Legence Corp. Class A Common stock
LGN
NASDAQ·Industrials·Engineering & Construction·Mkt cap $6.4B
$52.97
▲ +0.65%
P/E
-77.25
Mkt Cap
$6.4B
52-Wk Range
$26.96–$107.24
52-Week Range
$26.96 - $107.24
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 73.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- 110+ year operating history with deep client relationships and industry expertise
- Integrated service model spanning design, installation, and maintenance creates customer stickiness and recurring revenue
- Specialized expertise in mission-critical systems for high-growth industries with stringent performance requirements
- Geographic footprint and scale in high-demand markets like California with exposure to data center and semiconductor booms
- Recurring maintenance contracts provide revenue stability and predictability
Bear Case
2 risks
- Very high volatility (beta 3.1). Expect 3x market swings. Position size accordingly.
- Growth premium of 1.8x vs Construction & Engineering peers. Elevated but may be justified by growth trajectory.
Growth
Turning profitable
Strong revenue growth (22% YoY)
Value
Growth premium of 1.8x vs Construction & Engineering peers. Elevated but may be justified by growth trajectory.
Momentum
Falling
-37.7% over 3m
Quality
Thin
Emerging growth company (79% revenue growth). Early stage with higher risk.
Dividend
None
No dividend
Smart-money signal
Who's buying LGN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 13, 2026
AUG 13, 2026
Reported EPS of -$0.37 vs $0.37 consensus (-199.7% surprise). Revenue of $1.3B vs $1.1B expected (+17.5%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-199.7%
Revenue trend · last 8Q
—
—
+8%
+15%
+51%
+42%
+105%
+111%
Q1 24
Q2 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$468.8M
$520.8M
$506.0M
$598.9M
$708.0M
$737.6M
$1.0B
$1.3B
Margins · last 8Q
Gross
20.4%
Operating
-0.5%
Profit
-2.2%
Wall Street consensus
8 analysts · 88% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
88%
Hold
13%
Sell
0%
Median Price Target
—
Latest: Tigress Financial · Aug 19, 2026
vs Industry
How LGN stacks vs Engineering & Construction
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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