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. (NASDAQ: LGN) files a range of documents with the U.S. Securities and Exchange Commission that describe its business, capital structure, and material events in detail. As a provider of engineering, consulting, installation, and maintenance services for mission-critical HVAC, process piping, and MEP systems in buildings, Legence uses its SEC filings to explain how its Engineering & Consulting and Installation & Maintenance segments operate and how it serves end markets such as data centers and technology, life sciences and healthcare, education, and state and local government.
On this page, Stock Titan surfaces Legence’s key filings, including registration statements on Form S‑1 that outline the company’s IPO, ownership by investment funds associated with Blackstone Inc., and its status as a controlled company under Nasdaq rules. Current reports on Form 8‑K provide updates on material events such as the completion of the initial public offering, amendments to credit agreements, entry into definitive agreements to acquire businesses like The Bowers Group, and changes to the board of directors and governance structure.
Investors can also review 8‑K filings that describe margin loan and pledge arrangements involving affiliates of Blackstone, where large blocks of Legence equity are pledged as collateral, as well as filings that discuss the adoption of the Legence Corp. 2025 Omnibus Incentive Plan and related equity awards. Over time, periodic reports such as annual reports on Form 10‑K and quarterly reports on Form 10‑Q (when available) provide segment information, backlog and awarded contract definitions, and discussions of demand trends in Engineering & Consulting and Installation & Maintenance.
Stock Titan enhances access to these documents with AI-powered summaries that highlight the most important points in lengthy filings, including capital structure changes, acquisition terms, and segment disclosures. Users can quickly scan new 8‑Ks, 10‑Qs, and 10‑Ks for Legence, explore Form 4 insider transaction reports when they are filed, and rely on real-time updates from EDGAR to stay informed about regulatory disclosures related to LGN.
Legence Corp. saw Blackstone-affiliated entities convert and sell a large block of shares. Legence Parent ML LLC exchanged 9,528,699 Class B Units of Legence Holdings LLC, together with an equal number of Class B Common shares, for 9,528,699 Class A Common shares. In connection with a secondary offering, Parent ML then sold 9,528,699 Class A shares and Legence Parent II ML LLC sold 5,865,413 Class A shares to underwriters at $54.00 per share, less $1.89 in underwriting discounts and commissions. After these transactions, Parent ML held 178,571 Class A shares and 31,171,134 Class B Units and corresponding Class B Common shares, while Parent II ML held 19,297,381 Class A shares indirectly through Blackstone-related structures that disclaim full beneficial ownership beyond pecuniary interests.
Legence Corp. reported major insider activity involving Blackstone-affiliated holders. Legence Parent ML LLC exchanged 9,528,699 Class B Units of Legence Holdings LLC, together with an equal number of Legence Class B Common shares forfeited for no additional consideration, for 9,528,699 Legence Class A Common shares in an exchange transaction.
In connection with a secondary offering of Legence Class A Common Stock, Parent ML and Legence Parent II ML LLC sold 9,528,699 and 5,865,413 Class A shares, respectively, to underwriters at $54.00 per share, less $1.89 per share in underwriting discounts and commissions. Following these transactions, Parent ML indirectly holds 178,571 Class A shares and Parent II ML indirectly holds 19,297,381 Class A shares, while Parent ML continues to hold Class B Units and Class B Common Stock.
Legence Corp. selling stockholders are offering 13,386,185 shares of Class A Common Stock in a firm‑commitment resale offering at a public offering price of $54.00 per share. The company will not receive any proceeds from the sale; proceeds are payable to the selling stockholders. The underwriters have a 30‑day option to purchase up to 2,007,927 additional shares on the same terms. The prospectus states underwriting discounts of $1.89 per share and proceeds to selling stockholders of $52.11 per share. The prospectus discloses post‑offering Class A share counts of 75,623,925 (or 76,866,798 if the option is exercised) and reports shares outstanding of 67,338,099 as of March 26, 2026.
Legence Corp. has filed a resale prospectus covering 11,000,000 shares of Class A common stock that existing stockholders will sell to underwriters in a firm commitment offering. Legence itself is not selling shares and will receive no proceeds, while stockholders may sell up to 1,650,000 additional shares under the underwriters’ option.
The company provides engineering, installation and maintenance services for complex mechanical, electrical and plumbing systems, focusing on high‑growth sectors like data centers, technology, life sciences and healthcare. Revenue reached $2,550.5 million in 2025, with a net loss of $77.3 million and Adjusted EBITDA of $298.8 million, and backlog and awarded contracts totaled $3.7 billion at year‑end 2025.
Legence Corp. provides engineering, installation and maintenance services for complex mechanical, electrical and plumbing systems, focusing on data centers, life sciences, healthcare and education. In 2025 it generated $2.55 billion in revenue, with 42.7% from data centers and technology and 18.0% from life sciences and healthcare.
Backlog and awarded contracts reached $3.7 billion as of December 31, 2025, up 49% year over year, and the company served about 20,000 clients since 2019. Legence highlights opportunities from high-growth end markets but warns of risks from construction cyclicality, cost overruns on fixed‑price contracts, indebtedness, regulation, cybersecurity and labor relations.
Legence Corp received Amendment No. 1 to a Schedule 13G/A from The Vanguard Group reporting 0 shares beneficially owned, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026, and disaggregation of certain Vanguard subsidiaries under SEC Release No. 34-39538. The amendment is signed March 27, 2026.
Legence Corp. reported strong growth for the fourth quarter and full year 2025, while remaining unprofitable. Q4 revenue reached $737.6 million, up 34.6% from a year earlier, with non-GAAP Adjusted EBITDA rising 53.2% to $87.0 million. Full-year 2025 revenue was $2.6 billion, up 21.5%, and non-GAAP Adjusted EBITDA increased 30.1% to $298.8 million. Despite this, Legence recorded a Q4 net loss attributable to the company of $32.7 million and a full-year net loss of $59.8 million. Backlog and awarded contracts climbed to a record $3.7 billion, a 48.6% increase, with a Q4 book-to-bill of 1.9x. The Installation & Maintenance segment led growth, while Engineering & Consulting grew more modestly with slightly lower margins.
Legence completed acquisitions of Metrix Engineers and, earlier in 2026, The Bowers Group, using cash and additional debt and equity. At December 31, 2025, the company held $230.2 million of cash and $825.1 million of total debt, corresponding to net leverage of 2.0x based on trailing 12‑month non-GAAP Adjusted EBITDA. Management issued first-quarter 2026 guidance for revenue of $925–$950 million and non-GAAP Adjusted EBITDA of $90–$100 million, and raised full-year 2026 guidance to revenue of $3.7–$3.9 billion and non-GAAP Adjusted EBITDA of $400–$430 million, reflecting expected contributions from recent acquisitions and strong demand in data centers, state and local government, and life sciences markets.
Legence Corp. filed an amended report to add detailed financial information for its acquisition of The Bowers Group, Inc. completed on January 2, 2026. The amendment includes Bowers’ audited 2025 results and combined pro forma figures showing how the business would affect Legence’s financials.
Bowers generated earned revenue of $766,995,789 and net income of $68,618,086 for the year ended September 30, 2025, with backlog of $1,244,157,987. Legence also provides unaudited pro forma condensed combined statements reflecting its recent IPO, corporate reorganization and acquisition financing.
Legence Corp. reported that Chief Executive Officer Jeffrey Sprau received new equity awards. He was granted employee stock options for 63,177 shares of Class A common stock at an exercise price of $50.90 per share, with 63,177 underlying shares reported following the grant. He also received 34,167 shares of Class A common stock as a grant, bringing his direct common stock holdings to 96,667 shares after the transaction. The stock options and the underlying restricted stock units vest in three substantially equal annual installments on the first, second, and third anniversaries of the award date, generally conditioned on continued employment, and the options expire on the tenth anniversary.