Core Viewpoint - Limbach Holdings, Inc. has appointed Nick Angerosa as Executive Vice President, National Customer Solutions, and Jay Sharp as Executive Vice President, Sales, effective January 13, 2026, to support its long-term growth strategy and enhance its position as a trusted building solutions provider [1][2]. Leadership Appointments - The appointment of Angerosa formalizes Limbach's focus on national account opportunities, aiming to improve consistency and increase lifetime customer value by integrating service and product offerings [2][3]. - Sharp will oversee Limbach's overall sales strategy and ensure alignment of selling resources with markets that offer higher returns, driving long-term business growth [4][5]. Company Strategy - Limbach aims to expand its data center and industrial and manufacturing verticals, transitioning towards proactive, consultative partnerships to serve both national and local customers [2]. - The company emphasizes deploying talent and capital where it generates the greatest risk-adjusted returns, reinforcing its commitment to delivering durable value for customers [2]. Company Overview - Limbach is a building systems solutions firm that partners with building owners and facilities managers, focusing on mission-critical mechanical, electrical, and plumbing infrastructure [6]. - The company operates primarily in six vertical markets: healthcare, industrial and manufacturing, data centers, life science, higher education, and cultural and entertainment, with approximately 1,700 team members across 21 offices in the eastern United States [6].

Core Insights - Consistent earnings growth is important for company profitability, but earnings acceleration is more effective in driving stock prices higher [1] - Companies like The Kroger Co. (KR), Lam Research Corporation (LRCX), and Limbach Holdings, Inc. (LMB) are currently showing strong earnings acceleration [1] Earnings Acceleration Definition - Earnings acceleration refers to the incremental growth in a company's earnings per share (EPS), specifically when quarter-over-quarter growth rates increase over time [2] Importance of Earnings Acceleration - Unlike earnings growth, which may already be priced into stocks, earnings acceleration can identify stocks that have not yet attracted investor attention, leading to potential price rallies [3] Earnings Growth Trends - An increasing percentage of earnings growth indicates a fundamentally sound company, while stagnant or decelerating growth can signal consolidation or potential price declines [4] Screening Parameters for Earnings Acceleration - The screening process involves identifying stocks where the last two quarter-over-quarter EPS growth rates exceed previous periods' growth rates, with projected growth rates for the upcoming quarter also expected to exceed prior periods [5][6][7] Top Stocks Identified - The screening narrowed down to five stocks, with the top three being: - **Kroger**: A food and drug retailer in the U.S. with an expected earnings growth rate of 6% for the current year [8] - **Lam Research**: A company that designs and manufactures semiconductor processing equipment, with an expected earnings growth rate of 32.8% for the current year [10] - **Limbach Holdings**: A building systems solution company with an expected earnings growth rate of 12% over the next five years [11]