Legence Sustainability Report 2026

Sustainability Report

JUNE 2026

Contents INTRODUCTION

1

A Message from Our CEO

1

About Legence

3

Sustainability Focus Areas

5

Industry Leadership, Awards, and Innovation

6

SAFETY-FIRST CULTURE

13

Safety by the Numbers

14

Safety Awards and Accolades

15

IMPACTING THE ENVIRONMENT

17

GHG Inventory

18

Road to Minimizing Our Carbon Impact

19

ELEVATING OUR PEOPLE

23

Culture, Engagement, and Demographics

24

Training and Development

25

Philanthropy and Volunteerism

28

DRIVING STRONG LEADERSHIP

29

Our Leadership

30

Leadership Approach

31

Industry Participation

32

A MESSAGE FROM OUR CEO

HEAR FROM JEFF SPRAU Scan the QR code to watch our welcome video and explore the full digital report.

WEARELEGENCE.COM/SUSTAINABILITY

Our focus remains clear: to advance high-performing, healthy, and sustainable buildings at scale.

1

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

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

MTCO2e

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,

WeAreLegence.com

2

WE ARE

OUR IMPACT ADVISORY / SQ FT

7B+ Legence brings together deep local market expertise, national scale, and cohesively integrated in-house teams to tackle the industry's most complex challenges.

Enhanced the efficiency of more than 7 billion square feet across 55,000+ 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

6.6K+

Designed more than 6,600 miles of geothermal systems.

OUR VALUES VISION

MISSION

PURPOSE

Create a future in which energy-efficient, healthy, and sustainable buildings are the norm, not the exception.

Legence delivers high-performance buildings by leveraging our teams' integrated approach, technical expertise, and passion for our customers, communities, and colleagues.

Improve the well-being of people and the planet by unlocking the energy efficiency potential of buildings.

3

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

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 Manufacturing

Public Sector

Life Sciences

Commercial Real Estate

OUR REACH

100+

6.9K+

OFFICES & FACILITIES ACROSS THE UNITED STATES

CONSULTANTS, ENGINEERS, CRAFTSPEOPLE, AND TECHNICIANS

A LEGENCE COMPANY

WeAreLegence.com

4

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.

5

SAFETY

OUR PEOPLE

Routine training, education, and drills are helping to keep our people safe both inside and outside the workplace and jobsites.

Attracting and retaining a culture where talent and individuality are fostered for the betterment of our entire organization.

THE ENVIRONMENT

GOOD GOVERNANCE

Working toward net zero by 2050.

Compliance and transparency are leading our efforts and hold us to high standards of excellence.

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

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

A.O. Reed Makes History with Ductwork Installation in San Diego

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.

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.

FORBES BUSINESS COUNCIL

SMART MEMBERS JOURNAL

Legence Champions the Impact and Success of ENERGY STAR®

CMTA Shares Insights on the Benefits of Energy Retrofits in Healthcare

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.

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.

FAST COMPANY

THE ATLANTIC

HEALTHCARE BUSINESS TODAY

WeAreLegence.com

6

AWARDS

Excellence Across Legence LEGENCE

P2S

RE TECH ADVISORS

Legence recognized in U.S. News & World Report's 2025-2026 Best Companies to Work For: Private Companies

P2S recognized in Top 500 Design Firms by Engineering News-Record

RE Tech earned Best In Building Health Award from Fitwel® and named a Premium Provider

CMTA

SC ENGINEERS

CMTA recognized in Top 500 Design Firms by Engineering News-Record

Michelle Shadapour of SC Engineers named finalist in S&P Global Energy Awards

AMA (now CMTA) ranked #17 in the 2025 Best Companies to Work for in Engineering

7

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

Kalyani Rameshchander of RE Tech Advisors named a Top Fitwel Ambassador

INNOVATION

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.

WeAreLegence.com

8

LEGENCE'S LEADING PROJECTS

Leveling Up Through Innovation

Fast-Tracking the Future of Research and Development Spaces SKID DESIGN AND FABRICATION FOR ELI LILLY'S "MEDICINE FOUNDRY"

Unlocking innovative solutions for mission-critical infrastructure.

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.

9

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

Aiming for Extra Credit in Educational and Early Childhood Development Spaces NET ZERO OPERATIONS FOR A LEADING RESEARCH & DEVELOPMENT ORGANIZATION

NATION'S FIRST ZERO ENERGY AND WELL CERTIFIED SCHOOL

SERVICES: ENGINEERING STUDY FOR NET ZERO ENERGY MASTER PLAN AND ZERO SITE OPERATIONAL CARBON

SERVICES: BUILDING SYSTEM DESIGN

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 groundmounted 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.

WeAreLegence.com

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.

10

SADDLEBACK COLLEGE, IN MISSION VIEJO, CALIFORNIA

UNIVERSITY OF MIAMI IN CORAL GABLES, FLORIDA SERVICES: ELECTRICAL, PLUMBING, AND FIRE PROTECTION ENGINEERING

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)

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: 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.

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.

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INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

Going Above & Beyond in Airport Infrastructure

Balancing Compliance & the Bottom Line through Advisory Services

COLUMBIA METROPOLITAN AIRPORT (CAE)

AIR COMMUNITIES' EMISSIONS REDUCTION ROADMAP

SERVICES: ELECTRICAL ENGINEERING, PERMITTING, CONSTRUCTION, AND COMMISSIONING

SERVICES: ADVISORY AND CONSULTING

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.

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.

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.

WeAreLegence.com

12

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

13

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

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

DEDICATED SAFETY PROFESSIONALS 1

70+ Safety professionals across Legence

LOST-TIME INCIDENT RATE4

0.14

INDUSTRY AVERAGE

3.00

Industry average: 1.70 (BLS 2024)6

(BLS 2024)6

VEHICLE INCIDENT RATE5

6.48 SAFETY TRAINING COURSES

12.4K+ SAFETY COMMUNICATION PLAN

0.64 TRIR

2022

1,105 0.59 TRIR

2023

WeAreLegence.com

0.47

0.51

TRIR

TRIR

2024

2025

Safety communications delivered

82.1% Open rate on safety communications Legence target: 80%

14

Safety Awards and Accolades A.O. REED

THERMA California SMACNA Safety Award

MCAA recognition for recordable case incidence and lost workday incidence rates 25% or more below industry average

SMACNA Safety Excellence Program - 2nd Place

SMACNA Safety Achievement Award for logging over 2 million man‑hours of safe work

Cal/OSHA Golden Gate Safety Partnership Recognition

YEAROUT MECHANICAL American Supply Association (ASA) Safety Recognition Program

BEL-AIRE MECHANICAL SMACNA Top Safety Performer Award

AGC Construction Safety Excellence Award (CSEA)

SMACNA Safety Achievement Recognition

SMACNA Safety Achievement Award

GILBERT Associated General Contractors (AGC) Construction Health and Safety Excellence (CHASE) Contractor Recognition

Mechanical Contractors Association of America (MCAA) Safety Excellence Certificate of Commendation

15

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

CASE STUDY

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.

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16

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

17

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

GHG Inventory 2025 Legence Operational Emissions

7, 8

33,286

TOTAL MT CO2e

109

1,600,932

FACILITIES AND OFFICES9

TOTAL SQUARE FEET10

SCOPE 111

SCOPE 212

Emissions Per Employee 2

TOTAL

LOCATION-BASED

15,710.40 MT CO2e

3,598.26 MT CO2e MARKET-BASED

3,928.14 MT CO2e

SCOPE 313

OTHER14

OPERATIONAL WASTE

OZONE-DEPLETING SUBSTANCE

1,009.78 MT CO2e

106.68 MT CO2e

BUSINESS TRAVEL

BIOGENIC

566.74 MT CO2e

3.06 MT CO2e

Legence tracks scope 1 and 2 GHG emissions per employee on our decarbonization journey. This intensitybased 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.

LEGENCE'S EMISSIONS TREND

4.19

MT CO2e

3.92

MT CO2e

3.32

MT CO2e

EMPLOYEE COMMUTING

12,400.57 MT CO2e TOTAL

13,977.09 MT CO2e

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2023

2024

2025

18

The Road to Minimizing Our Carbon Impact

RENEWABLE ENERGY PROCUREMENT

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.

CONDUCTING A GHG INVENTORY

TRACKING SUSTAINABILITY DATA

CATALOGING SUSTAINABILITY MEASURES

INTRODUCTION

PROCURING GREEN POWER

EFFICIENCY MEASURES

DATA COLLECTION

19

GENERATING RENEWABLE ENERGY

SAFETY

ENVIRONMENT

PEOPLE

INSTALLING EFFICIENCY UPGRADES AND PURCHASING EFFICIENT EQUIPMENT REDUCING WASTE

LEADERSHIP

RESILIENCE TRACKING SUSTAINABILITY DATA ADDRESSING PHYSICAL CLIMATE RISK

In 2025, Legence enhanced our data collection and monitoring capabilities by centralizing companywide 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.

MAINTAINING COMPLIANCE

CONDUCTING A GHG INVENTORY

PIVOTING TO PREFABRICATION

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.

SUSTAINABILITY AT OUR OFFICES GREEN LEASING

PRIORITIZING GREEN BUILDINGS

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LEVELING UP

Data Assurance Legence has completed third-party assurance for our calendar year 2025 scope 1 and 2 emissions with an external provider.

20

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.

21

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

22.2k+ pounds

WATER SAVED

3.5k+ gallons

WASTE DIVERTED

630+ pounds

RECOVERED METALS

7.5k+ pounds

GHG EMISSIONS REDUCED

30.9k+ pounds

LEVELING UP

LEVELING UP

Fleet Efficiency

Cardboard Recycling

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 realtime data monitoring.

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.

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

GENERATING RENEWABLE ENERGY

ADDRESSING PHYSICAL CLIMATE RISK

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.

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.

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.

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

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.

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.

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.

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22

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

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INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

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.

LEVELING UP

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.

WeAreLegence.com

2025 EMPLOYEE DEMOGRAPHICS16

6.9K+ CONSULTANTS, ENGINEERS, CRAFTSPEOPLE, AND TECHNICIANS

White (not Hispanic or Latino) 68% Hispanic or Latino 13% Asian 11% Two or More Races 3% Black or African American 2% American Indian or <1% Alaskan Native Native Hawaiian or <1% Other Pacific Islander Declined to Answer 2%

70% male

30% female

2%

4%

VETERANS

DISABLED

64% union

36% non-union

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Training and Development At Legence, skill-building is at our core.

2025 TRAINING EFFORTS UPSKILLING COURSES

2.1K+

HARASSMENT + WORKPLACE VIOLENCE PREVENTION TRAINING COURSES

Understanding that each workforce is unique, we give our brands the flexibility to design personalized learning journeys using our advanced learning platform.

2.0K+

TRAINEES, INTERNS, AND APPRENTICES

215

LEVELING UP

The Legence Intern Experience

TOTAL COURSES COMPLETED ON INCLUSION LEADERSHIP TRAINING

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.

EMPLOYEE TESTIMONIALS

400+

2025 Intern, CMTA

INTRODUCTION

SAFETY

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.

HANNAH BRADDOCK

25

I thoroughly enjoy the work that I am doing. They allow me the freedom to grow professionally and personally.

ENVIRONMENT

PEOPLE

LEADERSHIP

STRATEGIC HIRING LEVELING UP

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

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2025 INTERNAL MOVES

2025 EMPLOYEE REFERRALS

16

131

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.

26

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.

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.

2025 EFFORTS VOLUNTEER HOURS

7.7K+

MONETARY AND IN-KIND DONATIONS

$1.9M+

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INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

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

ANNE DARLING ELEMENTARY

THERMA'S HELPING HAND FOUNDATION

…and many more.

WeAreLegence.com

28

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

29

INTRODUCTION

SAFETY

ENVIRONMENT

PEOPLE

LEADERSHIP

Our Leadership TERRENCE KEENEN

JEFFREY SPRAU

BOARD CHAIR

BOARD MEMBER

Nominating & Corporate Governance Committee Chair

CHIEF EXECUTIVE OFFICER

Our Board

Our Cabinet

Our Board is made up of experienced professionals who steer us toward longterm success.

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.

DAVID COGHLAN

CHRISTIE KELLY

BOARD MEMBER

BOARD MEMBER

Compensation Committee Chair

Audit Committee Chair

BILAL KHAN

MITCHELL NIMOCKS

BOARD MEMBER

BOARD MEMBER

Sr. Managing Director of Private Equity, Blackstone

Managing Director, Blackstone

WeAreLegence.com

GREG BARNES

JAMES BENSON

CHIEF PEOPLE & TECHNOLOGY OFFICER

PRESIDENT, ENGINEERING & CONSULTING

STEPHEN BUTZ

DEBORAH CLOUTIER

CHIEF FINANCIAL OFFICER

CHIEF INNOVATION OFFICER

DJ FALDOWSKI

STEVE HANSEN

PRESIDENT, INSTALLATION & MAINTENANCE

CHIEF OPERATING OFFICER

PHILLIP LE BRIS

FRANK RUSSO

CHIEF ACCOUNTING OFFICER

CHIEF INFORMATION OFFICER

JUSTIN SCHWARTZ

BRYCE SEKI

CHIEF STRATEGY OFFICER

GENERAL COUNSEL

30

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

Supply Chain

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

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.

INTRODUCTION

59%

SUPPLY SPEND ON LOCAL BUSINESSES

WE ARE DOING OUR PART

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.

31

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.

SAFETY

ENVIRONMENT

Actively choose more fair and ethical sourcing Price check and set fair rates of exchange Procure more sustainable Legence-branded gear

Reduce shippingrelated GHG emissions by sourcing from local suppliers where applicable

LEVELING UP

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.

PEOPLE

LEADERSHIP

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

LEVELING UP

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.

WeAreLegence.com

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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”

DNV-2026-ASR-865188 19219 Katy Fwy, Suite 175, Houston, TX 77094 33

Verification Opinion Verification Protocol ISO14064-3:2019 – Greenhouse Gases - Part 3: Specification with Guidance for the Verification and Validation of Greenhouse Gas Statements.

Introduction Operational Boundary DNV Business Assurance USA, Inc. (DNV) has been commissioned by Legence Holdings Operational control, January 2025 – December 31, 2025 LLC (Legence) to carry out an1,independent verification of Legence’s greenhouse gas (GHG) emissions statement for calendar year 2025, on an operational control basis.

Data Verified Verification Objective GHG Emissions

Scope 1 15,710.40 MTCO The objective of this verification was to verify Legence's GHG emissions to a limited level 2e of assurance for the calendar year 2025. To fulfill the objective, DNV performed the review Scope 2 (market-based) 3,928.14 MTCO 2e based Scope on: 2 (location-based) 3,598.26 MTCO2e • Legence’s GHG inventory of GHG emissions and performance; Assurance Opinion • Conformance with applicable verification criteria, including the principles and Basedrequirements on the verification process conducted

by DNV, we provided Limited of of relevant standards or GHG programs, within athe scopeLevel of the Assurance regarding the GHG Emissions Inventory for Legence. verification; • found Legence's GHG-related and DNV no evidence thatcontrols; the information as presented in the above section, Data • Any significant changes in Legence's GHG inventory since the last reporting period.

Verified: • is not materially correct; Verification Scope • is not a fair representation of the GHG emissions information; and GHG emissions on anwith operational control basis: •Legence's is not prepared in accordance the listed criteria.

• Scope 1 GHG emissions Independence • Scope 2 GHG emissions (market-based and location-based) DNV was not involved in the preparation of any part of Legence's data or report. We adopt a Level of Assurance balanced approach towards all stakeholders when performing our evaluation. Legence has sole responsibility preparation of the and external report. DNV, in performing our The verification wasfor conducted

by DNV todata a limited level of assurance. assurance work, is responsible to the management of Legence. Our assurance opinion, Level however, represents our independentMateriality opinion and is intended to inform Legence.

Errors/omissions which represent 5% of single or aggregated total emissions are considered DNV Business Assurance USA, Inc. material.

Additionally, any omissions or inconsistencies that could influence stakeholder April 22, 2026 decisions or affect the integrity of the GHG report are considered qualitatively material, Digitally signed by Kyle Digitally signed by Bachamanda, Bachamanda, Silon Shruthi Poonacha regardless of size.

Kyle Silon Date: 2026.04.21 Shruthi Poonacha Date: 2026.04.22 11:08:07 -04'00' Lead Verifier Kyle Silon

21:52:19 -07'00'

Technical ReviewerCriteria Verification Ke Karl Song

Approver Shruthi Poonacha Bachamanda

The World Business Council for Sustainable Development’s (WBCSD)/World Resources This Verification Opinion is for the sole use and of the party contractingaccounting with DNV Business Institute’s (WRI) “The Greenhouse Gasbenefit Protocol, A corporate and Assurance reporting USA, Inc. Any use of or reliance on this document by any party other than the Client shall be at the sole risk of standard - Revised edition” 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

34

ENDNOTES 1

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

2

Emissions per employee are calculated using total Scope 1 and 2 locationbased 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 forwardlooking 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.

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