{"filings":[{"id":77642,"accession_number":"0001193125-26-222792","cik":2052568,"company_name":"Legence Corp.","ticker":"LGN","form_type":"8-K","filed_at":"2026-05-14T11:26:06+00:00","items":["2.02","9.01"],"status":"ready","headline":"Legence Q1 revenue $1.04B (+105% YoY); raises FY26 guidance; record backlog $5.38B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $1.04B, up 105.1% YoY; ex-Bowers organic growth 57.1%.","Record backlog of $5.38B (+104% YoY), book-to-bill 1.2x.","Adjusted EBITDA up 132% YoY; GAAP gross profit $186.2M (margin 17.9%).","FY26 guidance raised: revenue $4.1B-$4.3B; adj EBITDA $470M-$490M.","Q2 2026 guidance issued: revenue $1.05B-$1.1B; adj EBITDA $115M-$125M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9330155841.867727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112329,"accession_number":"0001193125-26-127539","cik":2052568,"company_name":"Legence Corp.","ticker":"LGN","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Legence posts record Q4 revenue of $737.6M (+34.6% YoY); 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Legence acquires 100% equity","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Bowers earned revenue $766,995,789 in FY2025, up 38% from $554,791,720 in FY2024.","Net income $68,618,086 (FY2025) vs. $48,373,380 (FY2024), a 42% increase.","Gross profit margin narrowed to 18.4% from 19.0%; operating income $70.4M.","Total assets $285.3M at Sept 30, 2025; stockholders' equity $93.2M.","Acquisition of Bowers consummated Jan 2, 2026; audited financials now filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9330155841.867727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112328,"accession_number":"0001193125-26-001069","cik":2052568,"company_name":"Legence Corp.","ticker":"LGN","form_type":"8-K","filed_at":"2026-01-02T23:59:59+00:00","items":["1.01","2.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"Legence closes Bowers acquisition: $325M cash, 2.55M shares, up to $50M deferred","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Upfront consideration: $325M cash plus 2.55M shares of Class A common stock.","Deferred consideration of $50M payable Dec 31, 2026, in cash or stock at Legence's option.","Funded via cash on hand, revolver borrowings, and $200M incremental term loan facility.","Bowers is a mechanical/plumbing contractor with 40+ years in the DC Metro area.","CEO Jeff Sprau says completion marks an important milestone in growth strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9330155841.867727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128908,"accession_number":"0001193125-25-308561","cik":2052568,"company_name":"Legence Corp.","ticker":"LGN","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Legence Corp. appoints David J. Coghlan to Board of Directors as Class I director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from five to six directors; Coghlan appointed effective December 3, 2025.","Coghlan to serve on Audit Committee and as Chair of Compensation Committee.","Standard non-management director compensation: $85k cash retainer, $150k RSU award, plus $15k for committee chair role.","Independence determined under Nasdaq and SEC rules; enters standard indemnification agreement.","Class I term expires at 2026 annual meeting; no reportable transactions with company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":9330155841.867727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128907,"accession_number":"0001193125-25-291503","cik":2052568,"company_name":"Legence Corp.","ticker":"LGN","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["5.01","8.01"],"status":"ready","headline":"Blackstone affiliates borrow $650M, pledge ~72% of Legence Corp. shares as collateral","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Affiliates of Legence's majority owner Blackstone borrowed $650M via margin loans from Goldman Sachs-led syndicate.","Borrowers pledged 29.0M Class A shares, 46.7M Class B shares, and 46.7M common units, representing ~72% of diluted Class A equity.","Default may trigger foreclosure and transfer of pledged shares, potentially resulting in a change in control.","Legence Corp. is not a party to the loan agreements but agreed not to hinder lenders' remedies.","Company's ticker LGN; Blackstone remains the majority owner unless default occurs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9330155841.867727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128906,"accession_number":"0002052568-25-000012","cik":2052568,"company_name":"Legence Corp.","ticker":"LGN","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Legence Q3 revenue $708M (+26% YoY), Adj. EBITDA $88.8M (+39%), acquires Bowers for $475M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $708.0M (+26% YoY), gross margin 20.9%; Non-GAAP Adj. EBITDA $88.8M (+39%) from $64.0M.","Net loss of $0.6M or $(0.02) per diluted share; record total backlog and awards of $3.1B (+29%); book-to-bill 1.5x.","Signed definitive agreement to acquire Bowers for $475M plus tuck-in acquisitions of an engineering firm and mechanical contractor.","Guidance: Q4 2025 revenue $600-630M and Adj. EBITDA $60-65M; FY2026 revenue $2.65-2.85B and Adj. EBITDA $295-315M; total debt $836M, net debt $650M after IPO proceeds."],"consensus_eps_estimate":0.0585,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":1812849000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9330155841.867727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128905,"accession_number":"0001193125-25-281519","cik":2052568,"company_name":"Legence Corp.","ticker":"LGN","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Legence acquires Bowers for ~$475M; LTM revenue $767M, EBITDA $72M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Deal: ~$325M cash + ~$100M stock at close, plus up to $50M deferred payable by Dec 31, 2026 in cash/stock.","Bowers LTM (Sep 2025): $767M revenue, $69M net income, $72M EBITDA; backlog/awards ~$1.3B.","Bowers has ~1,700 employees, 370k sq ft fabrication; leading data-center mechanical contractor in DC Metro.","Closing expected Q1 2026; subject to HSR and customary conditions; Jefferies committed $150M incremental term loan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9330155841.867727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128904,"accession_number":"0001193125-25-258585","cik":2052568,"company_name":"Legence Corp.","ticker":"LGN","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Legence Corp refi: $798M term loan extended to 2031, revolver expanded to $200M at SOFR+2.25%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Refinanced $798M term loan facility maturing December 16, 2031 (3-year extension) at SOFR + 2.25% (25 bps reduction).","Revolving credit facility increased from $90M to $200M, maturity extended ~4 years to September 22, 2030, same spread.","Proceeds used to replace all outstanding Initial Term Loans and existing revolver commitments.","Amendment No. 11 effective October 30, 2025; no other material covenant changes reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":9330155841.867727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145629,"accession_number":"0001193125-25-203770","cik":2052568,"company_name":"Legence Corp.","ticker":"LGN","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["1.01","3.02","3.03","5.03","5.02","8.01","9.01"],"status":"ready","headline":"Legence Corp. completes IPO of 29.5M shares at $28.00/share, repays debt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed IPO of 26,000,000 Class A shares at $28.00; underwriters exercised over-allotment for 3,487,627 additional shares.","Net proceeds contributed to Legence Holdings to repay term loan borrowings under Credit Agreement.","Board appointed Terrence Keenen (Chairman), Christie Kelly, Bilal Khan, Robert Nimocks, Jeffrey Sprau; adopted 2025 Omnibus Incentive Plan.","Issued 178,571 Class A and 46,680,762 Class B shares to Legence Parent in unregistered transaction exempt under Section 4(a)(2).","Entered underwriting, tax receivable, exchange, and registration rights agreements as part of the IPO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":9330155841.867727,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}