Recent 8-K filings for LGN

• May 14, 2026, 7:26 AM ET earnings materiality 0.75 positive item 2.02item 9.01

  Legence Q1 revenue $1.04B (+105% YoY); raises FY26 guidance; record backlog $5.38B

  Revenue of $1.04B, up 105.1% YoY; ex-Bowers organic growth 57.1%.

• March 27, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Legence posts record Q4 revenue of $737.6M (+34.6% YoY); raises FY2026 guidance

  Q4 revenue $737.6M, up 34.6% YoY; adjusted EBITDA grew 53% YoY.

• March 19, 2026, 7:59 PM ET M&A materiality 0.75 positive item 9.01

  Bowers FY2025 revenue $767M, net income $68.6M; Legence acquires 100% equity

  Bowers earned revenue $766,995,789 in FY2025, up 38% from $554,791,720 in FY2024.

• January 2, 2026, 6:59 PM ET M&A materiality 0.75 neutral item 1.01item 2.01item 2.03item 3.02item 7.01item 9.01 ◈ M&A Transactions◈ Material Agreements

  Legence closes Bowers acquisition: $325M cash, 2.55M shares, up to $50M deferred

  Upfront consideration: $325M cash plus 2.55M shares of Class A common stock.

• November 21, 2025, 6:59 PM ET other material materiality 0.85 neutral item 5.01item 8.01

  Blackstone affiliates borrow $650M, pledge ~72% of Legence Corp. shares as collateral

  Affiliates of Legence's majority owner Blackstone borrowed $650M via margin loans from Goldman Sachs-led syndicate.

• November 14, 2025, 6:59 PM ET M&A materiality 0.80 positive item 1.01item 3.02item 7.01item 9.01

  Legence acquires Bowers for ~$475M; LTM revenue $767M, EBITDA $72M

  Deal: ~$325M cash + ~$100M stock at close, plus up to $50M deferred payable by Dec 31, 2026 in cash/stock.

• November 14, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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.

• October 30, 2025, 7:59 PM ET debt materiality 0.60 positive item 1.01item 2.03item 9.01

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

  Refinanced $798M term loan facility maturing December 16, 2031 (3-year extension) at SOFR + 2.25% (25 bps reduction).

• September 15, 2025, 7:59 PM ET other material materiality 0.90 neutral item 1.01item 3.02item 3.03item 5.03item 5.02item 8.01item 9.01 ◈ Governance Changes ×2

  Legence Corp. completes IPO of 29.5M shares at $28.00/share, repays debt

  Closed IPO of 26,000,000 Class A shares at $28.00; underwriters exercised over-allotment for 3,487,627 additional shares.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.78 · Most common event earnings

6 positive 0 negative 4 neutral

source · LGN on sec.gov