IES Holdings, Inc.(IESC)— Stock Profile, AI Score & Financials
Industrials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
IES Holdings, Inc. (IESC) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores IESC at 68.3/100 on a 32-signal composite quality model, placing it at rank #324 of 2,961 stocks — the top 25% of the AI-ranked universe. IESC scores in the top quartile across balance sheet strength (97.3), revenue growth (81.6). Areas of concern include earnings quality (32.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), IES Holdings, Inc. reports quarterly revenue of $1.2B, net income of $153.5M, an operating margin of 14.4%. Top institutional holders of IESC by reported 13-F value include GENDELL JEFFREY L, FMR, BlackRock, based on the most recent SEC filings. IESC trades on the Nasdaq exchange and files with the SEC under CIK 1048268. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IESC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for IES Holdings, Inc. directly from SEC EDGAR.
AI Quality Score
68.3/100
AI Rank
#324
Revenue
$1.2B
Net Income
$153.5M
Free Cash Flow
$63.8M
Operating Margin
14.4%
IESC key financials by period
IES Holdings, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$3.4B
$306.0M
11.4%
FY 2024
10-K
$2.9B
$219.1M
10.4%
FY 2023
10-K
$2.4B
$108.3M
6.7%
FY 2022
10-K
$2.2B
$34.8M
2.6%
FY 2021
10-K
$1.5B
$66.7M
5.6%
FY 2020
10-K
$1.2B
$41.6M
4.2%
Institutions holding IESC
Institutional investors reporting a position in IES Holdings, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-31 — Q3 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 39.6% to $1.24B on data-center demand, lifting operating income to $178.5M, while Residential revenue fell 6.3% and its gross margin dropped to 22.2%.
Biggest Revenue Drivers
Communications$453.1M+51.4% YoY
Continued strong demand in the data center market, plus growth in distribution center and high-tech manufacturing end markets
Residential$324.1M-6.3% YoY
Housing affordability and economic conditions cut single-family volumes; multi-family fell 14.2% on lower fiscal 2025 backlog
Biggest Revenue Drivers
Total revenue: $1.24B+39.6% YoY
Communications$453.1M+51.4% YoY
Continued strong demand in the data center market, plus growth in distribution center and high-tech manufacturing end markets
Residential$324.1M-6.3% YoY
Housing affordability and economic conditions cut single-family volumes; multi-family fell 14.2% on lower fiscal 2025 backlog
Commercial & Industrial$241.4M+109.1% YoY
Expanded data center capabilities allowing larger and more projects, plus execution of certain large, short duration projects
Infrastructure Solutions$224.1M+73.1% YoY
Strong custom engineered solutions demand in data centers and expanded capacity; Gulf Island contributed $51.7M
Within Infrastructure Solutions
Custom Engineered Solutions$179.5M
Manufacturing businesses serving primarily the data center end market
Largest Expense Items
Cost of services$902.0M72.6% of revenue vs 73.1%
Cost ratio improved as Communications and Commercial & Industrial margins rose, offsetting Residential and Infrastructure Solutions declines
Selling, general and administrative expenses$162.2M+27.4% YoY
Increased personnel costs supporting growth and higher incentive compensation; cash-settled stock awards cost $11.4M vs $2.7M
Provision for income taxes$51.3Mvs $29.5M prior-year quarter
Driven primarily by increased pretax income
Depreciation and amortization$17.0Mvs $11.7M prior-year quarter
Follows capital expenditures of $44.6M in the quarter, largely at Infrastructure Solutions
Margins: Gross margin rose to 27.4% from 26.9%, up at Communications (26.2%) and Commercial & Industrial (30.5%) on data center execution, but down at Residential (22.2% vs 28.1%) and Infrastructure Solutions (34.0%).
Watch Items from the Filing
Residential gross margin fell to 22.2% from 28.1% as weak demand and pricing pressure limited recovery of higher material costs; operating income dropped to $16.3M.
Backlog reached $4.53B versus $2.07B a year ago; remaining performance obligations were $2.80B, with $2.29B expected to be recognized within 12 months.
Marketable securities of $310.6M drove a $26.2M pretax gain this quarter; a 10% market move would swing pre-tax income by $31.1M.
Tontine owns approximately 52% of shares; a sale could trigger change-of-control provisions in the credit agreement, bonding agreements and executive severance plan.
Gulf Island, acquired January 2026 for $152.0M, added $51.7M revenue but only $1.8M operating income, lowering Infrastructure Solutions gross margin to 34.0%.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
