LGN at a glance
Legence Corp. (LGN, SEC CIK 2052568) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 18, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Legence Corp. (LGN) reported revenue of $2.6 billion (up 21.5% from FY2024) and a net loss of $59.8 million. Diluted EPS was -$0.57.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Legence Corp. (LGN) shares worth $3.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Le Bris Philippe on September 18, 2026 of 1,058 shares at $55.01 per share.
- In the last 90 days, LGN insiders reported 0 open-market purchases ($0) and 2 open-market sales ($285K) on Form 4, a net sale of $285K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.6B
- +21.5% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$285K
- 13F holders
- 33 funds
- $3.7B · +2 vs prior quarter
- Latest 8-K
- Aug 18, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability, margin, segment, or product-line results provided
- Outlook risks: inflation, interest rates, tariffs, recessionary conditions, labor costs, regulation, and data-center community opposition
Risk Factors
- No risk-factors section provided; submitted text covers Items 2, 5, and 6 only
- Credit agreement Amendment No. 14 dated May 27, 2026, indicating changed financing terms
- Chief Accounting Officer trading plan covers 7,448 securities through June 17, 2027
- No equity-security repurchases during second quarter 2026
AI summary of the LGN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from six to seven directors with Robert Crisci appointed as Class II director through 2027 annual meeting
- Crisci’s CFO background at Lineage and Roper Technologies strengthens financial reporting, controls, investor relations and M&A oversight
Item 2.02: Results of Operations and Financial Condition
- Filing references Item 2.02 results disclosure for fiscal 2026, but provides no operating or financial metrics
- CFO Stephen Butz signed the report on August 13, 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.26B, up 110.7% YoY; organic growth excluding Bowers remained strong at 60.0%
- Adjusted EBITDA $154.6M, up 114.1%; margin 12.2% versus 12.1% last year
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved the 2026 Employee Stock Purchase Plan at the June 11, 2026 annual meeting
- ESPP authorizes up to 1,580,053 Class A common shares for employee purchases at a market-price discount
Item 5.07: Submission of Matters to a Vote of Security Holders
- 93% of eligible shares voted at the June 11, 2026 annual meeting, indicating strong shareholder participation
- David Coghlan and Bilal Khan elected as Class I directors through the 2029 annual meeting
AI summaries of LGN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LGN
Don't miss the next LGN filing
- Alerts as it files. A push when LGN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LGN, by share count.
- Ask anything. An AI agent that reads every LGN filing and answers with sources.
LGN alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Le Bris Philippe | Sell | Sep 18, 2026 | 1,058 | $55.01 |
| Le Bris Philippe | M | Sep 15, 2026 | 4,196 | - |
| Butz Stephen M | F | Sep 15, 2026 | 2,343 | $53.03 |
| Sprau Jeffrey | F | Sep 15, 2026 | 9,792 | $53.03 |
| Le Bris Philippe | Sell | Sep 15, 2026 | 4,196 | $54.06 |
| Le Bris Philippe | F | Sep 15, 2026 | 341 | $53.03 |
| Hansen Stephen Dale | F | Sep 15, 2026 | 1,671 | $53.03 |
| Le Bris Philippe | M | Sep 15, 2026 | 4,196 | $28.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.6B | $2.1B | $2.6B |
| Gross Profit | - | $430.8M | $535.9M |
| Operating Income | $10.3M | $70.4M | $61.6M |
| Net Income | - | -$28.6M | -$59.8M |
| Gross Margin | - | 20.5% | 21.0% |
| Op. Margin | 0.6% | 3.4% | 2.4% |
| Net Margin | - | -1.4% | -2.3% |
| Balance Sheet | |||
| Total Assets | - | $2.4B | $2.7B |
| Equity | - | - | $392.2M |
| ROE | - | - | -15.2% |
| Per Share | |||
| EPS | - | - | $-0.57 |
| Cash Flow | |||
| Operating CF | $33.9M | $29.3M | $256.9M |
| CapEx | $17.1M | $19.0M | $37.9M |
Source: XBRL data in Legence Corp. (LGN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LGN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $3.72B |
| Q1 2026 | 31 | $2.29B |
| Q4 2025 | 22 | $1.66B |
| Q3 2025 | 16 | $1.23B |
- BlackRock+1.88M (+71%)
- Two Sigma Investments+1.41M (+2074%)
- Invesco Ltd+1.27M (+4908%)
- Vanguard Portfolio Management LLC+1.10M (+75%)
- Vanguard Capital Management LLC+981.2K (+65%)
- Blackstone Group−5.87M (-23%)
- FMR LLC (Fidelity)−1.98M (-67%)
- Citadel Advisors LLC−78.5K (-89%)
- Raymond James Financial−31.3K (-13%)
- PNC Financial Services−4.9K (-21%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 102 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LGN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 29, 2026 | - | - | |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | May 14, 2026 | - | Analysis | |
| 10-Q | May 14, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 9, 2026 | - | - | - |
| 4 | Apr 9, 2026 | - | - | - |
| 10-K | Mar 30, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 27, 2026 | - | - | - |
| 8-K | Mar 19, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
Related Industrials companies
- AMRC · Ameresco, Inc.Construction - Special Trade Contractors
- AGX · ARGAN INCConstruction - Special Trade Contractors
- BBUC · Brookfield Business CorpConstruction - Special Trade Contractors
- BBCP · Concrete Pumping Holdings, Inc.Construction - Special Trade Contractors
- LMB · Limbach Holdings, Inc.Construction - Special Trade Contractors
- MTRX · MATRIX SERVICE COConstruction - Special Trade Contractors
- SPWR · SunPower Inc.Construction - Special Trade Contractors
- MMM · 3MSurgical & Medical Instruments & Apparatus
LGN SEC filings: frequently asked questions
Are LGN insiders buying or selling?
In the last 90 days, Legence Corp. (LGN) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $285,036 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LGN stock?
As of June 30, 2026, the largest Legence Corp. (LGN) holders among the 13F filers tracked by SignalX were Blackstone Group ($1.7 billion), BlackRock ($385.5 million), Franklin Resources ($244.6 million), Vanguard Portfolio Management LLC ($218.6 million), Vanguard Capital Management LLC ($212.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LGN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Legence Corp. (LGN) reported revenue of $2.6 billion (up 21.5% from FY2024) and a net loss of $59.8 million. Diluted EPS was -$0.57. The figures come from the XBRL data in the 10-K.
What did LGN report in its latest 8-K?
Legence Corp. (LGN) filed an 8-K on August 18, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Board expanded from six to seven directors with Robert Crisci appointed as Class II director through 2027 annual meeting.
What are the latest LGN SEC filings?
Legence Corp. (LGN) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 18, 2026 and a Form 4 insider filing on September 22, 2026.
What is LGN's SEC CIK number?
Legence Corp. (LGN)'s SEC Central Index Key (CIK) is 2052568. EDGAR lists every LGN filing under that number.
Ask anything about LGN
The research agent reads LGN's filings, financials, insider trades and 13F holders, then answers with sources.