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.
Legence Corp. (symbol: LGN) is the issuer of record for a Form 4 filing submitted to the SEC.
Legence Corp. (LGN) filed an initial statement of beneficial ownership for director Robert Crisci. The Form 3 does not list any reportable holdings or transactions in Legence Corp. securities at this time. The filing also references an attached Power of Attorney authorizing execution of filings on his behalf.
Legence Corp. (LGN) expanded its Board of Directors from six to seven members and appointed Robert Crisci, age 51, as a Class II director effective August 18, 2026. His initial term runs until the 2027 annual meeting of shareholders or earlier termination events.
Crisci was appointed to the Board’s Audit Committee and Nomination and Corporate Governance Committee. He has extensive public company experience, including serving as Chief Financial Officer of Lineage, Inc. from 2023 to November 2025 and previously of Roper Technologies, Inc. from 2017 to January 2023. The Board determined he meets Nasdaq, SEC and company independence standards.
As a non-management director, Crisci will receive standard compensation: an annual $85,000 cash retainer and restricted stock units in Class A common stock valued at approximately $150,000 as of the grant date. He also entered into the company’s standard form of indemnification agreement.
Legence Corp. reported strong top-line growth but a larger loss for the quarter ended June 30, 2026. Revenue rose to $1,262.1 million from $598.9 million a year earlier, driven mainly by the Installation & Maintenance segment, which generated $1,055.2 million versus $402.8 million in 2025.
Despite higher gross profit of $220.2 million, the company posted a net loss attributable to Legence of $27.8 million, compared with a $5.3 million loss a year earlier, largely due to a $21.6 million goodwill impairment and a $19.5 million long‑lived asset impairment in Engineering & Consulting, plus significantly higher stock‑based and long‑term incentive compensation.
Legence generated strong cash from operations of $194.5 million for the first half of 2026, up from $62.5 million, and ended the period with $292.0 million in cash. Total debt increased to $1,041.4 million, including a $200.0 million incremental term loan used to finance acquisitions. Remaining performance obligations were $4,017.8 million, with 65% to 75% expected to be recognized as revenue within 12 months.
Legence Corp. reported second-quarter 2026 revenue of $1.26 billion, up 110.7% from $598.9 million a year earlier, including strong organic growth after excluding the Bowers acquisition. Non-GAAP Adjusted EBITDA rose 114.1% to $154.6 million with a 12.2% margin.
Despite this growth, Legence recorded a net loss attributable to the company of $27.8 million versus a $5.3 million loss a year ago, reflecting $21.6 million goodwill and $19.5 million long-lived asset impairments, lower gross margins, and much higher stock-based compensation. Backlog and awarded contracts reached a record $5.67 billion, up 104.6% year over year, and the consolidated book-to-bill ratio was 1.2x.
At June 30, 2026, Legence held $292.0 million of cash and $1.03 billion of total debt, implying net leverage of 1.6x based on LTM Adjusted EBITDA, or 1.5x on an adjusted basis including Bowers. The company issued Q3 2026 guidance for revenue of $1.225–$1.275 billion and non-GAAP Adjusted EBITDA of $150–$160 million, and raised full-year 2026 guidance to revenue of $4.7–$4.8 billion and Adjusted EBITDA of $565–$585 million.
Legence Corp.’s major stockholder group, comprising Legence Parent entities and Blackstone-affiliated funds and entities, reports significant ownership of Legence Class A common stock. As of June 30, 2026, Legence Parent ML LLC directly holds 178,571 Class A shares and 31,171,134 Class A shares issuable upon one-for-one exchange of Class B Units of Legence Holdings LLC, while Legence Parent II ML LLC directly holds 19,297,381 Class A shares.
Through this structure, the Blackstone-related Reporting Persons, including Stephen A. Schwarzman, may be deemed to beneficially own 50,647,086 Class A shares, representing 46.9% of the class, with shared but no sole voting or dispositive power. Percentages are based on 76,866,798 Class A shares outstanding as of May 11, 2026 and assume issuance of the exchangeable shares. The Reporting Persons expressly disclaim beneficial ownership beyond what is stated.
BlackRock, Inc. reports beneficial ownership of 4,266,143 shares of LEGENCE CORP Class A Stock on a Schedule 13G. This represents 5.6% of the class.
BlackRock has sole voting power over 4,176,140 shares and sole dispositive power over 4,266,143 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no individual client holds more than five percent of the outstanding common shares.
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.