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LGLGN

Legence Corp. Class A Common stock

$LGN·$8.9B·Engineering & Construction·Industrials
$69.13-2.3%YTD+61.0%1Y+126.7%
Mentions · last 7 days
2026-07-10: 1 posts2026-07-11: 1 posts2026-07-12: 0 posts2026-07-13: 0 posts2026-07-14: 0 posts2026-07-15: 0 posts2026-07-16: 0 posts3-20%
Price updated 3h ago·X counts updated 2h ago
LGLGN
$LGNLegence Corp. Class A Common stock
$69.13-2.33%3 posts-20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $LGN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-15

The move is getting stronger, with heavier trading behind it.

Data-center MEP engineering firm +129% T12M with Q1 revenue +105% YoY, record $5.38B backlog, raised FY guide — X calls it a 'junior FIX' (Comfort Systems).

Legence is the data-center-engineering MEP pure-play catching the AI-infrastructure construction wave — Q1 revenue $1.04B (+105% YoY organic + acquisition), EPS $0.24 vs $0.21 est (+16.5% beat), record backlog $5.38B (+46.5%), adjusted EBITDA +132%.

  • Guidance: raised full-year FY26 guide; management explicitly framed the run as sustainable.
  • Corporate wins: May-28 term loan repricing on credit rating upgrade; Jun-8 further improved term loan pricing — lenders cut rates as fundamentals inflect.
  • Fundamentals: gross margin 14% (typical for MEP), op margin near breakeven, PE -250x (small TTM loss), PS 3.3x, FCF yield 2.9%, beta 3.02 (high vol).
  • Insider filings empty; Jun-11 annual meeting approved 2026 ESPP.
  • Structure: 53% of 52w range, high beta 3.02 amplifies both directions.
  • X bullish framing: 'long-term winner' + 'junior FIX' comparison to Comfort Systems; caveat is 'margin cracks' in legacy business hidden by M&A supercharging.
  • Aug 13 Q2 earnings.

Real AI-infra tailwind + record backlog + raised guide; the risk is the legacy-margin concern surfacing without the M&A cover — Aug 13 is the confirmation test.

Agrees with X sentimentX aligned bullish on the data-center MEP thesis + FIX comparison; fundamentals and backlog confirm.

What to watch: Aug 13 Q2 print — organic vs acquired revenue split, gross margin trend, backlog continuation.

On the calendar: 2026-08-13 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-05-21

Legence is bullish after a blockbuster Q1, with revenue roughly doubling YoY to $1.04B (+104-105%), adjusted EBITDA up about 132%, a record $5.38B backlog and raised full-year guidance, sending shares up 9-10%. Posters call it a 'long-term winner' and a 'junior FIX' (Comfort Systems comp) in the data-center engineering/MEP space, noting it surfed the 5-EMA the whole run. The lone caveat is 'margin cracks' emerging in the legacy business as an acquisition supercharges the top line.

Read the AI verdict + X sentiment for $LGN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides HVAC engineering, design, and installation for mission-critical commercial buildings with energy efficiency focus.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $LGN.

Engineering & Construction · Industrials

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $LGN

Direct beneficiary — Provides HVAC engineering, design, and installation for mission-critical commercial buildings with energy efficiency focus; the business model is a direct conduit for the hyperscaler campus builds requiring mission-critical MEP infrastructure.

Industry benchmark

14-name peer basket
+46.9%YTD
+76.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-250.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-5.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$0.24$0.21+16.5%
Q4 2025Mar 27, 2026$-0.01$-0.03+66.7%
Q3 2025Nov 14, 2025$-0.02$0.08-124.1%
Next earningsThu, Aug 13·consensus EPS $0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.0B+105.1%14.4%3.2%$0.24$102.3M
Q4 FY25$737.6M+41.6%20.0%1.1%$-0.55$81.5M
Q3 FY25$708.0M+51.0%20.9%5.4%$-0.01$89.0M
Q2 FY25$598.9M—21.5%5.2%$-0.05$24.3M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.3B$4.2B – $4.3B$1.47$1.20 – $1.7711
FY27$4.9B$4.7B – $5.1B$2.03$1.82 – $2.2211
FY28$5.6B$5.6B – $5.7B$2.86$2.47 – $3.247
FY29$6.4B$6.1B – $6.6B$3.72$3.52 – $3.883
FY30$6.6B$6.4B – $6.9B$3.06$2.89 – $3.206

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.55%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 57.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.025-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 9Parent Ml Legence10% owner15.4M sh$831.3MSellApr 9Blackstone Ema Iii L.l.c.10% owner15.4M sh$831.3M
+ 12 other (10 awards · 2 conversions) in window

See when $LGN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 118-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Legence Corp. held its 2026 Annual Meeting on June 11, 2026 (~93% of 108M eligible shares voted). Stockholders approved the Legence Corp. 2026 Employee Stock Purchase Plan (ESPP), which authorizes up to 1,580,053 shares of Class A Common Stock for purchase by eligible employees at a discount under IRC Section 423. The annual meeting also included director elections and other proposals covered under the Item 5.07 disclosure, though specific vote totals for director proposals were truncated in the available excerpt. The ESPP is a standard employee retention and equity-participation tool; the share authorization represents modest potential dilution.

424B4Prospectus supplement (offering)Apr 8424B4
AI summary

LGN filed a 424B4 prospectus supplement dated 2026-04-08, representing an active capital markets transaction. Priced at $0.01 per share. proceeds from the sale of shares in this offering by the selling stockholders. Prior to the consumma. This represents immediate dilution to existing shareholders.

S-1Initial registrationApr 6S-1
AI summary

LGN filed a S-1 (initial registration statement) dated 2026-04-06. An S-1 initiates or updates the registration process for a public offering; a final 424B4 prospectus will confirm pricing and dilution amount.

+ 22 other (6 13Gs · 3 earnings 8-Ks · 2 proxys · 2 CORRESPs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Legence Announces Improved Term Loan Pricing on Credit Rating Upgradeglobenewswire.com·39d agoLegence Announces Repricing of Term Loanglobenewswire.com·50d agoLegence Corp. (LGN) Q1 2026 Earnings Call Transcriptseekingalpha.com·63d agoLGN Q1 Earnings Call Highlightsmarketbeat.com·63d agoLegence Stock Retreats Despite Triple-Digit Revenue Growth And Raised Outlookbenzinga.com·64d ago

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Voices on X · last 7 days

No standout posts about $LGN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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