LGN Legence Corp. - Class A Common stock

NASDAQ · Construction · View on SEC EDGAR ↗
$65.62
Price · Aug 18, 2026
Fundamentals as of Aug 13, 2026
52W Range
$27–$107
48% of range
Analyst Rating
BUY
22 analysts
Price Target
$103
+57% upside
P/E (TTM)
—
ROE
-30.5%
Net Profit Margin
-2.3%

LGN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$65.62
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
$2.55B
Div Yield
—
ROE
-30.5%
Debt/Equity
—
52W Range
$27 – $107

LGN Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $2.55B
3-point trend, +57.9%
2023-12-31 → 2025-12-31
EPS —
Free Cash Flow $219M
2025-12-31 → 2025-12-31
Margins -2.3%
2025-12-31 → 2025-12-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
LGN
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
LGN
Peer Median
Gross Margin
21.0%
20.1%
Operating Margin
2.4%
—
Net Profit Margin
-2.3%
5.5%
ROA
-2.4%
6.0%
ROE
-30.5%
20.1%
ROIC
22.0%
—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
LGN
Peer Median
Current Ratio
1.6
1.6
Quick Ratio
1.1
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
LGN
Peer Median
Revenue YoY
3-point trend, +57.9%
21.5%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
LGN
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
LGN
Peer Median

LGN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 22 analysts
  • Strong Buy 8 36.4%
  • Buy 12 54.5%
  • Hold 2 9.1%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

17 analysts · 2026-08-17
Median target $103.00 +57.0%
Mean target $103.00 +57.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.14%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.17 $0.35 -0.18%
March 31, 2026 $0.13 $0.18 -0.05%
Dec. 31, 2025 $-0.39 $0.05 -0.44%
Sept. 30, 2025 $0.18 $0.06 0.12%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
LGN — — 21.5% -2.3% -30.5% 21.0%
IESC $7.90B 26.5 16.9% 9.1% 38.5% 25.5%
DY $10.92B 38.1 17.9% 5.1% 17.4% —
VMI — 24.6 0.71% 8.5% 22.2% 30.2%
AGX $4.84B 35.6 8.1% 14.6% 32.2% 20.5%
ACM $17.19B 31.0 0.21% 3.5% 24.0% 7.5%
ECG $4.36B 21.7 31.5% 5.4% 35.3% 12.1%
FLR — -127.8 -5.0% — — —
ACA $5.21B 25.1 12.2% 7.2% 8.1% 22.4%
ROAD — 69.0 54.2% 3.6% 11.8% 15.6%
MWH — — — — — —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 11
Annual Income Statement data for LGN
Metric Trend 20252024
Revenue 2-point trend, +21.5% $2.55B $2.10B
Cost of Revenue 2-point trend, +20.8% $2.01B $1.67B
Gross Profit 2-point trend, +24.4% $536M $431M
SG&A Expense 2-point trend, +41.1% $343M $243M
Operating Income 2-point trend, -12.5% $62M $70M
Interest Income 2-point trend, -17.9% $4M $5M
Other Non-op 2-point trend, -1470.2% $-6M $473.0K
Pretax Income 2-point trend, -138.5% $-55M $-23M
Income Tax 2-point trend, +390.2% $22M $5M
Net Income 2-point trend, -109.4% $-60M $-29M
EBITDA $62M ·
Balance Sheet 23
Annual Balance Sheet data for LGN
Metric Trend 20252024
Cash & Equivalents 2-point trend, +183.6% $230M $81M
Receivables 2-point trend, +30.2% $584M $449M
Inventory 2-point trend, +10.3% $11M $10M
Prepaid Expense 2-point trend, -6.0% $36M $39M
Current Assets 2-point trend, +46.8% $1.11B $756M
PP&E (Net) · $73M
Accum. Depreciation 2-point trend, +39.6% $99M $71M
Goodwill 2-point trend, -2.2% $764M $781M
Intangibles 2-point trend, -11.7% $551M $624M
Other Non-current Assets 2-point trend, +66.4% $44M $26M
Total Assets 2-point trend, +13.9% $2.68B $2.35B
Accounts Payable 2-point trend, +94.6% $246M $127M
Accrued Liabilities 2-point trend, -42.2% $16M $28M
Current Liabilities 2-point trend, +72.3% $708M $411M
Capital Leases 2-point trend, +28.6% $104M $81M
Deferred Tax 2-point trend, +31.9% $47M $35M
Other Non-current Liabilities 2-point trend, -66.2% $12M $36M
Total Liabilities 2-point trend, -12.0% $1.89B $2.15B
Paid-in Capital $702M ·
Retained Earnings 2-point trend, -23.9% $-310M $-250M
AOCI 2-point trend, -107.7% $-698.0K $9M
Stockholders' Equity $392M ·
Liabilities + Equity 2-point trend, +13.9% $2.68B $2.35B
Cash Flow 11
Annual Cash Flow data for LGN
Metric Trend 20252024
D&A 2-point trend, +3.3% $100M $97M
Stock-based Comp 2-point trend, +1148.4% $68M $5M
Deferred Tax 2-point trend, +211.6% $15M $-14M
Amort. of Intangibles 2-point trend, +1.7% $82M $81M
Operating Cash Flow 2-point trend, +777.7% $257M $29M
CapEx 2-point trend, +99.6% $38M $19M
Investing Cash Flow 2-point trend, +77.8% $-54M $-244M
Financing Cash Flow 2-point trend, -126.0% $-54M $207M
Net Change in Cash 2-point trend, +2021.8% $149M $-8M
Taxes Paid 2-point trend, -6.0% $16M $17M
Free Cash Flow $219M ·
Profitability 8
Annual Profitability data for LGN
Metric Trend 20252024
Gross Margin 21.0% ·
Operating Margin 2.4% ·
Net Margin -2.3% ·
Pretax Margin -2.2% ·
EBITDA Margin 2.4% ·
ROA -2.4% ·
ROE -30.5% ·
ROIC 22.0% ·
Liquidity & Solvency 2
Annual Liquidity & Solvency data for LGN
Metric Trend 20252024
Current Ratio 1.6 ·
Quick Ratio 1.1 ·
Efficiency 3
Annual Efficiency data for LGN
Metric Trend 20252024
Asset Turnover 1.0 ·
Inventory Turnover 187.0 ·
Receivables Turnover 4.9 ·
Growth Rates 1
Annual Growth Rates data for LGN
Metric Trend 20252024
Revenue YoY 2-point trend, -28.1% 21.5% 29.9%
Valuation (TTM) 2
Annual Valuation (TTM) data for LGN
Metric Trend 20252024
Revenue TTM $2.55B ·
Net Income TTM $-60M ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-31
Revenue $2.55B$2.10B$1.62B
Gross Margin % 21.0%——
Operating Margin % 2.4%——
Net Income $-60M$-29M$-46M
Balance Sheet
2025-12-312024-12-312023-12-31
Current Ratio 1.6——
Quick Ratio 1.1——
Cash Flow
2025-12-312024-12-312023-12-31
Free Cash Flow $219M——

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 276 filers · $5.7B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
99 (+38 vs prior Q) 21 (-7 vs prior Q) 97 (+31 vs prior Q) 51 (0 vs prior Q) +39.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Blackstone Inc. $1,659,935,389 19,475,952 29.05% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $218,597,137 2,564,791 3.83% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $216,479,001 2,539,939 3.79% Shares
VANGUARD CAPITAL MANAGEMENT LLC $212,720,955 2,495,846 3.72% Shares
FIRST TRUST ADVISORS LP $160,353,767 1,881,424 2.81% Shares
FRANKLIN RESOURCES INC $158,195,256 1,856,098 2.77% Shares
Forest Avenue Capital Management LP $131,809,218 1,546,512 2.31% Shares
TWO SIGMA INVESTMENTS, LP $125,976,077 1,478,072 2.20% Shares
GEODE CAPITAL MANAGEMENT, LLC $115,272,838 1,352,153 2.02% Shares
WESTFIELD CAPITAL MANAGEMENT CO LP $114,375,506 1,341,963 2.00% Shares
STATE STREET CORP $110,465,442 1,296,500 1.93% Shares
RENAISSANCE TECHNOLOGIES LLC $100,605,492 1,180,400 1.76% Shares
FMR LLC $83,075,300 974,719 1.45% Shares
GOLDMAN SACHS GROUP INC $73,869,910 866,713 1.29% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $73,646,987 864,097 1.29% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $73,188,706 858,720 1.28% Shares
Merewether Investment Management, LP $72,672,041 852,658 1.27% Shares
Munro Partners $66,446,757 779,617 1.16% Shares
Alyeska Investment Group, L.P. $61,740,015 724,393 1.08% Shares
Clearbridge Investments, LLC $61,266,702 718,840 1.07% Shares
Value Aligned Research Advisors, LLC $58,991,945 692,150 1.03% Shares
ALLIANCEBERNSTEIN L.P. $58,920,527 1,043,580 1.03% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $56,141,768 658,709 0.98% Shares
EMERALD ADVISERS, LLC $55,722,351 653,788 0.98% Shares
Yaupon Capital Management LP $53,461,029 627,256 0.94% Shares
SEVEN GRAND MANAGERS, LLC $51,138,000 600,000 0.90% Shares
AMERIPRISE FINANCIAL INC $47,816,026 561,021 0.84% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $47,305,000 555,024 0.83% Shares
LOOMIS SAYLES & CO L P $45,607,766 535,114 0.80% Shares
CI INVESTMENTS INC. $43,349,086 508,613 0.76% Shares
Conestoga Capital Advisors, LLC $43,175,643 506,578 0.76% Shares
BNP PARIBAS FINANCIAL MARKETS $43,075,753 505,406 0.75% Shares
Ghisallo Capital Management LLC $42,615,000 500,000 0.75% Shares
BANK OF AMERICA CORP /DE/ $41,794,150 490,369 0.73% Shares
BAMCO INC /NY/ $40,524,223 475,469 0.71% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $39,851,588 467,577 0.70% Shares
EMERALD MUTUAL FUND ADVISERS TRUST $36,276,274 425,628 0.63% Shares
Driehaus Capital Management LLC $34,806,398 408,382 0.61% Shares
Goodlander Investment Management, LLC $33,239,700 390,000 0.58% Shares
Qube Research & Technologies Ltd $33,139,129 388,820 0.58% Shares
VANGUARD FIDUCIARY TRUST CO $33,133,674 388,756 0.58% Shares
Pictet Asset Management Holding SA $32,515,671 381,505 0.57% Shares
ROYCE & ASSOCIATES LP $31,417,397 368,619 0.55% Shares
Engle Capital Management, L.P. $30,870,221 362,199 0.54% Shares
BARCLAYS PLC $30,026,785 352,303 0.53% Shares
SOROS FUND MANAGEMENT LLC $27,955,440 328,000 0.49% Shares
Penn Capital Management Company, LLC $26,626,111 311,830 0.47% Shares
Squarepoint Ops LLC $22,500,720 264,000 0.39% Shares
CITIGROUP INC $22,245,456 261,005 0.39% Shares
GILDER GAGNON HOWE & CO LLC $22,048,234 258,691 0.39% Shares
CITADEL ADVISORS LLC $21,350,115 250,500 0.37% Put option
Zimmer Partners, LP $21,094,425 247,500 0.37% Shares
MARSHALL WACE, LLP $20,259,171 237,700 0.35% Shares
MILLENNIUM MANAGEMENT LLC $19,745,234 231,670 0.35% Shares
AXIOM INVESTORS LLC /DE $19,185,358 225,101 0.34% Shares
NEW YORK STATE COMMON RETIREMENT FUND $17,971,427 210,858 0.31% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $17,599,995 206,500 0.31% Shares
RAYMOND JAMES FINANCIAL INC $17,116,485 200,827 0.30% Shares
Burkehill Global Management, LP $17,046,000 200,000 0.30% Shares
Verition Fund Management LLC $16,794,486 197,049 0.29% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $16,142,562 189,400 0.28% Call option
TimesSquare Capital Management, LLC $15,688,484 277,869 0.27% Shares
Walleye Capital LLC $15,250,119 178,929 0.27% Shares
Hudson Bay Capital Management LP $14,381,710 168,740 0.25% Shares
Voleon Capital Management LP $14,153,294 166,060 0.25% Shares
Capelight Capital Asset Management LP $14,062,950 165,000 0.25% Shares
Trexquant Investment LP $12,561,197 147,380 0.22% Shares
ArrowMark Colorado Holdings LLC $12,139,735 142,435 0.21% Shares
NORGES BANK $10,868,018 127,514 0.19% Shares
Zimmer Partners, LP $10,653,750 125,000 0.19% Put option
Swiss National Bank $9,204,840 108,000 0.16% Shares
BW Gestao de Investimentos Ltda. $8,523,000 100,000 0.15% Shares
WHITTIER TRUST CO $8,218,857 105,668 0.14% Shares
FRED ALGER MANAGEMENT, LLC $8,027,643 94,188 0.14% Shares
180 GPS Investments IC Ltd $7,962,953 93,429 0.14% Shares
LAZARD ASSET MANAGEMENT LLC $7,118,665 83,523 0.12% Shares
WINTON GROUP Ltd $7,099,659 83,300 0.12% Shares
Public Sector Pension Investment Board $6,988,860 82,000 0.12% Shares
CITADEL ADVISORS LLC $6,451,911 75,700 0.11% Call option
Covalis Capital LLP $6,392,250 75,000 0.11% Shares
Jump Financial, LLC $6,238,836 73,200 0.11% Shares
Mediolanum International Funds Ltd $6,117,218 75,896 0.11% Shares
RHUMBLINE ADVISERS $6,069,047 71,208 0.11% Shares
LBP AM SA $6,017,920 70,608 0.11% Shares
NEEDHAM INVESTMENT MANAGEMENT LLC $5,753,025 67,500 0.10% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $5,686,631 66,721 0.10% Shares
Asset Management One Co., Ltd. $5,457,649 96,664 0.10% Shares
ALGERT GLOBAL LLC $5,439,379 63,820 0.10% Shares
1832 Asset Management L.P. $5,345,881 62,723 0.09% Shares
JONES FINANCIAL COMPANIES LLLP $5,259,155 65,323 0.09% Shares
XTX Topco Ltd $5,238,747 61,466 0.09% Shares
Nuveen, LLC $5,164,597 60,596 0.09% Shares
G2 Investment Partners Management LLC $5,113,800 60,000 0.09% Shares
BlackRock, Inc. $4,908,737 57,594 0.09% Shares
KENNEDY CAPITAL MANAGEMENT LLC $4,793,250 56,239 0.08% Shares
WELLS FARGO & COMPANY/MN $4,732,737 55,529 0.08% Shares
FIFTH THIRD BANCORP $4,437,198 52,061 0.08% Shares
SCALAR GAUGE MANAGEMENT, LLC $4,346,730 51,000 0.08% Shares
WHITTIER TRUST CO OF NEVADA INC $3,872,493 55,007 0.07% Shares
JPMORGAN CHASE & CO $3,773,531 46,818 0.07% Shares

Company insiders 10 insiders · 7 officers · 4 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jeffrey Sprau Chief Executive Officer March 16, 2026 A 96,667 0 0 $0
Stephen M Butz Chief Financial Officer March 16, 2026 A 27,619 0 0 $0
Stephen Dale Hansen Chief Operating Officer March 16, 2026 A 25,262 0 0 $0
Justin Schwartz Chief Strategy Officer March 16, 2026 A 11,048 0 0 $0
Gregory Barnes Chief Human Resources Officer March 16, 2026 A 12,429 0 0 $0
Philippe Le Bris Chief Accounting Officer March 16, 2026 A 6,148 0 0 $0
Bryce Seki General Counsel & Secretary March 16, 2026 A 12,429 0 0 $0
Terrence Keenen Director June 11, 2026 A 15,960 1 0 $249,984
Christie B. Kelly Director June 11, 2026 A 7,032 0 0 $0
David Joseph Coghlan Director June 11, 2026 A 5,454 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 38 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
JXX · Janus Detroit Street Trust 3.86% 16,067 NS April 30, 2026 N-PORT
FSCC · Federated Hermes ETF Trust 0.82% 27,116 NS May 31, 2026 N-PORT
JSML · Janus Detroit Street Trust 0.77% 27,931 NS April 30, 2026 N-PORT
PAVE · Global X Funds 0.47% 766,189 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.42% 37,530 NS May 31, 2026 N-PORT
MMSC · First Trust Exchange-Traded Fund VI… 0.33% 2,056 NS May 31, 2026 N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS 0.29% 62,902 SH Aug. 8, 2026 Daily
IWO · iShares Trust 0.23% 533,553 SH Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.17% 14,390 NS April 30, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.15% 338,965 SH Aug. 8, 2026 Daily
VBK · VANGUARD INDEX FUNDS 0.13% 763,889 SH Aug. 8, 2026 Daily
IFRA · iShares Trust 0.12% 89,102 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.12% 1,489,789 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.11% 2,407 NS May 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.11% 988 NS April 30, 2026 N-PORT
RSSL · Global X Funds 0.10% 15,762 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.08% 230,954 NS May 31, 2026 N-PORT
ISCG · iShares Trust 0.08% 13,260 SH Aug. 8, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.07% 15,923 NS April 30, 2026 N-PORT
UWM · ProShares Trust 0.06% 1,883 NS May 31, 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0.06% 1,322,150 SH Aug. 8, 2026 Daily
VIS · VANGUARD WORLD FUND 0.06% 65,458 SH Aug. 8, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.05% 608,125 SH Aug. 8, 2026 Daily
URTY · ProShares Trust 0.05% 1,909 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.04% 1,866 SH Aug. 8, 2026 Daily
WSML · iShares Trust 0.03% 3,292 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.03% 3,271 NS May 31, 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0.02% 1,074 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.02% 48 NS May 31, 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0.02% 19,956 NS May 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.01% 649 SH Aug. 8, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.01% 1,830,840 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 4,823 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.01% 3,869 SH Aug. 8, 2026 Daily
AVLC · AMERICAN CENTURY ETF TRUST 0.01% 899 NS May 31, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.01% 28,132 NS May 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 68,577 SH Aug. 8, 2026 Daily
IWV · iShares Trust 0.00% 13,837 SH Aug. 8, 2026 Daily