IES (NASDAQ:IESC) Shares Down 6.8% - Here's What Happened
IES Holdings (NASDAQ: IESC) shares dropped 6.8% to $688.35 with significantly lower trading volume. This occurred despite the company reporting better-than-expected quarterly EPS of $3.35 and revenue of $1.24 billion. The company also announced a 2-for-1 stock split effective August 24th, although insiders sold a substantial amount of shares in the past three months.
A Look at IES Holdings Inc (IESC) After 5.0% Gain -- GF Value $329.86 vs Price $793.96
IES Holdings Inc (IESC) experienced a 5.0% gain, bringing its price to $793.96, significantly above its GF Value™ of $329.86, indicating it is 140.7% overvalued. Despite a strong GF Score™ of 85/100, its valuation rank is low at 1/10, and insiders have sold $310.1 million worth of stock in the past year with no buying activity, suggesting potential risks for investors. The company's P/E ratio of 35.3x is also considerably higher than its 5-year median, further supporting the overvaluation assessment.
IES Holdings to Present and Host 1x1 Investor Meetings at the 17th Annual Midwest IDEAS Investor Conference on August 27th in Chicago, IL
IES Holdings, Inc. announced that its President and CEO, Matt Simmes, and CFO, Tracy McLauchlin, will present at the 17th Annual Midwest IDEAS Investor Conference on August 27, 2026, in Chicago, IL. The presentation is scheduled for 7:55 AM CT and will be webcast. IES Holdings designs and installs integrated electrical and technology systems and provides infrastructure products and services across various end markets in the United States.
IES Holdings to acquire DBM Global for $650 million By Investing.com
IES Holdings Inc. announced its definitive agreement to acquire DBM Global Inc., a structural steel fabrication and erection platform, from INNOVATE Corp. for approximately $650 million. The acquisition will be financed through a combination of cash and IES common stock, with DBM Global operating as a new Structural line of business for IES upon closing. The transaction, valued at approximately $685 million including a tax election payment, is expected to close in the quarter ending December 31, 2026, pending regulatory approvals.
IES Holdings to Present and Host 1x1 Investor Meetings at the 17th Annual Midwest IDEAS Investor Conference on August 27th in Chicago, IL
IES Holdings, Inc. announced that its President and CEO, Matt Simmes, and CFO, Tracy McLauchlin, will present and host 1x1 investor meetings at the 17th Annual Midwest IDEAS Investor Conference in Chicago on August 27, 2026. The presentation will begin at 7:55 AM CT and will be webcast. IES Holdings specializes in designing and installing integrated electrical and technology systems and providing infrastructure products and services across various markets.
IES Holdings (IESC) Faces A Mixed Valuation View Following Strong Third Quarter Earnings
IES Holdings (IESC) reported strong third-quarter earnings with significant revenue and profit growth, leading to a substantial year-to-date share price return. Despite this performance, the company faces a mixed valuation view, trading at a P/E of 33.6x, which appears to be good value compared to its peers and industry, but is considered overvalued by the SWS DCF model. Investors are advised to consider both valuation methods and assess execution risks.
IES Holdings to Present and Host 1x1 Investor Meetings at
IES Holdings, Inc. will present at the 17th Annual Midwest IDEAS Investor Conference on August 27, 2026, in Chicago, IL. Matt Simmes, President and CEO, and Tracy McLauchlin, CFO, will host 1x1 investor meetings. The presentation will be webcast, and materials will be available on the company's investor relations website.
IES Holdings (IESC) files Form 13F listing $310.6M across 17 positions
IES Holdings, Inc. has filed a quarterly Form 13F report, disclosing 17 equity positions with an aggregate value of $310.6 million. The report indicates that IES Holdings is the sole reporting manager for these holdings. The filing was signed by Mary Newman, Chief Administrative Officer and General Counsel.
IES Holdings to Present and Host 1x1 Investor Meetings at
IES Holdings, Inc. (NASDAQ: IESC) announced that its President and CEO, Matt Simmes, and CFO, Tracy McLauchlin, will present at the Midwest IDEAS Investor Conference on August 27, 2026, in Chicago. The presentation is scheduled for 7:55 AM CT and will be webcast. The company specializes in designing and installing integrated electrical and technology systems and providing infrastructure products and services across various markets.
IES CEO and CFO Set to Present at Chicago Investor Conference
IES Holdings (NASDAQ: IESC) announced that its President and CEO, Matt Simmes, and CFO, Tracy McLauchlin, will present at the 17th Annual Midwest IDEAS Investor Conference in Chicago on August 27, 2026. The presentation will be webcast live at 7:55 a.m. CT, with materials available on the company's investor relations website. IES Holdings specializes in designing and installing integrated electrical and technology systems and providing infrastructure products across various U.S. markets.
Wall Street Missed This Data Center Compounder — IES Holdings (IESC) Deep Dive
IES Holdings (IESC), an electrical contractor, has shown impressive growth with nearly doubled EPS and 40% revenue jump, driven largely by the AI-fueled data center boom. Despite its strong financial performance, a significant backlog, and a recent $685 million acquisition of DBM Global to expand into structural steel, the company remains largely overlooked by Wall Street. The article suggests that IESC's complex business model and niche market positioning might contribute to its under-the-radar status, but a forthcoming stock split could increase its visibility.
IES Holdings to Acquire DBM Global for $650 Million in Stock and Cash Deal
IES Holdings, Inc. announced its intention to acquire DBM Global, Inc. for a base purchase price of $650 million in a stock and cash deal. The acquisition agreement was disclosed in a Form 8-K filing on August 11, 2026, stemming from an agreement made on August 7, 2026. This transaction involves DBM Global, Inc. being acquired from Innovate Corp. and DBM Global Intermediate Holdco Inc.
IES Holdings to Acquire 92% of DBM Global From Innovate in $650 Million Deal
IES Holdings is set to acquire approximately 92% of DBM Global from Innovate and DBM Global Intermediate Holdco for a base price of $650 million. The consideration includes 215,487 IES shares valued at $140 million, with the remainder paid in cash, and a $5 million holdback. This acquisition aims to expand IES Holdings' industrial services and fabrication capabilities, and the deal is subject to regulatory approvals.
IES Holdings to Acquire DBM Global
IES Holdings, Inc. announced its definitive agreement to acquire DBM Global Inc., a structural steel fabrication and erection platform, for approximately $650 million in cash and stock. This acquisition will establish a new Structural line of business for IES, diversifying its operations and expanding its capabilities in key markets such as data centers and infrastructure. The transaction is expected to close in the quarter ending December 31, 2026.
Trading Systems Reacting to (IESC) Volatility
This article from Stock Traders Daily discusses how their AI-powered trading systems are reacting to volatility in Ies Holdings Inc. (NASDAQ: IESC). It highlights strong sentiment across all time horizons supporting an overweight bias, an exceptional risk-reward setup, and provides details on institutional trading strategies including position trading, momentum breakout, and risk hedging with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal analysis with support and resistance levels.
IES Holdings to Acquire DBM Global
IES Holdings, Inc. announced a definitive agreement to acquire DBM Global Inc. for approximately $650 million in cash and IES common stock. This acquisition will establish DBM Global as a new Structural line of business for IES, diversifying its operations. The transaction is expected to close in the quarter ending December 31, 2026, pending regulatory approvals and other conditions.
IES Holdings, Inc. entered into a Transaction Agreement to acquire DBM Global Inc. from DBM Global Intermediate Holdco Inc. and others for approximately $670 million.
IES Holdings, Inc. announced its intent to acquire DBM Global Inc. for approximately $670 million. The acquisition, valued at a base purchase price of $650 million subject to adjustments, involves IES acquiring 100% of DBMG's outstanding shares, including a 91.21% stake from INNOVATE through DBM Global Intermediate Holdco Inc. The transaction, unanimously approved by both boards, is expected to close in the quarter ending December 31, 2026, pending regulatory approvals and other customary closing conditions.
How Investors Are Reacting To IES Holdings (IESC) Surging Q3 2026 Sales And Nearly Doubled Profit
IES Holdings, Inc. reported strong financial results for Q3 2026, with sales of US$1,242.7 million and net income of US$152.97 million, nearly doubling its quarterly profit from the previous year. This performance reinforces the company's ability to scale profitably, but also raises concerns about valuation, share price volatility, and recent insider selling. While the earnings beat strengthens the bull case, investor opinions on the stock's fair value vary widely, reflecting both upside catalysts and potential risks.
IES Holdings to acquire structural steel services company in $650 million deal
IES Holdings is set to acquire DBM Global, a structural steel services company, in a $650 million deal. This acquisition follows another recent deal and coincides with IES's preparations to relocate its headquarters. The article highlights this significant business development for the Houston-based company.
INNOVATE Agrees to $650 Million Sale of DBM Global to IES Holdings
INNOVATE Corp. announced it has entered into a definitive agreement to sell its subsidiary, DBM Global Inc., to a subsidiary of IES Holdings, Inc. for an enterprise value of $650 million. The all-cash transaction is expected to close in the second half of 2026, subject to regulatory approvals and customary closing conditions. This sale is part of INNOVATE's strategy to streamline its portfolio and reduce debt, while IES Holdings aims to expand its infrastructure and industrial services through the acquisition of DBM Global's specialized steel construction and design capabilities.
IES Holdings' (NASDAQ:IESC) Solid Profits Have Weak Fundamentals
IES Holdings reported robust earnings, but an analysis reveals that its free cash flow significantly lagged its reported profit, with an accrual ratio of 0.30. The company's profits were also boosted by US$83m in unusual items, which are typically non-recurring. These factors suggest that IES Holdings' underlying financial health might be weaker than its statutory profit figures indicate.
IES Holdings to Acquire DBM Global
IES Holdings, Inc. announced a definitive agreement to acquire DBM Global Inc., a vertically integrated structural steel fabrication and erection platform, for approximately $650 million. The acquisition will establish DBM Global as a new Structural line of business for IES, diversifying its operations and expanding its capabilities in key markets such as data centers and infrastructure. The transaction is expected to close in the quarter ending December 31, 2026, subject to customary closing conditions.
IES Holdings to acquire DBM Global for $650 million
IES Holdings Inc. (NASDAQ:IESC) has announced a definitive agreement to acquire DBM Global Inc., a structural steel fabrication and erection platform, from INNOVATE Corp. (NYSE:VATE) for approximately $650 million. The acquisition will be funded through cash on hand, an expanded credit facility, and shares of IES common stock. DBM Global, which generated $1.3 billion in revenue for the twelve months ended March 31, 2026, will become IES's new Structural line of business, complementing its existing segments.
DBM Global, with about $1.3B revenue, set to join IES in $685M deal
IES Holdings (NASDAQ: IESC) is set to acquire DBM Global, a structural steel fabrication and industrial services platform, from INNOVATE Corp (NYSE: VATE) for a total consideration of approximately $685 million. The deal, which includes cash and IES common stock, will establish a new Structural line of business for IES, diversifying its operations and expanding its capabilities across various markets. DBM Global, with $1.3 billion in revenue for the twelve months ended March 31, 2026, employs around 3,400 people and operates over 2 million square feet of facilities.
How Investors Are Reacting To IES Holdings (IESC) Surging Q3 2026 Sales And Nearly Doubled Profit
IES Holdings (IESC) reported strong Q3 2026 results with surging sales and nearly doubled net income, reinforcing its investment narrative for sustained growth. While the company's performance strengthens the bull case on quality and returns, it also highlights concerns about valuation, share price volatility, and recent insider selling. The article suggests investors consider these factors along with various fair value estimates for a comprehensive understanding.
IES Holdings, Inc. (IESC) Stock Forecasts
IES Holdings Inc. (IESC) has received an Investment Rating of BUY from Argus, with a raised target price of $879.00. The company's current price is $762.71, and it has high subratings for Industry, Management, Growth, and Value, with medium ratings for Safety and Financial Strength.
IES Holdings' (NASDAQ:IESC) Solid Profits Have Weak Fundamentals
IES Holdings reported strong earnings, but an analysis reveals weak underlying fundamentals. The company's accrual ratio of 0.30 indicates that its free cash flow (US$228m) was significantly less than its statutory profit (US$454.2m), suggesting that a large portion of profits are not backed by cash. Additionally, unusual items worth US$83m boosted profit, which may not be repeatable, leading to concerns about future profitability if these contributions do not recur.
IES Shares Set to Split on Monday, August 24th (NASDAQ:IESC)
IES Holdings (NASDAQ:IESC) announced a 2-for-1 stock split, effective Monday, August 24th, following the distribution of new shares on August 21st. The company recently reported strong quarterly results, exceeding EPS and revenue expectations. Despite mixed analyst sentiment leaning positive, insiders have sold a significant amount of shares in the past three months.
IES Holdings executive chairman Gendell sells $31.9m common stock
Jeffrey L. Gendell, Executive Chairman of IES Holdings, Inc. (NASDAQ:IESC), recently sold 47,156 shares of the company's common stock for approximately $31.9 million. These transactions, occurring between May 6 and May 8, 2026, took place near the stock's 52-week high, despite InvestingPro suggesting the stock is overvalued. The sales were reported in an SEC filing and involved shares directly held by Mr. Gendell, though he and affiliated Tontine entities retain significant holdings.
IES Holdings, Inc. Revenue Breakdown – NASDAQ:IESC
IES Holdings, Inc. (NASDAQ: IESC) generated $3.37 billion USD in revenue last year, with its Residential segment being the top performer at $1.30 billion USD. The majority of its revenue, also $3.37 billion USD, came from operations within the United States. The company's financial performance shows a slight decrease in the Residential segment's contribution compared to the previous year.
IES Holdings, Inc. Revenue Breakdown – BX:IESC
IES Holdings, Inc. (BX:IESC) generated 2.69 billion CHF in revenue last year. The Residential segment was the top-performing segment, contributing 1.04 billion CHF, a decrease from 1.18 billion CHF in the prior year. The United States was the primary geographic contributor, accounting for all of the company's revenue.
IES Holdings Stock Moves 30% as Q3 Earnings Crush Analyst Estimates
IES Holdings (IESC) stock surged 30% after its fiscal Q3 earnings significantly surpassed analyst expectations, driven by strong growth in its Communications, Commercial & Industrial, and Infrastructure Solutions segments, particularly due to demand from data centers. The company also announced a two-for-one stock split, reached a record backlog of $4.5 billion, and ended the quarter debt-free, signaling strong financial health and management confidence.
IES Holdings (IESC) Is Up 18.9% After EPS From Continuing Operations Roughly Doubles Year Over Year
IES Holdings (IESC) experienced an 18.9% stock increase after its third-quarter 2026 earnings per share from continuing operations roughly doubled year-over-year. The company reported strong sales of US$1,242.7 million and net income of US$152.97 million for the quarter, reinforcing its solid earnings power in electrical contracting and infrastructure services. Despite this, the article notes a rich valuation and recent insider selling as potential risks to consider.
Why Is IES Holdings Stock Gaining Monday? - IES Hldgs (NASDAQ:IESC)
IES Holdings (NASDAQ:IESC) saw its stock rise in premarket trading after reporting strong fiscal third-quarter results that surpassed Wall Street expectations. The company also announced a two-for-one stock split. Growth was primarily driven by the ongoing demand from data center buildouts, significantly boosting its Communications, Infrastructure Solutions, and Commercial & Industrial segments, although its Residential segment experienced a decline.
IES Shares to Split on Friday, August 14th (NASDAQ:IESC)
IES Holdings, Inc. (NASDAQ:IESC) will undergo a two-for-one stock split effective Friday, August 14th, with new shares issued after the market close on August 13th. The company recently reported strong quarterly results, exceeding EPS and revenue expectations, driven by demand in data-center and AI infrastructure. Despite a rally that has pushed shares near their 12-month high, raising valuation concerns and leading to significant insider selling, analysts hold a "Moderate Buy" consensus rating with an average target price below current levels.
IES Holdings (IESC) Is Up 18.9% After EPS From Continuing Operations Roughly Doubles Year Over Year
IES Holdings (IESC) reported strong financial results for the third quarter and first nine months of fiscal 2026, with sales reaching US$1,242.7 million and net income of US$152.97 million in Q3, and diluted EPS from continuing operations roughly doubling year over year. The company's sales for the first nine months hit US$3.09 billion, with diluted EPS at US$17.52. Despite the positive earnings, the article highlights concerns about the stock's valuation risk, especially given its price-to-earnings multiple being above peers and the sector, and recent insider selling.
IES Holdings (IESC) Is Up 18.9% After EPS From Continuing Operations Roughly Doubles Year Over Year
IES Holdings reported strong third-quarter sales of US$1,242.7 million and net income of US$152.97 million, with earnings per share from continuing operations approximately doubling year over year. The company's sales for the first nine months of fiscal 2026 reached US$3.09 billion, and diluted EPS from continuing operations hit US$17.52, indicating improved profitability. While the strong earnings reinforce the company's investment narrative, a high valuation and recent insider selling suggest potential risks if growth sentiment cools.
Earnings Flash (IESC) IES Holdings, Inc. Reports Q3 Revenue $1.24B, Vs. FactSet Est of $1.08B
IES Holdings, Inc. (IESC) reported its third-quarter revenue, reaching $1.24 billion. This figure significantly exceeded the FactSet estimate of $1.08 billion, indicating a stronger-than-expected financial performance for the quarter.
IES Holdings (IESC) Is Up 18.9% After EPS From Continuing Operations Roughly Doubles Year Over Year
IES Holdings (IESC) saw its stock rise by 18.9% after reporting significantly improved financial results for the third quarter of fiscal 2026, with earnings per share from continuing operations roughly doubling year over year. The company's sales reached US$1,242.7 million and net income US$152.97 million in the quarter, contributing to US$3.09 billion in sales and US$17.52 diluted EPS for the first nine months. Despite this strong performance, the article notes that a high valuation and recent insider selling could present risks, although the earnings surge raises market expectations.
Wall Street Zen Upgrades IES (NASDAQ:IESC) to "Strong-Buy"
Wall Street Zen has upgraded IES Holdings (NASDAQ:IESC) from "buy" to "strong-buy," while other analysts maintain an overall "Moderate Buy" rating with an average price target of $458. The company's shares rose 30.3% and opened at $744.54 following better-than-expected quarterly results, and a 2-for-1 stock split is scheduled for August 24. Despite insider stock sales totaling $146.5 million over the past 90 days, institutional investors hold 86.6% of the stock.
IES Holdings (NASDAQ:IESC) Shares Jump 33% as Data-Center Operations Account for 92% of Segment Profit (SEC)
IES Holdings (NASDAQ:IESC) shares surged 33.3% following strong fiscal third-quarter earnings, with data-center operations accounting for 92% of segment operating income before corporate costs. The company reported a 40% increase in revenue and a 71% rise in adjusted earnings per share, driven primarily by its Communications, Infrastructure Solutions, and Commercial & Industrial segments. A significant backlog of $4.53 billion, with 91.6% from data-center-related segments, and a debt-free balance sheet position IES for continued growth, although challenges like labor supply and backlog enforceability remain.
IES Holdings Reports Fiscal 2026 Third Quarter Results and Announces Two-for-One Stock Split
IES Holdings, Inc. announced strong financial results for the third quarter of fiscal 2026, with significant increases in revenue, operating income, and net income compared to the previous year. The company also declared a two-for-one stock split to enhance liquidity. Growth was primarily driven by its Communications, Infrastructure Solutions, and Commercial & Industrial segments, while the Residential segment faced challenges due to a soft housing market.
IES Holdings Reports Fiscal 2026 Third Quarter Results and Announces Two-for-One Stock Split
IES Holdings, Inc. reported strong fiscal 2026 third quarter results, with revenue increasing 40% to $1,243 million and operating income rising 60% to $178.5 million compared to the same period last year. Net income attributable to IES saw a 98% increase to $153.0 million, and the company announced a two-for-one stock split to enhance liquidity. The growth was primarily driven by strong performance in its Communications, Infrastructure Solutions, and Commercial & Industrial segments, largely due to demand in the data center market and strategic acquisitions.
Form 8-K IES Holdings, Inc. For: Jul 31
IES Holdings, Inc. filed a Form 8-K announcing its Q3 2026 financial results, which were released via press release and an online presentation. The company also disclosed that its Board of Directors approved a two-for-one forward stock split of its common stock, with a record date of August 14, 2026, and shares to be received after the close of trading on August 21, 2026.
IES Holdings 3Q 2026: Revenue $1.24B, EPS $7.57— 10-Q Summary
IES Holdings, Inc. reported strong third-quarter results for the period ended June 30, 2026, with revenue of $1.24 billion and diluted EPS of $7.57. This performance was driven by robust demand for data center solutions and expanded project execution across its segments, leading to a significant increase in net income and a record backlog. The company's acquisition of Gulf Island in January 2026 also contributed materially to its Infrastructure Solutions growth.
IES Holdings, Inc. (IESC) Q3 2026 Earnings
IES Holdings, Inc. (IESC) reported strong Q3 2026 earnings, significantly beating analyst expectations with EPS of $6.70 and revenue of $1.24 billion. The company's performance was driven by a surge in demand for data centers, leading to a record backlog of $4.5 billion and prompting a stock split announcement. The Commercial & Industrial segment saw revenue more than double year-over-year.
Lazard Asset Management LLC Acquires 6,729 Shares of IES Holdings, Inc. $IESC
Lazard Asset Management LLC increased its stake in IES Holdings, Inc. (NASDAQ:IESC) by 164.4% in the first quarter, purchasing an additional 6,729 shares. Other institutional investors also adjusted their holdings in IESC. The article notes recent insider selling by Chairman Jeffrey L. Et Al Gendell and Director Todd M. Cleveland, while the stock has seen a 15.2% increase and generally holds a "Moderate Buy" rating from analysts.
Earnings Flash (IESC) IES Holdings, Inc. Posts Q3 Adjusted EPS $6.70 per Share
IES Holdings, Inc. (IESC) reported its Q3 adjusted EPS at $6.70 per share, an increase from $5.36 per share in the prior year. The company's revenue for the quarter was $1.24 billion, exceeding the FactSet estimate of $1.08 billion. Additionally, IES Holdings announced a 2-for-1 stock split.
IES Holdings Reports Fiscal 2026 Third Quarter Results and Announces Two-for-One Stock Split
IES Holdings, Inc. announced strong financial results for the third quarter of fiscal 2026, with revenue increasing by 40% to $1,243 million and operating income up 60% to $178.5 million. Net income attributable to IES saw a 98% increase, reaching $153.0 million, and diluted EPS rose to $7.57. The company also announced a two-for-one stock split, reflecting confidence in future outlook and aiming to improve stock liquidity.
IES Holdings Number of Employees 2026 | Employee Count & Headcount Data
IES Holdings, Inc. (IESC) had approximately 14,149 employees worldwide as of March 2026, representing a 1.3% growth since 2023. The company is actively hiring with 1,350 active job postings in 2026. The workforce is primarily concentrated in North America, with an average salary of $58,649, and overall employee sentiment is negative and declining.
