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. expanded its Board of Directors from five to six members and appointed David J. Coghlan as a Class I director effective December 3, 2025.
Coghlan, an experienced industrial and board executive, will serve on the Audit Committee and chair the Compensation Committee, with his initial term running until the 2026 annual shareholder meeting or earlier if his service ends. As a non-management director, he will receive an annual cash retainer of $85,000, restricted stock units in Class A common stock valued at about $150,000 on the grant date, and an additional $15,000 per year for chairing the Compensation Committee. The Board determined he is independent under Nasdaq and SEC rules, and the company entered into its standard indemnification agreement with him.
Legence Corp. reports that affiliates of its majority owner, Blackstone-related entities, have entered into margin loan agreements secured by most of their equity in the company. Two wholly owned subsidiaries of Legence Parent LLC and Legence Parent II LLC borrowed an aggregate of
Legence Corp. (LGN) filed its Q3 2025 10‑Q, reporting higher revenue and a leaner balance sheet following its IPO. Revenue reached $708,006 thousand, up from $560,804 thousand a year ago, with nine‑month revenue of $1,812,849 thousand versus $1,550,387 thousand. Income from operations was $37,197 thousand, but higher interest and a debt extinguishment charge led to a net loss attributable to Legence of $576 thousand for the quarter and $27,059 thousand year‑to‑date.
Operating cash flow improved to $162,124 thousand for the nine months. Cash and cash equivalents were $176,034 thousand as of September 30, 2025. Long‑term debt fell to $812,628 thousand (plus $16,301 thousand current) after the September IPO. The company sold 29,487,627 Class A shares at $28.00, generating $780.2 million in net proceeds used to repay debt and costs.
Installation & Maintenance led segment results with $495,834 thousand in Q3 revenue, while Engineering & Consulting delivered $212,172 thousand. Remaining performance obligations were approximately $2,317,800 thousand as of September 30, 2025. Subsequent events include two small acquisitions on October 1, 2025 and a signed agreement to acquire The Bowers Group, Inc. for an estimated $475,000 thousand, subject to customary closing conditions.
Legence Corp. furnished a press release announcing its financial and operating results for the third quarter ended September 30, 2025.
The release is included as Exhibit 99.1 and is furnished, not filed, under the Exchange Act. The company’s Class A common stock trades on Nasdaq under the symbol LGN.
Legence Corp. announced an agreement to acquire Bowers via a structured transaction. At closing, the purchaser will pay approximately $325 million in cash and issue approximately $100 million of Class A common stock, with share count set by a 10‑day VWAP “Reference Price.” The stock will carry restrictive legends and a transfer lock‑up through March 10, 2026.
The agreement also includes $50 million of deferred consideration payable on December 31, 2026 in cash, stock, or a combination, using the same Reference Price for any shares. Closing requires customary conditions, including expiration or termination of HSR waiting periods, and is not conditioned on financing. A debt commitment letter from Jefferies provides a $150 million incremental term loan facility; funding is expected from cash on hand, revolver borrowings, and this facility. The agreement may be terminated if closing has not occurred by March 13, 2026. Stock issuances will rely on Section 4(a)(2) of the Securities Act.
Legence Corp. announced an amendment to its credit agreement. The company refinanced its $798.0 million term loan facility, extending the maturity by three years to December 16, 2031 and lowering the applicable interest rate by 25 basis points to SOFR + 2.25%. Legence also replaced its $90.0 million revolving credit facility with a larger $200.0 million revolver that now matures on September 22, 2030, with an applicable interest rate of SOFR + 2.25% in line with the term loan.
These changes extend debt maturities and modestly reduce borrowing costs while expanding available revolving capacity. The amendment was executed by Legence Holdings LLC, an indirect subsidiary, with Jefferies Finance LLC as administrative and collateral agent.
Legence Corp. Schedule 13G shows that FMR LLC and Abigail P. Johnson report beneficial ownership of
Legence Corp. insider reported an award of 8,036 Restricted Stock Units (RSUs) on 09/15/2025 to Bryce Seki, General Counsel & Secretary. Each RSU converts to one share of Class A common stock at vesting and carries no purchase price. The RSUs vest in three substantially equal installments on each of the first, second and third anniversaries of the award date, subject generally to continued employment through each vesting date. Following the grant, the reporting person beneficially owns 8,036 shares of Class A common stock.
Gregory Barnes, Chief Human Resources Officer of Legence Corp. (LGN), was granted 8,036 Restricted Stock Units on 09/15/2025. Each unit converts to one share of Class A common stock at vesting and carries a $0 reported price because it is an equity award rather than an open-market purchase. The RSUs vest in three substantially equal annual installments on each of the first, second and third anniversaries of the award date, generally subject to continued employment through each vesting date. Following the grant, Mr. Barnes is shown as beneficially owning 8,036 shares on a direct basis. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Barnes on 09/15/2025.
Legence Corp. director Kelly Christie B. received an award of 5,357 Restricted Stock Units (RSUs) on 09/15/2025. Each RSU converts to one share of the issuer's Class A common stock upon vesting, with the RSUs reported as acquired at a $0 price and leaving the reporting person with 5,357 shares beneficially owned after the transaction. The RSUs will fully vest on the earlier of the first anniversary of the award and the day before the issuer's 2026 annual stockholder meeting, and vesting is subject to continued service through that date.