IES Holdings, Inc.
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What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Engineering & Construction sits in its cycle right now — and what that implies for $IESC.
Engineering & Construction
No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..
Industry benchmark
16-name peer basket
+40.2%YTD
+65.7%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
32.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
34.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
12.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
3.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
54.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
25.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$1.2B+39.6%27.4%14.4%$7.67$-15.1M
Q2 FY26$974.2M+16.8%24.5%11.5%$5.51$102.1M
Q1 FY26$871.0M+16.2%25.3%11.2%$4.58$29.4M
Q4 FY25$897.8M+15.7%26.0%11.6%$5.06$112.0M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$4.0B$4.0B – $4.0B$19.69$19.69 – $19.691
FY27$4.7B$4.7B – $4.7B$22.20$22.20 – $22.201
FY28$5.4B$5.4B – $5.4B$25.62$25.62 – $25.621
FY29$5.4B$5.4B – $5.4B$29.75$29.75 – $29.751
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