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IEIESC

IES Holdings, Inc.

$IESC·$14B·Engineering & Construction·Industrials
$313.12-2.0%YTD-19.6%1Y+72.9%
Price updated 15m ago·X counts updated 2d ago
IEIESC
$IESCIES Holdings, Inc.
$313.12-2.01%37 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $IESC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

37X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $IESC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data17 posts analyzed · as of 2026-08-07

IES Holdings delivered a monster Q3 — revenue $1.24B beat $1.08B est (+40% YoY), adj EPS $6.70 vs $4.83 est. 2-for-1 stock split approved. Stock +33% post-earnings. Bulls note IESC 'is a $15B EV company that doesn't do earnings calls' and 'essentially no analyst coverage.' Top stock recommendation 6 months running from one holder. Grouped with EME +20%, PWR +21%, FIX in data-center infrastructure names not-APLD. Tone: high-conviction under-covered data-center-power structural bull.

Read what X is saying about $IESC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IESC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

IES Holdings monster Q3 — revenue $1.24B +40% YoY beat $1.08B est, adj EPS $6.70 vs $4.83, 2-for-1 split approved.

IES Holdings is the electrical-services and infrastructure-installation franchise — Q3 revenue $1.24B up 39.6% YoY at 14% operating margin — down 13% YTD despite a monster Q3 print that stunned analysts.

  • Q3 revenue was $1.24B up 39.6% YoY at 14% operating margin — this is real, accelerating electrical-services revenue with 26% gross margin, and 33x P/E is priced for continued high growth as data-center-infrastructure-plus-electrical-services demand scales.
  • The Q3 print was outstanding — revenue $1.24B beat $1.08B est (+40% YoY), adj EPS $6.70 vs $4.83, 2-for-1 stock split approved, stock +33% post-earnings. IESC as 'a $15B EV company that doesn't do earnings calls' and 'essentially no analyst coverage' is real under-covered-quality framing.

At 10% of its 52-week range and 36% below the 50-day, this is coiling on a mixed tape — the Q3 print was strong but the stock has been in a drawdown since. The Nov 20 Q4 print with revenue growth above 30% plus continued data-center-infrastructure customer commentary is what restarts the compounder read past $450; a growth decel or a specific data-center project delay is what pulls this back to $280.

Agrees with X sentimentBulls' framing — IES Holdings delivering monster Q3 (revenue $1.24B beat $1.08B est +40% YoY, adj EPS $6.70 vs $4.83 est), 2-for-1 stock split approved, stock +33% post-earnings, IESC as 'a $15B EV company that doesn't do earnings calls' and 'essentially no analyst coverage', grouped with EME +20%, PWR +21%, FIX in data-center infrastructure names — is a coherent high-conviction under-covered-data-center-power setup.

What to watch: The Nov 20 Q4 print. Revenue growth above 30% plus continued data-center-infrastructure customer commentary is what restarts the compounder read past $450; a growth decel or a specific data-center project delay is what pulls this back to $280.

On the calendar: 2026-11-20 — Q4 earnings

Read the AI verdict on $IESC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Electrical and communications contracting company providing infrastructure services for commercial, industrial, and data center construction.

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 · Industrials

Engineering and construction order books are at record levels driven by data-centre electrical infrastructure, grid modernisation under IIJA, and LNG/industrial construction; labour scarcity remains the binding constraint on output growth, with Sterling's record backlog and FIX's modular expansion both evidencing sustained demand.

What this means for $IESC

Direct beneficiary — electrical and communications contracting for data centres and industrial facilities directly benefits from AI infrastructure build-out; data-centre colocation cabling is a high-growth segment.

Industry benchmark

20-name peer basket
+19.1%YTD
+23.4%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.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$3.35$2.42+38.4%
Q1 2026May 1, 2026$4.16$3.95+5.3%
Q4 2025Jan 30, 2026$3.71$1.97+88.3%
Q3 2025Nov 21, 2025$2.53$1.56+62.2%
Next earningsFri, Nov 20·consensus EPS $2.81

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

4-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.2B$4.2B – $4.2B$11.57$11.57 – $11.571
FY27$6.3B$6.3B – $6.3B$13.46$13.46 – $13.461
FY28$7.5B$7.5B – $7.5B$15.76$15.76 – $15.761
FY29$5.4B$5.4B – $5.4B$14.88$14.88 – $14.881

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.5%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-41.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-40.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 39.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.785-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 12Todd M ClevelandDirector5.0K sh$3.8MSellJun 12Jeffrey L GendellChair46.7K sh$35.3MSellMay 27Jeffrey L GendellChair30.3K sh$21.4MSellMay 26Jeffrey L GendellChair2.1K sh$1.4MSellMay 14Jeffrey L GendellChair39.4K sh$27.3MSellMay 13Jeffrey L GendellChair15.0K sh$10.4MSellMay 8Tracy MclauchlinCFO3.0K sh$2.0MSellMay 8Todd M ClevelandDirector11.6K sh$7.7MSellMay 6Todd M ClevelandDirector922 sh$628KSellMay 6Jeffrey L GendellChair13.0K sh$8.7M
+ 6 other (6 awards) in window

See when $IESC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 118-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

IES Holdings (IESC) entered into a Transaction Agreement on August 7, 2026 to acquire DBM Global Intermediate Holdco Inc. from Innovate Corp. through a merger structure using IES Merger Sub Inc. as the acquisition vehicle. DBM Global provides structural, mechanical, and electrical fabrication services. Transaction terms were not disclosed in the excerpt.

8-KPress release / Reg FDJul 318-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

IESC (IESC) filed an 8-K under Item 2.02 on 2026-07-31 announcing earnings results for the third quarter 2026. The filing furnishes a press release with the company's financial results and operational highlights. No detailed headline figures are available in the excerpt — the full earnings press release is attached as an exhibit. This is a routine earnings disclosure; materiality depends on whether results beat or missed consensus expectations.

S-3ASRAuto-shelf registrationJul 2S-3ASR
AI summary

IESC (IESC) filed an S-3ASR shelf registration statement (Common Stock, Preferred Stock, Debt Securities) on 2026-07-02. This is a primary shelf registration (potential future dilution) that establishes the framework for future securities offerings. No capital is raised at filing — actual dilution occurs only when specific prospectus supplements (424B) are filed. Administrative but important to watch as a precursor to future at-the-market or underwritten offerings.

8-KPress release / Reg FDMay 18-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 8 other (3 13Gs · 2 13Fs · 2 10-Qs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

IES Holdings Inc (IESC) Shares Fall 7.6% -- What GF Score of 85 Tells Investorsgurufocus.com·23h agoIES Sees Data Center Boom, Plans $650M DBM Global Acquisitiondefenseworld.net·18d agoIES Holdings, Inc. (IESC) Presents at 17th Annual Midwest IDEAS Conference Transcriptseekingalpha.com·19d agoIES Sees Data Center Boom, Plans $650M DBM Global Acquisitionmarketbeat.com·19d agoIES Holdings to Present and Host 1x1 Investor Meetings at the 17th Annual Midwest IDEAS Investor Conference on August 27th in Chicago, ILglobenewswire.com·32d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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Voices on X · last 7 days

No standout posts about $IESC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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