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NASDAQ · Consumer Discretionary

LEGENCE CORP LGN

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.

Sources StockAnalysis company profile stockanalysis.com
Engineering & Construction

Company profile

Business mix

  • The company operates through two segments, Engineering & Consulting, and Installation & Maintenance.
  • This segment also offers engineering & design and program and project management services.
  • 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.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in engineering & construction?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 2575.25 FCF 3.29% Buyback N/A
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $70.3M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $8.5M Estimated from net reduced shares
Net share change / base shares -10.7% -150,000 / 1,395,682
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.7% 13F value change +$10.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,395,682 Last 1 periods -150,000 (-10.7%) Total shares 1,245,682 Value $70.3M

Recent mentions

No public mentions.