Welcome to our dedicated page for Legence SEC filings (Ticker: LGN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Legence Corp. filings document the public-company reporting record for a Nasdaq-listed provider of engineering, consulting, installation, and maintenance services for building systems. The filings cover Class A common stock registration statements, prospectus disclosures for public equity offerings, operating and financial results, and segment information tied to Installation and Maintenance and Engineering and Consulting.
Legence's proxy and current reports address shareholder voting matters, board and committee governance, compensation arrangements, ownership and change-in-control disclosures, material agreements, and capital-structure matters involving Class A common stock, Class B common stock, and units of Legence Holdings LLC. The record also includes 8-K disclosures for earnings releases and other material events.
Keenen Terrence reported acquisition or exercise transactions in this Form 4 filing.
Legence Corp. director Terrence Keenen received an award of 1,675 Restricted Stock Units, each convertible into one share of the company's Class A common stock at no cost upon vesting. The units will fully vest on the earlier of the first anniversary of the award date and the day immediately preceding Legence's 2027 annual stockholder meeting, subject to continued service. Following this grant, Keenen directly holds 15,960 shares of Class A common stock.
Coghlan David Joseph reported acquisition or exercise transactions in this Form 4 filing.
Legence Corp. director David Joseph Coghlan received an award of 1,675 Restricted Stock Units, each convertible into one share of Class A common stock upon vesting. The grant was made at no cash cost per unit.
After this equity award, Coghlan holds 5,454 shares/units directly. The Restricted Stock Units will fully vest on the earlier of the first anniversary of the award date and the day immediately preceding Legence Corp.'s 2027 annual stockholder meeting, subject to his continued service through that date.
Kelly Christie B. reported acquisition or exercise transactions in this Form 4 filing.
Legence Corp. director Kelly Christie B. received an equity award in the form of 1,675 Restricted Stock Units, each convertible into one share of Class A common stock upon vesting. The RSUs fully vest on the earlier of the first anniversary of the grant date or the day immediately preceding Legence Corp.'s 2027 annual stockholder meeting, subject to continued service. Following this grant, Christie directly holds 7,032 shares of Class A common stock.
Legence Corp. held its 2026 Annual Meeting of Stockholders, where stockholders approved a new 2026 Employee Stock Purchase Plan. The plan authorizes up to 1,580,053 shares of Class A common stock for purchase by eligible employees at a discount, subject to plan terms and tax rules.
Holders of 108,037,932 shares were entitled to vote, and 100,342,575 shares, or approximately 93%, were represented. Stockholders elected two Class I directors, approved 2026 named executive officer compensation on a non-binding basis, chose an annual advisory vote frequency on pay, approved the ESPP, and ratified Deloitte & Touche LLP as independent auditor for 2026.
Legence Corp reported strong growth for the quarter ended March 31, 2026. Revenue reached $1,037.9 million, up from $505.9 million a year earlier, driven mainly by the Installation & Maintenance segment. The company swung to a net income attributable to Legence of $16.1 million, compared with a $21.2 million loss in the prior-year period, with diluted earnings per share of $0.13.
Operating cash flow improved sharply to $120.1 million from $29.5 million, while Legence invested heavily in growth, spending $281.3 million in cash on acquisitions and completing the purchases of The Bowers Group and Metrix Engineers for total consideration of about $460.0 million. These deals added $77.6 million of goodwill and $324.4 million of new intangible assets.
Total assets increased to $3.48 billion, and total debt rose to $1.03 billion after a new $200.0 million term loan used to help finance acquisitions. The company reported remaining performance obligations of $4,196.5 million, with most expected to convert to revenue over the next few years, supporting visibility into future activity.
Legence Corp. reported very strong first quarter 2026 results, with revenue of $1.04 billion, up 105.1% from $506.0 million a year earlier. Excluding the Bowers acquisition, non-GAAP revenue grew 57.1%, showing substantial organic expansion, especially in the Installation & Maintenance segment.
Net income attributable to Legence was $16.1 million versus a $21.2 million loss a year ago, while non-GAAP Adjusted EBITDA rose 132.4% to $118.1 million. Total backlog and awarded contracts reached a record $5.38 billion, up 103.9%. The company issued second-quarter 2026 guidance for revenue of $1.05–$1.1 billion and non-GAAP Adjusted EBITDA of $115–$125 million, and raised full-year 2026 guidance to revenue of $4.1–$4.3 billion and non-GAAP Adjusted EBITDA of $470–$490 million.
LEGENCE CORP reports institutional ownership disclosure by FMR LLC. FMR LLC and Abigail P. Johnson report beneficial ownership of 2,958,359.29 shares of Class A common stock, representing 4.4% of the class (CUSIP 52476L109).
The schedule states sole dispositive power for the listed shares and notes other persons may have rights to dividends or sale proceeds; Exhibit 99 and a power of attorney are referenced.
Legence Corp. reports beneficial ownership disclosures by related Blackstone entities and affiliates. As of March 31, 2026, Legence Parent ML LLC directly holds 178,571 shares of Class A common stock and 40,699,833 shares issuable upon one-for-one exchange of Class B units. Legence Parent II ML LLC directly holds 25,162,794 shares. The filing states the percentage calculations are based on 67,338,099 shares outstanding as of March 24, 2026 and identifies aggregate shared voting/dispositive power positions (for example, 66,041,198 shares of shared power reported by several Blackstone entities). The disclosure traces control through multiple affiliated entities and names Stephen A. Schwarzman as the founder controlling Blackstone Group Management L.L.C.
Legence Corp. is calling a 2026 annual stockholder meeting on June 11, 2026 in San Jose, California to elect Class I directors, hold advisory votes on executive pay and pay frequency, approve a 2026 employee stock purchase plan and ratify its independent auditor.
The company highlights 2025 as a milestone year following its IPO, citing back-to-back record inaugural quarters, strong organic revenue growth and a record year-end backlog that supports a robust 2026 outlook. Legence provides engineering, consulting, installation and maintenance services for complex HVAC and MEP systems, serving clients including over 60% of the Nasdaq‑100 Index.
Directors are organized into three staggered classes, with separate audit, compensation, and nominating and governance committees composed of independent directors. Executive pay blends base salary, performance-based annual bonuses and long-term equity. In 2025, CEO Jeffrey Sprau received a $1,000,000 salary, a $1,581,930 bonus under the executive incentive plan and equity awards, for total compensation of $8,281,845.