Company: LGN
Filing Date: 2025-05-14
Form Type: DRS/A
Source: 0000950123-25-005247
Chunk: 154

Company: Legence Corp.
Filing Date: 2025-05-14
Form: DRS/A
Chunk 154
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 nearest GAAP financial measure, please see “Prospectus Summary—Non-GAAP Financial Measures.”

104

Confidential Treatment Requested by Legence Corp. Pursuant to 17 C.F.R. Section 200.83 Our Strengths We believe the following strengths of our business position us to capitalize on continued growth in demand for engineering, consulting, installation and maintenance services; reinforce our leadership position in the markets we focus on; and distinguish us from our competitors:

| • |     | Direct beneficiary of megatrends. Real annualized private construction spending on data centers and                                                                                                                                                   
 manufacturing facilities is at the highest level ever recorded, rising to $269 billion in February 2025, according to data from the U.S. Census Bureau. We believe our focus on data centers, manufacturing facilities and energy efficiency upgrades 
 positions us to benefit from increasing investment in data centers, the reshoring of manufacturing, rising power prices and accelerating load growth. In 2024, over 63% of our revenues from new building projects were in the data centers &         
 technology client end market, including manufacturing facilities, and the majority of our revenues from existing building projects were for energy efficiency upgrades, sustainability consulting and MEP refurbishments.                             |

| • |     | Deep technical expertise in mission-critical systems. We have over 100 years of experience working in                                                                                                                                                     
 technically demanding buildings, and we specialize in designing and installing mission-critical systems, including HVAC systems for data centers and life sciences facilities, and process piping for semiconductor and life sciences manufacturing. We   
 count more than 60% of the companies in the Nasdaq-100 Index as clients and successfully completed more than 350,000 jobs from 2019 to 2024. We believe there are a limited number of companies with our capabilities and expertise which positions us to 
 win market share in these fast-growing sectors.                                                                                                                                                                                                           |

| • |     | National footprint with an established presence in major data center, technology and manufacturing hubs.                                                                                                                                                
 We serve clients nationwide, hold engineering or contracting licenses in all 50 U.S. states and maintain offices in 20 U.S. states. We believe our national footprint allows us to serve growing clients wherever they are located. We have a           
 longstanding presence in Northern California, Northern Virginia and Phoenix which account for approximately 45% of the capacity from planned and under construction data centers across the United States, according to JLL. We believe our established 
 presence in these key regions positions us to work with rapidly growing firms that are likely to invest