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Legence Corp. Class A Common stock

LGN·NASDAQ

$88.13

+2.6%
IndustrialsEngineering & Construction

Legence Corp. provides engineering, installation, and maintenance services for mission-critical systems in buildings in 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. It offers engineering and 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 for those systems. The company serves data centers, semiconductors, precision manufacturing, life sciences, healthcare, education, and commercial real estate industries, as well as public sector. The company was founded in 1914 and is based in San Jose, California.

At a Glance

Live Snapshot
Market Cap$10.67B
EPS-1.0100
P/E Ratio-87.26
Earnings Date06/03/2026
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Legence Corp. Class A Common stock Street Expectations Map

LGN · NASDAQ

Wall Street analysts project that LGN stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 91.88, with estimates ranging from a low of 60.00 to a high of 125.00.

Lowest Target
60.00
-31.92%
Consensus Target
91.88
4.26%
Highest Target
125.00
41.84%

The consensus 1-year price target stands at 91.88, with estimates ranging from a low of 60.00 to a high of 125.00.

Analyst Consensus Analysis

Upside Potential

+4.3%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

70.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.

Risk-Reward Profile

1.31x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuation—requires deep sector expertise and contrarian mindset.

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Legence Corp. Class A Common stock Forward Estimates of Revenue

LGN · NASDAQ
Latest Revenue
2.55B
FY 2025
Avg Estimate
4.26B
FY 2026
Estimate Range
4.21B - 4.30B
Analyst Spread

Forward Growth Analysis

Projected Growth+67.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Legence Corp. Class A Common stock Forward Estimates of Net Income

LGN · NASDAQ
Latest Net Income
-59.78M
FY 2025
Avg Estimate
86.16M
FY 2026
Estimate Range
69.77M - 102.56M
Analyst Spread

Forward Growth Analysis

Projected Growth+244.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread38%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Legence Corp. Class A Common stock Forward Estimates of EPS

LGN · NASDAQ
Latest EPS
-1.01
FY 2025
Avg Estimate
$1.44
FY 2026
Estimate Range
$1.17 - $1.73
Analyst Spread

Forward Growth Analysis

Projected Growth+242.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread38%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Legence Corp. Class A Common stock Forward Estimates of EBIT

LGN · NASDAQ
Latest EBIT
95.63M
FY 2025
Avg Estimate
332.00M
FY 2026
Estimate Range
328.06M - 335.16M
Analyst Spread

Forward Growth Analysis

Projected Growth+247.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Legence Corp. Class A Common stock Forward Estimates of EBITDA

LGN · NASDAQ
Latest EBITDA
196.00M
FY 2025
Avg Estimate
334.46M
FY 2026
Estimate Range
330.49M - 337.64M
Analyst Spread

Forward Growth Analysis

Projected Growth+70.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Legence Corp. Class A Common stock Forward Estimates of SG&A Expense

LGN · NASDAQ
Latest SG&A Expense
342.63M
FY 2025
Avg Estimate
515.42M
FY 2026
Estimate Range
509.30M - 520.32M
Analyst Spread

Forward Growth Analysis

Projected Growth+50.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Legence Corp. Class A Common stock Insider Positioning

LGN · NASDAQ

During the last 12 months, insiders have sold $482.40M worth of LGN shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

5.9M

316.73M

Net Activity

-316.7M

-$316.73M

3-6 Months

Bought

0

0.00

Sold

3.7M

165.67M

Net Activity

-165.7M

-$165.67M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
BEIL

Blackstone Ema Iii L.L.C.

10 Percent Owner

6.3M shares2 transactions

$338.34M

2
LPML

Legence Parent Ml Llc

10 Percent Owner

3.2M shares1 transactions

$144.06M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $482.40M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$316.73M

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.