NASDAQ$LGN

Legence Corp · Q2 2026 earnings

Q2 2026 earnings · · Before market open

Briefing

Legence reported record Q2 2026 revenues of $1.26 billion, up 111% year-over-year, with Adjusted EBITDA rising 114%.

Legence Corp delivered strong Q2 2026 results driven by robust demand in data centers & technology and other end markets. Revenues reached $1.26 billion with gross profit of $220.2 million, though net loss widened to $34.6 million due to impairments and acquisition costs. Backlog and awarded contracts hit a record $5.67 billion, supporting raised full-year guidance.

  • Revenues totaled $1.26 billion, a 110.7% increase from $598.9 million in Q2 2025, with organic growth of 60% excluding Bowers acquisition.
  • Adjusted EBITDA grew 114% to $154.6 million, achieving a 12.2% margin.
  • Total backlog and awarded contracts reached $5.67 billion, up 105% year-over-year, with a book-to-bill ratio of 1.2x.
  • Company raised FY 2026 guidance to revenue of $4.7-4.8 billion and Adjusted EBITDA of $565-585 million.

Headline financials

Total Revenue

$1.26B

No prior period
EPS (adj)

-$0.37

No prior period
Adjusted EBITDA

$155M

No prior period
Book-to-Bill Ratio

1.2

No prior period
Net Debt

$734M

No prior period
Backlog and Awarded Contracts

$5.67B

No prior period
Net Income

-$34.6M

No prior period
Operating Income

-$6.62M

No prior period
Gross Profit

$220M

No prior period
Cash & Equivalents

$292M

No prior period
Total Assets

$3.74B

No prior period

Revenue & EPS history

Legence Corp · Revenue · Quarterly

$1.26B

Q2 2026
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Revenue by segment

Legence Corp · $1.26B total across 2 segments · Q2 2026

  • Installation & Maintenance
    $1.06B
  • Engineering & Consulting
    $207M

Forward guidance

Q3 2026 guidance issued; full year 2026 raised.

Tailwinds

  • Q3 revenue expected $1.225-1.275 billion
  • Q3 Adjusted EBITDA $150-160 million
  • FY revenue raised to $4.7-4.8 billion
  • FY Adjusted EBITDA raised to $565-585 million

Historical earnings impact

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

Avg. return before/after earnings

Based on 1 quarterly earnings reports

Historical avg

+4.8%

Avg return

Earnings day

+6.8%

Avg return

5 days after

+5.6%

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
Q2 2026
Q1 2026-11.2%-19.7%-14.0%
Q3 2025+20.9%+33.3%+25.3%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro