -13.99% change. Historically, LMB's stock price tends to shift by an average of -1.81% in the 10 days leading up to earnings and +10.63% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate LMB’s annual revenue to reach 198.00M, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.31% and EPS estimates Revise Downward by -0.66% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between LMB's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -0.31%, while EPS estimates moved Revise Downward by -0.66% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LMB's stock price typically moves by -1.81% in the 10 days before its earnings and +10.63% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.00 and revenue of 198.00M.

The earnings call highlights strong ODR growth, strategic M&A activities, and a focus on margin improvement. Despite lower margins in Pioneer Power, management is proactive in addressing these issues. The Q&A reveals positive sentiment around future revenue growth and capital projects. However, some uncertainty exists regarding future SG&A costs and margin improvement timelines. Overall, the optimistic guidance, strong customer relationships, and strategic initiatives suggest a positive stock price movement in the short term, likely between 2% to 8%.