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IESC

IES Holdings, Inc.

IESC

NASDAQ·Industrials·Engineering & Construction·Mkt cap $12.9B

$322.57

+2.37%

P/E

14.27

Mkt Cap

$12.9B

52-Wk Range

$170.07–$408.26

52-Week Range

$170.07 - $408.26

P/E

14.27

Fwd P/E

27.88

Beta

1.78

Div Yield

0.00%

Avg Vol

457.4K

Shares Out

19.9M

Mkt Cap

$12.9B

Price action

Price chart

Up 78.8% over the trailing year

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

Stable outlook

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

Value

Premium valuation to Construction & Engineering peers

Momentum

Weak

-12.2% over 3m

Quality

Stable

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

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

Next: Nov 20, 2026

Q3 26 RECAP

JUL 31, 2026

Reported EPS of $6.70 vs $4.83 consensus (+38.7% surprise). Revenue of $1.2B vs $1.1B expected (+15.1%). Beat on both top and bottom lines.

EPS beat +38.7%
Rev beat +15.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+38.7%

Revenue trend · last 8Q

+18%

+18%

+16%

+16%

+16%

+17%

+40%

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

Q2 26

Q3 26

$775.8M

$749.5M

$834.0M

$890.2M

$897.8M

$871.0M

$974.2M

$1.2B

Margins · last 8Q

Gross

27.4%

Operating

14.4%

Profit

20.6%

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.