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IEIESC

IES Holdings, Inc.

$IESC·$15B·Engineering & Construction·Industrials
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IEIESC
$IESCIES Holdings, Inc.
——86 posts
AI analysisFundamentalsVoices on X
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What it does

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

IES Holdings, Inc. operates across the United States, specializing in the engineering and implementation of integrated electrical and technology systems, alongside providing essential infrastructure products and related services. Its Commercial & Industrial division offers electrical and mechanical design, construction, and ongoing maintenance support for a diverse range of facilities. These include corporate offices, manufacturing plants, data processing centers, chemical and refining operations, renewable energy sites such as wind and solar farms, municipal infrastructure projects, and healthcare institutions. The Communications segment focuses on designing, installing, and servicing network infrastructure. This work primarily supports data centers catering to co-location and managed hosting clients, in addition to corporate, educational, financial, hospitality, and healthcare buildings, e-commerce fulfillment centers, and advanced manufacturing facilities. Furthermore, this segment provides design and installation expertise for audiovisual, telecommunications, fire suppression, wireless access, and security alarm systems, while also engaging in the development, deployment, and upkeep of data network systems. Within its Infrastructure Solutions unit, the company undertakes the repair and maintenance of both alternating and direct current electric motors and generators, as well as power generation and distribution equipment. It also manufactures bespoke metal-enclosed bus duct solutions for power distribution, custom generator enclosures for commercial and industrial uses, and produces, refurbishes, and repairs industrial lifting magnets. Additionally, this segment services and repairs primary and auxiliary generators, main alternators, and traction motors used in railway systems. The Residential segment is responsible for electrical installations in both single-family homes and multi-unit apartment complexes. It also provides cable television installations for residential and light commercial customers, and installs solar power systems for both new construction and existing residences. Established in 1997 and headquartered in Houston, Texas, the company rebranded from Integrated Electrical Services, Inc. to IES Holdings, Inc. in May 2016.

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

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

4-year forecast · up to 1 analysts
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

In themes

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

The Power Grid

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Voices on X · top 14 · last 7 days

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