IES Holdings, Inc. (IESC) AI Stock Analysis

IES Holdings, Inc. specializes in designing and installing integrated electrical and technology systems while providing infrastructure products and services across the United States. The company operates through four distinct segments. The Commercial & Industrial segment delivers electrical and mechanical design, construction, and maintenance for office buildings, manufacturing facilities, data centers, chemical plants, refineries, renewable energy installations, and healthcare facilities. The Communications segment focuses on network infrastructure within data centers, corporate offices, and educational institutions, providing audio/visual, fire safety, and alarm systems. The Infrastructure Solutions segment repairs electric motors and generators, and manufactures custom-engineered metal enclosed bus duct solutions.

IES Holdings achieved a 5-year revenue CAGR of 23.1% from FY2020 to FY2025. Annual revenue expanded from $1.54B in FY2021 to $3.37B in FY2025, while net income increased from $66.7M to $306.0M over the same timeframe. Operating margin expanded from 5.6% in FY2021 to 11.4% in FY2025, alongside a gross margin improvement to 25.5%. For the latest quarter ended June 30, 2026, revenue increased 39.6% year-over-year and quarterly earnings grew 98.7%. Over the trailing twelve months, revenue totaled $3.99B, generating diluted EPS of $11.26 and an operating margin of 14.4%.

As of June 30, 2026, IES Holdings held $387.9M in cash and short-term investments alongside $76.9M in total debt, resulting in net cash of $310.9M. Total assets stood at $2.28B against shareholders' equity of $1.23B, yielding a current ratio of 1.63 and a debt-to-equity ratio of 0.06. In FY2025, operating cash flow was $286.1M, which supported $67.3M in capital expenditures and generated $218.8M in free cash flow. The company also expended $41.6M on share buybacks in FY2025.

IES Holdings trades at a trailing P/E of 22.4x, which is below the 24.8x median of its US-listed Industrials peers. However, its forward P/E of 208.3x and price-to-sales ratio of 2.7x stand higher than peer medians of 17.2x and 1.5x. The company's EV/EBITDA of 19.4x also exceeds the peer median of 13.9x. Over the past year, the stock generated a return of 31.4%, outpacing the S&P 500 return of 16.8%. Over five years, the stock returned 977.0% compared to 83.0% for the S&P 500.

Wall Street coverage consists of 1 analyst who maintains a Strong Buy rating on the stock. The mean price target is $440.00, representing 74.6% upside compared to the October 16, 2026 closing price of $251.96. For the current fiscal year ending September 30, 2026, consensus estimates project EPS of $11.57 on revenue of $4.24B. For the next fiscal year, estimates project EPS of $13.51 on revenue of $6.28B. IES Holdings beat EPS estimates in each of the last 4 quarters, and its next earnings date is November 20, 2026.

This page is an AI-written research summary of IES Holdings, Inc. (IESC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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