Issuu

Sustainability Report

DECEMBER 2025

Contents INTRODUCTION

A Message from Our CEO

About Legence

Built Better

Improving the Built Environment

Sustainability Focus Areas

Industry Awards, Leadership, and Impacts

SAFETY-FIRST CULTURE

Best-in-Class Safety Task Force

Safety Recognition Program

IMPACTING THE ENVIRONMENT

Minimizing Our Carbon Impact

GHG Inventory

ELEVATING OUR PEOPLE

Employee Benefits

Culture and Demographics

Training and Development

Philanthropy and Volunteerism

DRIVING STRONG LEADERSHIP

Our Leadership

Leadership Approach

Stakeholder Engagement

PLANNING FOR THE FUTURE

A MESSAGE FROM OUR CEO

At Legence, we are built different, built better, and built for what's next.

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

FUTURE

In this annual Sustainability Report, it is my honor to share with you Legence’s 2024-2025 sustainability efforts, which showcase our dedication to creating a positive impact on everything that we do. By prioritizing safety, mitigating our environmental impact, championing our people, and setting standards of excellence, we are able to deliver smarter, safer mission-critical systems across the country, at every phase of a building’s lifecycle. A SAFETY-FIRST CULTURE

DRIVING STRONG LEADERSHIP

As a non-negotiable, safety remains the standard, not just a step in our process. Over the last year, we continued to train, review, and amplify our emphasis on safety so that our people get home safely. I am proud of our demonstrated performance to keep people safe, including a best-in-class total recordable incident rate (TRIR) of 0.47.1

Leadership at Legence is well-versed in our industry. We are fortunate to have lasting relationships and engagement opportunities with trade organizations, industry associations, and government entities, through which we share knowledge on sustainable building design. Efforts to shape our industry are made daily at Legence.

STEWARDS OF THE ENVIRONMENT

BUILT FOR WHAT'S NEXT

For the third year in a row, Legence has completed a greenhouse gas (GHG) inventory to better understand and track activities that generate operational carbon emissions. As we continue to grow, we've focused on enhancing the quality and coverage of our data, which provides the foundation for a data-driven sustainability strategy. We are using the results of the inventory to identify opportunities where we can drive meaningful improvement and reduce resource consumption across our value chain. In this endeavor, we are finding paths toward decarbonization that work best for our business.

Across Legence, our teams are united by a shared drive to solve complex challenges, working together to positively impact our customers, colleagues, and communities. It is my honor to be a part of these successful sustainability efforts, ensuring that Legence plays a proud role in delivering where performance is essential. I hope you enjoy learning more about our efforts and the successful solutions that we deliver.

WeAreLegence.com

TOTAL RECORDABLE INCIDENT RATE 1

0.47

A best-in-class safety rating secured with top-notch training and tools.

GHG INVENTORY

3.92

MTCO2e

Emissions per employee.2

SAFETY TRAININGS

88k+ Hours of safety training.

PHILANTHROPY

ELEVATING OUR PEOPLE Our people are capable and compassionate, showing up each day to help us deliver proven results. Legence would not be successful without their expertise, and we continued to empower those in and around our business through development opportunities, inclusive workplaces, and community building.

2024 RESULTS

$1.6m+ Jeff Sprau Chief Executive Officer,

Monetary donations to charities and nonprofit organizations.

WE ARE

OUR IMPACT ADVISORY / SQ FT

5.5B+

Maximized the efficiency of more than 5.5 billion square feet across 25,000+ 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

6.5K+

Designed more than 6,500 miles of geothermal systems. LEGENCE IS STRUCTURED TO PERFORM WHERE IT MATTERS MOST

Legence makes buildings better by providing essential services that improve energy efficiency, enhance reliability, and create healthier indoor environments. From hospitals, schools, and labs to data centers and semiconductor manufacturing facilities, we are a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. Legence brings together deep local market expertise, national scale, and cohesively integrated in-house teams to tackle the industry’s most complex challenges.

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

140MW+ Designed and installed more than 140 MW of renewable energy generation.

FUTURE

OUR VALUES

OUR REACH

WE ARE COLLABORATORS WE ARE CHALLENGERS WE ARE DEDICATED VISION Create a future in which energy-efficient, healthy, and sustainable buildings are the norm, not the exception. MISSION

5.7K+

OFFICES ACROSS THE UNITED STATES

CONSULTANTS, ENGINEERS, CRAFTSPEOPLE, AND TECHNICIANS

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.

OUR SERVICE LINES LEGENCE HQ OFFICES

ENGINEERING + CONSULTING

INSTALLATION + MAINTENANCE

Engineering + Design

Installation + Fabrication

EMPLOYEES

A.O. Reed & Co. Program + Project Management

Maintenance + Service

Bel-Aire Mechanical Black Bear Energy CMTA

OUR END MARKETS

Gilbert Data Centers

Healthcare

Semiconductors

Education

Precision Manufacturing

Public Sector

Life Sciences

Commercial Real Estate

WeAreLegence.com

ICS

Provident Energy Consulting RE Tech Advisors SC Engineers Therma VarcoMac Yearout Mechanical

P2S

A MESSAGE FROM OUR CGO

Building a Sustainable Future—Faster At Legence, We are Building Better— Better Buildings, Better Systems, and Better Outcomes

Through our group of specialized, regionally trusted brands, we are creating an unparalleled, comprehensive suite of services to deploy on a national scale. With unified oversight across all our brands and services, our clients benefit from local trust and enterprise-grade delivery, with a single point of responsibility. By merging our skillsets under the Legence umbrella, we are able to help our customers connect the dots between complex problems and scalable solutions.

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

FUTURE

We rely on each other and our suite of solutions to get the job done right. THE LEGENCE UMBRELLA OF TRUST

THE DIFFERENTIATOR FOR LEGENCE IS OUR PEOPLE

Through active collaboration and consistent communication, a professional connection one brand makes can be easily transferred and services amplified because of the Legence umbrella of trust. Trust in our people, our skillsets, and our delivery.

As a team of problem-solvers, Legence team members are innately curious. We deliver high-quality, comprehensive, and cost-effective solutions while cultivating a workforce of industry leaders. Our people’s underlying inquisitiveness helps push the envelope and find new solutions in the marketplace that utilize our services and create efficiencies. We have brought together this pipeline of experts and encourage them to connect with each other to solve problems posed by our clients that were previously contemplated in silos. We pride ourselves on hosting summits and seminars that give our teams the opportunity to share market insights and case studies. We come together to strategize and identify solutions that will continue to propel our diverse portfolio of work and keep us leading the charge in sustainable building solutions.

Tapping into our breadth and depth of skills across Legence helps us navigate complex issues with precision and passion. We set ourselves up for challenges in the marketplace because we know we have the expertise to execute and the drive to do the right thing. Our team of consultants, engineers, craftspeople, and technicians is curating solutions for the built environment that are solving problems for the mission-critical and essential sectors sustaining our societies.

Arif Quraishi Chief Growth Officer,

WeAreLegence.com

Approach to Sustainability Legence has made conscious efforts to identify commitments that help facilitate our sustainability approach and hold us accountable for our actions.

Our Commitment to Improving the Built Environment

Our Principles of Service BUILT DIFFERENT We combine deep local expertise with a unified system of execution, enabling faster delivery, greater consistency, and scalable impact across projects.

Legence prioritizes high impact areas within our strategy to achieve excellence across our organization. We focus on a range of topics, including safety, health and wellness, climate action, inclusion, and resiliency. Our principles of service, outlined to the right, put us on a path to accelerating this strategy with execution that looks beyond the now and is built to meet future expectations.

BUILT BETTER

FIND OUR COMMITMENTS LISTED AT THE START OF EACH SECTION THROUGHOUT THIS REPORT.

We focus on delivering high-impact outcomes, advancing business goals, sustainability objectives, and building performance.

BUILT FOR WHAT'S NEXT We help clients prepare for the future, by modernizing infrastructure, enabling decarbonization, and building resilience in a rapidly changing world.

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

FUTURE

Sustainability Focus Areas At a high level, our sustainability strategy is broken down into four categories.

Safety At Legence, safety is non-negotiable. Wherever we are in a building’s ecosystem, on construction sites, in our offices, on the road, and everywhere else in between, we care for the human aspect of our work first through routine training, education, and drills.

The Environment Legence monitors our carbon footprint and has a path set toward net zero carbon emissions by 2050.

Our People Legence is fostering a meaningful culture that drives career progression. We do this through attracting and retaining talented individuals celebrated for their unique skills and perspectives, and providing them with industry-leading tools, training, and development opportunities.

Good Governance Legence’s leadership and executive teams hold our entire operations accountable for demonstrable industry leadership and compliance.

WeAreLegence.com

Awards and Industry Leadership Our trusted, proven track record. At Legence, we have assembled a passionate team united in our mission for high performance and industry regard. This past year, our efforts have strengthened our reputation, and we are enormously proud of the work we have accomplished together.

AWARDS

Leadership that Scales Excellence ASHRAE ANNUAL CONFERENCE WINNERS

THE CEO MAGAZINE'S 'CEO OF THE YEAR' FINALIST

Michelle Shadpour was awarded the Young Engineer in ASHRAE (YEA) Award of Individual Excellence at the 2024 conference for superior efforts during the preceding year in the promotion and success of YEA programs. Douglas Fick and Akshay Bhargava were awarded the Exceptional Service Award and Distinguished Service Award, respectively, recognizing their efforts to contribute to ASHRAE membership.

TOP WORKPLACE OF 2024 BY ALBUQUERQUE JOURNAL

In 2024, Legence CEO Jeff Sprau was a finalist for this annual award. A testament not only to Jeff's leadership but to the collective efforts of everyone at Legence who share his commitment to creating a lasting, positive impact in the workplace and the environment.

REUTERS GLOBAL ENERGY TRANSITION AWARD Legence was awarded 2nd place at the Reuters Global Energy Transition 2024 Awards in the 'Team of Energy Champions' category, highlighting the impact and expertise of our team.

Yearout Mechanical was named a top workplace for its continuous efforts to prioritize people. CONSULTING-SPECIFYING ENGINEER'S '40 UNDER 40'

ENERGY EFFICIENCY COMPANY OF THE YEAR Legence was awarded the Energy Efficiency Company of the Year by CleanTech Breakthrough Awards for our work delivering energy efficiency solutions to the built environment.

INTRODUCTION

SAFETY

ENVIRONMENT

Four of our engineers, Roger Maybrier, Michael Stewart, Steve Torre, and Kiersten Washle, were named to this prestigious list, showcasing our people’s dedication to innovation, leadership, mentorship, sustainability, and community involvement.

PEOPLE

LEADERSHIP

FUTURE

INDUSTRY LEADERSHIP

In-House Expertise with Strategic Insight for What's Next RECOGNIZED INNOVATOR BY THE ALBUQUERQUE JOURNAL Becky Auge was named ‘Innovator’ by the Albuquerque Journal for always pushing the bar on performance.

INCLUDED IN FORBES ARTICLE '18 TIPS FOR STRENGTHENING AND REINFORCING CORE COMPANY PRINCIPLES' Jeff Sprau shared insight into leveraging value-driven company initiatives, as we do at Legence, to invigorate a team culture through shared actions.

INDUCTED INTO THE AMERICAN SOCIETY OF PLUMBING ENGINEERS COLLEGE OF FELLOWS Frank Shadpour, PE, was inducted into the American Society of Plumbing Engineers College of Fellows based on expertise in plumbing engineering and design, completion of significant projects, and dedication to inspiring the next generation.

SHARED THE VALUE OF ENERGY EFFICIENCY IN BUILDINGS MAGAZINE Interviewed in Buildings Magazine, Kent Petersen described the everlasting and ever-growing value of energy efficiency when it comes to realizing cost savings and sustainability goals.

OUTLINED THE TRANSITION RISKS BUILDING OWNERS AND MANAGERS FACE IN BLOOMBERG Colin Curzi wrote in Bloomberg about the rise in building performance standards or targets that more landlords are becoming subject to, including fines for noncompliance.

Getting team buy-in on company culture is much more effective when core values are put into action, rather than simply written in the employee handbook or on the company website. JEFF SPRAU Chief Executive Officer,

WeAreLegence.com

INDUSTRY IMPACTS

Delivering Consistent Quality and Fast, Reliable Results Our high-performing specialized brands deliver excellence. Legence multiplies it.

Meeting Decarbonization Goals in Higher Education

Achieving Deep Energy Savings in Healthcare and K-12 Campuses

RICE UNIVERSITY

MARGARET MARY’S OUTPATIENT & CANCER CENTER

At Rice University in Houston, Texas, CMTA developed a Carbon Neutral Plan and Decarbonization Roadmap in alignment with the University’s mission, values, and strategic objectives. To ensure a well-informed decision-making process when crafting the strategy, CMTA created a live dashboard to compare the lifecycle cost, project cost, carbon impact, and energy and water costs. Through the roadmap, Rice University will reduce energy consumption and aim to eliminate natural gas as a fuel source.

Decarbonization Roadmap

In Batesville, Indiana, CMTA served as the mechanical, electrical, and plumbing (MEP) design engineer for a highperformance geothermal system upgrade at Margaret Mary’s Outpatient & Cancer Center, enabling the facility to reduce emissions, provide better patient care, and enhance resiliency. The central plant geothermal conversion project involved the installation of 68 geothermal wells, giving access to naturally heated steam that is then used to generate electricity for the facility. Construction also included the installation of three 60ton heat pump modules, which allow the facility to reduce boiler usage during below-freezing conditions, locking in resilience to extreme weather events and transition risks associated with climate change. Read more at CMTA.com.

Custom Impacts Dashboard

OUR EXPERTS DELIVERED

HARVARD LAW SCHOOL

Designs for a high-performance geothermal system that led to an 80% reduction in natural gas energy costs

OUR EXPERTS DELIVERED Carbon Neutral Plan

At Harvard Law School in Cambridge, Massachusetts, CMTA provided engineering services to support a Decarbonization Master Plan for 22 buildings and 1.2 million square feet of campus space in compliance with state and local mandates as well as Harvard’s decarbonization mission. An Excel background was overlayed with Power BI software to provide a non-proprietary graphic interface for project decision making. CMTA’s plan for decarbonization focused on balancing deferred maintenance, elimination of natural gas, load reductions, and return on investment. OUR EXPERTS DELIVERED Decarbonization Master Plan in alignment with various state, federal, local, and institutional sustainability goals

INTRODUCTION

SAFETY

ENVIRONMENT

KANAWHA COUNTY SCHOOL DISTRICT In Charleston, West Virginia, CMTA showcased Legence’s ability to deliver sustainability improvements and savings with industry-leading performance contracting. At Kanawha County School District, CMTA completed HVAC replacements, LED lighting upgrades, geothermal renovations, and building automation controls to guarantee nearly 50% in energy savings at the utility meter. Funded through an excess tax levy and split into multiple phases, the project saved time, money, and energy. OUR EXPERTS DELIVERED BAS, HVAC, and LED upgrades in addition to a geothermal renovation that led to actual utility cost savings of $951,023 in the first year

PEOPLE

LEADERSHIP

FUTURE

Meeting Industry Innovation with Our Building Solutions and Expertise MASS TIMBER BUILDING

TOTAL PROCESS SYSTEMS

In the Bay Area of San Francisco, California, Therma was the design build HVAC and plumbing contractor for a large tech company’s first ground-up mass timber building. On top of the reduced embodied carbon inherent in the innovative engineered wood that structures the building, Therma designed the HVAC and plumbing systems to maximize building efficiency and occupant comfort.

Therma, in partnership with Paques’ US distributor Total Process Systems, has been contracted for the design and fabrication of the Thiopaq® system. The Thiopaq® system is a processing unit that removes undesired sulfur from crude biogas streams derived from wastewater, geothermal plants, and livestock agricultural facilities. Through this work, Therma is helping transform what would otherwise be underutilized waste products into purified biogas that can be directly fed into the natural gas grid.

OUR EXPERTS DELIVERED All electric displacement ventilation and thermodynamic zoning on all floors Pollution control units on grease exhaust in the building's café

OUR EXPERTS DELIVERED 40 manufactured Thiopaq systems that refine and transform crude biogas into renewable energy

A moisture-dust free-Sustainable Closed Cavity Façade (mfree-sccf ) Plumbing using water-source heat pumps for direct hot water and reclaimed non-potable water systems at toilets A storm water system and a 2000-gallon grease interceptor

Before this renewable energy system was completed, we would occasionally lose power during extreme weather events. By generating energy from the ground, we’re able to meet our electricity needs and provide better, more affordable care to the community that we serve. DAVE NEFF Director of Facilities. Margaret Mary Health

WeAreLegence.com

INDUSTRY IMPACTS

Meeting Industry Innovation with Our Building Solutions and Expertise LARGE DATA CENTER

SEMICONDUCTOR FACILITY

Therma and Yearout were instrumental in the manufacturing and prefabrication of advanced cooling systems for a large data center facility. By employing modular and prefabrication techniques, Therma significantly streamlined the production process, ensuring precision, efficiency, and reducing on-site construction time. Prefabrication also minimized waste, enhanced quality control, and allowed for faster deployment of the system without compromising reliability or performance, advantages that are especially critical in the demanding environment of data centers.

In Sunnyvale, California, Therma installed and fabricated sub-fab process piping and exhaust ductwork laterals that distribute utilities to tooling in use at a 600,000-square-foot semiconductor facility. The project benefited from Legence’s design and implementation expertise, which included building information modeling (BIM) of rack systems to produce highly precise shop drawings for the fabrication of racks, piping, and exhaust ductwork. All in all, the project consisted of Therma’s expertise in:

This multi-phase initiative that Legence brands are a part of involves the development and assembly of over 752 system components, demonstrating Therma's ability to handle largescale projects while maintaining exceptional craftsmanship and innovation. Partnering with Yearout Mechanical, the Legence teams have proven how prefabrication can transform complex installations, delivering optimal cooling performance for cutting-edge technology infrastructures.

Off-site assembly of racks at grade level for improved safety, quality, and efficiency Custom equipment designed and fabricated for moving, lifting, and transferring racks weighing 6,000–8,000 pounds Large-scale assembly at grade, forming 20’W x 125’L sections (125,000-pound laterals) that were lifted to a 10-foot elevation using synced Bluetooth-enabled lifts equipped with locking gears

OUR EXPERTS DELIVERED

Optimized project times and reduced project costs through prefabrication and modular construction

Improved quality control, safety, and coordination, as well as reduced project times with the prefabrication of materials

Joining the MEP 2040 Commitment closely aligns with CMTA’s mission. In collaboration with other industry leaders, we continue to deepen our decarbonization expertise while supporting progress across the broader built environment. We’re proud to have contributed to this important effort, which highlights the essential role of MEP systems in advancing building decarbonization. WYATT ROSS Building Performance Engineer, CMTA

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

FUTURE

Turning Carbon into Value with Our Partnerships

Scaling Access to Clean Energy with Our Solar Solutions

FORTERA

URBAN COMMUNITY SOLAR

Therma partnered with Fortera to help disrupt the cement supply chain. Fortera’s patented ReCarb Process involves recycling CO2 emissions derived from the immediate cement kiln or other available CO2 sources. The CO2 is injected directly into the cement production process, where it effectively becomes sequestered once it is converted into concrete. Therma’s specific involvement has been with Fortera’s initial process development, and ultimately Therma was responsible for automating Fortera’s ReCarb facility located in Redding, California. Fortera’s ReCarb process purports a net zero emission of CO2 which would otherwise be released into the atmosphere.

Black Bear Energy was fundamental in facilitating the completion of one of the most significant urban community solar projects in the United States. Together with Terreno Realty, Aligned Climate Capital, DC Green Bank, and Amalgamated Bank, Black Bear Energy completed a rooftophosted community solar project in northeast Washington, D.C. Spanning nearly 700,000 square feet of rooftops, this solar project is set to generate over 7 million kWh of clean energy annually. As an affordable energy source, this project is expected to save local households $7.5 million over the next 20 years.

OUR EXPERTS DELIVERED

A 6.1 MW rooftop solar project that will provide enough energy to power 965 single-family homes across Washington D.C.

Initial process development and automation of the ReCarb facility to sequester CO2 in cement to produce net zero emissions TWELVE Therma worked with Twelve, a company transforming carbon, on the design and development of four process modules that take the incoming CO2 for further generation of Twelve syngas. This process involves diverting CO2 from a variety of sources including stack gases and power plants and converting the CO2 into useful syngas that can then be further used as the basic feedstock for a variety of hydrocarbon-based products that are otherwise produced from fossil-based petroleum feedstocks. Twelve is presently working in cooperation with Alaska Airlines in providing them with their e-Fuel product as an alternative to fossil-based jet fuel.   OUR EXPERTS DELIVERED Four process modules that convert CO2 into syngas reducing emissions and creating basic feedstock for a variety of hydrocarbon-based products

OUR EXPERTS DELIVERED

Leveraging Our Expertise for Industry Advancement MEP 2040 CMTA is a proud signatory of the MEP 2040 Commitment, which enlists system engineers to advocate for net zero carbon on their projects as they work toward a collective goal of net zero operational carbon by 2030 and net zero embodied carbon by 2040. As one of Legence’s leading engineering firms, CMTA has been a longtime champion of decarbonizing the built environment, designing and installing MEP systems that bring efficiency and reduce energy consumption. As part of their efforts to drive decarbonization, CMTA collaborated with other industry leaders to share their knowledge and expertise in the development of a carbon playbook. OUR EXPERTS DELIVERED MEP 2040’s ‘The Beginner's Guide to MEP Embodied Carbon

WeAreLegence.com

WE ARE

A Safety First Culture SAFETY IS INTEGRAL TO EVERY BUSINESS DECISION 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

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

FUTURE

A MESSAGE ON SAFETY

Making Safety Non-Negotiable At Legence, safety is championed by our people. We foster a proactive culture where we empower every employee to put safety first. We believe that safety is not just a set of rules to follow, but a mindset that every employee should adopt. CELEBRATING A SAFETY-FIRST MINDSET Our industry is constantly growing, and while we are evolving our workplaces and toolkits to stay competitive, we are also generating solutions that compound safety. Legence leans into the problem-solving and curiosity of our people because we know they are some of the best in the business and trust their expertise to help bring solutions that will keep safety a priority. We create opportunities to recognize team members who embody our safety-first mindset and actively promote safety benefits that may otherwise be overlooked. Wherever possible, we are finding ways to highlight how safety is ingrained in our efforts to find better solutions. SAFETY IS A JOURNEY, NOT A DESTINATION We are continuously learning and uphold rigorous safety protocols to protect people, projects, and performance. Reinforcing the role safety plays in our workplace is a constant effort. Recognition of our people’s efforts, reconciliation of previous events, and research into cutting-edge tools keep us sharp in understanding what challenges our industry faces and how best we can prepare our people to stand up to the challenge safely.

Zach Gill Director, Environmental Health & Safety,

WeAreLegence.com

Best-in-Class Safety Task Force

2024: SAFETY BY THE NUMBERS Legence tracks the following safety performance indicators monthly, and the data is reviewed by the EHS Director and the executive committee for continuous improvement. BEST-IN-CLASS TOTAL RECORDABLE INCIDENT RATE 1

To ensure safety, our Best-in-Class Safety Task Force drives safety initiatives across our companies.

0.47 Industry average: 2.90 (BLS 2023)

Led by our Director of Environmental Health and Safety (EHS), the Task Force is designed to identify and eliminate the risks of accidents, injuries, and unsafe conditions on our worksites. Through training and communication, we aim to reduce incident rates among employees, especially in their first two years of employment. Each initiative brings together team members from different brands to set and communicate expectations.

DEDICATED SAFETY PROFESSIONALS

43 Professionals across Legence have one or more professional safety certifications from the Board of Certified Safety Professionals

WE FOCUS ON

LOSS-TIME INCIDENT RATE4

Embedding safety as a core value, not just a priority, and integrating it into daily operations and decisionmaking processes.

Industry average: 1.30 (BLS 2023)

0.09

Gaining leadership commitment and involvement in safety initiatives.

VEHICLE INCIDENT RATE5

5.86

Leading by example and setting clear expectations. Fostering a culture of open communication.

SAFETY TRAINING HOURS

88K+ SAFETY COMMUNICATION PLAN

1,156 Safety communications delivered Legence target: 648

81% Open rate on safety communications Legence target: 80%

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

FUTURE

Safety Recognition Program Across Legence, we are promoting a safe work environment by recognizing examples of employees embodying the safety-first mindset. To date, there have been 27 personal recognitions, with four exceptional recognitions that were shared Legence-wide.

Committed to safety: $24.5 million invested to upgrade our facilities and equipment in 2024 TOOLS

WORKSITES

Our brands create lasting relationships with their preferred tool vendors to learn about and invest in the latest technologies and safety devices. Once in our care, we take inventory and report on tool conditions for optimal performance.

Wherever our people are, Legence follows several steps designed to ensure a safe worksite, including:

WE RECENTLY PURCHASED A NEW BOAT CRANE TO REPLACE AND OPTIMIZE THE WORK BEING DONE BY TWO CRANES AT OUR WORKSITE. THIS NOT ONLY CUT DOWN ON EQUIPMENT BUT ALSO UPGRADED OUR MACHINERY FOR SAFER, MORE EFFICIENT PARTS PLACEMENT.

PREFABRICATION FACILITIES Meeting the shifting demands of our market to address embodied carbon, Legence has invested in and refined our prefabrication facilities. Through the use of prefabrication sites, Legence can control our working environment, setting standards and procedures to make work safer and more efficient. OUR RECENT SHOP UPGRADE AT BEL-AIRE RESULTED IN NEARLY DOUBLE THE WORK HOURS, BUT NO INCREASE IN INCIDENT RATE, HELPING ILLUSTRATE THAT CONTROLLED SPACES CAN INCREASE PRODUCTIVITY WITHOUT INCREASING SAFETY INCIDENTS.

Safety Through Design: Where possible, we design our systems for safe installation and end-use. This starts in the planning phase of each project and includes a holistic approach to the project. Site-Specific Safety Plans: Prior to commencing work, we establish site-specific safety plans that outline the specifics of the site regarding emergency preparedness, sanitation, heat illness, and more. Safety Training: All employees working on-site receive safety training that pertains to their trade and site specifics. Hazard Prevention: We place high importance on hazard prevention. Prior to performing work, our teams complete Pre-Task Plans that review sites for safety considerations. Thereafter, safety inspections are completed periodically, all designed to ensure a safe worksite. AT THERMA, WE ADDED A NEW PARKING LOT TO OUR MAIN FACILITY TO GIVE OUR EMPLOYEES SAFE AND SECURE OFF-STREET PARKING.

SAFETY SPOTLIGHT Two of our employees at Yearout Mechanical, Stanley Magoffe and Kayden Walker-Gabaldon, went above and beyond to take a training course to obtain certification as Construction Site Safety Technicians (CSST). Unprompted, Stanley and Kayden pursued this accreditation, which acknowledges their expertise, experience, and dedication to safety. As early-stage professionals, this validation sets a path for both of them to be leaders on job sites in the future.

WeAreLegence.com

WE ARE

Stewards of the Environment STRATEGIC DECARBONIZATION IS REDUCING OUR ENVIRONMENTAL FOOTPRINT OUR COMMITMENTS

ANNUALLY REPORTING OUR GHG EMISSIONS AND DECARBONIZATION PROGRESS

ACHIEVING NET ZERO SCOPE 1, 2, AND 3 EMISSIONS ACROSS LEGENCE CORPORATE OPERATIONS BY 2050

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

FUTURE

A MESSAGE ON ENVIRONMENT

Working Towards Decarbonization With different types of products and services provided across our multiple brands, it takes teamwork to get the complete picture of our carbon footprint and devise strategies to help us meet our commitment to net zero status by 2050. ACTIVATING OUR WORKFORCE While carbon accounting is not a one-size-fits-all approach, we are confident in the strategy Legence is taking to do it successfully. From human resources to finance, it all starts with bringing people together to create a shared sense of responsibility and agency for our decarbonization journey. KEYS TO SUCCESS Buy-in from leadership: Ensuring that time and resources are directed to the effort Identifying stakeholders and subject matter experts: Reaching the right people to obtain the right information in each organization Collaborating across teams: Engaging the entire workforce to understand and take part in the process BUILT ON INSIGHT, BACKED BY DATA The goal is to gather the right data to build a comprehensive emissions profile, validate and communicate that data, and ultimately use it to identify areas for improved efficiency both internally and along our supply chain. This process takes time, planning, communication, and collaboration. KEYS TO SUCCESS Establishing timeline and workflows: Staying accountable and ensuring accuracy with internal and external quality checks Communicating out: Reporting findings to our leadership team, employees, investors, and regulators Assuring work: Obtaining data and methodology validation Improving continuously: Finding efficiencies and expanding to more robust accounting

Emma Hughes Director, Climate Risk Solutions, RE Tech Advisors

WeAreLegence.com

The Road to Minimizing Our Carbon Impact Across Legence, we are making strides to mitigate our environmental footprint wherever possible. We implement a variety of strategies and actions to reduce our impact based on factors such as expertise, market demands, and availability of resources. In the following roadmap, we detail the roads we pursue and the real-world actions we have taken to minimize our business’s impact on the natural environment.

EFFICIENCY MEASURES

DATA COLLECTION

INSTALLING EFFICIENCY UPGRADES CONDUCTING A GHG INVENTORY

TRACKING SUSTAINABILITY DATA IN AN ONLINE DATA MANAGEMENT TOOL, TROVE®

CATALOGING SUSTAINABILITY MEASURES

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

PURCHASING EFFICIENT EQUIPMENT REDUCING WASTE

LEADERSHIP

FUTURE

RENEWABLE ENERGY PROCUREMENT GENERATING RENEWABLE ENERGY PROCURING GREEN POWER

RESILIENCE

SUSTAINABLE OFFICES GREEN LEASING

PRIORITIZING GREEN BUILDINGS

WeAreLegence.com

ADDRESSING PHYSICAL CLIMATE RISK

ENSURING COMPLIANCE

PIVOTING TO PREFABRICATION

TRACKING SUSTAINABILITY DATA

INSTALLING EFFICIENCY UPGRADES

Legence launched Trove® in 2024, a comprehensive utility data collection and trend tracking software to help us understand, map, and strategize efficiency opportunities across our clients’ portfolios.

We install efficiency measures into offices where we have control on operating expenses. Projects include motion-sense LED lighting upgrades, low-flow fixtures, and waterless urinals.

CONDUCTING A GHG INVENTORY As part of our GHG inventory, Legence is examining the sources of our scope 1, 2, and 3 emissions to determine reduction strategies and efficiency efforts. Enhancing data coverage and visibility into scope 3 emissions, those resulting from activities in Legence’s value chain that are not directly under our control or ownership, is an area of focus for our carbon accounting workstream moving forward. 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.

Black Bear Energy's Real Estate Solar Leaderboards is an industry benchmark that helps publicize and draw attention to the leading real estate owners and managers who are deploying solar. This annual update drives friendly competition amongst peers, provides transparent market data to better understand growth opportunities, and helps make the business case for commercial and industrial solar development. By now, it's clear that industry leaders are deploying solar at scale because of its value creation and impact, with nearly 1 GW installed today and a significant pipeline of projects following. Through the leaderboards, we hope to empower real estate stakeholders to take tangible, informed steps toward accelerating the deployment of onsite solar. VICTORIA STULGIS Senior Vice President, Client Operations, Black Bear Energy

INTRODUCTION

PURCHASING EFFICIENT EQUIPMENT Legence looks to utilize efficient, energy-saving equipment where possible. From the idea of lean manufacturing, we look to automation to reduce time and material on projects, ultimately helping reduce resources. In 2024, Therma and Yearout Mechanical purchased robotic welders to drive efficiency and throughput and remain on the cutting edge or forefront of fabrication technologies. REDUCING WASTE Reducing the amount of material sent to landfill and properly recycling equipment used in our solutions delivery is an organization-wide effort. Controlling waste in our offices and across our worksites is part of our efficiency efforts.

SPOTLIGHT

A recent high bay lighting upgrade at our Therma pipe and weld shop replaced halogen with LEDs, and at Bel-Aire, we invested around $60,000 on LED lighting upgrades in our office and shop.

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Our e-waste program, driven by Legence’s IT department, has continually managed the disposal of outdated and non-functioning electronic products. 2024 RESULTS RECYCLED WASTE

17,985 pounds

WATER SAVED

2,862 gallons

WASTE DIVERTED

517 pounds

RECOVERED METALS

6,074 pounds

GHG EMISSIONS REDUCED

25k+ pounds

PEOPLE

LEADERSHIP

FUTURE

GENERATING RENEWABLE ENERGY

ADDRESSING PHYSICAL CLIMATE RISK

Installation of on-site solar at our companies, where feasible, helps us green local energy grids, bringing in clean energy for more than just our operations to benefit from.

The negative impacts of physical risks, such as extreme heat, droughts, or other forms of severe weather, which are exacerbated by climate change, are monitored across Legence to ensure we do what we can to mitigate or manage their effects on our people and our planet.

At our A.O. Reed office, we have been generating more than 200,000 kWh of renewable energy annually since 2010. PROCURING GREEN POWER

Our Environmental Health and Safety Director, along with teams across the country design processes to ensure all worksites comply with the latest safety standards and procedures.

In 2024, Legence purchased 37 MWh of green power and generated 210 MWh of on-site solar. The purchase of green power is reflected in our 2024 market-based emissions statement.

ENSURING COMPLIANCE

GREEN LEASING

PIVOTING TO PREFABRICATION

Wherever possible, Legence enters green leasing contracts to help obtain insights into our utility consumption at leased spaces and to work with our landlords to lower consumption.

Market shifts to prefabrication address embodied carbon reductions. Legence has shifted our solutions to meet these market expectations, focusing on our prefabrication facilities. (Read more on pages 13-14 and 18)

We continually evaluate transition risks, such as pending legislation on carbon reporting and building performance standards, and the overall energy transition across Legence to ensure we are compliant and resilient.

PRIORITIZING GREEN BUILDINGS Prioritizing green buildings helps ensure we provide our employees with safe, healthy, and efficient workplaces. That includes making sure our offices are accessible by low-carbon transportation options such as biking or public transit. LEGENCE OFFICE MOBILITY SCORES 6 WALK 7

52.82 / 100

TRANSIT 8

35.55 / 100

BIKE 9

50.04 / 100

Two of our offices are zero energy, producing more energy onsite than they consume from the electricity grid, which highlights our commitment to and execution of energy efficiency and environmental management.

WeAreLegence.com

GHG Inventory 2024 Legence Operational Emissions

36,810

TOTAL MT CO2e

1,042,330

FACILITIES AND OFFICES12

TOTAL SQUARE FEET13

SCOPE 1

SCOPE 3

50.3% 47.3%

Fleet Fuel

2.7%

Natural Gas

0.3%

41.2%

Stationary Diesel

SCOPE 2

36.6%

Employee Commuting

2.4%

Waste

2.2%

Business Travel

8.5% 8.5%

Electricity

ALL LEGENCE COMPANIES REPORTED

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PARTIAL INCLUSION / ESTIMATION

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Tracking Progress and Improving Operational Efficiency Legence tracks scope 1 and 2 emissions per employee as a key performance indicator (KPI) on our decarbonization journey. This intensity-based metric enables us to track progress in optimizing day-to-day operations at individual brands while continuing to grow our overall portfolio. Emissions per employee is a comparable metric across Legence’s diverse brands – which vary in size, service offerings, and fleet vehicles – and reflects our most valued asset: our people. We will continue to track this metric going forward to help guide our investments in decarbonization and operational efficiency.

2023 EMISSIONS PER EMPLOYEE2

2024 EMISSIONS PER EMPLOYEE2

MT CO2e

4.19

WeAreLegence.com

3.92

WE ARE

Elevating Our People OUR POWER IS OUR PEOPLE OUR COMMITMENTS

EMPOWERING MEANINGFUL AND PURPOSEFUL CAREER PATHWAYS TO SUPPORT THE DEVELOPMENT OF A RESILIENT WORKFORCE

SUPPORTING VETERAN HIRING

TRACKING, MAINTAINING, AND REPORTING ON WORKFORCERELATED DATA AND MAKING INCLUSION A PRIORITY

FOSTERING CHARITABLE GIVING AND SUSTAINABLE COMMUNITY DEVELOPMENT

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A MESSAGE ON OUR PEOPLE

Championing the People Behind Better Together Our teams may come from different backgrounds, but we have one thing in common – a curiosity that drives us to push the limits of what is possible. We are innovators and collaborators, and our combined expertise allows us to do more for our clients and communities. GROWING A TEAM OF IN-HOUSE EXPERTS With decades of hands-on experience, our 5.7K+ consultants, engineers, craftspeople, and technicians understand the demands of high-stakes sectors like healthcare, life sciences, and data centers—where performance is mission-critical and there’s no room for error. To maintain our clients’ trust and deep industry expertise, we must attract and retain a team of top-tier talent. Consistent two-way communication and a people-centric approach to talent development keep Legence on a path to success. Through an annual engagement survey, our monthly Legence Link newsletter, and frequent in-person townhalls, we keep our people informed and energized to bring their best to work every day. PUTTING PEOPLE FIRST We foster skill development and an expansion of our people’s positive experience at our workplaces, worksites, in our communities, and with their families because we care about our people. Our team is undoubtedly what drives Legence’s success, and as such, it is our responsibility to drive their personal success as well. As an employer, we strive to elevate our people, whether it be their ideas, benefit options, knowledge of the industry, or their individual successes; we know it can lead to great things.

Greg Barnes Chief Human Resources Officer,

WeAreLegence.com

Our Benefits

Our Culture

We aim to provide outstanding benefits to our employees.

Legence takes pride in fostering a workplace that encourages open dialogue and embraces the inclusion of all employees.

We draw on best practices across organizations to offer comprehensive benefit coverage. We provide vision, life, and disability insurance at no cost to our employees under Legence benefits and have consolidated nearly all companies into a single health care coverage plan.

Providing Access to Care From our partnerships with Spring Health and Twin Health, a mental health and metabolic disease prevention resource, respectively, to the availability of Health Savings Accounts (HSAs), Legence employees are provided with the tools and resources designed to not only manage, but optimize their health and wellness.

We are actively implementing initiatives to attract a broader talent pool and introduce fresh perspectives to our team. As such, language in our job postings is more inclusive and skillsfocused, broadening our applicant pool and welcoming a range of applicants.

Showcasing and Supporting the Power of Workforce Development At Legence, we look to develop all of our employees, both future and present, in a variety of ways to ensure we have a best-inclass team of individuals. LEGENCE’S ROLE IN TRADES AND UNIONS We look to help sustain a dynamic and safe future for our industry by retaining relationships with trade organizations and local unions. We strive to train contractors to work beyond the field. At Legence, there are 12+ card-carrying union pipefitters on a career path towards project management. Our own Chief Operating Officer, Steve Hansen, and a few other members of leadership remain active union members in their roles to this day. Our culture of professionalism is built on the collective, with our local unions and associations training skilled teammates. LEGENCE LEANS INTO EDUCATING A WORKFORCE It is part of our culture to facilitate active engagement in technical schools across the United States, ensuring a pipeline of best practices across the industry's hiring fields. From creating curriculum in leadership positions with organizations such as the Sheet Metal and Air Conditioning Contractors' National Association (SMACNA) and the Joint Apprentice Training Committee (JATC), to outreach and engagement with technical schools and colleges, Legence is promoting current and future generations of highly skilled and safe workers.

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EMPLOYEE DEMOGRAPHICS14

Decades of Experience Our track record speaks for itself.

5.7K+ CONSULTANTS, ENGINEERS, CRAFTSPEOPLE, AND TECHNICIANS

We’ve earned customer trust by delivering high-level performance in complex, mission-critical environments time and again. In 2024, we celebrated momentous milestones that highlight our industry tenure:

A.O. REED & CO.

White (not Hispanic or Latino) 68% Hispanic or Latino 11% Asian 10% Black or African American 3% Two or More Races 2% American Indian or <1% Alaskan Native Native Hawaiian or <1% Other Pacific Islander Declined to Answer 8%

110 YEARS

71% male

29% female

SC ENGINEERS

20 YEARS

WeAreLegence.com

1.6%

3.7%

VETERANS

DISABLED

57% union

43% non-union

Training and Development At Legence, we upskill. Safety training, career development, and continued education are all aspects we look to cover through our employee learning initiatives. We are establishing consistency across our companies with essential training requirements for all employees on topics such as compliance and safety. Recognizing that developing our workforce is not one-size-fits-all, we empower brands to customize learning paths through our learning platform and other resources. Additionally, we are committed to training our leadership on sustainability principles, enabling them to effectively convey this knowledge and tailor it to each company’s sustainability opportunities.

2024 EFFORTS UPSKILLING COURSE HOURS

TRAINEES, INTERNS, AND APPRENTICES

HARASSMENT + WORKPLACE VIOLENCE PREVENTION TRAINING HOURS

TEAM MEMBERS WHO COMPLETED INCLUSION LEADERSHIP TRAINING

1.7K+

1.2K+

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1K+

100+

FUTURE

Attracting Tomorrow's Professionals Today Legence teammates are encouraged to pursue career development opportunities and personal success. As we work to build a better future, faster, we are actively pursuing resources and programs to grow our talent pipeline and develop skills across our existing workforce that will ultimately benefit our clients and the industry at large.

APPRENTICE PROGRAM Launched in May 2023, Yearout’s apprentice program gives high-school students the opportunity to develop skills and log hours toward mastering a trade. To further their reach, Yearout also partnered with the New Mexico Department of Workforce Solutions, and through this additional engagement, students have the chance to work alongside our experts for up to 400 hours. Once the hours are completed, students can join the Union’s apprenticeship program. IN 2024, WE WELCOMED FIVE PARTICIPANTS FROM THE PROGRAM TO THE LEGENCE TEAM WHO ARE NOW UNDER THE UNION’S APPRENTICESHIP PROGRAM AS 1.5-LEVEL APPRENTICES.

MECHANICAL CONTRACTOR'S ASSOCIATION OF AMERICA Through our involvement with the MCA, which sponsors the Associated Schools of Construction Student Competition, we help coach students through the largest construction management competition in the country. Legence teammates also help prep competitors from Southern California teams through engagement with local technical colleges such as Cal Poly. Our teams help prepare students by facilitating a problem statement, judging, and coaching. In this local effort, and at the national scale, we are sharing solutions with emerging professionals to take them to the next level.

ROTATIONAL PROGRAM

DESIGN LAB PARTNERSHIP

RE Tech’s Rotational Program aims to expand expertise of junior team members through year-long on-the-job training program that exposes candidates to a wide range of sustainability knowledge, skills, and projects.

Design LAB is a free, in-school educational program in Cincinnati, Ohio, that introduces architecture and design to students in early education (kindergarten - 8th grade). Design LAB has grown to reach 2,000 kids each year and is a critical way to inspire the next generation of architects. CMTA sponsors this group, and 12 of our local engineers teach classes at regional schools as part of this program.

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Philanthropy and Volunteerism Veterans

Contributing to organizations across our communities. Legence is proud of our commitment to charitable giving and our teammates' dedication to organizations that resonate with our mission and vision. Our people give back to their communities in many ways, from food drives to disaster relief.

We continually look for opportunities to help the veteran population, and we are proud to give back to organizations such as the Wounded Warrior Project or the Veterans Integration Center. YEAROUT SUPPORTS NEW MEXICO’S VETERANS

2024 EFFORTS VOLUNTEER HOURS

7K+

Through the Veteran Integration Center, Yearout employees have held food and clothing drives to support local veterans who are either unhoused or in danger of becoming so. Similarly, Yearout has donated to support Honor Flight, an organization that flies veterans to visit memorials in Washington, D.C. at no cost.

DONATIONS15

$1.6M+

Housing Building is in our DNA. Naturally, we seek out organizations to donate our skills, expertise, and labor, such as Habitat for Humanity and House on the Hill, to help those in affordable housing or other housing programs. RE TECH RECOGNIZED BY ECOACTION ARLINGTON

Our team at RE Tech Advisors was recognized by EcoAction Arlington for their outreach efforts to educate residents in lowincome housing on how to reduce their utility usage.

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Health and Wellness Whether through hosting blood drives with the American Red Cross or sponsoring the Breath of Life Gala for the Cystic Fibrosis Foundation, Legence champions causes that support health, wellbeing, and medical research. A.O. REED SUPPORTS HEART & STROKE WALK

Climate Crisis and Disaster Relief Giving back to causes that can be attributed to our changing climate is an easy parallel for Legence to make. After recent floods in Eastern Kentucky and wildfires in New Mexico, Legence team members stepped up to help those impacted by these natural disasters. CMTA SUPPLY DRIVE FOR EASTERN KENTUCKY FLOOD VICTIMS Our teammates at CMTA gathered supplies for Eastern Kentucky flood victims and delivered them to Appalachian Regional Healthcare (ARH) in Lexington to replenish their disaster relief centers.

For 11 years, A. O. Reed has participated in the San Diego Heart & Stroke Walk hosted by the American Heart Association to raise awareness and support research on ways to mitigate heart disease and stroke.

Food and Hunger

Next Generation Training the next generation of building professionals, who are at the forefront of designing the buildings of tomorrow, is both an honor and a fulfilling way to give back. From work with the Architecture, Construction, and Engineering (ACE) Mentor Program to sponsorship of the BuildingsNEXT™ Student Design competition, we are eager to work with emerging professionals.

Legence team members helped package and prep food across the country for food banks, including Feeding America and Ronald McDonald House. A warm meal should be accessible for everyone, and Legence looks to play a role in feeding those in need. BLACK BEAR LENDS A HAND TO ALL ROADS SHELTER In Boulder, Colorado, our teammates at Black Bear Energy volunteered at a local shelter to help prepare and serve food for lunch service. THERMA SUPPORTS 9/11 NATIONAL DAY OF SERVICE 15 employees from Therma combined with over 800 other volunteers to pack meals for folks experiencing food insecurity. The team packaged 250,000 meals to give back to the local community.

WeAreLegence.com

SPOTLIGHT

Legence Sponsors the United States Department of Energy’s BuildingsNEXT™ Student Design Competition

Formally the Solar Decathlon, Legence has been a proud sponsor of this extraordinary student event that pushes young scholars to conceptualize innovative solutions for problems across the built environment.

Wyatt Ross from CMTA delivered opening remarks at the Team Showcase and was selected for the 2025 BuildingsNEXT Alumni Recognition

As the premier (gold) sponsor of the Team Showcase, Legence brands were proud to join in on the action and support teams at the Golden, Colorado, onsite, where more than 150 collegiate students attended to showcase their zeroenergy building designs.

Jess Farber from CMTA served as a Grand Juror and provided closing remarks

We know the lasting impact these types of events and initiatives have not only on the industry but also on the individuals, and we are always excited to engage with students beyond the competition to develop career pathways and connections.

James Del Monaco from P2S served as a Divisional Juror

Legence’s marketing team partnered with BuildingsNext on a joint communications plan to promote the showcase

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Monetary Donations From Toys for Tots to the Make-A-Wish Foundation, Legence gives monetary support to causes that align with our values.

THERMA’S TOY AND BIKE DRIVE

2024 CONTRIBUTIONS

Through Kids Bike Line’s annual bike build, Therma employees supported children’s health in underserved communities by donating labor and funds. Employees showed up to help build bikes. Each year, Therma employees also donate around 300 toys to the Anne Darling Elementary School in San Jose, California. ANNE DARLING ELEMENTARY

THERMA’S HELPING HAND FOUNDATION

…and many more.

WeAreLegence.com

WE ARE

Driving Strong Leadership CULTIVATING A CULTURE OF INCLUSIVITY AND COLLABORATION OUR COMMITMENTS

MAINTAINING A WELL-QUALIFIED BOARD OF DIRECTORS WITH A VARIETY OF EXPERIENCES AND EXPERTISE

CREATING AN EXECUTIVE LEADERSHIP TEAM, 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

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A MESSAGE ON LEADERSHIP

We Are Driving Strong Leadership We pride ourselves on having strong industry leaders with the ability to think outside the box to develop new and innovative solutions. The secret to our success lies in how we develop those industry leaders. ENGINEERED FOR LONG-TERM VALUE To address the complex and critical challenges our industry faces and to promote the ‘Built Different, Built Better, Built for What’s Next’ mindset, Legence has chosen to bring together a cohort of leaders to create the Legence Leadership Council (LLC). Members of the LLC are nominated by senior leadership, and there are currently 160+ members. Each leader completes a predictive index assessment16 to help them identify their unique leadership characteristics. The goal of the council is to merge our problem-solving capabilities, industry-innovation, and collaboration to drive strong leadership practices and create unique cross-selling opportunities across our brands. A PIPELINE OF STRONG LEADERS The LLC is our incubator for leadership and collaboration, developed alongside employees to ensure value and scalability. Through the LLC, we are equipping our people with the skills and experience to address the complex issues our brands face, enabling them to continue scaling our solutions together. GROWING BETTER TOGETHER Members of the LLC attended in-person summits in 2024. After these summits, 18 cohorts were created to focus on brandwide problems. Leadership development activities include experiential learning and development, knowledge sharing, foundational training and development, executive exposure, and reinforcement of learning objectives. Each cohort has a subjectmatter expert, an advisor, a company lead, and an observer or participant, ensuring clear roles and responsibilities are divided among the group. This structure was designed to highlight each individual’s leadership qualities and to ensure the most efficient and effective collaboration. Members of each cohort are responsible for applying what they have learned from their time in the council to help deploy it across their teams.

WeAreLegence.com

Chelsea Wever

Sara Johns

Director, Talent Development

Manager, Talent Development

Our Leadership Introducing the team that is leading the way in reimagining building efficiency.

GREG BARNES

JAMES BENSON

STEPHEN BUTZ

DEBORAH CLOUTIER

ELT MEMBER

Chief Human Resources Officer

President, Engineering & Consulting

Chief Financial Officer

Chief Innovation Officer Founder, RE Tech Advisors

STEVE HANSEN

TERRY KEENEN

CHRISTIE KELLY

BILAL KHAN

ELT MEMBER

BOARD CHAIR

BOARD MEMBER

Chief Operating Officer

Nominating & Corporate Governance Committee Chair

Audit Committee Chair

Sr. Managing Director of Private Equity, Blackstone

ARIF QURAISHI

JUSTIN SCHWARTZ

BRYCE SEKI

JEFFREY SPRAU

ELT MEMBER

BOARD + ELT MEMBER

Chief Growth Officer

Chief Strategy Officer

General Counsel

Chief Executive Officer

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Executive Leadership Team DAVID COGHLAN

DJ FALDOWSKI

BOARD MEMBER

ELT MEMBER

Compensation Committee Chair

President, Implementation & Maintenance

PHILLIP LE BRIS

MITCHELL NIMOCKS

ELT MEMBER

BOARD MEMBER

Chief Accounting Officer

Managing Director, Blackstone

Consisting of leaders from across our brands, C-Suite executives, and our CEO, the Executive Leadership Team (ELT) is a valuable source of knowledge and expertise. The group meets in person every two months to guide our companies toward success.

Legence Executive Leadership Team meeting held at the United States Naval Academy in Annapolis, MD, in May 2022.

KAREN TOOR

DREW TORBIN

ELT MEMBER

Chief Marketing Officer

President, Black Bear Energy

WeAreLegence.com

Leadership Approach We provide a structure that enables Legence to scale efficiently and effectively.

Risk Management and Response

Cybersecurity

Legence is dedicated to keeping up with industry trends and best practices in our approach to risk management. We remain vigilant and adaptable in our approach and use external resources, including insurers, to help ameliorate some risks. Legence is committed to robust oversight from our general counsel and information technology (IT) specialists to report on potential risks and communicate with the Executive Leadership Team, who then track, monitor, and respond to risks on a case-by-case basis.

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 thirdparty 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.

TECHNOLOGY-FORWARD HOW LEGENCE LEVERAGES AI Legence is committed to leveraging artificial intelligence (AI) technology into our workflow to enhance efficiency, improve communication, and support sustainability initiatives across the organization. We focus on identifying and applying technology to our everyday processes, to bring greater productivity to our workflows and allow our employees more time to leverage their innovative and creative skills that make us best in class. Benefits of AI so far include: Streamlined processes Improved data gathering and reporting More efficient and dynamic work environments By prioritizing AI and other emerging technologies, we strive to provide our employees with access to the latest tools and technologies, empowering them to perform at their highest potential and drive the organization forward.

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Supply Chain Legence has a long line of suppliers within our company, which gives us the opportunity to support a variety of business enterprises. The majority of our suppliers are local to each company, but we have also worked to develop national partnerships with leading brands and vendors to take advantage of significant cost savings and availability of products and services. This dual approach of combining local and national vendors allows us to ensure our pricing remains competitive and opens up new potential markets across the U.S. IN 2024, WE LEVERAGED LEGENCE'S PURCHASING POWER TO GAIN Incentives

Rebates

Contract pricing

Early pay discounts

WE ARE DOING OUR PART TO Reduce shipping emissions by sourcing from local suppliers, where applicable Actively choose fair and ethical sourcing

Price check and set fair rates of exchange

LEGENCE SUPPORTS LOCAL BUSINESSES Our local and small business partnerships provide the specialized parts and materials that we need to best serve our customers. By building on these relationships, we are able to secure efficient, predictable service that reduces transportation time and associated emissions in our supply chain. As a bonus, our trusted suppliers often provide us with essential market insights, such as rising demand for specific products or new materials slated for the market.

Close to 70% of our top suppliers are local businesses

Procure more sustainable Legence branded gear

Policies Our policies hold us accountable for our actions and facilitate good governance. Legence has worked to further merge and blend policies and practices across our organization and adopted the following streamlined policies for overall compliance. We are committed to reviewing our policies annually and updating them according to new risks and regulations. TO DATE, LEGENCE POLICIES INCLUDE Anti-corruption Code of Business Conduct and Ethics Crisis Communication Delegation of Authority

WeAreLegence.com

Information Management Travel and Expenses Whistleblower Mechanisms

Employee and Industry Engagement We are stronger when we all work together. Consistent, two-way communication with employees is how Legence stays up to date with our employee experience.

UNIFYING A CULTURE

Legence values the feedback and insights we gain from engaging with our employees as well as actively participating in industry associations in order to learn from our peers and share best practices. It is important for us to connect with all in the office, on the job site, and throughout our industry and communities.

Legence CEO, Jeff Sprau, shared some of Legence’s engagement success with Fast Company, the world’s leading business media brand. Jeff focused on the topic of leading through consensus and the importance of making employees feel valued and part of the process.

Employee Engagement Survey Legence conducted our third company-wide Engagement Survey in 2024, garnering a 58% response rate from our office-based personnel. This annual initiative signifies our commitment to leveraging employee feedback to enhance the overall employee experience.

Fostering an inclusive culture includes truly listening and valuing all points of view. JEFF SPRAU Chief Executive Officer,

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Leadership that Scales Excellence Teammates across Legence in ASHRAE, an international society for heating, refrigerating, and air-conditioning professionals. Founded in 1894, ASHRAE has been researching, writing, publishing, and educating the industry on advancing human well-being through sustainable technology for the built environment.

Today, our team members hold various positions within ASHRAE KENT PETERSON

BEN BUCKNER

Chair, Center of Excellence for Building Decarbonization

Research Promotion Chair, Nashville, Tennessee, Chapter

DOUG FICK

GREG AVIÑA-RODRÍGUEZ

Chair, ASHRAE Standards Committee

President, Nashville, Tennessee, Chapter

FRANK SHADPOUR

ABBY HANS

Chair, College of Fellows Program

Student Activities Chair, Cincinnati, Ohio, Chapter

MICHELLE SHADPOUR

TAYLOR LEIGH

Member, Technical Committee 1.4

Treasurer, Louisville, Kentucky, Chapter

Chair, Young Engineers in ASHRAE Committee President, San Diego, Califorinia, Chapter CARRIE KELTY

JOHN OKERSON Vice President, Indiana Chapter

Region 7 Representative, Regional Members Council

In the News Kent Peterson, Chair of ASHRAE's Center of Excellence for Building Decarbonization (CEBD), helped develop the recently published ASHRAE’s Guide to Strategic Decarbonization Planning. The guide, created in collaboration with the U.S. Green Building Council (USGBC) and supported by NYSERDA, provides project teams with essential tools to reduce operational carbon emissions in existing buildings. The guide addresses a critical industry need, as the building sector accounts for nearly 40% of global carbon emissions. By providing practical frameworks for strategic planning17, the resource helps organizations navigate the complex process of building decarbonization.

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Creating accessible tools for sustainable building decisions is essential for widespread industry transformation. This guide exemplifies ASHRAE’s goal to accelerate decarbonization, and P2S and Legence are proud to contribute to this vital work. KENT PETERSON Chief Operating Officer, P2S

Industry Participation Legence’s team is made up of big thinkers and industry veterans who are eager to share their experiences and help advance our industry. By attending industry events and joining membership associations, we are able to share our vision of a more sustainable future.

INDUSTRY MEMBERSHIPS 1 8

A LEADER IN DECARBONIZATION AND SUSTAINABLE BUILDING DESIGN Legence’s Chief Sustainability Officer, Deb Cloutier, was interviewed by IWBI as part of its Signature Interview Series: Shaping Buildings, Shaping Lives. The interview focused on Deb’s pioneering role in leading innovation in sustainable building practices. Deb answered questions and provided insight on compliance, industry opportunities around healthy, sustainable buildings, as well as noting that a solid decarbonization strategy is non-negotiable for buildings today.

At Legence, we keep it simple. Every solution we recommend must decrease operating costs, cut carbon emissions, and improve people’s well-being. Because ultimately, this isn’t just about better buildings— it’s about building a better future. DEB CLOUTIER Chief Sustainability Officer, …and many more.

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CONNECTING WITH OTHER EXPERTS INDUSTRY EVENTS DatacenterDynamics (DCD) Connect in NYC University of Maryland Student Sustainability Summit U.S. Department of Energy's BuildingsNEXT™ Student Design Competition Engineering NewsRecord's Groundbreaking Women in Construction NBI's Getting to Zero Forum IWBI's WELL Building Policy Summit NBi's Net Zero Buildings Week

Associated General Contractors of America—Women of the Construction Industry iGlobal Forum's Global Leaders in Real Estate Summit Women in ASHRAE (WiA) Leadership Symposium BOMA International ULI Fall Meeting The Counselors of Real Estate Montgomery County Energy Summit Michigan Energy Summit

Yotta

Decarb LA

IFMA

IMN ESG & Decarbonizing Real Estate

Society of Women Engineers Greenbuild Fairmont's Annual Sustainability Fair

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Climate Week iGlobal Forum Real Estate Summit U.S. Department of Energy's Better Buildings, Better Plants Summit

WE ARE

Built for What's Next We don’t just build for today. We build for what’s coming. For over a century, we have delivered innovative solutions in buildings where failure is not an option. We intend to continue this through our coalition of companies and commitments of our own, long into the future, so that we and our clients can meet sustainability goals with unmatched speed and scale. KEY SUSTAINABILITY INITIATIVES FOR THE FUTURE Maintaining a best-in-class safety culture for our employees, clients, and communities Continuing to lead with respect to sustainability goal setting, tracking, and achievements Remaining an employer of choice with maximum career development potential Building upon our culture of philanthropy, community service, and volunteerism Sharing knowledge, best practices, and successes with the industry at large We are embarking on projects that are ramping up decarbonization efforts across the country. Together, we are turning our experience into action, using forward-looking strategy, in-house execution, scalable technologies, and regulatory insight to elevate high-stakes sectors like healthcare, education, life sciences, and data centers, and working towards a future that will benefit people, profits, and the planet.

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

FUTURE

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ENDNOTES 1

TRIR= Total Recordable Incidents X 200,000 / Total Hours.

Emissions per employee metrics are calculated using total Scopes 1 and 2 location-based emissions and annual employee head counts for each brand. Employee totals include both full-time and part-time employees. Total scopes 1 and 2 location-based emissions were 21,656 MTCO2e for 2024 and 21,061 MTCO2e for 2023; Scope 1 and 2 emissions intensity per full-time employee across all brands was 3.92 for 2024 and 4.08 for 2023. This resulted in a 4% decrease in emissions per employee. This metric and the underlying data have not been verified by an independent third party.

Individual Sq Ft. of each project is recorded in a Legence project database to track progress. These figures do not include embodied carbon, only operational carbon. Select projects are third-party certified only when the owner elects to pay to certify. Otherwise, these are a combination of modeled design goals for ongoing design and performance verified by utility bills for operating projects.

LTIR = Lost Time Incidents X 2000,000 / Total Hours.

Total Number of Vehicle Accidents / Total Mileage x 1,000,000.

Mobility scores are calculated using WalkScore.com. We input data on our office locations across the country to understand how accessible our locations are to walking, biking, or use of public transit on a scale of 0-100.

Walk Score measures the walkability of any address using a patented system. For each address, Walk Score analyzes hundreds of walking routes to nearby amenities. Points are awarded based on the distance to amenities in each category. Walk Score also measures pedestrian friendliness by analyzing population density and road metrics such as block length and intersection density.

Transit Score is a patented measure of how well a location is served by public transit. Transit Score is based on data released in a standard format by public transit agencies. To calculate a Transit Score, we assign a "usefulness" value to nearby transit routes based on the frequency, type of route (rail, bus, etc.), and distance to the nearest stop on the route. The "usefulness" of all nearby routes is summed and normalized to a score between 0 - 100.

Bike Score measures whether an area is good for biking. For a given location, a Bike Score is calculated by measuring bike infrastructure (lanes, trails, etc.), hills, destinations and road connectivity, and the number of bike commuters. These component scores are based on data from the USGS, Open Street Map, and the U.S. Census.

Statement of Boundaries:

Over 80% of reported Scope 1 and Scope 2 emissions are from tracked data.

Disclosed Scopes 1, 2, and 3 values reflect full year 2024 emissions, regardless of date of acquisition for new business units.

Scope 1: Stationary fuel emissions include natural gas used for heating Legence facilities and diesel and gasoline consumption used in Legence equipment. Fleet emissions represent mobile diesel and gasoline consumption from Legence vehicles. Refrigerant emissions are excluded from the GHG inventory pending review of the materiality of this emissions source to Legence's operations.

Scope 2: Electricity emissions include purchased electricity that supplies Legence offices/facilities and electric vehicles.

Scope 3: Business travel includes emissions from corporate travel for employees, where business travel data was reported. 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 associated with Legence facilities.

Note: Legence’s 2024 GHG Inventory includes 2024-acquired companies, P2S and AMA Group.

Under many of our leasing agreements, Legence does not have access to metered energy consumption data. Where metered data is unavailable, we estimate leased space energy consumption and input this into ENERGY STAR® Portfolio Manager® to provide a baseline for tracking progress; we are also evaluating upcoming lease renewals as opportunities to request this data from landlords.

Included 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.

Total floor area reflects gross floor area for Legence facilities occupied during CY2024, regardless of occupancy period or acquisition date for new business units in 2024.

As of December 31, 2024.

Monetary and in-kind donations.

The predictive index is a scientifically validated assessment that focuses on each of our innate drivers or qualities that best describe our actions, providing an overarching motif such as 'Individualist, Maverick, Specialist, or Captain.'

https://www.ipcc.ch/report/ar6/wg3/chapter/chapter-9/

Industry memberships: AABC Commissioning Group (ACG); Air Force Manpower Analysis Agency (AFMAA); American Industrial Hygiene Association (AIHA); American Institute of Architects (AIA); American Society for Health Care Engineering (ASHE); American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE); American Society of Mechanical Engineers; American Society of Safety Professionals (ASSP); Apartment and Office Building Association (AOBA); Association for Learning Environments (A4LE); Association of Energy Engineers; Association of School Business Officials International; BICSI; Building Owners and Managers Association (BOMA); California Plumbing and Mechanical Contractors Association; The Counselors of Real Estate (CRE); International Association of Professional Engineers; International Facility Management Association; International Society of Pharmaceutical Engineers; Mechanical Contractors Association of American (MCCA); NAIOP; National Electrical Contractors Association (NECA); National Fire Protection Association (NFPA); National Safety Council (NSC); New Building Institute; Sheet Metal and Air Conditioning Contractors’ National Association (SMACNA); Society of American Military Engineers (SAME); The Society for College and University Planning (SCUP); U.S. Green Building Council (USGBC); United Association (UA); and Washington Building Congress (WBC).

FORWARD LOOKING STATEMENTS The data and information in this 2025 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, 2024 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 forwardlooking 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. 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 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. Certain information and data contained herein has been obtained from third parties. We have not independently verified the data from these third-party 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 therefor. 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.

CONTACT For questions regarding information found within this report, contact: comms@wearelegence.com

ABOUT LEGENCE Legence is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other 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.

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