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. describes its business as engineering, installation and maintenance services with an emphasis on energy efficiency and data center clients. Revenues grew from $1,246,501 in 2022 to $2,098,602 in 2024, reflecting significant expansion. The Installation & Maintenance segment grew at a compound annual rate of approximately 30% from 2021 to 2024 and, after giving pro forma effect to acquisitions, approximately 16%, and generated 71.3% of revenues and 52.4% of gross profit in 2024. The filing discloses an IPO structure using a UP-C, with Legence owning approximately 54% economic interest in Legence Holdings after the offering (56% if underwriters exercise their option). The company estimates a non-current liability under a Tax Receivable Agreement of approximately $276.7 million based on specific assumptions. Unaudited historical revenue and segment tables and pro forma adjustments are included. The filing identifies operational, cybersecurity, warranty, contract-estimate and force majeure risks and discloses a one-time eliminated Black Bear transaction profit of approximately $7.4 million.
Legence Corp. is filing an amended S-1 for its proposed IPO and presents historical and unaudited pro forma condensed consolidated financial information. Total revenues increased from $1.25 billion in 2022 to $2.10 billion in 2024, showing substantial growth. The company reports its Installation & Maintenance segment grew at a compound annual growth rate of approximately 30% from 2021 to 2024 (approximately 16% pro forma including acquisitions) and generated 71.3% of revenues and 52.4% of gross profit in 2024. Legence highlights in-house engineering and consulting capabilities, recurring multi-year maintenance contracts, integration of acquisitions (e.g., Bel-Aire) and workforce development (about 1,000 apprentices and 185 engineering students trained in 2024). The filing discloses an UP-C structure with LGN Units, a Tax Receivable Agreement that may require lump-sum payments, non-GAAP measures (Adjusted EBITDA) with reconciliations, and a stated $7.4 million non-recurring revenue adjustment related to a Black Bear transaction in Q4 2023. The prospectus lists underwriters and directed share/lock-up arrangements and notes operational, accounting (cost-to-cost contract accounting), cybersecurity and force majeure risks.