secwatch.observer — SEC 8-K summary ====================================== Issuer: Legence Corp. (LGN) CIK: 0002052568 Form: 8-K Filed at: 2025-11-14T23:59:59+00:00 Accession: 0002052568-25-000012 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Legence Q3 revenue $708M (+26% YoY), Adj. EBITDA $88.8M (+39%), acquires Bowers for $475M -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/2052568/000205256825000012/0002052568-25-000012-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/2052568/000205256825000012/lgn-20251114.htm HTML page: https://secwatch.observer/filing/0002052568-25-000012 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer