)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Legence (LGN) investor relations material
Legence Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary2 Oct, 2025
Company overview and market position
Leading provider of engineering, installation, and maintenance for mission-critical MEP systems in complex buildings, with $2.2B Q2 2025 LTM revenues and a top 5 U.S. market position in both MEP engineering and HVAC installation.
Serves ~19,000 clients since 2019, including over 60% of the Nasdaq-100, with ~70% of revenues from existing buildings and ~30% from new construction.
~55% of Q2 2025 LTM revenues come from high-growth industries such as data centers, technology, life sciences, and healthcare.
National footprint with 6,000 employees across 45 states and 70 offices, concentrated in major data center and life sciences hubs.
Business model and services
Offers end-to-end MEP solutions: engineering & design, program & project management, installation & fabrication, and maintenance & service.
Integrated design-install-maintain approach provides a single-source relationship, reducing costs, change orders, and project timelines for clients.
Recurring revenue streams from maintenance contracts and ongoing service work, with 15% of 2024 revenue from maintenance & service.
Differentiated by in-house engineering, fabrication, and modular construction capabilities, serving blue-chip clients with long-term relationships.
Financial performance and growth
Q2 2025 LTM revenues of $2.2B, with a 30% CAGR in revenues and 36% CAGR in gross profit from 2022-2024.
Adjusted EBITDA of $244M for Q2 2025 LTM, with margins expanding to 11.0% and Adjusted EBITDA growing faster than revenues.
Record backlog and awarded contracts of $2.8B as of June 30, 2025, up 29% year-over-year, and a 1.3x book-to-bill ratio in H1 2025.
~70% of 2021-2024 revenues from jobs under $10M, and less than 4% of revenue from the largest client, reducing concentration risk.
Drivers of Adjusted EBITDA margin expansion
How does cross-segment client engagement grow?
Backlog conversion timeline and revenue contribution
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Legence earnings date
Q3 202514 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage