Legence Corp. LGN R2K
Legence Corp. provides engineering, installation, and maintenance services for mission-critical systems in buildings in the United States. The company operates through two segments, Engineering & Consulting, and Installation & Maintenance. The Engineering & Consulting segment designs HVAC and other MEP systems for buildings, develops strategies to help reduce energy usage and make buildings more sustainable and provides program and project management services for client's installation and retrofit projects. This segment also offers engineering & design and program and project management services. The Installation & Maintenance segment fabricates and installs HVAC systems, process piping and other MEP systems in new and existing industrial, commercial and institutional buildings and provides ongoing preventative and corrective maintenance services, emergency repair, and break-fix services, as well as facility energy analysis, automation, optimization, and system certification and testing. It serves data centers, technology, life sciences, healthcare, education, mixed-use, state and local government, and other markets. The company was founded in 1914 and is based in San Jose, California.
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Valuation
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Growth (CAGR)
PROS
- Compounding revenue at 27.0% over 5 years.
- Generates positive free cash flow.
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Industrials).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LGN Legence Corp. R2K | 83.74 | - | $13.75B | - | 2.37% | -7.22% | 26.95% | 9.11% |
| 2 | CAT Caterpillar Inc. SPX | 875.87 | 43.66 | $403.42B | 0.69% | 19.42% | 51.33% | 4.38% | 9.83% |
| 3 | GE GE Aerospace SPX | 323.76 | 40.17 | $338.27B | 0.58% | 11.89% | 45.43% | 16.32% | 195.89% |
| 4 | GEV GE Vernova Inc. SPXAI | 968.32 | 28.33 | $260.21B | 0.21% | 6.30% | 75.71% | 8.68% | 92.84% |
| 5 | RTX RTX Corporation SPX | 179.66 | 33.64 | $241.95B | 1.54% | 9.41% | 11.57% | 9.72% | 9.01% |
| 6 | UNP Union Pacific Corporation SPX | 262.64 | 21.60 | $155.93B | 2.10% | 16.19% | 40.69% | -0.49% | 0.66% |
| 7 | ETN Eaton Corporation plc SPXAI | 400.60 | 39.20 | $155.55B | 1.10% | 16.23% | 20.84% | 9.77% | 18.41% |
| 8 | HON Honeywell International Inc. NDXSPX | 237.86 | 38.00 | $150.72B | 2.00% | 13.57% | 24.26% | 1.82% | -1.62% |
| 9 | DE Deere & Company SPX | 542.18 | 30.67 | $146.45B | 1.20% | 12.82% | 18.35% | -4.50% | -11.00% |
Quarterly Results
Figures in USD.
| Metric | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Revenue | 560.80M | 505.95M | 598.89M | 708.01M | 737.64M | 1.04B |
| Cost of Revenue | - | 394.25M | 470.22M | 559.95M | 590.15M | 851.74M |
| Gross Profit | 118.55M | 111.70M | 128.67M | 148.06M | 147.49M | 186.15M |
| Operating Expenses | - | 95.55M | 97.81M | 110.07M | 139.56M | 152.92M |
| Operating Income | 26.95M | 16.15M | 30.86M | 37.99M | 7.93M | 33.23M |
| EBITDA | - | 43.89M | 60.85M | 60.13M | -3.95M | 63.29M |
| Interest Expense | - | 29.64M | 30.40M | 28.18M | 13.55M | 17.00M |
| Pretax Income | - | -15.10M | 1.68M | 4.46M | -46.17M | 4.01M |
| Tax Provision | - | 4.04M | 5.55M | 4.08M | 8.50M | -13.38M |
| Net Income | -1.08M | -21.21M | -5.27M | -576.00K | -32.72M | 16.09M |
| Diluted EPS | - | -0.39 | -0.05 | -0.02 | -0.55 | 0.13 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Revenue | 1.25B | 1.62B | 2.10B | 2.55B |
| Cost of Revenue | 1.01B | 1.30B | 1.67B | 2.01B |
| Gross Profit | 233.71M | 315.15M | 430.77M | 535.92M |
| Operating Expenses | 224.56M | 266.30M | 340.04M | 442.99M |
| Operating Income | 9.14M | 48.85M | 90.73M | 92.93M |
| EBITDA | 69.19M | 107.05M | 179.34M | 160.92M |
| Interest Expense | 50.84M | 68.20M | 91.61M | 101.78M |
| Pretax Income | -74.66M | -53.94M | -23.12M | -55.14M |
| Tax Provision | 7.61M | -7.92M | 4.52M | 22.16M |
| Net Income | -82.27M | -46.03M | -28.55M | -59.78M |
| Diluted EPS | -0.81 | -0.83 | -0.52 | -0.57 |
Compounded Sales Growth
| 5 Years: | 26.95% |
| 1 Year: | 105.10% |
Compounded Profit Growth
| 5 Years: | 9.11% |
| 1 Year: | - |
Stock Price Performance
| 1 Year: | +174.56% |
| 6 Months: | +86.13% |
| 3 Months: | +44.25% |
| 1 Month: | +3.72% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Total Assets | 2.13B | 2.35B | 2.68B |
| Current Assets | 688.67M | 756.41M | 1.11B |
| Cash & Equivalents | 88.92M | 81.17M | 230.17M |
| Inventory | 10.00M | 10.25M | 11.30M |
| Receivables | 7.82M | 7.50M | 14.25M |
| Total Liabilities | 1.60B | 2.15B | 1.89B |
| Current Liabilities | 439.56M | 411.11M | 708.16M |
| Long Term Debt | 1.04B | 1.59B | 1.02B |
| Total Debt | 1.12B | 1.70B | 1.16B |
| Total Equity | 0 | 0 | 702.84M |
| Shares Outstanding | 55.02M | 55.02M | 63.86M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Operating Cash Flow | 27.00M | 33.92M | 29.27M | 256.87M |
| Investing Cash Flow | -160.38M | -133.90M | -243.99M | -54.05M |
| Financing Cash Flow | 173.81M | 128.47M | 206.96M | -53.83M |
| Capital Expenditure | -26.31M | -17.07M | -19.01M | -37.94M |
| Free Cash Flow | 684.00K | 16.84M | 10.26M | 218.93M |
| Net Change in Cash | 40.43M | 28.49M | -7.75M | 149.00M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Gross Margin % | 18.7% | 19.5% | 20.5% | 21.0% |
| Operating Margin % | 0.7% | 3.0% | 4.3% | 3.6% |
| Net Margin % | -6.6% | -2.8% | -1.4% | -2.3% |
| ROE % | - | - | - | -8.5% |
| ROCE % | - | 2.9% | 4.7% | 4.7% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackstone Inc | 32.97% | 25.34M | $2.12B |
| 2 | Janus Henderson Group PLC | 5.65% | 4.34M | $363.60M |
| 3 | FMR, LLC | 3.85% | 2.96M | $247.73M |
| 4 | Blackrock Inc. | 3.44% | 2.65M | $221.68M |
| 5 | Franklin Resources, Inc. | 3.01% | 2.31M | $193.63M |
| 6 | Massachusetts Financial Services Co. | 2.55% | 1.96M | $163.90M |
| 7 | Westfield Capital Management Co LP | 2.42% | 1.86M | $155.89M |
| 8 | Vanguard Capital Management LLC | 1.97% | 1.51M | $126.84M |
| 9 | Vanguard Portfolio Management LLC | 1.91% | 1.47M | $122.84M |
| 10 | BAMCO Inc. | 1.62% | 1.25M | $104.31M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
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