Legence Corp. is experiencing explosive revenue growth, with a 110.7% year-over-year increase in Q2 2026, driven by its role in data center and semiconductor facility construction. However, this hyper-growth is accompanied by significant margin compression, wi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has accelerated to 110.7% year-over-year growth in Q2 2026, but this has been accompanied by a severe erosion in gross margins, which have compressed by 770 basis points to 14.4% over the past five quarters.
A bullish thesis on Legence Corp. was highlighted by onodacapital on Valueinvestorsclub.com, suggesting positive sentiment among investors.
Legence Corp.'s trailing P/E of 91.88 and forward P/E of 36.36 indicate potential growth expectations, despite high trailing multiples.
AI models forecast a 2026 target price of $84.41 for LGN, representing a potential upside from current levels.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 13, 2026 | -$0.37-199.7% vs $0.37 | $1.3B+17.5% vs $1.1B |
Q3 2026 Jun 26, 2026 | — vs $0.19 | $1.3B+17.5% vs $1.1B |
Q2 2026 May 14, 2026 | $0.24+16.5% vs $0.21 | $1.0B+11.5% vs $931M |
Q2 2026 Mar 27, 2026 | -$0.01+66.7% vs -$0.03 | $738M+19.2% vs $619M |
LGN (NASDAQ: LGN - Get Free Report) CAO Bris Philippe Le sold 1,058 shares of the business's stock in a transaction on Friday, September 18th. The shares were sold at an average price of $55.01, for a total transaction of $58,200.58. Following the completion of the sale, the chief accounting officer directly owned 4,749 shares of
LGN (NASDAQ: LGN - Get Free Report) CAO Bris Philippe Le sold 4,196 shares of the stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $54.06, for a total transaction of $226,835.76. Following the sale, the chief accounting officer owned 6,148 shares in the company, valued at $332,360.88.
Allianz Asset Management GmbH acquired a new stake in shares of LGN (NASDAQ: LGN) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 18,401 shares of the company's stock, valued at approximately $1,568,000. Several other institutional investors have also modified their holdings
Legence Corp. is rated a Strong Buy, driven by robust earnings growth and integration benefits from the Bowers Group acquisition. Despite margin pressure from Bowers, LGN raised guidance, now targeting $450 million adjusted EBITDA in 2026 and trading at an attractive 9.39x EV/EBITDA. Private equity selling, notably Blackstone reducing its stake from 72% to 47%, has weighed on sentiment but does not reflect LGN's growth trajectory.
Benchmark LGN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Legence Corp. Class A Common stock (LGN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $51.67 | $3.48B | -51.16 | 21.53% | -2.34% | -7.58% | — | |
| $33.72 | $8.75B | 36.26 | 4.69% | 8.6% | 23.76% | — | |
| $297.92 | $4.64B | 39.56 | 8.79% | 4.13% | 24.17% | — | |
| $330.16 | $13.16B | 43.96 | 16.89% | 11.45% | 43.81% | — | |
| $769.03 | $34.18B | 27.28 | 16.64% | 7.72% | 38.41% | — | |
| $662.60 | $99.43B | 97.44 | 19.76% | 4.08% | 14.73% | — |
Legence Corp. Class A Common stock (LGN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Legence Corp. Class A Common stock (LGN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 18, 2026·SEC
Aug 13, 2026·SEC
Jun 11, 2026·SEC
Mar 30, 2026·SEC
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Legence Corp. Class A Common stock (LGN) stock FAQ — growth, dividends, profitability & financials explained
Legence Corp. Class A Common stock (LGN) reported $3.75B in revenue for fiscal year 2025. This represents a 132% increase from $1.62B in 2023.
Legence Corp. Class A Common stock (LGN) grew revenue by 21.5% over the past year. This is strong growth.
Legence Corp. Class A Common stock (LGN) reported a net loss of $45.0M for fiscal year 2025.
Legence Corp. Class A Common stock (LGN) has a return on equity (ROE) of -7.6%. Negative ROE indicates the company is unprofitable.
Legence Corp. Class A Common stock (LGN) generated $323.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
