Sustainability Report
Welcome
to Legence's annual Sustainability Report. This report highlights our progress across safety and sustainability priorities from 2025 through early 2026, and reflects how sustainability continues to be embedded in how we operate, manage risk, and deliver long‑term value.
As Legence grows and evolves, these priorities remain foundational to leveling up our performance, resilience, and responsibility to stakeholders.
Across the built environment, Legence supports critical infrastructure by delivering engineering, construction, fabrication, maintenance, and advisory services throughout the full lifecycle of a building. Our work spans healthcare, education, data centers, infrastructure, and other essential sectors where reliability, efficiency, and sustainability directly impact communities and economies. Our focus remains clear: to advance high‑performing, healthy, and sustainable buildings at scale.
Safety is a core operational priority and a key measure of performance discipline. We continue to maintain below‑industry average recordable incident rates, supported by strong employee engagement in safety programs, consistent training, and investment in modern tools and technologies. These efforts help protect our workforce, ensure continuity of operations, and reinforce a culture of accountability across the organization.
Environmental stewardship is another critical component of our long‑term strategy. Through our annual greenhouse gas (GHG) inventory, we continue to monitor progress toward our net zero objectives. In 2025, we strengthened the rigor and reliability of our sustainability data by moving to an externally managed system to house and verify key environmental metrics. This approach improves transparency, supports readiness for evolving carbon disclosure requirements, and provides clearer benchmarks to guide efficiency initiatives across our operations.
Our people are central to our ability to execute and adapt in a complex and evolving market. At Legence, we benefit from a highly skilled and engaged workforce supported by robust training programs, a collaborative operating model, and a culture that values diverse perspectives and experience. Beyond our operations, our teams remain actively engaged in the communities we serve, supporting local organizations and initiatives that contribute to long‑term social and economic vitality.
Strong governance underpins our sustainability efforts and overall performance. Ethical standards, transparent reporting, and disciplined oversight help guide decision‑making across the enterprise. Our active participation in industry organizations and recognition as a trusted partner reinforce accountability, enable knowledge sharing, and encourage continuous innovation as we address some of the most complex and critical systems in the built environment.
Legence operates as an interconnected network of specialized brands, unified by collaboration, technical excellence, and shared standards. I am proud of the progress we continue to make and confident that our sustainability strategy supports both near‑term performance and long‑term value creation. I invite you to explore this report to learn more about how Legence is leveling up risk management, strengthening operations, and building a more sustainable future.
2025 RESULTS
TOTAL RECORDABLE INCIDENT RATE 1 0.51 An industry leading safety rating secured with top notch training and tools.
GHG INVENTORY 3.32 GHG emissions per employee.2 TRAINING 17k+ Training courses offered to Legence employees.
PHILANTHROPY $1.9m+ Monetary donations to charities and nonprofit organizations.
Jeff Sprau Chief Executive Officer,
WE ARE
OUR IMPACT
ADVISORY / SQ FT
7B+
Enhanced the efficiency of more than 7 billion square feet across 55,000+ buildings.
Legence brings together deep local market expertise, national scale, and cohesively integrated in house teams to tackle the industry's most complex challenges.
OUR VALUES
VISION
Create a future in which energy-efficient, healthy, and sustainable buildings are the norm, not the exception.
MISSION
Legence delivers high performance buildings by leveraging our teams' integrated approach, technical expertise, and passion for our customers, communities, and colleagues.
PURPOSE
Improve the well being of people and the planet by unlocking the energy efficiency potential of buildings.
NET ZERO / SQ FT 10M+
Undertaken over 10 million square feet of net zero energy design.3
ZERO CARBON / SQ FT 6M+
Designed more than 6 million square feet of zero carbon facilities.3
RENEWABLE ENERGY
6.6K+
Designed more than 6,600 miles of geothermal systems.
185MW
Designed and installed 185 MW of renewable energy generation.
OUR SERVICE LINES
ENGINEERING + CONSULTING INSTALLATION + MAINTENANCE
Engineering & Design Installation & Fabrication
Program & Project Management Maintenance & Service
OUR END MARKETS
Data Centers Healthcare
Semiconductors Education
Precision
& FACILITIES
6.9K+ CONSULTANTS, ENGINEERS, CRAFTSPEOPLE, AND TECHNICIANS
Our Approach to Sustainability
At Legence, we zero in on high impact priorities to drive excellence throughout our organization. Our focus spans safety, health and wellness, climate action, inclusion, and resilience. We seek to accelerate our strategy by taking action today with a clear vision for tomorrow's challenges and opportunities.
Sustainability Focus Areas
At Legence, our approach to sustainability is broken down into four main categories that are overseen by subject matter experts whose main responsibilities are to forward our mission, vision, and values.
SAFETY
Routine training, education, and drills are helping to keep our people safe both inside and outside the workplace and jobsites.
THE ENVIRONMENT
Working toward net zero by 2050.
OUR PEOPLE
Attracting and retaining a culture where talent and individuality are fostered for the betterment of our entire organization.
GOOD GOVERNANCE
Compliance and transparency are leading our efforts and hold us to high standards of excellence.
Industry Leadership, Awards, and Innovation
Leveling Up Throughout Legence
At Legence, we take pride in the recognition our brands and people receive as they deliver more sustainable solutions across the built environment. Our team is passionate in its pursuit of leveling up performance and industry regard.
LEGENCE IN THE NEWS
Legence Explains How Sustainability is Integral to Risk Management
Jeff Sprau, Chief Executive Officer, writes about the integration of sustainability considerations into risk management to achieve operational excellence and resilience. Read more in Forbes Business Council
FORBES BUSINESS COUNCIL
Legence Champions the Impact and Success of ENERGY STAR®
Deb Cloutier, Chief Innovation Officer, championed the ENERGY STAR program's success, reiterating how beneficial ENERGY STAR is to homeowners and businesses across the country as it saves consumers $40 billion every year on their bills. Read more in Fast Company and The Atlantic
FAST COMPANY THE ATLANTIC
A.O. Reed Makes History with Ductwork Installation in San Diego
A.O. Reed made history in San Diego, Calif., by fabricating and installing the largest ductwork ever fabricated. Measuring 248'' x 142'' the Sheet Metal and Air Conditioning Contractors' National Association (SMACNA) dubbed this the largest job ever completed. Read more in the SMART Member's Journal.
SMART MEMBERS JOURNAL
CMTA Shares Insights on the Benefits of Energy Retrofits in Healthcare
Doug Hundley, Principal and Managing Partner, CMTA, wrote about the benefit of energy-efficiency-focused retrofits as a double edged solution to providing patient comfort and maintaining lean budgets. Geothermal HVAC systems rank as a top solution to achieve immediate and substantial financial impacts. Read more about the social and financial benefits of energy saving retrofits in Healthcare Business Today.
HEALTHCARE BUSINESS TODAY
Excellence Across Legence
Legence recognized in U.S. News & World Report's 2025 2026 Best Companies to Work For: Private Companies
CMTA recognized in Top 500 Design Firms by Engineering News-Record
AMA (now CMTA) ranked #17 in the 2025 Best Companies to Work for in Engineering
P2S recognized in Top 500 Design Firms by Engineering News-Record
SC ENGINEERS
Michelle Shadapour of SC Engineers named finalist in S&P Global Energy Awards P2S
RE TECH ADVISORS
RE Tech earned Best In Building Health Award from Fitwel® and named a Premium Provider
Kalyani Rameshchander of RE Tech Advisors named a Top Fitwel Ambassador
CMTA
Innovation and AI in Data Center Design and Delivery
Legence is engineering the infrastructure of a digital, decarbonized economy.
Our data center work — from liquid cooled, closed loop mechanical systems that are designed to materially reduce energy demand and eliminate the evaporative water consumption of traditional cooling, through to prefabricated assemblies that are designed to cut waste and shorten schedules — is increasingly enabled by the disciplined application of artificial intelligence (AI) across our design and delivery workflows. AI is not a replacement for engineering judgment. It is a lever that lets our teams do more of their best work, faster, and with less waste along the way.
AI IN DESIGN
Data center design is fundamentally an optimization problem under thermal, electrical, spatial, and economic constraints. AI assisted tooling allows our engineers to evaluate far more configuration alternatives, such as pipe routing, equipment selection, and redundancy schemes, than manual iteration alone would permit, with early execution in the project when the cost of changing direction is lowest. Through this approach, the results are designs that help hit higher sustainability targets, including lower Power Usage Effectiveness (PUE) and smaller equipment footprints, while meeting the rising density demands of modern computing. Every recommendation is reviewed by a credentialed engineer before it influences a deliverable.
AI ACROSS PROJECT DELIVERY
Beyond design, AI supports the phases of project delivery where small efficiency gains are projected to compound into measurable reductions in waste, rework, and embodied carbon:
Scheduling: AI supported scheduling helps project teams anticipate constraints and smooth resource demand, reducing the idle time and rework that drive both cost and quality.
Documentation: Capital projects generate enormous volumes of submittals, Requests for Information (RFIs), clash detection, and closeout records. AI tools help our teams organize, search, and quality check this documentation so the right information reaches the right person at the right time.
AI FOR OUR PEOPLE
A workforce that spends less time on rote tasks and has better tools for analysis produces better outcomes. Legence has invested in company wide AI training so that employees across roles understand what AI can and cannot do, where it adds value, and how to use it within our data, security, and ethics policies. Across the company, AI tools support everyday work from drafting, brainstorming, summarizing documents, to exploring data. In selected high value areas we have built internal tools that combine our own data and operational know how with modern AI capabilities. Employees report that thoughtful AI tooling reduces the burden of low value work and creates more space for engineering judgment, client relationships, and craft.
We apply AI within defined data security, quality control, and professional oversight standards, ensuring that technology supports—not replaces—licensed engineering judgment. We view AI as a part of our broader sustainability commitment, and we expect its portfolio of capabilities to keep growing.
Leveling Up Through Innovation
Unlocking innovative solutions for mission critical infrastructure.
Fast Tracking the Future of Research and Development Spaces
SKID DESIGN AND FABRICATION FOR ELI LILLY'S "MEDICINE FOUNDRY"
SERVICES: DESIGN AND FABRICATION
Eli Lilly is developing a massive 'Medicine Foundry' in Lebanon, Ind., to combine research, process development, and advanced manufacturing in a central location. Our teams at Therma, A.O. Reed, and Gilbert teamed up to fabricate pipe spools and build the largest process skid in our project history for this groundbreaking research and innovation space. Nine glass lined reactor vessels are included in the system, requiring utmost care during installation and handling. When a design change occurred post production, our team acted fast to rework insulation on the Superskid, alleviating the need to send parts back to overseas suppliers.
The Results: Factory level quality control and testing on the Superskid that minimized errors during installation and on‑site construction time.
INOVA HEALTHCARE CAMPUSES IN NORTHERN VIRGINIA
SERVICES: ELECTRICAL ENGINEERING
VarcoMac is playing a critical role in transforming healthcare access in Northern Virginia through electrical contracting on Inova's two new state‑of‑the‑art hospital campuses in Alexandria and Franconia-Springfield. The project consists of replacing the aging Inova Alexandria Hospital with a modern medical campus designed to expand inpatient capacity and elevate the patient experience. More than 375 of VarcoMac's electricians are working the project's two sites to deliver complete electrical infrastructure, supporting highly complex, mission‑critical healthcare environments.
The Results: With a strong focus on community health and wellness, the campus aims to set a new standard for holistic, high quality care.
NET ZERO OPERATIONS FOR A LEADING RESEARCH & DEVELOPMENT ORGANIZATION
SERVICES: ENGINEERING STUDY FOR NET ZERO ENERGY MASTER PLAN AND ZERO SITE OPERATIONAL CARBON
At a multi building research campus for a leading R&D organization in Minnesota, CMTA assessed infrastructure, operations, energy usage, carbon emissions, and water usage to develop a comprehensive campus master plan centered on drastic resource usage reduction, capital improvements, overall estimated cost of investment, and a detailed implementation schedule to meet the goals for a net zero energy campus.
The Results: CMTA determined the campus requires 9.5MW of generation to achieve net zero energy, with on site renewable potential of 12.2 MW. Proposed photovoltaic (PV) solutions include rooftop PVs, parking canopies, and ground mounted systems to maximize solar harvesting.
ST. JUDE'S NEXT-GENERATION PEDIATRIC CANCER AND DISEASE RESEARCH CENTER
SERVICES: FULL MECHANICAL, ELECTRICAL, AND PLUMBING (MEP), FIRE PROTECTION, TECHNOLOGY, AND SECURITY DESIGN SERVICES
In Memphis, Tenn., CMTA partnered with St. Jude Children's Hospital on the Phase 3 expansion of its Research Data Center—an essential part of the hospital's world class research infrastructure. The facility is being designed to deliver exceptional energy efficiency, redundancy, and resilience. CMTA's data driven engineering approach will help St. Jude achieve world class performance standards while maintaining continuous operations throughout construction.
The Results: The expansion activates the third floor of an existing data center, deploying direct to chip cooling technology and high density compute infrastructure to meet St. Jude's growing need for High Performance Computing (HPC) and AI driven workloads.
Aiming for Extra Credit in Educational and Early Childhood Development Spaces
NATION'S FIRST ZERO ENERGY AND WELL CERTIFIED SCHOOL
SERVICES: BUILDING SYSTEM DESIGN
At John Lewis Elementary School in Washington, D.C., CMTA led the development of efficient building systems, including a geothermal HVAC system with an innovative pumping configuration, significantly reducing energy use and utility costs. LED lighting design and daylighting minimized energy consumption, while energy modeling and analysis of building massing and orientation further reduced HVAC loads. A 650 kW on site PV array produces enough carbon free renewable energy to offset the building's annual energy use.
The Results: Earned recognition as the nation's first Zero Energy, LEED, and WELL Platinum certified building.
Accolades: ASHRAE International Technology Award and 2025 AIA Cote Award.
PRINCE GEORGE'S COUNTY PUBLIC SCHOOLS
SERVICES: ADVANCED MEP ENGINEERING SOLUTIONS
In Prince George's County, Md., CMTA served as the Engineer of Record for the largest K-12 public-private partnership (P3) project in the U.S. CMTA championed innovative solutions by advocating for geothermal HVAC systems—a cost-effective and sustainable alternative to traditional designs. Through comprehensive energy modeling, CMTA demonstrated the superior life cycle value and utility savings of geothermal solutions, earning the confidence of key stakeholders.
The Results: Groundbreaking energy strategy supported by substantial Maryland Energy Association (MEA) grants awarded to multiple schools, including $2.1 million for Frost K 8 School's geothermal system.
SADDLEBACK COLLEGE, IN MISSION VIEJO, CALIFORNIA
SERVICES: CENTRAL PLANT UPGRADES AND ELECTRIFICATION
Saddleback College is undertaking a major transformation of its central utility plant to reduce GHG emissions, improve reliability, and support future campus growth. P2S is using a phased, scalable design to decommission legacy cogeneration systems into highly efficient, electric-based systems.
The Results: A central plant transformation that will serve as the foundation for a fully electrified, resilient, and scalable campus energy system.
LOS ANGELES COMMUNITY COLLEGE DISTRICT (LACCD)
SERVICES: DECARBONIZATION MASTER PLANNING
In Los Angeles, Calif., P2S developed a unified decarbonization roadmap across multiple campuses, aligning infrastructure, buildings, and energy systems to achieve carbon free electricity by 2030 and full carbon neutrality by 2040. Relying on ASHRAE Level II audits across major facilities to identify and rank Energy Conservation Measures (ECMs), P2S introduced strategies for energy optimization, and a transition towards electrified thermal and heat recovery for hot water systems. Additionally, the team evaluated on site renewable energy generation and energy storage as part of a holistic energy strategy.
The Results: Positioned the District for long term resilience, efficiency, and sustainability leadership with an established, scalable roadmap for district wide decarbonization, and informed capital planning based on cost vs. carbon impact.
UNIVERSITY OF MIAMI IN CORAL GABLES, FLORIDA
SERVICES: ELECTRICAL, PLUMBING, AND FIRE PROTECTION ENGINEERING
At the University of Miami, CMTA led design charrettes for the high performance energy and wellness goals of the University's new residence halls and dining facility. The team explored HVAC system upgrades, provided daylight and energy modeling, and conducted evaluations to improve health, wellness, and resiliency. The building design focused on sustainability, targeting LEED v4 Gold, while also prioritizing occupant health and wellness.
The Results: Resident accommodations that enhance student wellness, building performance, and first-year experiences.
UNIVERSITY OF SOUTHERN CALIFORNIA FOOTBALL PERFORMANCE CENTER
SERVICES: FABRICATION AND INSTALLATION
A.O. Reed is helping the University of Southern California (USC) enhance their campus with a new 155,222 square foot training facility for the USC Trojan football operations. This project, in pursuit of LEED certification, modernizes and upgrades the previous training facility. Our team's mechanical scope includes the installation of all HVAC piping, ductwork, and equipment throughout the facility. A key feature of the HVAC system is the use of stainless steel ductwork in high humidity environments such as indoor pools and plunge spas, maximizing durability and corrosion resistance. The project also includes unique and project-specific ceiling designs that require detailed coordination and installation of duct systems. Further, the scope includes all underground piping connecting to the campus infrastructure with specialized plumbing systems, including dedicated drainage and high volume water management systems.
The Results: The USC Football Performance Center stands out as a legacy development for USC football, combining advanced building systems with high performance athletic spaces.
Going Above & Beyond in Airport Infrastructure
COLUMBIA METROPOLITAN AIRPORT (CAE)
SERVICES: ELECTRICAL ENGINEERING, PERMITTING, CONSTRUCTION, AND COMMISSIONING
At CAE in West Columbia, S.C., CMTA served as the design build firm to advance the airport's long-term vision for developing a microgrid to enhance resiliency, address electrical challenges, and promote sustainability. Scheduled for completion in 2027, a 3.78 MW direct current, roof mounted PV array and 10 MWh Battery Energy Storage System (BESS) will integrate with CAE's infrastructure, requiring complex electrical system modifications.
The Results: CMTA developed new infrastructure to enable overnight shutdowns, minimize disruption, and reduce dependence on Dominion Energy.
LITTLE ROCK MUNICIPAL AIRPORT
SERVICES: MECHANICAL ENGINEERING
In Little Rock, Ark., CMTA is working to modernize infrastructure, improve building performance, and advance sustainability at Little Rock Municipal Airport. Key elements include the construction of a central utility plant with a 750 well geothermal system to boost efficiency while reducing GHG emissions. CMTA provided mechanical engineering expertise, including the design of the new geothermal central plant to support existing operations and future expansions.
The Results: By prioritizing sustainable initiatives, the project aims to cut GHG emissions by 85 95% and save approximately $200,000 in annual utility costs.
WASHINGTON DULLES INTERNATIONAL AIRPORT
SERVICES: ENGINEERING HVAC AND PLUMBING SYSTEMS
CMTA is managing Dulles Airport's terminal expansion on an aggressive schedule without disrupting airport operations. To meet modern comfort, energy efficiency, and sustainability demands, CMTA implemented an innovative displacement ventilation system. The system enhances passenger comfort by maintaining uniform temperature gradients and improving indoor air quality while providing opportunities for energy efficiency. A secondary energy recovery wheel further supports regulated reheating, enabling the project to avoid expensive heat exchangers and reducing construction costs by approximately $1.17 million.
The Results: The system eliminates the need for costly and complex heat recovery systems by leveraging return air that naturally rises to the terminal ceiling for "free" reheating. Projected annual energy savings of over $204,500 underscore the economic efficiency of this approach.
Balancing Compliance & the Bottom Line through Advisory Services
AIR COMMUNITIES' EMISSIONS REDUCTION ROADMAP
SERVICES: ADVISORY AND CONSULTING
RE Tech Advisors developed an emissions reduction plan to assess the feasibility of meeting AIR Communities' 15% reduction in GHG emissions mandated by the company's financier, while also meeting its internal 15% return on investment (ROI) requirement. RE Tech leveraged on site energy audits, internal energy conservation measure libraries, existing CapEx plans, and virtual energy audits to develop a collection of efficiency intervention options integral for emissions reductions and in alignment with financial parameters.
The Results: Two emissions reductions pathways were developed to meet internal ROI requirements and the full 15% emissions reduction mandate within the stated three‑year timeline.
PACIFIC URBAN INVESTORS' COMPLIANCE ACTION PLAN
SERVICES: ADVISORY AND CONSULTING
RE Tech Advisors developed a multi faceted compliance action plan to help Pacific Urban Investors (PUI) avoid compliance fines and mitigate long-term transition risks. Through detailed models and asset reviews, RE Tech was able to deliver financially-grounded decarbonization decision-making that aligned with ownership business strategy and hold period. RE Tech recommended building level energy conservation and electrification measures capable of achieving up to 95–100% GHG emissions reductions, providing PUI with a clear roadmap to meet Seattle's 2047 zero emissions requirement and reducing exposure to future "brown discount" risk.
The Results: Identification and resolution of measurement discrepancies to reveal compliance with state mandated building energy performance standards (BEPS), avoiding fines of over $1 million in the near term. Further evaluation on three decarbonization pathways was conducted to manage future BEPS cycle fines of over $2 million.
WE ARE A Safety-First Culture
OUR COMMITMENTS
MAINTAINING A SAFETY-FIRST CULTURE, PROMOTING THE HEALTH AND WELLNESS OF OUR TEAM AND AN INCIDENT-FREE WORKPLACE
SPEARHEADING PREVENTION THROUGH DESIGN IN FACILITIES
PRIORITIZING MENTORSHIP AND FOSTERING A CULTURE OF CONTINUOUS LEARNING
At Legence, we understand safety is a journey, not a destination. Through our safety programs, we are working to level up the care and confidence that our teammates bring to projects with cutting edge tools, training, and technical knowledge. From routine safety seminars to AI integration with project planning, preparation and innovation are helping to keep our people safe.
ZACH GILL Environmental Health and Safety Director,
Legence
2025 SAFETY BY THE NUMBERS
Legence sets the standard for responsibility. We lead the industry in safety with a culture that puts people first.
Legence tracks the following safety performance indicators monthly, and the data is reviewed by the Environmental Health and Safety (EHS) Director and the executive committee for continuous improvement.
Industry‑Leading Total Recordable Incident Rate
0.51
INDUSTRY AVERAGE
3.00 (BLS 2024)6
DEDICATED SAFETY PROFESSIONALS 70+
Safety professionals across Legence
LOST-TIME INCIDENT RATE4 0.14
Industry average: 1.70 (BLS 2024)6
VEHICLE INCIDENT RATE5 6.48
SAFETY TRAINING COURSES 12.4K+
SAFETY COMMUNICATION PLAN 1,105
Safety communications delivered 82.1%
Open rate on safety communications Legence target: 80%
Safety Awards and Accolades
A.O. REED
California SMACNA Safety Award
SMACNA Safety Excellence Program 2nd Place
Cal/OSHA Golden Gate Safety Partnership Recognition
BEL-AIRE MECHANICAL
SMACNA Top Safety Performer Award
MCAA recognition for recordable case incidence and lost workday incidence rates 25% or more below industry average
SMACNA Safety Achievement Award for logging over 2 million man‑hours of safe work
YEAROUT MECHANICAL
American Supply Association (ASA) Safety Recognition Program
SMACNA Safety Achievement Recognition
Associated General Contractors (AGC) Construction Health and Safety Excellence (CHASE) Contractor Recognition
Mechanical Contractors Association of America (MCAA) Safety Excellence Certificate of Commendation
AGC Construction Safety Excellence Award (CSEA)
SMACNA Safety Achievement Award
GILBERT
THERMA
Construction Safety Week
In recognition of Construction Safety Week, companies across our organization led hands on safety training, drills, and activities to strengthen awareness, preparedness, and teamwork as crucial efforts to help ensure our employees are safe in our workplaces and on jobsites around the country. Construction Safety Week is one way we drive vigilance to make safety a daily habit every day of the year.
EFFORTS THIS YEAR INCLUDED
Situational awareness and emergency readiness sessions
Fall protection demonstrations
Emergency Action Plans drills
Fire safety trainings, including proper fire extinguisher operation and response techniques
'Safety Tip of the Day' social media campaign
LEVELING UP
Upgrading Safety with AI
At Legence, our approach to safety is backed by numbers. Capturing data across jobsites equips us with insights that are valuable for keeping people safe. This last year we began piloting a new tool to amplify our safety efforts, bringing key performance indicators and data collection to the forefront of our safety journey. While pre task plans (PTP) and jobsite inspections are the norm across Legence, at Bel Aire and VarcoMac, our teams are using an app based program from FactorLab to gain additional insights into these practices. With FactorLab technology, our teams get real time analytics into our safety preparedness and access to streamlined communication.
Pre-task Planning: Preparation is key when planning a project. With FactorLab, our safety professionals have access to insights that provide reports up to the minute on where PTPs have been submitted and where delays may have occurred. If a PTP is missing, site leadership is notified to rectify the missing effort. FactorLab technology is also used as a training tool for PTP. Through the program, our team can record planning meetings to summarize key details and help pinpoint hazards where safety should be emphasized. This proves especially important when we review PTPs after a safety incident occurs. Through FactorLab's data capture we can identify if the PTP adequately prepared the team for a potential hazard and, if needed, make changes for the future.
Jobsite Inspections: By utilizing jobsite inspections, we have streamlined communication for our teams, seeking to ensure all those involved on a project have the most accurate information while reducing the burden of information transfer and multi-site coordination. If a hazard is identified on a jobsite, FactorLab allows us to reach out to the responsible party to resolve the issue. This feature also allows us to see trends that we can use to better train our employees to recognize.
As we roll out FactorLab's capabilities across more of our companies, we are working to ensure our team becomes experts on the functions most useful to their work so they continue to use this tool as a resource for safety, not just a program to report to.
WE ARE Impacting the Environment
OUR COMMITMENTS
ANNUALLY REPORTING OUR GHG EMISSIONS AND DECARBONIZATION PROGRESS
ACHIEVING NET ZERO SCOPE 1, 2, AND 3 GHG EMISSIONS ACROSS LEGENCE CORPORATE OPERATIONS BY 2050
Legence's environmental performance on key topics is being tracked and assured to make progress toward our net zero GHG emissions target. Streamlined data collection, company-wide efficiency efforts, and strategic planning help to scale our performance toward net zero while keeping pace with market shifts and pending legislation.
EMMA HUGHES Senior Director, Climate Risk Solutions, RE Tech Advisors
GHG Inventory
1,600,932
Legence tracks scope 1 and 2 GHG emissions per employee on our decarbonization journey. This intensity based metric enables us to track progress in optimizing day to day operations at our companies while continuing to grow our overall portfolio. Emissions per employee is a comparable metric across Legence's diverse companies which vary in size, service offerings, and number of fleet vehicles and reflects our most valued asset: our people.
The Road to Minimizing Our Carbon Impact
Across Legence, we implement a variety of strategies and actions to reduce our environmental impact based on factors such as expertise, market demands, and availability of resources. In the following roadmap, we detail the actions we have taken to minimize our business's impact on the environment and create long term value.
RENEWABLE ENERGY PROCUREMENT
GENERATING RENEWABLE ENERGY
PROCURING GREEN POWER
DATA COLLECTION
TRACKING SUSTAINABILITY DATA
CONDUCTING A GHG INVENTORY
CATALOGING SUSTAINABILITY MEASURES
EFFICIENCY MEASURES
INSTALLING EFFICIENCY UPGRADES AND PURCHASING EFFICIENT EQUIPMENT
REDUCING WASTE
RESILIENCE
ADDRESSING PHYSICAL CLIMATE RISK
MAINTAINING COMPLIANCE
PIVOTING TO PREFABRICATION
SUSTAINABILITY AT OUR OFFICES
GREEN LEASING
PRIORITIZING GREEN BUILDINGS
TRACKING SUSTAINABILITY DATA
In 2025, Legence enhanced our data collection and monitoring capabilities by centralizing company wide reporting with a third party provider to streamline and improve traceability. This process has allowed us to assign clear ownership of and responsibility for tracked sustainability metrics and positioned us to verify accuracy year over year.
CONDUCTING A GHG INVENTORY
Each year, Legence conducts a GHG inventory for our scope 1, 2, and 3 GHG emissions to determine reduction strategies and efficiency efforts.
To ensure alignment with upcoming regulatory requirements, we are reassessing our scope 3 GHG emissions reporting boundary to determine additional categories that may be considered 'material'. To support this, Legence is analyzing vendor spend data to define upstream and downstream business interactions and identify the categories of scope 3 GHG emissions that are relevant to our operations.
CATALOGING SUSTAINABILITY MEASURES
Legence's Corporate Social Responsibility (CSR) cohort is cataloging our sustainability measures in place across our offices that contribute to reducing our emissions.
LEVELING UP
Data Assurance
Legence has completed third party assurance for our calendar year 2025 scope 1 and 2 emissions with an external provider.
INSTALLING EFFICIENCY UPGRADES AND PURCHASING MORE EFFICIENT EQUIPMENT
We install efficiency measures into offices where we control operating expenses. Projects include motion-sense LED lighting upgrades, low-flow fixtures, and waterless urinals. From the idea of lean manufacturing, we look to automation to reduce time and material on projects, ultimately helping reduce resource consumption.
A Legence wide Electric Vehicle (EV) purchasing policy is in place to align purchasing and fueling of our fleet with our environmental goals. Through this, we strive to influence markets and increase accessibility to more sustainable vehicles.
LEVELING UP
Fleet Efficiency
Telematics have been implemented into Bower's fleet in order to provide data insights on fleet performance to help reduce GHG emissions and improve fleet safety. With telematics, Bowers is able to improve cost efficiency through a reduction in maintenance costs and proactive vehicle retirement, reduce fuel usage by an estimated 50,000 gallons annually through more attentive driving practices and routine vehicle maintenance, and identify improvement areas amongst drivers through real time data monitoring.
REDUCING WASTE
Reducing the amount of material sent to landfill and properly recycling equipment used in our solutions delivery is an organization-wide effort.
Our E waste program, driven by Legence's IT department, has continually managed the disposal of outdated and non functioning electronic products.
2025 RESULTS
RECYCLED WASTE
pounds
gallons
LEVELING UP
Cardboard Recycling
Our team at Bowers conducted a waste audit at its main campus in Beltsville, Md., and found a meaningful opportunity to improve its cardboard disposal process. By adjusting pickup frequency, integrating cardboard collection into daily equipment runs across the campus' six buildings, and deploying an on site baler, the team established a closed loop recovery system. Processed cardboard is now sold to Encore Recycling, a local materials recovery partner. In 2025, Bowers processed and sold over 18 tons of compacted cardboard, generating new revenue and reducing net waste removal costs by more than $25,000.
GENERATING RENEWABLE ENERGY
Installation of on site solar at our companies, where feasible, helps us decarbonize local energy grids, bringing in clean energy for more than just our operations to benefit from.
In 2025, two A.O. Reed facilities and two CMTA facilities generated 188 MWh and 227 MWh of renewable energy from on site solar, respectively.
PROCURING GREEN POWER
In 2025, Legence purchased 35 MWh of green power15 at two Therma offices. The purchase of green power is reflected in our 2025 market-based emissions statement.
GREEN LEASING
Legence enters into green leasing contracts to help obtain insights into our utility consumption at leased spaces and to work with our landlords to lower consumption.
PRIORITIZING GREEN BUILDINGS
Prioritizing sustainable building design helps ensure our employees have safe, healthy, and efficient workplaces, including easy access to low carbon transit like biking and public transportation.
LEVELING UP
Earning NextGen Designation at CMTA
CMTA's headquarters in Louisville, Ky., earned NextGen designation from ENERGY STAR. This designation is awarded to buildings that meet rigorous performance standards across energy efficiency, direct emissions intensity, and renewable energy consumption.
ADDRESSING PHYSICAL CLIMATE RISK
Legence monitors the physical impacts of climate change, such as extreme heat, flooding, wildfires, and long term shifts in temperature and precipitation, across its locations to help mitigate potential disruptions to operations and employee safety. Using climate analytic software, Legence evaluated physical risk exposure at 15 priority sites representing roughly 65% of our total operating footprint. This evaluation covered both chronic risks, like rising temperatures and changing precipitation patterns, and acute risks driven by severe weather.
From this analysis, floods, wildfires, heat stress, and water stress emerged as priority climate hazards. These insights help guide the mitigation and adaption strategies Legence pursues to safeguard employees and support business continuity.
MAINTAINING COMPLIANCE
Legence is taking a proactive approach to upcoming legislation in the United Sates as we regularly evaluate transition risks impacting our operations. As GHG reporting standards are proposed and enacted in various jurisdictions we are working on compliance readiness by partnering with external experts to verify performance and catalog risks.
PIVOTING TO PREFABRICATION
Legence continues to implement sustainability considerations into the full lifecycle of our business and products, finding solutions to meet market expectations around embodied carbon reductions. Pivoting to prefabrication allows Legence and our customers more streamlined production, improving efficiency and cutting costs, therefore reducing our environmental impact to transport material.
WE ARE Elevating Our People
OUR COMMITMENTS
EMPOWERING MEANINGFUL AND PURPOSEFUL CAREER PATHWAYS TO SUPPORT THE DEVELOPMENT OF A RESILIENT WORKFORCE
TRACKING, MAINTAINING, AND REPORTING ON WORKFORCE-RELATED DATA AND MAKING INCLUSION A PRIORITY
SUPPORTING VETERAN-HIRING
FOSTERING CHARITABLE GIVING AND SUSTAINABLE COMMUNITY DEVELOPMENT
Our people are the heart of our culture and everything we do. That's why we continue to invest in growing their expertise through training and expanding our corporate social impact through local community connections. Trade organizations and unions are a vital part of our talent pipeline. And our internship programs help develop the next generation of professionals, enabling us to keep delivering on our mission.
GREG BARNES Chief People and Technology Officer, Legence
Our Culture
At Legence, our initiatives are designed to cast a wide net for the best talent and infuse new perspectives across our team.
These efforts are supported by skills-driven job postings that welcome applicants from all backgrounds. We are especially proud of our strong partnerships with trade organizations and local unions, which are central to our commitment to developing a resilient workforce.
Forging a Path from Trades to Leadership
At Bel Aire Mechanical, President and CEO Jim Dinan has spent his career training the next generation of industry leaders, paying tribute to the mentors and instructors that educated him throughout his journey in the trades. An important mantra Jim instills in emerging professionals is reflective of Legence's philosophy for career development, "this is not a job—this is a career. This is longevity." That perspective emphasizes long term growth where apprenticeships, ongoing training, and community involvement create not just skilled workers, but leaders, reinforcing a cycle where investing in people strengthens both individual careers and the broader organization. Reflecting on his path, Jim shared, "A lot of the people that I taught are now running training programs… it's come full circle."
Employee Engagement
Legence conducted our fourth company wide Engagement Survey in 2025, garnering a 72% response rate from our office-based personnel. This annual initiative signifies our commitment to leveraging employee feedback to level up the overall employee experience.
6.9K+
Training and Development
At Legence, skill building is at our core.
Understanding that each workforce is unique, we give our brands the flexibility to design personalized learning journeys using our advanced learning platform.
LEVELING UP
The Legence Intern Experience
When I started at CMTA as an Electrical Drafting Intern, I had yet to take an MEP class or even use Revit for longer than six weeks. Over time, I was able to grow my skills by contributing to drawing sets, collaborating with team members, and developing a deeper understanding for electrical systems. With the mentorship I received, stepping into a full time role felt like a natural progression when I completed my degree.
HANNAH BRADDOCK 2025 Intern, CMTA
2025 TRAINING EFFORTS
UPSKILLING COURSES
2.1K+
HARASSMENT + WORKPLACE VIOLENCE
PREVENTION TRAINING COURSES
2.0K+
TRAINEES, INTERNS, AND APPRENTICES
215
TOTAL COURSES COMPLETED ON INCLUSION LEADERSHIP TRAINING
400+
EMPLOYEE TESTIMONIALS
I thoroughly enjoy the work that I am doing. They allow me the freedom to grow professionally and personally.
I feel empowered to continue to learn from the team and the groups around me that I work alongside.
I am grateful for the opportunity to work on these [impactful] projects and for the training provided, which allowed me to develop new skills.
Preparing for Tomorrow, Today
DATA CENTERS
In late 2025, Legence held training for employees across the company focused on data centers, providing helpful context on the data center market and the capabilities of Legence companies in this rapidly evolving sector. As a whole, the training series is designed to:
Equip professionals with practical knowledge of modern data center design and delivery
Address rapid industry change driven by AI, high‑density computing, power constraints, and sustainable operations
Share best practices learned directly from active data center projects
Connect engineering, construction, energy, and sustainability perspectives into a single learning framework
DECARBONIZATION
From November 2025 through January 2026, Legence delivered a decarbonization training program to its corporate engineering and consulting staff, building internal subject-matter expertise to support clients pursuing carbon reduction goals. Delivered as a five-module learning series, the training was designed to:
Ground participants in decarbonization fundamentals and the drivers shaping the market
Build the business case for decarbonization using data driven benchmarking and foundation assessment
Teach a repeatable methodology for scoping and implementing decarbonization retrofits
Provide senior level technical depth on key electrification technologies, including modular airto water heat pumps
Equip participants to anticipate and overcome barriers encountered on retrofit projects
Employee Mobility
At Legence, we encourage our employees to seek out opportunities that align with their career goals. By presenting employees with options to move into new roles across the Legence enterprise, we are retaining institutional knowledge and accelerating hiring with proven internal talent. Legence created a standardized mobility program to help ensure all of our employees have opportunities to broaden their talents anywhere in our organization.
Employee Referrals
Through our employee referral program, we are giving employees direct ownership to our talent outcomes, improving hiring quality, and creating a consistent employee experience across the enterprise. LEVELING UP
A Foundation to Grow From
As our organizational footprint grows, we are committed to ensuring that current and new employees are well informed about our impact and influence in the built environment. Thanks to employee feedback and direction from leadership, Legence created multi media training resources to serve as the foundation of our institutional knowledge. With subject matter input and content consolidation, the Legence foundational learning plan is helping employees piece together our strategic advantage as we work together under our two segments to deliver on our mission.
Philanthropy and Volunteerism
Legence remains committed to charitable giving and providing opportunities for our teammates to share their time and expertise with organizations that align with our mission and vision. 2025 EFFORTS
VOLUNTEER HOURS
7.7K+
MONETARY AND IN-KIND DONATIONS
$1.9M+
CHAMPIONING THE NEXT GENERATION OF SUSTAINABILITY PROFESSIONALS
Since 2022, CMTA has sponsored, judged, and tabled at the Loudoun Student Environmental Action Showcase (SEAS). Hosted by Loudoun Environmental Education Alliance (LEEA), The GREENetwork, and Loudoun County Public Schools (LCPS) this showcase is an annual event to amplify youth projects that meaningfully contribute to environmental stewardship in Loudoun County. From waste reduction to natural habitat preservation, students present to a real world audience their actions and findings. In 2025, CMTA sent 13 of our professionals to judge over 90 projects from elementary, middle, and high school students.
GOING THE EXTRA MILE FOR VETERANS
A.O. Reed proudly supports the Wounded Warrior Project through the annual Carry Forward 5K, helping raise funds for veterans' mental, physical, and financial care after deployment. We help lead planning, branding, and employee engagement efforts to drive participation and maximize impact. With many veterans on our team and deep ties to the military‑focused San Diego community, this initiative is a meaningful part of our commitment to corporate social responsibility and community support.
ORGANIZATIONS SUPPORTED
…and many more.
THERMA'S HELPING HAND FOUNDATION
ANNE DARLING ELEMENTARY
WE ARE Driving Strong Leadership
OUR COMMITMENTS
MAINTAINING A WELL-QUALIFIED BOARD OF DIRECTORS WITH A VARIETY OF EXPERIENCES AND EXPERTISE
CREATING A CABINET, FORMAL COMMITTEES, AND COUNCILS TO DRIVE STRATEGIC INITIATIVES AND GUIDE THE SUCCESS OF SERVICE LINES
ADOPTING SUSTAINABLE PROCUREMENT AND RESPONSIBLE CONTRACTOR POLICIES TO EVALUATE SUSTAINABILITY FACTORS IN MAJOR PURCHASING AND SOURCING
Leadership at Legence has always prioritized transparency while upholding strong ethics and governance practices. Our leadership teams bring forward comprehensive policies and supply chain standards that set us apart from others in this business. As we continue to level up our organization and the services we offer, our leaders stand poised to ensure our success.
STEVE HANSEN Chief Operating Officer, Legence
Our Leadership
TERRENCE KEENEN
BOARD CHAIR
Nominating & Corporate Governance Committee Chair
Our Board
Our Board is made up of experienced professionals who steer us toward long term success.
DAVID COGHLAN
BOARD MEMBER
Compensation Committee Chair
BILAL KHAN
BOARD MEMBER
Sr. Managing Director of Private Equity, Blackstone
CHRISTIE KELLY BOARD MEMBER
Audit Committee Chair
MITCHELL NIMOCKS
BOARD MEMBER
Managing Director, Blackstone
JEFFREY SPRAU
BOARD MEMBER CHIEF EXECUTIVE OFFICER
Our Cabinet
The Cabinet consists of a group of industry innovators who are driving the Legence strategy while mitigating risk and driving revenue growth. The group regularly meets in person to guide our companies toward success.
GREG BARNES
CHIEF PEOPLE & TECHNOLOGY OFFICER
STEPHEN BUTZ CHIEF FINANCIAL OFFICER
DJ FALDOWSKI
PRESIDENT, INSTALLATION & MAINTENANCE
PHILLIP LE BRIS CHIEF ACCOUNTING OFFICER
JUSTIN SCHWARTZ CHIEF STRATEGY OFFICER
JAMES BENSON
PRESIDENT, ENGINEERING & CONSULTING
DEBORAH CLOUTIER
CHIEF INNOVATION OFFICER
STEVE HANSEN
CHIEF OPERATING OFFICER
FRANK RUSSO
CHIEF INFORMATION OFFICER
BRYCE SEKI
GENERAL COUNSEL
Leadership Approach
Strong leadership is built on preparedness. At Legence, we prepare by setting strong policies, managing risks, and building a robust and dynamic supply chain.
Risk Management and Response
At Legence, we seek to stay ahead of industry trends and best practices to strengthen our risk management approach. We take a proactive, flexible stance leveraging external partners, including insurers, to help mitigate risk. Our general counsel and information technology (IT) experts provide strong oversight, identifying potential threats and reporting them directly to our leadership team, who actively track, monitor, and address risks as they arise
Cybersecurity
Legence has designed and implemented a comprehensive security program that is based on the National Institute of Standards and Technology (NIST) Cybersecurity Framework (CSF), a widely recognized and respected set of guidelines for managing cybersecurity risks. Our security program covers five core functions: Identify, Protect, Detect, Respond, and Recover. In addition, we have implemented security measures, internal controls and testing, systems redundancy, and third party products and services into our program, and we regularly update and review our testing protocols. One of the most important and rigorous standards we adhere to is SOC2 Type II. We have completed a SOC2 Type II audit, which verified and validated our security practices and controls through an independent auditor. This audit report provides confidence to our customers and partners that we are serious and diligent about cybersecurity.
Policies
Our policies work to keep us accountable and drive strong governance. Legence has unified and streamlined policies and practices across the organization, adopting a cohesive set of standards to ensure compliance. We remain committed to annual policy reviews, updating them regularly to address emerging risks and evolving regulations.
Supply Chain
Legence's extensive supplier network empowers us to support a wide range of businesses. While most of our partners are local to each company, we've also built national relationships with top brands and vendors to maximize cost savings and product availability. By blending local expertise with national reach, we keep our pricing competitive and unlock new market opportunities across the country.
59%
SUPPLY SPEND ON LOCAL BUSINESSES
WE ARE DOING OUR PART
Actively choose more fair and ethical sourcing
Price check and set fair rates of exchange
Procure more sustainable Legence branded gear
LEVELING UP
Reduce shipping related GHG emissions by sourcing from local suppliers where applicable
Legence is a Sourcewell Awarded Supplier
Legence was awarded a Sourcewell Contract for the Facility Planning & Assessment category. This award positions us as a vetted vendor for facility management services and serves as a powerful tool across our organization, enabling our companies to streamline procurement, strengthen client relationships, and accelerate project delivery for government, education, and nonprofit organizations.
Industry Participation
Legence is powered by bold innovators and seasoned experts passionate about shaping the industry's future. Through active participation in industry events and membership associations, we champion our vision for a more sustainable tomorrow.
400+ INDUSTRY EVENT ATTENDED
INDUSTRY MEMBERSHIPS
CMTA Wins Big at ASHRAE Awards
The ASHRAE Technology Awards program is a prestigious international competition that recognizes the application of innovative design solutions in building projects. With an unmatched record, CMTA stands as the all time leader in the ASHRAE Technology Awards—one of the highest achievements in our industry. For the 2026 awards, CMTA submitted projects in various markets, including K 12, higher education, and community facilities, winning seven awards, including five first-place honors.
…and many more.
Verification Opinion
Introduction
DNV Business Assurance USA, Inc. (DNV) has been commissioned by Legence Holdings LLC (Legence) to carry out an independent verification of Legence’s greenhouse gas (GHG) emissions statement for calendar year 2025, on an operational control basis.
Verification Objective
The objective of this verification was to verify Legence's GHG emissions to a limited level of assurance for the calendar year 2025. To fulfill the objective, DNV performed the review based on:
• Legence’s GHG inventory of GHG emissions and performance;
• Conformance with applicable verification criteria, including the principles and requirements of relevant standards or GHG programs, within the scope of the verification;
• Legence's GHG-related controls; and
• Any significant changes in Legence's GHG inventory since the last reporting period.
Verification Scope
Legence's GHG emissions on an operational control basis:
• Scope 1 GHG emissions
• Scope 2 GHG emissions (market-based and location-based)
Level of Assurance
The verification was conducted by DNV to a limited level of assurance.
Materiality Level
Errors/omissions which represent 5% of single or aggregated total emissions are considered material. Additionally, any omissions or inconsistencies that could influence stakeholder decisions or affect the integrity of the GHG report are considered qualitatively material, regardless of size.
Verification Criteria
The World Business Council for Sustainable Development’s (WBCSD)/World Resources Institute’s (WRI) “The Greenhouse Gas Protocol, A corporate accounting and reporting standard - Revised edition”
Verification Opinion
Verification Protocol
ISO14064-3:2019 – Greenhouse Gases - Part 3: Specification with Guidance for the Verification and Validation of Greenhouse Gas Statements.
Operational Boundary
Operational control, January 1, 2025 – December 31, 2025
DNV Business Assurance USA, Inc. Legence Holdings LLC (Legence) (GHG) emissions
Data Verified
GHG Emissions
Scope 1 15,710.40 MTCO2e
Scope 2 (market-based) 3,928.14
The objective of this verification level of assurance for the calendar year the review based on:
• Legence
Assurance Opinion
• Conformance with applicable verification criteria, including the principles and requirements of relevant standards or GHG programs, within the scope of the verification;
• Legence
Based on the verification process conducted by DNV, we provided a Limited Level of Assurance regarding the GHG Emissions Inventory for Legence.
DNV found no evidence that the information as presented in the above section, Data Verified:
• Any significant changes in GHG inventory since the last reporting period.
• is not materially correct;
• is not a fair representation of the GHG emissions information; and
Legence's GHG
• is not prepared in accordance with the listed criteria.
• Scope 1 GHG emissions
• Scope 2 GHG emissions
Independence
The verification was conducted by DNV to a
DNV was not involved in the preparation of any part of Legence's data or report. We adopt a balanced approach towards all stakeholders when performing our evaluation. Legence has sole responsibility for preparation of the data and external report. DNV, in performing our assurance work, is responsible to the management of Legence. Our assurance opinion, however, represents our independent opinion and is intended to inform Legence.
DNV Business Assurance USA, Inc. April 22, 2026
Kyle Silon
Errors/omissions which represent 5% of single or aggregated total emissions are considered material. Additionally, any omissions or inconsistencies that could influence stakeholder decisions or affect the integrity of the GHG report are considered qualitatively material, regardless of size.
Digitally signed by Kyle Silon Date: 2026.04.21 21:52:19 -07'00'
Lead Verifier
Kyle Silon
Technical Reviewer
Verification Criteria
Bachamanda, Shruthi Poonacha
Digitally signed by Bachamanda, Shruthi Poonacha Date: 2026.04.22 11:08:07 -04'00'
Approver
Ke Karl Song Shruthi Poonacha Bachamanda
The World Business Council for Sustainable Development’s (WBCSD)/World Resources Institute’s (WRI) “The Greenhouse Gas Protocol, A corporate accounting and reporting standard - Revised edition”
This Verification Opinion is for the sole use and benefit of the party contracting with DNV Business Assurance USA, Inc. Any use of or reliance on this document by any party other than the Client shall be at the sole risk of such party. In no event will DNV or any of its parent or affiliate companies, or their respective directors, officers, shareholders, employees or subcontractors, be liable to any other party regarding any statements, findings, conclusions or other content in this Verification Opinion, or for any use of, reliance on, accuracy, or adequacy of this Verification Opinion.
DNV-2026-ASR-865188
DNV-2026-ASR-865188
19219 Katy Fwy, Suite 175, Houston, TX 77094
19219 Katy Fwy, Suite 175, Houston, TX 77094
ENDNOTES
1 TRIR= Total Recordable Incidents X 200,000 / Total Hours.
2 Emissions per employee are calculated using total Scope 1 and 2 location based emissions and full year employee headcounts for each Legence business unit. Total scope 1 and 2 location based emissions were 19,309 MTCO2e for 2025 and 21,656 MTCO2e for 2024; scope 1 and 2 emissions intensity per full time employee across all brands was 3.32 for 2025 and 3.92 for 2024. This year over year decrease in emissions intensity is attributable to Legence acquisitions in 2025 and the use of a new data management platform to quantify emissions. The underlying emissions data for the 2025 intensity metric has been verified by an independent third party; however, the headcount has not been verified.
3 Reflects square footage of modeled design projects where Legence provided consulting engineering services for clients targeting net zero carbon from building energy consumption. This definition of zero carbon facilities does not include embodied carbon, only operational carbon. This value has not been verified independently by a third party.
4 LTIR = Lost Time Incidents X 2000,000 / Total Hours.
5 Total Number of Vehicle Accidents / Total Mileage x 1,000,000.
6 https://www.bls.gov/web/osh/table 1 industry rates national.htm
7 Statement of Boundaries: Disclosed Scopes 1, 2, and 3 values reflect full year 2025 emissions, regardless of date of acquisition for new business units. Our 2025 GHG Inventory includes one 2025 acquired company, IMD, tucked under Yearout. Over 85% of Scope 1 and Scope 2 emissions are calculated from reported data. Where data is unavailable, energy consumption is estimated based on the leased floor area to provide a baseline for tracking progress.
8 Legence engaged a third party provider to perform limited assurance of CY2025 Scope 1, Scope 2 (location based), and Scope 2 (market based) emissions. Please find our Verification Opinion on pages 33-34.
FORWARD LOOKING STATEMENTS
The data and information in this 2026 Sustainability Report ("Report"), which has been prepared by Legence, are presented for informational purposes only. Except where specifically noted otherwise, the reporting period of the Report covers subject matter and data for the year ended December 31, 2025 and is limited to the operations owned and/or operated by Legence.
Statements in this Report that relate to future events, expectations, and trends may be considered "forward looking statements" and involve factors that are subject to change and risks and uncertainties that could cause actual results to differ materially. These risks and uncertainties are difficult to predict and often are outside of our control. We have attempted to identify forward looking statements by words such as "may," "could," "anticipate," "target," "plan," "continue," "goal," "commit," "achieve," "project," "intend," "estimate," "believe," "may," "potential," "predict," "expect," or other similar terminology. However, such terminology is not the exclusive means of identifying forward looking statements and its absence does not mean that the statement is not forward looking. You should not place undue reliance on these forward looking statements, which are neither historical facts nor assurances of future performance. Instead, they are based only on Legence's current beliefs, expectations, and assumptions regarding the future of its business, sustainability approach, projections, anticipated economic changes and trends, and other conditions. Although Legence believes the expectations and beliefs reflected in the forward-looking statements are reasonable, any forward looking statement speaks only as of the date on which that statement is made. Legence assumes no obligation to update any forward looking statement to reflect events or circumstances that occur after the date on which the statement is made.
In addition, statistics and metrics presented in this Report relating to sustainability matters are estimates and may be based on assumptions or developing standards. Additionally, terms such "sustainability," "net zero," "decarbonization" and "green" can be subjective in nature, and there is no representation or guarantee that these terms, as used by Legence, will reflect the views, policies, principles, frameworks or preferred practices of any particular investor or other third-party or reflect market trends. Certain goals, targets, intentions, or expectations described herein are voluntary and should be viewed as aspirational. Further, certain information contained herein relating to any goals, targets, intentions, or expectations is subject to change, and no assurance can be given that such goals, targets, intentions, or expectations will be met within the applicable time frames or at all. Similarly, there can be no assurance that our sustainability policies and procedures as described in this Report will continue; such policies and procedures could change, even materially. We are permitted to determine
9 Total facilities count includes 14 Business Units: A.O. Reed & Co., Bel Aire Mechanical, Black Bear Energy, CMTA, Gilbert, ICS, Legence (Corporate), P2S, RE Tech Advisors, San Jose Boiler Works, SC Engineers, Therma, VarcoMac, and Yearout Mechanical.
10 Total floor area reflects gross floor area for Legence facilities occupied during CY2025, regardless of occupancy period or acquisition date for new business units in 2025.
11 Scope 1 emissions sources include stationary fuel combustion (natural gas used for heating Legence facilities, diesel and gasoline used in Legence equipment, and fugitive emissions from refrigerant leakage at Legence facilities) and mobile fuel combustion from Legence vehicles.
12 Scope 2 emissions sources include purchased electricity supplied to Legence facilities and electric fleet vehicles.
13 Scope 3: Business travel includes emissions from employee corporate travel and personal vehicle use for business purposes, where data was available. Employee commuting includes emissions from personal vehicles and public transportation associated with travel to and from Legence facilities. Waste includes emissions from trash, recycling, and composting at Legence facilities.
14 Biogenic and Ozone Depleting Substance (ODS) emissions are reported separately from the GHG Inventory in alignment with the GHG Protocol's Corporate Standard.
15 Legence defines green power consistently with the US EPA definition, as electricity produced from solar, wind, geothermal, biogas, eligible biomass, and low impact small hydroelectric sources that is voluntary, or surplus to regulation.
16 As of December 31, 2025.
in our discretion that it is not feasible or practical to implement or complete certain of our sustainability initiatives, policies, and procedures based on cost, timing, or other considerations. Additionally, with respect to AI related initiatives described within this Report, there is no guarantee that any AI initiative described herein has produced, or will produce, productivity gains, operational efficiencies, or other outcomes; that the use of AI will not introduce errors, biases, or other unintended consequences; that human oversight will identify or prevent all errors or adverse outcomes arising from the use of AI; that AI related risks (including considerations related to data privacy, cybersecurity, intellectual property, the environmental impact of AI infrastructure and other risks) have been fully identified or mitigated; or that AI related initiatives will be continued, expanded, or maintained in their current form.
Certain information and data contained herein has been obtained from third parties. We have not independently verified the data from these thirdparty sources. While these third party sources are believed to be reliable, we make no representation or warranty, express or implied, with respect to the accuracy, fairness, reasonableness, or completeness of any of the information contained herein, and we expressly disclaim any responsibility or liability therefore. This Report may contain links and references to other Internet sites. Such links or references are not endorsements of any products or services in such sites, and we do not endorse or approve any such information in such site.
References to case studies in this report are intended to be illustrative and are not intended to be used as an indication of current or future performance.
Further, the receipt of any awards by Legence is no assurance that Legence's business objectives, including its sustainability related objectives, have been achieved or successful. The inclusion of any third-party firm and/or company names, brands, and/or logos does not imply any affiliation with these firms or companies. None of these firms or companies have endorsed Legence.
The inclusion of information in this report should not be construed as a characterization regarding the materiality or financial impact of that information. Further, in this Report, we are not using terms such as "material" or "materiality" as they are used under the securities or other laws of the United States or any other jurisdiction, or as they are used in the context of financial statements and financial reporting. Materiality, for the purposes of this document should not, therefore, be read as equating to any use of the word in other Legence reporting.
Legence received third-party verification of the scope 1 and 2 emissions disclosed in this report. Verification was performed by an independent third party, DNV Business Assurance USA, Inc. A copy of the Assurance Statement is available on pages 33 34 of this report.
CONTACT
For questions regarding information found within this report, contact: comms@wearelegence.com
ABOUT LEGENCE
Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission critical systems in buildings. Legence specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems—enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world's most technically demanding sectors, Legence counts over 60% of the Nasdaq 100 Index among its clients.
BUILT DIFFERENT
BUILT BETTER
BUILT FOR WHAT'S NEXT
