IES Holdings, Inc.(IESC)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #324 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
IESC Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for IES Holdings, Inc. (IESC), 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. IES Holdings, Inc.'s 13F Pro composite quality score has ranged between 48 and 74 since 2021, currently 68.3 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving IESC's Business? Latest 10-Q Breakdown
✓ 40/40 datapoints verifiedAI-extracted from IES Holdings, Inc.'s 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
Continued strong demand in the data center market, plus growth in distribution center and high-tech manufacturing end markets
Housing affordability and economic conditions cut single-family volumes; multi-family fell 14.2% on lower fiscal 2025 backlog
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$1.2B
Net Income
Q2 2026
$153.5M
Free Cash Flow
Q2 2026
$63.8M
Operating Margin
Q2 2026
14.4%
ROIC
Q2 2026
58.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+16.9% YoYNet Income
+39.6% YoYOperating Income
+27.5% YoYEPS (Diluted)
+51.9% YoYTotal Assets
+28.3% YoYTotal Debt
Op. Cash Flow
+22.1% YoYFree Cash Flow
+15.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $3.37B +16.9% | $2.88B +21.3% | $2.38B +9.7% | $2.17B +41.0% | $1.54B +29.0% | $1.19B |
| Net Income | $306.0M +39.6% | $219.1M +102.3% | $108.3M +211.5% | $34.8M -47.9% | $66.7M +60.2% | $41.6M |
| Operating Income | $383.5M +27.5% | $300.9M +88.3% | $159.8M +185.3% | $56.0M -34.6% | $85.6M +70.9% | $50.1M |
| EPS (Diluted) | $7.51 +51.9% | $4.95 +117.8% | $2.27 +215.3% | $0.72 -54.3% | $1.57 +62.4% | $0.97 |
| Total Assets | $1.60B +28.3% | $1.24B +26.7% | $981.6M +5.0% | $934.7M +21.9% | $766.6M +36.8% | $560.5M |
| Total Debt | $0.00 | $0.00 | $0.00 -100.0% | $81.6M +105.4% | $39.7M +18216.1% | $217.0K |
| Operating Cash Flow | $286.1M +22.1% | $234.4M +52.3% | $153.9M +846.4% | $16.3M -57.1% | $37.9M -50.6% | $76.7M |
| Free Cash Flow | $218.8M +15.6% | $189.2M +38.9% | $136.2M +1148.5% | $-13.0M -142.6% | $30.5M -57.6% | $72.0M |
Get alerted when IESC's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for IES Holdings, Inc. including:
Top Institutional Holders of IESC
GENDELL JEFFREY L
$7.6B10,293,528 shFMR LLC
$1.6B2,245,587 shBlackRock, Inc.
$649.1M883,520 shDIMENSIONAL FUND ADVISORS LP
$308.9M420,423 shVANGUARD CAPITAL MANAGEMENT LLC
$295.3M401,936 shVANGUARD PORTFOLIO MANAGEMENT LLC
$279.4M380,318 shFIRST TRUST ADVISORS LP
$254.7M346,730 shSTATE STREET CORP
$201.3M274,069 shGEODE CAPITAL MANAGEMENT, LLC
$196.2M266,996 shCapital International Investors
$151.0M205,596 sh
| Fund | Value | Shares |
|---|---|---|
| GENDELL JEFFREY L | $7.6B | 10,293,528 |
| FMR LLC | $1.6B | 2,245,587 |
| BlackRock, Inc. | $649.1M | 883,520 |
| DIMENSIONAL FUND ADVISORS LP | $308.9M | 420,423 |
| VANGUARD CAPITAL MANAGEMENT LLC | $295.3M | 401,936 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $279.4M | 380,318 |
| FIRST TRUST ADVISORS LP | $254.7M | 346,730 |
| STATE STREET CORP | $201.3M | 274,069 |
| GEODE CAPITAL MANAGEMENT, LLC | $196.2M | 266,996 |
| Capital International Investors | $151.0M | 205,596 |
Companies Similar to IESC
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
STERLING INFRASTRUCTURE, INC.
COMFORT SYSTEMS USA INC
EMCOR Group, Inc.
MOOG INC.
SPX Technologies, Inc.
AAR CORP
nVent Electric plc
FEDERAL SIGNAL CORP /DE/
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Industrials Companies
View all Industrials →Put IESC on your watchlist
Track score changes the day IES Holdings, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is IESC a good stock to buy?
13F Pro's AI-powered analysis of IES Holdings, Inc. (IESC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IESC are available on the IESC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. IESC is classified as a large company.
Which hedge funds own IESC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IESC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of IES Holdings, Inc.'s investment landscape.