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IES Holdings Inc (IESC)
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Upturn Advisory Summary
01/08/2026: IESC (3-star) is a SELL. SELL since 3 days. Simulated Profits (-3.81%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 253.28% | Avg. Invested days 47 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 01/08/2026 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.79B USD | Price to earnings Ratio 24.43 | 1Y Target Price 6.5 |
Price to earnings Ratio 24.43 | 1Y Target Price 6.5 | ||
Volume (30-day avg) - | Beta 1.62 | 52 Weeks Range 129.16 - 320.08 | Updated Date 06/30/2025 |
52 Weeks Range 129.16 - 320.08 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 11.94 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.06% | Operating Margin (TTM) 11.13% |
Management Effectiveness
Return on Assets (TTM) 16.9% | Return on Equity (TTM) 39.12% |
Valuation
Trailing PE 24.43 | Forward PE - | Enterprise Value 5761856192 | Price to Sales(TTM) 1.85 |
Enterprise Value 5761856192 | Price to Sales(TTM) 1.85 | ||
Enterprise Value to Revenue 1.84 | Enterprise Value to EBITDA 14.72 | Shares Outstanding 19854400 | Shares Floating 8736539 |
Shares Outstanding 19854400 | Shares Floating 8736539 | ||
Percent Insiders 1.84 | Percent Institutions 95.69 |
Upturn AI SWOT
IES Holdings Inc
Company Overview
History and Background
IES Holdings, Inc. (IES) was founded in 1947 as Interstate Electric Supply. The company has a long history of serving industrial, commercial, and infrastructure markets. Over the decades, it has evolved through strategic acquisitions and organic growth, expanding its service offerings and geographic reach. A significant milestone was its IPO in 1997, which provided capital for further expansion. IES has consistently focused on providing essential services, adapting to market demands and technological advancements.
Core Business Areas
- Integrated Solutions: This segment provides comprehensive electrical and mechanical services to a wide range of customers, including industrial, commercial, institutional, and governmental entities. Services include design, engineering, installation, maintenance, and repair of electrical systems, instrumentation, and process controls. They also offer mechanical services such as HVAC and plumbing.
- Infrastructure Solutions: This segment focuses on projects related to utility infrastructure, renewable energy, and telecommunications. Services include the installation, maintenance, and upgrade of power generation facilities, transmission and distribution systems, substations, and renewable energy projects (solar, wind). They also cater to the telecommunications sector with infrastructure support.
- Residential Solutions: This segment provides electrical and other essential home services to residential customers. Offerings include installation, repair, and maintenance of electrical systems, as well as HVAC and plumbing services for homeowners. This segment often operates through local brand names with strong community presence.
Leadership and Structure
IES Holdings, Inc. is led by a seasoned management team. Key leadership positions include CEO, CFO, COO, and heads of various business segments and operational units. The company operates with a decentralized structure, allowing its various brands and divisions to maintain strong local market focus and customer relationships while benefiting from the resources and oversight of the parent company.
Top Products and Market Share
Key Offerings
- Electrical Contracting Services: Comprehensive design, installation, maintenance, and repair of electrical systems for industrial, commercial, and infrastructure projects. Market share for specific electrical contracting services is fragmented and highly localized, with numerous regional and national competitors. Competitors include MasTec (MTZ), Quanta Services (PWR), and many smaller, regional electrical contractors.
- Mechanical Services (HVAC & Plumbing): Installation, repair, and maintenance of heating, ventilation, air conditioning, and plumbing systems for both residential and commercial clients. This is a competitive market with many local and regional players, as well as larger national service providers. Competitors include Service Experts (private), ARS-RESCUE ROOTER (private), and local HVAC/plumbing companies.
- Utility Infrastructure Services: Services related to power generation, transmission, distribution, and substations. This is a specialized market with significant barriers to entry. Key competitors include MasTec (MTZ) and Quanta Services (PWR), among others.
- Renewable Energy Installation: Installation services for solar and wind power projects. This is a growing segment with increasing competition from specialized renewable energy installers and larger construction firms. Competitors vary by project size and location.
Market Dynamics
Industry Overview
IES Holdings operates in the essential services sector, primarily within electrical, mechanical, and infrastructure contracting. These industries are driven by demand for new construction, infrastructure upgrades, maintenance and repair, and the ongoing transition to renewable energy sources. The sectors are characterized by strong local competition, labor availability challenges, and cyclical demand tied to economic conditions and government spending on infrastructure. The increasing focus on energy efficiency, grid modernization, and renewable energy presents significant growth opportunities.
Positioning
IES Holdings is positioned as a diversified provider of essential electrical, mechanical, and infrastructure services. Its strength lies in its broad service offerings across multiple end markets and its decentralized operating model that allows for strong local market penetration and customer relationships. The company's ability to integrate electrical and mechanical services provides a competitive advantage in complex projects. Its focus on essential services provides a degree of resilience.
Total Addressable Market (TAM)
The total addressable market for electrical and mechanical contracting, infrastructure services, and residential services is in the hundreds of billions of dollars annually in the US. IES Holdings, with its diversified segments, taps into significant portions of this TAM. Its current market share is relatively small in the overall context of the vast US market, indicating substantial room for growth through organic expansion and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Diversified business model across multiple end markets and service lines.
- Strong decentralized operating structure allowing for local market focus.
- Long-standing customer relationships and reputation for reliability.
- Experienced management team with a history of successful integration of acquisitions.
- Focus on essential services, providing a degree of recession resistance.
Weaknesses
- Dependence on skilled labor availability, which can be a bottleneck.
- Project-based revenue can lead to some earnings volatility.
- Competition from larger, more capitalized players in certain segments.
- Potential for project delays and cost overruns on large, complex projects.
Opportunities
- Growing demand for renewable energy infrastructure and services.
- Increasing investment in U.S. infrastructure (grid modernization, broadband).
- Demand for energy efficiency upgrades and retrofits in commercial buildings.
- Expansion into new geographic markets through acquisitions.
- Leveraging technology for improved operational efficiency and service delivery.
Threats
- Economic downturns impacting construction and infrastructure spending.
- Rising material and labor costs.
- Intensifying competition from both large and small players.
- Changes in regulatory environments impacting construction and energy sectors.
- Supply chain disruptions affecting material availability and project timelines.
Competitors and Market Share
Key Competitors
- MasTec, Inc. (MTZ)
- Quanta Services, Inc. (PWR)
- EMCOR Group, Inc. (EMCOR)
Competitive Landscape
IES Holdings competes with larger, more diversified companies like MasTec and Quanta Services, as well as specialized contractors and numerous regional players. IES's competitive advantage lies in its diversified service offerings, strong local market presence through its various brands, and its ability to execute complex projects that require both electrical and mechanical expertise. Its decentralized structure allows for agility, while its scale provides access to resources for larger opportunities.
Major Acquisitions
Cole Industrial
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: Acquired to expand IES's industrial services capabilities and geographic reach within the Midwest region, enhancing its presence in a key industrial market.
Summit Integrated Systems
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Acquired to bolster IES's control and automation services for industrial clients, complementing existing offerings and expanding into higher-margin specialized services.
Growth Trajectory and Initiatives
Historical Growth: IES Holdings has a history of consistent revenue and earnings growth, driven by both organic expansion and strategic acquisitions. The company has successfully integrated numerous acquired businesses, expanding its service capabilities and geographic footprint. Growth has been supported by strong demand in its core markets and a focus on operational excellence.
Future Projections: Analyst estimates project continued revenue growth for IES Holdings, driven by increased infrastructure spending, renewable energy development, and ongoing demand for essential services. Profitability is also expected to improve as the company benefits from scale, operational efficiencies, and a favorable market environment. Projections often highlight the company's ability to capitalize on secular trends in energy and infrastructure.
Recent Initiatives: Recent initiatives may include the acquisition of complementary businesses to expand service offerings or geographic reach, investments in technology to enhance efficiency, and a continued focus on attracting and retaining skilled labor. The company may also be pursuing larger, more complex projects that leverage its integrated service capabilities. A focus on ESG initiatives might also be present.
Summary
IES Holdings Inc. is a strong, diversified provider of essential electrical, mechanical, and infrastructure services. Its decentralized model, long-standing customer relationships, and focus on growth through strategic acquisitions are key strengths. The company is well-positioned to benefit from infrastructure spending and the renewable energy transition. However, it must vigilantly manage labor availability, rising costs, and intense competition to sustain its growth trajectory.
Similar Stocks
Sources and Disclaimers
Data Sources:
- IES Holdings, Inc. Investor Relations
- Company Annual Reports (10-K)
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Industry Analysis Reports
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Data is based on publicly available information and may be subject to change. Market share data is estimated and may vary depending on the source and methodology. Historical financial data is presented for illustrative purposes.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About IES Holdings Inc
Exchange NASDAQ | Headquaters Houston, TX, United States | ||
IPO Launch date 1998-01-26 | Chairman & CEO Mr. Jeffrey Lund Gendell | ||
Sector Industrials | Industry Engineering & Construction | Full time employees 9423 | Website https://www.ies-co.com |
Full time employees 9423 | Website https://www.ies-co.com | ||
IES Holdings, Inc. designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States. The Communications segment designs, builds, and maintains communications infrastructure within data centers for co-location and managed hosting customers; corporate, educational, financial, hospitality, and healthcare buildings; e-commerce distribution centers; and high-tech manufacturing facilities. This segment also designs and installs audio/visual, telephone, fire, and wireless access and intrusion alarm systems; and engages in designing/building, servicing, and maintaining data network systems. The Residential segment offers electrical installations to single-family housing and multi-family apartments; heating, ventilation and air conditioning and plumbing installation services; and cable television installations to residential and light commercial applications, as well as installs residential solar power for new construction and existing residences. The Infrastructure Solutions segment maintains and repairs alternating and direct current electric motors and generators, and power generating and distribution equipment; manufactures custom-engineered metal enclosed bus duct solutions used in power distribution; manufactures custom commercial and industrial generator enclosures; manufactures, re-manufactures, and repairs industrial lifting magnets; and maintains and repairs railroad main and auxiliary generators, main alternators, and traction motors. The Commercial & Industrial segment offers electrical and mechanical design, construction, and maintenance services for office buildings, manufacturing facilities, data centers, wind farms, solar facilities, municipal infrastructures, and health care facilities. The company was formerly known as Integrated Electrical Services, Inc. and changed its name to IES Holdings, Inc. in May 2016. The company was incorporated in 1997 and is headquartered in Houston, Texas.
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