Legence CORP. (LGN) — SEC Filings

Overview

Legence CORP. (LGN) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a S-1 filed on Apr 6, 2026: Legence Corp. filed an S-1 registration statement with the SEC on April 6, 2026. The filing details the company's intention to register securities, though specific dollar amounts or the number of shares are not yet disclosed in this initial filing. The company is located at 1601 Las Plumas Avenue, S

Sentiment Summary

Across 15 filings, the sentiment breakdown is: 1 bullish, 11 neutral, 3 mixed. The dominant filing sentiment for Legence CORP. is neutral.

Filing Type Overview

Legence CORP. (LGN) has filed 1 424B4, 1 EFFECT, 1 S-1MEF, 3 S-1, 6 8-K, 1 10-Q, 2 S-1/A with the SEC between Aug 2025 to Apr 2026.

Filings by Year

2026 · 2025

Recent Filings (15)

• 424B4 Filing — 424B4 · Apr 8, 2026
• EFFECT Filing — EFFECT · Apr 8, 2026
• S-1MEF Filing — S-1MEF · Apr 8, 2026
• Legence Corp. Files S-1 Registration Statement — S-1 · Apr 6, 2026 Risk: medium
  Legence Corp. filed an S-1 registration statement with the SEC on April 6, 2026. The filing details the company's intention to register securities, though speci
• 8-K Filing — 8-K · Mar 27, 2026
• Legence Corp. S-1 Reveals Strong Growth, $3.1B Backlog Amid Secondary Offering — S-1 · Dec 9, 2025 Risk: medium
  Legence Corp. (LGN) is a leading provider of engineering, installation, and maintenance services for mission-critical building systems, focusing on high-growth
• 8-K Filing — 8-K · Dec 5, 2025
• 8-K Filing — 8-K · Nov 21, 2025
• Legence Posts Revenue Surge Post-IPO, But Net Losses Widen to $27M — 10-Q · Nov 14, 2025 Risk: medium
  Legence Corp. (LGN) reported a mixed financial performance for the three and nine months ended September 30, 2025. Revenue increased significantly, reaching $70
• 8-K Filing — 8-K · Nov 14, 2025
• Legence Corp. Files Material Definitive Agreement 8-K — 8-K · Oct 30, 2025 Risk: medium
  On October 30, 2025, Legence Corp. entered into a material definitive agreement, likely related to financing or a significant operational change, as indicated b
• Legence Corp. Files 8-K: Agreements, Equity Sales, Officer Changes — 8-K · Sep 15, 2025 Risk: medium
  On September 15, 2025, Legence Corp. filed an 8-K report detailing several significant events. These include entering into a material definitive agreement, unre
• Legence Targets $29 IPO, Blackstone to Retain 74% Control — S-1/A · Sep 2, 2025 Risk: medium
  Legence Corp. (LGN) is launching its initial public offering of 26,000,000 shares of Class A common stock, estimated to price between $25.00 and $29.00 per shar
• Legence Corp. Files S-1/A for IPO, Citing Strong Growth & $2.8B Backlog — S-1/A · Aug 25, 2025 Risk: medium
  Legence Corp. (LGN) is launching its initial public offering of Class A common stock, focusing on engineering, installation, and maintenance services for missio
• Legence Corp. Files for IPO — S-1 · Aug 15, 2025 Risk: medium
  Legence Corp. filed an S-1 registration statement with the SEC on August 15, 2025, indicating its intent to go public. The company, incorporated in Delaware wit

Risk Profile

Risk Assessment: Of LGN's 8 recent filings, 0 were flagged as high-risk, 8 as medium-risk, and 0 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Financial Highlights

Key financial metrics from Legence CORP.'s most recent 10-Q filing (Nov 14, 2025):

• Revenue: $1.81B
• Net Income: $(27.06)M
• Cash Position: $176.0M
• Total Assets: $2.60B
• Total Debt: $812.6M

Key Executives

• Jeffrey Sprau

Industry Context

Legence Corp. operates in the mission-critical building systems sector, serving high-growth industries like technology, life sciences, healthcare, and education. The market is characterized by a significant portion of revenue derived from retrofits, upgrades, and maintenance of existing buildings, suggesting a stable recurring revenue base alongside new construction projects. The industry is subject to construction cycles and client concentration.

Top Tags

Energy Efficiency (4) · HVAC (3) · MEP Services (3) · Blackstone (3) · IPO (3) · sec-filing (2) · ipo-filing (1) · registration-statement (1) · Secondary Offering (1) · Building Systems (1)

Key Numbers

• Last reported sale price of Class A Common Stock: $47.50 — As of December 8, 2025, on Nasdaq
• Shares of Class A Common Stock offered by selling stockholders: 7,000,000 — No proceeds to Legence Corp. from this offering
• Additional shares option for underwriters: 1,050,000 — Granted by selling stockholders for 30 days
• Compound annual growth rate of revenues: 39% — From 2021 to 2024, indicating rapid expansion
• Pro forma compound annual growth rate of revenues: 16% — From 2021 to 2024, after giving effect to acquisitions
• Backlog and awarded contracts: $3.1 billion — As of September 30, 2025, representing a 29% increase year-over-year
• Revenue from retrofits, upgrades, and maintenance: 67.5% — In 2024, indicating a strong recurring revenue component
• Engineering & Consulting segment revenue contribution: 28.7% — In 2024, demonstrating segment's share of total revenue
• Installation & Maintenance segment revenue contribution: 71.3% — In 2024, highlighting its dominant share of total revenue
• Revenue from clients engaging both segments: $545 million — In 2024, after pro forma effect to acquisitions, showing cross-selling success
• Revenue for Q3 2025: $708.0M — Increased from $560.8M in Q3 2024, showing 26.2% growth.
• Revenue for nine months 2025: $1.81B — Increased from $1.55B in nine months 2024, indicating 16.8% growth.
• Net loss attributable to Legence for nine months 2025: $(27.06)M — Widened from $(9.85)M in nine months 2024, a 174.7% increase in loss.
• Net proceeds from IPO: $780.2M — Used to repay outstanding debt, improving liquidity.
• Loss on debt extinguishment: $5.69M — Incurred during the nine months ended September 30, 2025, impacting net income.

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