LMB earnings / call / takeaways

LMB Q3 FY26 earnings call: key takeaways

What LMB said on its earnings call of November 4, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 4, 2026·AI-generated from the call transcript and Lician data

LMB reported third quarter revenue of $230.5 million, beating the $218.586 million consensus (11:50)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$1.30	–	–
Revenue	$218.6M	–	–

EPS basis: Provider EPS (EODHD), not yet checked against the SEC

What changed since last quarter

The company raised its full-year outlook, citing improved visibility and the impact of recent acquisitions. (13:50)
LMB maintained its revenue and adjusted EBITDA ranges but noted that the August ranges did not include contributions from SimCorp or 1901. (13:50)
The tone of the call emphasized confidence in the business model and long-term growth, with a focus on integrating new acquisitions. (4:56)

What analysts pressed on

How healthcare and institutional customer activities are affecting organic growth. (18:05)
Whether data center labor availability and costs are limiting profitable growth. (20:45)
The impact of GCR bookings on overall growth and margins. (25:54)

In their words

Our goal is to get to the owner at the end of the day. Chris Moore (CJS Securities) (27:52)

Read the full transcript with the AI summary, or listen on the company's official webcast.

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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.