NASDAQ$LGN

Legence Corp · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

Legence Corp reported strong revenue growth and returned to profitability in Q1 2026.

Legence Corp achieved revenue of $1.04 billion in the first quarter of 2026, more than doubling from the prior year, driven by robust demand in data centers and technology. The company posted net income of $17.4 million and operating income of $22.4 million, reflecting improved scale and project execution in its Installation & Maintenance segment. Acquisitions completed during the quarter further expanded capabilities and geographic reach.

  • Revenue surged 105% year-over-year to $1.04 billion, led by Installation & Fabrication growth in data centers.
  • Net income turned positive to $17.4 million from a $19.1 million loss in Q1 2025.
  • Completed acquisitions of Bowers and Metrix, adding $460 million in consideration and expanding MEP capabilities.
  • Backlog and awarded contracts reached $5.38 billion, with a book-to-bill ratio of 1.2x.

Headline financials

Total Revenue

$1.04B

No prior period
EPS (adj)

$0.24

No prior period
Backlog and Awarded Contracts

$4.2B

No prior period
Capital Expenditures

-$17.8M

No prior period
Free Cash Flow

$102M

No prior period
Net Income

$16.1M

No prior period
Operating Income

$22.4M

No prior period
Gross Profit

$186M

No prior period
Cash & Equivalents

$245M

No prior period
Total Assets

$3.48B

No prior period

Revenue & EPS history

Legence Corp · Revenue · Quarterly

$1.04B

Q1 2026
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Revenue by segment

Legence Corp · $1.04B total across 2 segments · Q1 2026

  • Installation & Maintenance
    $872M
  • Engineering & Consulting
    $166M

Forward guidance

Management expects continued growth in high-demand sectors such as data centers and technology, supported by strong backlog conversion.

Tailwinds

  • Robust project pipeline in technology and life sciences
  • Successful integration of recent acquisitions

Headwinds

  • Potential impacts from supply chain and tariff pressures
  • Seasonal fluctuations in construction activity

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 1 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+4.8%

Avg return

Earnings day

+6.8%

Avg return

5 days after

+25.3%

Avg return

30 days after

50%

1 / 2 earnings

Positive

+20.9%

Q3 2025

Best reaction

-11.2%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-11.2%-19.7%
Q3 2025+20.9%+33.3%+25.3%

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