LIVE

IESC

IES Holdings, Inc.

IESC

NASDAQ·Industrials·Engineering & Construction·Mkt cap $13.9B

$654.00

-6.57%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$291.00 - $804.00

P/E

34.88

Fwd P/E

33.21

Beta

1.79

Div Yield

0.00%

Avg Vol

237.2K

Shares Out

19.9M

Mkt Cap

$13.9B

Price action

Price chart

Up 135.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Integrated service model offering design, installation, and maintenance capabilities reducing customer coordination needs
  • Specialized expertise in high-value sectors including data centers, renewable energy, and critical infrastructure with high switching costs
  • Diversified revenue streams across commercial, industrial, communications, infrastructure, and residential segments reducing cyclical exposure
  • Custom manufacturing capabilities for specialized equipment including bus duct solutions and generator enclosures creating differentiation
  • Established relationships with Fortune 500 companies and utilities providing recurring revenue and contract stability

Bear Case

2 risks

  • Above-average volatility (beta 1.8).
  • Premium valuation to Construction & Engineering peers

Growth

Moderate growth ahead

Data center expansion driven by cloud computing, AI infrastructure, and increased digital transformation investments

Value

Premium valuation to Construction & Engineering peers

Momentum

Hot

+45.1% over 3m

Quality

Stable

Exceptional business - top-tier fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 30, 2026

Q2 26 RECAP

MAY 1, 2026

Reported EPS of $4.16 vs $3.95 consensus (+5.3% surprise). Revenue of $974.2M vs $1.0B expected (-3.2%).

EPS beat +5.3%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+5.3%

Next: Apr 30, 2026

Revenue trend · last 8Q

+18%

+18%

+16%

+16%

+16%

+17%

Q3 24

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

Q2 26

$768.4M

$775.8M

$749.5M

$834.0M

$890.2M

$897.8M

$871.0M

$974.2M

Margins · last 8Q

Gross

24.5%

Operating

11.5%

Profit

11.3%

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

1

100%

Sell

0%

Median Price Target

Latest: Freedom Broker · May 5, 2026

vs Industry

How IESC stacks vs Engineering & Construction

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.