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IEIESC

IES Holdings, Inc.

$IESC·$15B·Engineering & Construction·Industrials
$303.00-2.2%YTD+91.3%1Y+74.3%
Mentions · last 7 days
2026-08-22: 4 posts2026-08-23: 1 posts2026-08-24: 6 posts19+30%
Price updated 6h ago·X counts updated 7d ago
IEIESC
$IESCIES Holdings, Inc.
$303.00-2.19%19 posts+30%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $IESC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Under-the-radar electrical contractor for data centers up 91% YTD — DBM acquisition just landed on a 2-for-1 split.

IES Holdings is a US electrical, HVAC, and technology-systems contractor — the pipes and wires builder for data centers, industrial facilities, and residential communities. The equity has been one of the great sleeper data-center-power plays because the company genuinely doesn't do earnings calls and has essentially no analyst coverage.

  • Fiscal Q3 revenue grew 40% year-on-year to $1.24B and EPS came in at $6.70 vs $4.83 consensus (39% beat) — the largest beat of the last four quarters, driven by data-center construction demand across all segments.
  • On Aug 11 IESC signed to acquire DBM Global from Innovate Corp — DBM provides structural, mechanical, and electrical fabrication, adding a specific capability into the same data-center customer base. Deal terms weren't disclosed.
  • Post-Q3, IESC approved a 2-for-1 stock split — a management signal that the tape and per-share numbers are running hard enough to warrant it; splits themselves are cosmetic, but the timing is a management confidence indicator.
  • Stock is +91% year-to-date and +112% over 12 months, sitting at the 74th percentile of its 52-week range — real acceleration, though only 1 analyst covers the name so the tape is doing more of the work than sell-side conviction.

What sustains the accelerating call is Dec 9 fiscal Q4 delivering a fifth consecutive quarter of ~40% growth alongside DBM closing on the announced timeline. What invalidates it is a data-center construction spending pause (hyperscaler-driven, so any Nvidia/hyperscaler capex reset filters here fast), or DBM integration friction that shows up as revenue disruption in fiscal Q1/Q2.

Agrees with X sentimentThe bullish X read (Q3 monster beat, 2-for-1 split, IESC grouped with EME/PWR/FIX as data-center-power infrastructure) matches the fundamentals exactly. The 'essentially no analyst coverage' framing is genuinely accurate (1 analyst per the estimate database) — this is a name where the tape leads the sell-side rather than the other way around.

What to watch: Dec 9 fiscal Q4 earnings — data-center segment revenue trajectory and any specific DBM integration timing. Watch hyperscaler capex commentary from Nvidia/hyperscalers as the demand-side second-derivative.

On the calendar: 2026-12-09 — Fiscal Q4 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment17 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 the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

Data center and grid infrastructure construction are the most active verticals; semiconductor fab construction (TSMC Arizona, Intel Ohio) adds a large multi-year project pipeline. Labor and materials cost inflation are the primary execution risks.

What this means for $IESC

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is IES Holdings, Inc.

Industry benchmark

18-name peer basket
+40.1%YTD
+55307.8%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$4.0B$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

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.1.7×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.1%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.-51.2%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.-43.8%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 today0.9% 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.β1.825-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 Sees Data Center Boom, Plans $650M DBM Global Acquisitiondefenseworld.net·3d agoIES Holdings, Inc. (IESC) Presents at 17th Annual Midwest IDEAS Conference Transcriptseekingalpha.com·5d agoIES Sees Data Center Boom, Plans $650M DBM Global Acquisitionmarketbeat.com·5d agoIES Holdings to Present and Host 1x1 Investor Meetings at the 17th Annual Midwest IDEAS Investor Conference on August 27th in Chicago, ILglobenewswire.com·18d agoAnalyzing APi Group (NYSE:APG) & IES (NASDAQ:IESC)defenseworld.net·19d ago

In themes

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

The Power Grid

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Voices on X · top 3 · 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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