Jun 2026 (Q2 FY26) — Aug 13, 2026
Legence Q2 FY26 — Record Revenue and Backlog Driven by Data Centers, Strong Balance Sheet
Read the full callLegence (LGN) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Legence earnings: last reported Thu, 13 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,262 | +110.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -0.5 | −5.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -27.8 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$44.21 +1.56% · +$0.68
Performance +30.7% 1Y
1Y: $33.82 on 17 Oct 2025 → $44.21. High $102.27 (6 May 2026), low $32.6 (23 Oct 2025).
- Previous close
- $43.53
- 52-week range
- $32.6 – $102.27
- One year
- +24.12%
Overview
- Symbol
- LGN
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 14, 2026
Legence Corp. Q1 FY26 — Record Backlog and Strong Revenue Growth Drive Raised Full-Year Guidance
Read the full callDec 2025 (Q4 FY25) — Mar 27, 2026
Legence Q4 FY25 — Record Revenue and Strong Backlog Growth Driven by Data Centers
Read the full callEvery analysed call
Legence earnings calls (LGN)
Financials
What the filings say
Net profit, year on year: −428% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 561 | 548 | 506 | 599 | 708 | 738 | 1,038 | 1,262 |
| Operating profit | 27 | 6 | 17 | 31 | 37 | -23 | 22 | -7 |
| Operating margin | 4.8% | 1.0% | 3.3% | 5.2% | 5.3% | −3.2% | 2.2% | −0.5% |
| Other income | -23 | -29 | -32 | -30 | -33 | -23 | -18 | -17 |
| Interest | 24 | 26 | 30 | 30 | 28 | 14 | 17 | 17 |
| Profit before tax | 4 | -23 | -15 | 2 | 4 | -46 | 4 | -23 |
| Tax rate | 117.4% | 21.5% | −26.7% | 330.7% | 91.5% | −18.4% | −333.4% | −47.3% |
| Net profit | -1 | -19 | -21 | -5 | -1 | -33 | 16 | -28 |
| EPS ($ per share) | — | — | — | — | — | — | 0.24 | -0.37 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Reserves | — | -250 | -310 |
| Total liabilities | — | 2,149 | 1,891 |
| Fixed assets | — | 73 | 92 |
| Total assets | — | 2,353 | 2,679 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Cash from operations | 34 | 29 | 257 |
| Cash from investing | -134 | -244 | -54 |
| Cash from financing | 128 | 207 | -54 |
| Net cash flow | 28 | -8 | 149 |
| Capital expenditure | -17 | -19 | -38 |
| Free cash flow | 17 | 10 | 219 |
LGN revenue by segment
| Segment | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|
| Installation Maintenance | 70% | 84% | 84% | — |
| Installation and Maintenance | 70% | 84% | 84% | — |
| Engineering and Consulting | 30% | 16% | 16% | — |
| Engineering Consulting | 30% | 16% | 16% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
LGN operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Book-to-bill ratio | 1.9 ratioThis translated to a book-to-bill ratio for the 3 months ended December 2025 of 1.9x, an acceleration from what was already a robust third quarter book-to-bill of 1.5.Source: earnings call transcript | 1.2 ratioThe resulting book-to-bill ratio for the 3 months ended March 2026 was 1.2x.Source: earnings call transcript | 1.2 ratioOur consolidated book-to-bill ratio for the 3 months ended June 2026 was 1.2x.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
45 filings between Dec 16, 2025 and Sep 18, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$2.53B
14 sales by 3 insiders
14% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 11
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
- 7
- Tax withheld — shares kept back by the company to cover tax
Also filed: 12 conversions.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Blackstone EMA III L.L.C. | — | $1.27B | Apr 9, 2026 |
| Legence Parent ML LLC | — | $1.27B | Apr 9, 2026 |
| Le Bris Philippe | — | $285.0K | Sep 18, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 18, 2026 | Le Bris Philippe Chief Accounting Officer | Sale 10b5-1 plan | 1,058 | $58.2K |
| Sep 15, 2026 | Le Bris Philippe Chief Accounting Officer | Sale 10b5-1 plan | 4,196 | $226.8K |
| Sep 15, 2026 | Le Bris Philippe Chief Accounting Officer | Option exercise 10b5-1 plan | 4,196 | $117.5K |
| Sep 15, 2026 | Seki Bryce General Counsel & Secretary | Tax withheld | 653 | $34.6K |
| Sep 15, 2026 | Sprau Jeffrey Chief Executive Officer | Tax withheld | 9,792 | $519.3K |
| Sep 15, 2026 | Hansen Stephen Dale Chief Operating Officer | Tax withheld | 1,671 | $88.6K |
| Sep 15, 2026 | Barnes Gregory See Remarks | Tax withheld | 653 | $34.6K |
| Sep 15, 2026 | Schwartz Justin Chief Strategy Officer | Tax withheld | 768 | $40.7K |
| Sep 15, 2026 | Butz Stephen M Chief Financial Officer | Tax withheld | 2,343 | $124.2K |
| Sep 15, 2026 | Le Bris Philippe Chief Accounting Officer | Tax withheld 10b5-1 plan | 341 | $18.1K |
| Aug 18, 2026 | Crisci Robert Director | Award | 2,257 | $0 |
| Jun 11, 2026 | Keenen Terrence Director | Award | 1,675 | $0 |
| Jun 11, 2026 | Kelly Christie B. Director | Award | 1,675 | $0 |
| Jun 11, 2026 | Coghlan David Joseph Director | Award | 1,675 | $0 |
| Apr 9, 2026 | Blackstone EMA III L.L.C. 10% owner | Sale | 9,528,699 | $514.55M |
| Apr 9, 2026 | Blackstone EMA III L.L.C. 10% owner | Conversion | 9,528,699 | — |
| Apr 9, 2026 | Blackstone EMA III L.L.C. 10% owner | Conversion | 9,528,699 | — |
| Apr 9, 2026 | Blackstone EMA III L.L.C. 10% owner | Sale | 5,865,413 | $316.73M |
| Apr 9, 2026 | Legence Parent ML LLC 10% owner | Conversion | 9,528,699 | — |
| Apr 9, 2026 | Legence Parent ML LLC 10% owner | Conversion | 9,528,699 | — |
| Apr 9, 2026 | Legence Parent ML LLC 10% owner | Sale | 9,528,699 | $514.55M |
| Apr 9, 2026 | Legence Parent ML LLC 10% owner | Sale | 5,865,413 | $316.73M |
| Mar 16, 2026 | Hansen Stephen Dale Chief Operating Officer | Award | 8,298 | $0 |
| Mar 16, 2026 | Le Bris Philippe Chief Accounting Officer | Award | 1,952 | $0 |
| Mar 16, 2026 | Seki Bryce General Counsel & Secretary | Award | 4,393 | $0 |
| Mar 16, 2026 | Barnes Gregory Chief Human Resources Officer | Award | 4,393 | $0 |
| Mar 16, 2026 | Sprau Jeffrey Chief Executive Officer | Award | 34,167 | $0 |
| Mar 16, 2026 | Schwartz Justin Chief Strategy Officer | Award | 3,905 | $0 |
| Mar 16, 2026 | Butz Stephen M Chief Financial Officer | Award | 9,762 | $0 |
| Jan 8, 2026 | Blackstone EMA III L.L.C. 10% owner | Sale | 480,205 | $21.61M |
| Jan 8, 2026 | Legence Parent ML LLC 10% owner | Conversion | 780,121 | — |
| Jan 8, 2026 | Legence Parent ML LLC 10% owner | Conversion | 780,121 | — |
| Jan 8, 2026 | Legence Parent ML LLC 10% owner | Sale | 780,121 | $35.11M |
| Jan 8, 2026 | Legence Parent ML LLC 10% owner | Sale | 480,205 | $21.61M |
| Jan 8, 2026 | Blackstone EMA III L.L.C. 10% owner | Sale | 780,121 | $35.11M |
| Jan 8, 2026 | Blackstone EMA III L.L.C. 10% owner | Conversion | 780,121 | — |
| Jan 8, 2026 | Blackstone EMA III L.L.C. 10% owner | Conversion | 780,121 | — |
| Dec 16, 2025 | Blackstone EMA III L.L.C. 10% owner | Conversion | 5,200,808 | — |
| Dec 16, 2025 | Legence Parent ML LLC 10% owner | Sale | 5,200,808 | $234.04M |
| Dec 16, 2025 | Legence Parent ML LLC 10% owner | Conversion | 5,200,808 | — |
| Dec 16, 2025 | Legence Parent ML LLC 10% owner | Conversion | 5,200,808 | — |
| Dec 16, 2025 | Blackstone EMA III L.L.C. 10% owner | Sale | 3,201,370 | $144.06M |
| Dec 16, 2025 | Legence Parent ML LLC 10% owner | Sale | 3,201,370 | $144.06M |
| Dec 16, 2025 | Blackstone EMA III L.L.C. 10% owner | Sale | 5,200,808 | $234.04M |
| Dec 16, 2025 | Blackstone EMA III L.L.C. 10% owner | Conversion | 5,200,808 | — |
| Sep 15, 2025 | Butz Stephen M Chief Financial Officer | Award | 17,857 | $0 |
| Sep 15, 2025 | Sprau Jeffrey Chief Executive Officer | Award | 62,500 | $0 |
| Sep 15, 2025 | Keenen Terrence Director | Purchase | 8,928 | $250.0K |
| Sep 15, 2025 | Barnes Gregory Chief Human Resources Officer | Award | 8,036 | $0 |
| Sep 15, 2025 | Le Bris Philippe Chief Accounting Officer | Award | 4,196 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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