---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-258585"
form_type: "8-K"
ticker: "LGN"
cik: "0002052568"
company_name: "Legence Corp."
filed_at: "2025-10-30T23:59:59+00:00"
generated_at: "2026-05-17T01:26:34.360710+00:00"
event_type: "debt"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Legence Corp refi: $798M term loan extended to 2031, revolver expanded to $200M at SOFR+2.25%

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-258585
- form_type: 8-K
- ticker: LGN
- cik: 0002052568
- company_name: Legence Corp.
- filed_at: 2025-10-30T23:59:59+00:00
- event_type: debt
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2052568/000119312525258585/0001193125-25-258585-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2052568/000119312525258585/d135173d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-258585
- JSON: https://secwatch.observer/filing/0001193125-25-258585.json
- Plain text: https://secwatch.observer/filing/0001193125-25-258585.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.