IES Holdings(IESC)株式概要IES Holdings, Inc.は、統合電気・技術システムの設計・施工を行い、米国でインフラ製品・サービスを提供している。 詳細IESC ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績6/6財務の健全性5/6配当金0/6報酬株価収益率( 34.8 x)は、 Construction業界平均( 49 x)を下回っています。収益は年間13.41%増加すると予測されています 過去1年間で収益は55.7%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るIESC Community Fair Values Create NarrativeSee what 42 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$659.6525.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-18m8b2016201920222025202620282031Revenue US$7.5bEarnings US$784.6mAdvancedSet Fair ValueView all narrativesIES Holdings, Inc. 競合他社Dycom IndustriesSymbol: NYSE:DYMarket cap: US$12.4bArganSymbol: NYSE:AGXMarket cap: US$9.0bAECOMSymbol: NYSE:ACMMarket cap: US$9.0bSterling InfrastructureSymbol: NasdaqGS:STRLMarket cap: US$22.5b価格と性能株価の高値、安値、推移の概要IES Holdings過去の株価現在の株価US$659.6552週高値US$700.2052週安値US$239.23ベータ1.811ヶ月の変化13.30%3ヶ月変化26.94%1年変化169.72%3年間の変化1,277.72%5年間の変化1,143.22%IPOからの変化2,768.04%最新ニュースPrice Target Changed • May 21Price target increased by 53% to US$700Up from US$458, the current price target is provided by 1 analyst. New target price is 6.7% above last closing price of US$656. Stock is up 167% over the past year. The company is forecast to post earnings per share of US$19.69 for next year compared to US$15.22 last year.ライブニュース • May 16IES Holdings Executives Sell Over US$15 Million as Shares Near Annual HighsSenior leaders at IES Holdings sold more than US$15m of stock in May 2026, with transactions occurring as the shares traded near 52-week highs following strong fiscal Q2 results. Executive Chairman Jeffrey L. Gendell sold over 100,000 shares across multiple trades but continues to hold more than 10.5 million shares. Director Todd M. Cleveland and CFO Tracy McLauchlin also executed multi-million dollar sales, and all key directors were re-elected while the company’s auditor was ratified at the 2026 Annual Stockholders Meeting. The combination of sizable insider sales and continued large residual holdings suggests these moves may reflect portfolio diversification or liquidity decisions rather than a wholesale reduction in confidence. Investors may want to weigh the strong Q2 backdrop and growing backlog against the cautious commentary on near-term earnings related to the Gulf Island acquisition and the recent share price run-up.Seeking Alpha • May 07IES Holdings: A Largely Encouraging Quarter, But Chasing The Stock Now Is UnadvisableSummary IES Holdings, which has outperformed industrial and infrastructure peers by a handsome margin this year, reported Q2 earnings last week, which resulted in another bump in the share price. Topline growth is accelerating, underpinned by a 91% YoY surge in RPO and a doubling of backlog, with communications and infrastructure solutions segments serving as shining lights. However, the Residential segment remains a drag, with double-digit declines and severe operating deleverage, also translating to more muted margin progression. An elevated CAPEX spend going forward will prevent IESC's FCF yield from expanding above its long-term mean, while IESC's premium EBITDA multiple is one of the priciest in the sector. Technical studies suggest that an entry at this stage may not necessarily be too sensible. Read the full article on Seeking Alpha分析記事 • Apr 29At US$601, Is IES Holdings, Inc. (NASDAQ:IESC) Worth Looking At Closely?IES Holdings, Inc. ( NASDAQ:IESC ) received a lot of attention from a substantial price increase on the NASDAQGM over...お知らせ • Apr 28IES Holdings, Inc. to Report Q2, 2026 Results on May 01, 2026IES Holdings, Inc. announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on May 01, 2026新しいナラティブ • Mar 23IES Holdings (IESC): The Infrastructure Backbone of the AI EraIES Holdings (IESC) is currently trading at $472.00 USD on the NASDAQ as of March 23, 2026, marking an 8.02% surge during today's session. The company has a market capitalization of $9.41 billion , following a series of stellar earnings reports that have repositioned the firm from a traditional electrical contractor to a critical player in the global data center build-out.最新情報をもっと見るRecent updatesPrice Target Changed • May 21Price target increased by 53% to US$700Up from US$458, the current price target is provided by 1 analyst. New target price is 6.7% above last closing price of US$656. Stock is up 167% over the past year. The company is forecast to post earnings per share of US$19.69 for next year compared to US$15.22 last year.ライブニュース • May 16IES Holdings Executives Sell Over US$15 Million as Shares Near Annual HighsSenior leaders at IES Holdings sold more than US$15m of stock in May 2026, with transactions occurring as the shares traded near 52-week highs following strong fiscal Q2 results. Executive Chairman Jeffrey L. Gendell sold over 100,000 shares across multiple trades but continues to hold more than 10.5 million shares. Director Todd M. Cleveland and CFO Tracy McLauchlin also executed multi-million dollar sales, and all key directors were re-elected while the company’s auditor was ratified at the 2026 Annual Stockholders Meeting. The combination of sizable insider sales and continued large residual holdings suggests these moves may reflect portfolio diversification or liquidity decisions rather than a wholesale reduction in confidence. Investors may want to weigh the strong Q2 backdrop and growing backlog against the cautious commentary on near-term earnings related to the Gulf Island acquisition and the recent share price run-up.Seeking Alpha • May 07IES Holdings: A Largely Encouraging Quarter, But Chasing The Stock Now Is UnadvisableSummary IES Holdings, which has outperformed industrial and infrastructure peers by a handsome margin this year, reported Q2 earnings last week, which resulted in another bump in the share price. Topline growth is accelerating, underpinned by a 91% YoY surge in RPO and a doubling of backlog, with communications and infrastructure solutions segments serving as shining lights. However, the Residential segment remains a drag, with double-digit declines and severe operating deleverage, also translating to more muted margin progression. An elevated CAPEX spend going forward will prevent IESC's FCF yield from expanding above its long-term mean, while IESC's premium EBITDA multiple is one of the priciest in the sector. Technical studies suggest that an entry at this stage may not necessarily be too sensible. Read the full article on Seeking Alpha分析記事 • Apr 29At US$601, Is IES Holdings, Inc. (NASDAQ:IESC) Worth Looking At Closely?IES Holdings, Inc. ( NASDAQ:IESC ) received a lot of attention from a substantial price increase on the NASDAQGM over...お知らせ • Apr 28IES Holdings, Inc. to Report Q2, 2026 Results on May 01, 2026IES Holdings, Inc. announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on May 01, 2026新しいナラティブ • Mar 23IES Holdings (IESC): The Infrastructure Backbone of the AI EraIES Holdings (IESC) is currently trading at $472.00 USD on the NASDAQ as of March 23, 2026, marking an 8.02% surge during today's session. The company has a market capitalization of $9.41 billion , following a series of stellar earnings reports that have repositioned the firm from a traditional electrical contractor to a critical player in the global data center build-out.分析記事 • Feb 10There's Reason For Concern Over IES Holdings, Inc.'s (NASDAQ:IESC) Massive 26% Price JumpThe IES Holdings, Inc. ( NASDAQ:IESC ) share price has done very well over the last month, posting an excellent gain of...お知らせ • Jan 27IES Holdings, Inc. to Report Q1, 2026 Results on Jan 30, 2026IES Holdings, Inc. announced that they will report Q1, 2026 results Pre-Market on Jan 30, 2026お知らせ • Jan 17IES Holdings, Inc. (NasdaqGM:IESC) completed the acquisition of remaining 96.5% stake of Gulf Island Fabrication, Inc. (NasdaqGS:GIFI).IES Holdings, Inc. (NasdaqGM:IESC) entered into a definitive agreement to acquire the remaining 96.5% stake of Gulf Island Fabrication, Inc. (NasdaqGS:GIFI) for approximately $190 million on November 7, 2025. Under the terms of the agreement, IES Holdings will pay $12 in cash per Gulf Island share, or an aggregate equity value of approximately $192 million. The Company is required to pay IES a termination fee of approximately $7.6 million (the “Termination Fee”) in cash upon termination of the Merger Agreement under specified circumstances The transaction has been approved by the boards of directors of both companies and is currently expected to close in the quarter ending March 31, 2026, subject to Gulf Island shareholder approval, regulatory approvals (including clearance under the Hart-Scott-Rodino Antitrust Improvements Act) and other customary closing conditions. Certain holders of approximately 20% of Gulf Island’s outstanding shares of common stock have entered into voting agreements to support the transaction, and IES, which owns approximately 3.5% of Gulf Island’s outstanding shares of common stock, has also agreed to vote in favor of the transaction. As of January 13, 2026 Gulf Island’s shareholders approved the acquisition. Brian P. Fenske and Thomas Verity of Fulbright & Jaworski, LLP acted as legal advisor for IES Holdings, Inc. Curtis R. Hearn, Alexandra C. Layfield, and Thomas D. Kimball of Jones Walker LLP acted as legal advisor for Gulf Island Fabrication, Inc. IES Holdings, Inc. (NasdaqGM:IESC) completed the acquisition of remaining 96.5% stake of Gulf Island Fabrication, Inc. (NasdaqGS:GIFI) on January 16, 2026.お知らせ • Jan 08IES Holdings, Inc., Annual General Meeting, Feb 19, 2026IES Holdings, Inc., Annual General Meeting, Feb 19, 2026.分析記事 • Jan 01We Like IES Holdings' (NASDAQ:IESC) Returns And Here's How They're TrendingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Nov 14IES Holdings, Inc. to Report Q4, 2025 Results on Nov 21, 2025IES Holdings, Inc. announced that they will report Q4, 2025 results Pre-Market on Nov 21, 2025分析記事 • Nov 09Calculating The Fair Value Of IES Holdings, Inc. (NASDAQ:IESC)Key Insights Using the 2 Stage Free Cash Flow to Equity, IES Holdings fair value estimate is US$400 IES Holdings...お知らせ • Nov 07IES Holdings, Inc. (NasdaqGM:IESC) entered into a definitive agreement to acquire the remaining 96.5% stake of Gulf Island Fabrication, Inc. (NasdaqGS:GIFI) for approximately $190 million.IES Holdings, Inc. (NasdaqGM:IESC) entered into a definitive agreement to acquire the remaining 96.5% stake of Gulf Island Fabrication, Inc. (NasdaqGS:GIFI) for approximately $190 million on November 7, 2025. Under the terms of the agreement, IES will pay $12 in cash per Gulf Island share, or an aggregate equity value of approximately $192 million. The transaction has been approved by the boards of directors of both companies and is currently expected to close in the quarter ending March 31, 2026, subject to Gulf Island shareholder approval, regulatory approvals (including clearance under the Hart-Scott-Rodino Antitrust Improvements Act) and other customary closing conditions. Certain holders of approximately 20% of Gulf Island’s outstanding shares of common stock have entered into voting agreements to support the transaction, and IES, which owns approximately 3.5% of Gulf Island’s outstanding shares of common stock, has also agreed to vote in favor of the transaction.分析記事 • Oct 26What Does IES Holdings, Inc.'s (NASDAQ:IESC) Share Price Indicate?IES Holdings, Inc. ( NASDAQ:IESC ), might not be a large cap stock, but it saw a significant share price rise of 42% in...分析記事 • Aug 27We Think IES Holdings (NASDAQ:IESC) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jul 29IES Holdings, Inc. to Report Q3, 2025 Results on Aug 01, 2025IES Holdings, Inc. announced that they will report Q3, 2025 results Pre-Market on Aug 01, 2025分析記事 • Jul 26IES Holdings, Inc.'s (NASDAQ:IESC) 27% Jump Shows Its Popularity With InvestorsDespite an already strong run, IES Holdings, Inc. ( NASDAQ:IESC ) shares have been powering on, with a gain of 27% in...分析記事 • Jun 14We Like IES Holdings' (NASDAQ:IESC) Returns And Here's How They're TrendingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...お知らせ • May 20+ 1 more updateIES Holdings, Inc. Announces Chief Executive Officer Changes, Effective July 1, 2025IES Holdings, Inc. announced that Matthew Simmes, President and Chief Operating Officer, will succeed Jeffrey Gendell as Chief Executive Officer, effective July 1, 2025, in accordance with the Company’s executive succession plan. In addition, Mr. Simmes will continue in his role as President of the Company and will join the Board of Directors. Mr. Gendell, who was appointed Chairman of the Board in 2016 and Chief Executive Officer in 2020, will become Executive Chairman and will continue to lead the Board of Directors while working closely with Mr. Simmes and the rest of IES’s senior leadership team. Mr. Simmes, who has spent over 31 years at IES in a variety of increasingly senior roles, was named President and Chief Operating Officer of the Company in 2023 after serving as Chief Operating Officer from 2021 to 2023. Previously, he was President of the Company’s Communications segment from 2017 to 2021 and served as the segment’s Vice President of Operations from 2007 to 2016.お知らせ • Apr 29IES Holdings, Inc. to Report Q2, 2025 Results on May 02, 2025IES Holdings, Inc. announced that they will report Q2, 2025 results at 9:30 AM, US Eastern Standard Time on May 02, 2025Seeking Alpha • Mar 03IES Holdings: The Magic Formula Says BuySummary IESC's earnings yield is 8.49%, significantly higher than the 10-year bond yield of 4.57%, indicating a good investment opportunity. IESC boasts an exceptional return on capital of 62.27%, far exceeding industry averages, highlighting its efficient capital use. Expansion opportunities exist in states where IESC lacks presence and potential international markets, enhancing growth prospects. Key risks include potential slowdowns in residential construction, but strong data center demand and reshoring manufacturing offer additional business avenues. Read the full article on Seeking Alphaお知らせ • Jan 30IES Holdings, Inc. to Report Q1, 2025 Results on Feb 04, 2025IES Holdings, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 04, 2025お知らせ • Jan 16Stellex Capital Management LLC acquired ICS Holdings LLC from IES Holdings, Inc. (NasdaqGM:IESC).Stellex Capital Management LLC acquired ICS Holdings LLC from IES Holdings, Inc. (NasdaqGM:IESC) on January 15, 2025. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for Stellex Capital Management LLC. Houlihan Lokey, Inc. acted as financial advisor for ICS Holdings LLC. Stellex Capital Management LLC completed the acquisition of ICS Holdings LLC from IES Holdings, Inc. (NasdaqGM:IESC) on January 15, 2025.お知らせ • Jan 09IES Holdings, Inc., Annual General Meeting, Feb 20, 2025IES Holdings, Inc., Annual General Meeting, Feb 20, 2025.Seeking Alpha • Dec 20IES Holdings: A Reality Check After An Electrified MoveSummary IES Holdings has shown remarkable growth, with sales increasing more than fivefold over ten years, driven by organic growth and strategic acquisitions. Despite a recent share price drop, IES Holdings remains strong, with impressive earnings and a solid backlog indicating continued growth into 2025. Trading at $220 per share, IES Holdings trades at a reasonable 20-22 times earnings multiple, supported by a net cash position and historical performance. I am looking to buy dips around the $200 mark, given the company's solid long-term prospects and potential for continued growth. Read the full article on Seeking Alphaお知らせ • Nov 19IES Holdings, Inc. to Report Q4, 2024 Results on Nov 22, 2024IES Holdings, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Nov 22, 2024Seeking Alpha • Oct 06Improving Margins Led To Surge In IES Holdings, But High Price Now Suggests CautionSummary IES Holdings has improved margins and revenue growth, but trades at a high price/book ratio and 52-week high, making it less attractive now. The company faces risks from a weak cash position and cyclical business nature, which could impact profitability during economic downturns. Despite strong margins and potential for future earnings, the high P/E ratio and lack of dividends make current investment less appealing. I recommend monitoring IES Holdings for better entry points during market downturns, focusing on their margin improvements and financial health. Read the full article on Seeking Alphaお知らせ • Sep 26IES Holdings, Inc. Appoints John Louis Fouts to its Board of DirectorsIES Holdings, Inc. announced the appointment of John Louis Fouts to its Board of Directors, effective September 23, 2024. Mr. Fouts has served as the managing member at Fouts Family Investments, since 2021. He also currently serves as a Trustee of the Georgia Tech Foundation and is the Chairman of its Investments Committee. From 2002 to 2021 he was a partner with Water Street Capital, Inc. From 2000 to 2001 he served as the CEO of e-dr.com and from 1998 to 2000 he was an associate with the investment firm Caxton Corporation. Prior to joining Caxton, Mr. Fouts was a consultant at Boston Consulting Group. Mr. Fouts graduated from the Georgia Institute of Technology with a B.S. in Industrial Engineering and received an M.B.A. from Harvard Business School.お知らせ • Aug 02IES Holdings, Inc. (NasdaqGM:IESC) announces an Equity Buyback for $200 million worth of its shares.IES Holdings, Inc. (NasdaqGM:IESC) announces a share repurchase program. Under the program, the company will repurchase up to $200 million worth of its shares.お知らせ • Jul 30IES Holdings, Inc. to Report Q3, 2024 Results on Aug 02, 2024IES Holdings, Inc. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 02, 2024Seeking Alpha • Jul 22IES Holdings: Compelling Catalysts Now Being Appreciated By MarketSummary IES Holdings has multiple tailwinds that are driving its business growth now being appreciated by investors. The stock has traded to ~16x NOPAT from lows of 10x in FY'22 justified by strengthening fundamentals. With an extensive runway to deploy capital at above-average returns, there is scope for IESC to trade ~$200/share in my estimation. Read the full article on Seeking AlphaRecent Insider Transactions • May 15President & COO recently sold US$2.4m worth of stockOn the 7th of May, Matthew Simmes sold around 14k shares on-market at roughly US$171 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.2m. Matthew has been a net seller over the last 12 months, reducing personal holdings by US$2.9m.Recent Insider Transactions Derivative • May 09President & COO notifies of intention to sell stockMatthew Simmes intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of May. If the sale is conducted around the recent share price of US$171, it would amount to US$2.4m. Since June 2023, Matthew's direct individual holding has increased from 11.01k shares to 87.11k. Company insiders have collectively sold US$6.3m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • May 06IES Holdings: A Hidden Gem Is On FireSummary IES Holdings, Inc. has experienced significant growth and its shares have doubled in value this year. The company provides electrical and infrastructure services, with a focus on residential and communication segments. Despite strong financials and growth potential, near term caution is advised due to the strong momentum, amidst reasonable valuations, yet potential for reversal in margins. Read the full article on Seeking AlphaReported Earnings • May 03Second quarter 2024 earnings released: EPS: US$2.62 (vs US$0.93 in 2Q 2023)Second quarter 2024 results: EPS: US$2.62 (up from US$0.93 in 2Q 2023). Revenue: US$705.7m (up 24% from 2Q 2023). Net income: US$52.9m (up 182% from 2Q 2023). Profit margin: 7.5% (up from 3.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 01IES Holdings, Inc. to Report Q2, 2024 Results on May 03, 2024IES Holdings, Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on May 03, 2024Recent Insider Transactions • Mar 10Independent Director recently sold US$3.2m worth of stockOn the 7th of March, Todd Cleveland sold around 28k shares on-market at roughly US$115 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.9m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Mar 09Independent Director notifies of intention to sell stockTodd Cleveland intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of March. If the sale is conducted around the recent share price of US$113, it would amount to US$3.4m. Since June 2023, Todd's direct individual holding has decreased from 144.65k shares to 128.35k. Company insiders have collectively sold US$2.1m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Mar 03IES Holdings: If You Have A Long-Term Vision, You Haven't Missed The TrainSummary IES has achieved impressive returns of 160%, 510%, and 1600% over 1, 5, and 10 years respectively. The business is decentralized, allowing for autonomy and ownership among segment managers. IES operates in growing markets such as data centers and residential housing, with potential for further growth. The CEO has a massive stake in the game. The price is reasonable, and you should expect short-term headwinds. Read the full article on Seeking AlphaReported Earnings • Feb 03First quarter 2024 earnings released: EPS: US$2.03 (vs US$1.15 in 1Q 2023)First quarter 2024 results: EPS: US$2.03 (up from US$1.15 in 1Q 2023). Revenue: US$634.4m (up 10% from 1Q 2023). Net income: US$41.0m (up 76% from 1Q 2023). Profit margin: 6.5% (up from 4.1% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.お知らせ • Jan 30IES Holdings, Inc. to Report Q1, 2024 Results on Feb 02, 2024IES Holdings, Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 02, 2024お知らせ • Jan 10IES Holdings, Inc., Annual General Meeting, Feb 22, 2024IES Holdings, Inc., Annual General Meeting, Feb 22, 2024, at 10:00 Central Standard Time. Agenda: To elect six directors named in the accompanying proxy statement to the Company's Board of Directors to serve until the 2025 annual stockholders' meeting and until their respective successors have been elected and qualified; to ratify the appointment of Ernst & Young LLP, independent auditors, as the Company's auditors for fiscal year 2024; to approve by advisory vote the compensation of the Company's named executive officers; and to transact such other business as may properly come before the meeting or any adjournments thereof.Recent Insider Transactions • Dec 15Independent Director recently sold US$844k worth of stockOn the 11th of December, Todd Cleveland sold around 10k shares on-market at roughly US$83.12 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.4m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Dec 13Independent Director notifies of intention to sell stockTodd Cleveland intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of December. If the sale is conducted around the recent share price of US$83.00, it would amount to US$1.7m. Since December 2022, Todd has owned 144.65k shares directly. Company insiders have collectively sold US$597k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Dec 07Full year 2023 earnings released: EPS: US$5.36 (vs US$1.45 in FY 2022)Full year 2023 results: EPS: US$5.36 (up from US$1.45 in FY 2022). Revenue: US$2.38b (up 9.7% from FY 2022). Net income: US$108.3m (up 260% from FY 2022). Profit margin: 4.6% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.お知らせ • Dec 07IES Holdings, Inc. Promotes Matthew Simmes to President and Chief Operating OfficerIES Holdings, Inc. announced the promotion of Matthew Simmes to the position of President and Chief Operating Officer of the Company. Mr. Simmes, who was appointed as Chief Operating Officer of IES in December 2021, will continue to manage the operations of all four of the Company’s operating segments, reporting directly to Jeff Gendell, the Company's Chairman and Chief Executive Officer. Mr. Simmes has spent 30 years at IES in a variety of increasingly senior roles and, prior to being named Chief Operating Officer, served as President of the Company’s Communications segment from 2017 to 2021.お知らせ • Dec 05IES Holdings, Inc. to Report Q4, 2023 Results on Dec 07, 2023IES Holdings, Inc. announced that they will report Q4, 2023 results Pre-Market on Dec 07, 2023Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$69.78, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 21x in the Construction industry in the US. Total returns to shareholders of 135% over the past three years.Reported Earnings • Aug 04Third quarter 2023 earnings released: EPS: US$1.12 (vs US$0.33 in 3Q 2022)Third quarter 2023 results: EPS: US$1.12 (up from US$0.33 in 3Q 2022). Revenue: US$584.5m (up 3.0% from 3Q 2022). Net income: US$22.5m (up 226% from 3Q 2022). Profit margin: 3.9% (up from 1.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 04Third quarter 2023 earnings released: EPS: US$1.12 (vs US$0.33 in 3Q 2022)Third quarter 2023 results: EPS: US$1.12 (up from US$0.33 in 3Q 2022). Revenue: US$584.5m (up 3.0% from 3Q 2022). Net income: US$22.5m (up 226% from 3Q 2022). Profit margin: 3.9% (up from 1.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jun 11Insider recently sold US$484k worth of stockOn the 8th of June, Alison Petersen sold around 9k shares on-market at roughly US$52.51 per share. This transaction amounted to 73% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$274k more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 18Senior VP notifies of intention to sell stockTracy McLauchlin intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of May. If the sale is conducted around the recent share price of US$47.43, it would amount to US$949k. Since December 2022, Tracy has owned 83.30k shares directly. Company insiders have collectively bought US$184k more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • May 11Second quarter 2023 earnings released: EPS: US$1.21 (vs US$0.30 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.21 (up from US$0.30 loss in 2Q 2022). Revenue: US$568.9m (up 13% from 2Q 2022). Net income: US$24.4m (up US$30.7m from 2Q 2022). Profit margin: 4.3% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 04IES Holdings, Inc. to Report Q2, 2023 Results on May 10, 2023IES Holdings, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on May 10, 2023Reported Earnings • Feb 05First quarter 2023 earnings released: EPS: US$1.15 (vs US$0.69 in 1Q 2022)First quarter 2023 results: EPS: US$1.15 (up from US$0.69 in 1Q 2022). Revenue: US$574.9m (up 20% from 1Q 2022). Net income: US$23.3m (up 62% from 1Q 2022). Profit margin: 4.1% (up from 3.0% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 31IES Holdings, Inc. to Report Q1, 2023 Results on Feb 03, 2023IES Holdings, Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2023お知らせ • Jan 10IES Holdings, Inc., Annual General Meeting, Feb 23, 2023IES Holdings, Inc., Annual General Meeting, Feb 23, 2023, at 10:00 Central Standard Time. Agenda: To consider and approve the election of six directors; to consider and approve the ratification of Ernst & Young LLP as the Company’s independent auditors for fiscal year 2023; to approve by advisory vote the compensation of the Company's named executive officers; to approve by advisory vote the frequency of the stockholders' advisory vote on the compensation of the Company's named executive officers; and to consider other matters.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$34.26, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 23x in the Construction industry in the US. Total returns to shareholders of 32% over the past three years.Recent Insider Transactions • Dec 22Director recently bought US$146k worth of stockOn the 16th of December, David Gendell bought around 5k shares on-market at roughly US$29.19 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$299k more in shares than they have sold in the last 12 months.Reported Earnings • Dec 08Full year 2022 earnings released: EPS: US$1.45 (vs US$3.19 in FY 2021)Full year 2022 results: EPS: US$1.45 (down from US$3.19 in FY 2021). Revenue: US$2.17b (up 41% from FY 2021). Net income: US$30.0m (down 55% from FY 2021). Profit margin: 1.4% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.Seeking Alpha • Oct 10IES Holdings divests STR MechanicalIES Holdings (NASDAQ:IESC) has sold STR Mechanical and its subsidiary Technical Services II to an affiliate of SkyKnight Capital. STR, originally acquired by IES in 2016, is a Charlotte, North Carolina-based provider of heating, ventilation and air conditioning maintenance, repair, and replacement services to commercial customers and had operated as part of IES’s Commercial & Industrial segment. The decision to divest STR is a result of the previously discussed strategic review of our Commercial & Industrial segment. "While this strategic and structural review is ongoing, the divestiture of STR increases our focus on our core operations.” said Jeff Gendell, Chairman and CEO of IES.Reported Earnings • Aug 05Third quarter 2022 earnings released: EPS: US$0.33 (vs US$0.93 in 3Q 2021)Third quarter 2022 results: EPS: US$0.33 (down from US$0.93 in 3Q 2021). Revenue: US$567.3m (up 40% from 3Q 2021). Net income: US$6.93m (down 64% from 3Q 2021). Profit margin: 1.2% (down from 4.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.Reported Earnings • May 01Second quarter 2022 earnings released: US$0.30 loss per share (vs US$0.59 profit in 2Q 2021)Second quarter 2022 results: US$0.30 loss per share (down from US$0.59 profit in 2Q 2021). Revenue: US$501.6m (up 51% from 2Q 2021). Net loss: US$6.28m (down 152% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$41.73, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 26x in the Construction industry in the US. Total returns to shareholders of 125% over the past three years.Reported Earnings • Feb 04First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: US$0.70 (up from US$0.58 in 1Q 2021). Revenue: US$480.5m (up 53% from 1Q 2021). Net income: US$14.5m (up 20% from 1Q 2021). Profit margin: 3.0% (down from 3.8% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 36% per year and the company’s share price has also increased by 36% per year.Board Change • Jan 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Todd Cleveland was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 05Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3.21 (up from US$1.96 in FY 2020). Revenue: US$1.54b (up 29% from FY 2020). Net income: US$66.7m (up 63% from FY 2020). Profit margin: 4.3% (up from 3.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.株主還元IESCUS ConstructionUS 市場7D-3.3%-6.2%1.0%1Y169.7%103.5%28.7%株主還元を見る業界別リターン: IESC過去 1 年間で103.5 % の収益を上げたUS Construction業界を上回りました。リターン対市場: IESC過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。価格変動Is IESC's price volatile compared to industry and market?IESC volatilityIESC Average Weekly Movement9.4%Construction Industry Average Movement8.6%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: IESC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: IESCの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト199710,273Matt Simmeswww.ies-co.comIESホールディングスは、米国で総合電気・技術システムの設計・施工、インフラ製品・サービスの提供を行っている。通信部門は、コロケーションおよびマネージド・ホスティング顧客向けのデータセンター、企業、教育、金融、ホスピタリティ、ヘルスケアビル、eコマース物流センター、ハイテク製造施設内の通信インフラの設計、構築、保守を行っている。また、オーディオ/ビジュアル、電話、火災、無線アクセス、侵入警報システムの設計と設置、データネットワーク・システムの設計/構築、サービス、保守にも携わっている。住宅分野では、一戸建て住宅や集合住宅向けの電気設備工事、暖房・換気・空調設備や配管工事サービス、住宅や軽商業向けのケーブルテレビ設備工事、新築や既存住宅向けの住宅用太陽光発電設備の設置などを提供している。インフラ・ソリューション部門は、交流・直流電気モーター、発電機、発電・配電機器の保守・修理、配電に使用されるカスタム設計の金属製密閉バスダクト・ソリューションの製造、カスタム商業・産業用発電機エンクロージャの製造、産業用リフティング・マグネットの製造、再製造、修理、鉄道用主・補助発電機、主オルタネーター、トラクション・モーターの保守・修理を行っている。商業・産業部門は、オフィスビル、製造施設、データセンター、風力発電所、太陽光発電施設、自治体インフラ、医療施設の電気・機械設計、建設、メンテナンスサービスを提供している。同社は以前はIntegrated Electrical Services, Inc.として知られていたが、2016年5月にIES Holdings, Inc.に社名変更した。IESホールディングスは1997年に法人化され、テキサス州シュガーランドに本社を置いている。もっと見るIES Holdings, Inc. 基礎のまとめIES Holdings の収益と売上を時価総額と比較するとどうか。IESC 基礎統計学時価総額US$12.91b収益(TTM)US$377.96m売上高(TTM)US$3.63b34.8xPER(株価収益率3.6xP/SレシオIESC は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計IESC 損益計算書(TTM)収益US$3.63b売上原価US$2.69b売上総利益US$947.40mその他の費用US$569.45m収益US$377.96m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)18.97グロス・マージン26.08%純利益率10.40%有利子負債/自己資本比率3.2%IESC の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/22 08:47終値2026/05/22 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋IES Holdings, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Sergey GlinyanovFreedom Broker
Price Target Changed • May 21Price target increased by 53% to US$700Up from US$458, the current price target is provided by 1 analyst. New target price is 6.7% above last closing price of US$656. Stock is up 167% over the past year. The company is forecast to post earnings per share of US$19.69 for next year compared to US$15.22 last year.
ライブニュース • May 16IES Holdings Executives Sell Over US$15 Million as Shares Near Annual HighsSenior leaders at IES Holdings sold more than US$15m of stock in May 2026, with transactions occurring as the shares traded near 52-week highs following strong fiscal Q2 results. Executive Chairman Jeffrey L. Gendell sold over 100,000 shares across multiple trades but continues to hold more than 10.5 million shares. Director Todd M. Cleveland and CFO Tracy McLauchlin also executed multi-million dollar sales, and all key directors were re-elected while the company’s auditor was ratified at the 2026 Annual Stockholders Meeting. The combination of sizable insider sales and continued large residual holdings suggests these moves may reflect portfolio diversification or liquidity decisions rather than a wholesale reduction in confidence. Investors may want to weigh the strong Q2 backdrop and growing backlog against the cautious commentary on near-term earnings related to the Gulf Island acquisition and the recent share price run-up.
Seeking Alpha • May 07IES Holdings: A Largely Encouraging Quarter, But Chasing The Stock Now Is UnadvisableSummary IES Holdings, which has outperformed industrial and infrastructure peers by a handsome margin this year, reported Q2 earnings last week, which resulted in another bump in the share price. Topline growth is accelerating, underpinned by a 91% YoY surge in RPO and a doubling of backlog, with communications and infrastructure solutions segments serving as shining lights. However, the Residential segment remains a drag, with double-digit declines and severe operating deleverage, also translating to more muted margin progression. An elevated CAPEX spend going forward will prevent IESC's FCF yield from expanding above its long-term mean, while IESC's premium EBITDA multiple is one of the priciest in the sector. Technical studies suggest that an entry at this stage may not necessarily be too sensible. Read the full article on Seeking Alpha
分析記事 • Apr 29At US$601, Is IES Holdings, Inc. (NASDAQ:IESC) Worth Looking At Closely?IES Holdings, Inc. ( NASDAQ:IESC ) received a lot of attention from a substantial price increase on the NASDAQGM over...
お知らせ • Apr 28IES Holdings, Inc. to Report Q2, 2026 Results on May 01, 2026IES Holdings, Inc. announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on May 01, 2026
新しいナラティブ • Mar 23IES Holdings (IESC): The Infrastructure Backbone of the AI EraIES Holdings (IESC) is currently trading at $472.00 USD on the NASDAQ as of March 23, 2026, marking an 8.02% surge during today's session. The company has a market capitalization of $9.41 billion , following a series of stellar earnings reports that have repositioned the firm from a traditional electrical contractor to a critical player in the global data center build-out.
Price Target Changed • May 21Price target increased by 53% to US$700Up from US$458, the current price target is provided by 1 analyst. New target price is 6.7% above last closing price of US$656. Stock is up 167% over the past year. The company is forecast to post earnings per share of US$19.69 for next year compared to US$15.22 last year.
ライブニュース • May 16IES Holdings Executives Sell Over US$15 Million as Shares Near Annual HighsSenior leaders at IES Holdings sold more than US$15m of stock in May 2026, with transactions occurring as the shares traded near 52-week highs following strong fiscal Q2 results. Executive Chairman Jeffrey L. Gendell sold over 100,000 shares across multiple trades but continues to hold more than 10.5 million shares. Director Todd M. Cleveland and CFO Tracy McLauchlin also executed multi-million dollar sales, and all key directors were re-elected while the company’s auditor was ratified at the 2026 Annual Stockholders Meeting. The combination of sizable insider sales and continued large residual holdings suggests these moves may reflect portfolio diversification or liquidity decisions rather than a wholesale reduction in confidence. Investors may want to weigh the strong Q2 backdrop and growing backlog against the cautious commentary on near-term earnings related to the Gulf Island acquisition and the recent share price run-up.
Seeking Alpha • May 07IES Holdings: A Largely Encouraging Quarter, But Chasing The Stock Now Is UnadvisableSummary IES Holdings, which has outperformed industrial and infrastructure peers by a handsome margin this year, reported Q2 earnings last week, which resulted in another bump in the share price. Topline growth is accelerating, underpinned by a 91% YoY surge in RPO and a doubling of backlog, with communications and infrastructure solutions segments serving as shining lights. However, the Residential segment remains a drag, with double-digit declines and severe operating deleverage, also translating to more muted margin progression. An elevated CAPEX spend going forward will prevent IESC's FCF yield from expanding above its long-term mean, while IESC's premium EBITDA multiple is one of the priciest in the sector. Technical studies suggest that an entry at this stage may not necessarily be too sensible. Read the full article on Seeking Alpha
分析記事 • Apr 29At US$601, Is IES Holdings, Inc. (NASDAQ:IESC) Worth Looking At Closely?IES Holdings, Inc. ( NASDAQ:IESC ) received a lot of attention from a substantial price increase on the NASDAQGM over...
お知らせ • Apr 28IES Holdings, Inc. to Report Q2, 2026 Results on May 01, 2026IES Holdings, Inc. announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on May 01, 2026
新しいナラティブ • Mar 23IES Holdings (IESC): The Infrastructure Backbone of the AI EraIES Holdings (IESC) is currently trading at $472.00 USD on the NASDAQ as of March 23, 2026, marking an 8.02% surge during today's session. The company has a market capitalization of $9.41 billion , following a series of stellar earnings reports that have repositioned the firm from a traditional electrical contractor to a critical player in the global data center build-out.
分析記事 • Feb 10There's Reason For Concern Over IES Holdings, Inc.'s (NASDAQ:IESC) Massive 26% Price JumpThe IES Holdings, Inc. ( NASDAQ:IESC ) share price has done very well over the last month, posting an excellent gain of...
お知らせ • Jan 27IES Holdings, Inc. to Report Q1, 2026 Results on Jan 30, 2026IES Holdings, Inc. announced that they will report Q1, 2026 results Pre-Market on Jan 30, 2026
お知らせ • Jan 17IES Holdings, Inc. (NasdaqGM:IESC) completed the acquisition of remaining 96.5% stake of Gulf Island Fabrication, Inc. (NasdaqGS:GIFI).IES Holdings, Inc. (NasdaqGM:IESC) entered into a definitive agreement to acquire the remaining 96.5% stake of Gulf Island Fabrication, Inc. (NasdaqGS:GIFI) for approximately $190 million on November 7, 2025. Under the terms of the agreement, IES Holdings will pay $12 in cash per Gulf Island share, or an aggregate equity value of approximately $192 million. The Company is required to pay IES a termination fee of approximately $7.6 million (the “Termination Fee”) in cash upon termination of the Merger Agreement under specified circumstances The transaction has been approved by the boards of directors of both companies and is currently expected to close in the quarter ending March 31, 2026, subject to Gulf Island shareholder approval, regulatory approvals (including clearance under the Hart-Scott-Rodino Antitrust Improvements Act) and other customary closing conditions. Certain holders of approximately 20% of Gulf Island’s outstanding shares of common stock have entered into voting agreements to support the transaction, and IES, which owns approximately 3.5% of Gulf Island’s outstanding shares of common stock, has also agreed to vote in favor of the transaction. As of January 13, 2026 Gulf Island’s shareholders approved the acquisition. Brian P. Fenske and Thomas Verity of Fulbright & Jaworski, LLP acted as legal advisor for IES Holdings, Inc. Curtis R. Hearn, Alexandra C. Layfield, and Thomas D. Kimball of Jones Walker LLP acted as legal advisor for Gulf Island Fabrication, Inc. IES Holdings, Inc. (NasdaqGM:IESC) completed the acquisition of remaining 96.5% stake of Gulf Island Fabrication, Inc. (NasdaqGS:GIFI) on January 16, 2026.
お知らせ • Jan 08IES Holdings, Inc., Annual General Meeting, Feb 19, 2026IES Holdings, Inc., Annual General Meeting, Feb 19, 2026.
分析記事 • Jan 01We Like IES Holdings' (NASDAQ:IESC) Returns And Here's How They're TrendingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Nov 14IES Holdings, Inc. to Report Q4, 2025 Results on Nov 21, 2025IES Holdings, Inc. announced that they will report Q4, 2025 results Pre-Market on Nov 21, 2025
分析記事 • Nov 09Calculating The Fair Value Of IES Holdings, Inc. (NASDAQ:IESC)Key Insights Using the 2 Stage Free Cash Flow to Equity, IES Holdings fair value estimate is US$400 IES Holdings...
お知らせ • Nov 07IES Holdings, Inc. (NasdaqGM:IESC) entered into a definitive agreement to acquire the remaining 96.5% stake of Gulf Island Fabrication, Inc. (NasdaqGS:GIFI) for approximately $190 million.IES Holdings, Inc. (NasdaqGM:IESC) entered into a definitive agreement to acquire the remaining 96.5% stake of Gulf Island Fabrication, Inc. (NasdaqGS:GIFI) for approximately $190 million on November 7, 2025. Under the terms of the agreement, IES will pay $12 in cash per Gulf Island share, or an aggregate equity value of approximately $192 million. The transaction has been approved by the boards of directors of both companies and is currently expected to close in the quarter ending March 31, 2026, subject to Gulf Island shareholder approval, regulatory approvals (including clearance under the Hart-Scott-Rodino Antitrust Improvements Act) and other customary closing conditions. Certain holders of approximately 20% of Gulf Island’s outstanding shares of common stock have entered into voting agreements to support the transaction, and IES, which owns approximately 3.5% of Gulf Island’s outstanding shares of common stock, has also agreed to vote in favor of the transaction.
分析記事 • Oct 26What Does IES Holdings, Inc.'s (NASDAQ:IESC) Share Price Indicate?IES Holdings, Inc. ( NASDAQ:IESC ), might not be a large cap stock, but it saw a significant share price rise of 42% in...
分析記事 • Aug 27We Think IES Holdings (NASDAQ:IESC) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jul 29IES Holdings, Inc. to Report Q3, 2025 Results on Aug 01, 2025IES Holdings, Inc. announced that they will report Q3, 2025 results Pre-Market on Aug 01, 2025
分析記事 • Jul 26IES Holdings, Inc.'s (NASDAQ:IESC) 27% Jump Shows Its Popularity With InvestorsDespite an already strong run, IES Holdings, Inc. ( NASDAQ:IESC ) shares have been powering on, with a gain of 27% in...
分析記事 • Jun 14We Like IES Holdings' (NASDAQ:IESC) Returns And Here's How They're TrendingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
お知らせ • May 20+ 1 more updateIES Holdings, Inc. Announces Chief Executive Officer Changes, Effective July 1, 2025IES Holdings, Inc. announced that Matthew Simmes, President and Chief Operating Officer, will succeed Jeffrey Gendell as Chief Executive Officer, effective July 1, 2025, in accordance with the Company’s executive succession plan. In addition, Mr. Simmes will continue in his role as President of the Company and will join the Board of Directors. Mr. Gendell, who was appointed Chairman of the Board in 2016 and Chief Executive Officer in 2020, will become Executive Chairman and will continue to lead the Board of Directors while working closely with Mr. Simmes and the rest of IES’s senior leadership team. Mr. Simmes, who has spent over 31 years at IES in a variety of increasingly senior roles, was named President and Chief Operating Officer of the Company in 2023 after serving as Chief Operating Officer from 2021 to 2023. Previously, he was President of the Company’s Communications segment from 2017 to 2021 and served as the segment’s Vice President of Operations from 2007 to 2016.
お知らせ • Apr 29IES Holdings, Inc. to Report Q2, 2025 Results on May 02, 2025IES Holdings, Inc. announced that they will report Q2, 2025 results at 9:30 AM, US Eastern Standard Time on May 02, 2025
Seeking Alpha • Mar 03IES Holdings: The Magic Formula Says BuySummary IESC's earnings yield is 8.49%, significantly higher than the 10-year bond yield of 4.57%, indicating a good investment opportunity. IESC boasts an exceptional return on capital of 62.27%, far exceeding industry averages, highlighting its efficient capital use. Expansion opportunities exist in states where IESC lacks presence and potential international markets, enhancing growth prospects. Key risks include potential slowdowns in residential construction, but strong data center demand and reshoring manufacturing offer additional business avenues. Read the full article on Seeking Alpha
お知らせ • Jan 30IES Holdings, Inc. to Report Q1, 2025 Results on Feb 04, 2025IES Holdings, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 04, 2025
お知らせ • Jan 16Stellex Capital Management LLC acquired ICS Holdings LLC from IES Holdings, Inc. (NasdaqGM:IESC).Stellex Capital Management LLC acquired ICS Holdings LLC from IES Holdings, Inc. (NasdaqGM:IESC) on January 15, 2025. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for Stellex Capital Management LLC. Houlihan Lokey, Inc. acted as financial advisor for ICS Holdings LLC. Stellex Capital Management LLC completed the acquisition of ICS Holdings LLC from IES Holdings, Inc. (NasdaqGM:IESC) on January 15, 2025.
お知らせ • Jan 09IES Holdings, Inc., Annual General Meeting, Feb 20, 2025IES Holdings, Inc., Annual General Meeting, Feb 20, 2025.
Seeking Alpha • Dec 20IES Holdings: A Reality Check After An Electrified MoveSummary IES Holdings has shown remarkable growth, with sales increasing more than fivefold over ten years, driven by organic growth and strategic acquisitions. Despite a recent share price drop, IES Holdings remains strong, with impressive earnings and a solid backlog indicating continued growth into 2025. Trading at $220 per share, IES Holdings trades at a reasonable 20-22 times earnings multiple, supported by a net cash position and historical performance. I am looking to buy dips around the $200 mark, given the company's solid long-term prospects and potential for continued growth. Read the full article on Seeking Alpha
お知らせ • Nov 19IES Holdings, Inc. to Report Q4, 2024 Results on Nov 22, 2024IES Holdings, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Nov 22, 2024
Seeking Alpha • Oct 06Improving Margins Led To Surge In IES Holdings, But High Price Now Suggests CautionSummary IES Holdings has improved margins and revenue growth, but trades at a high price/book ratio and 52-week high, making it less attractive now. The company faces risks from a weak cash position and cyclical business nature, which could impact profitability during economic downturns. Despite strong margins and potential for future earnings, the high P/E ratio and lack of dividends make current investment less appealing. I recommend monitoring IES Holdings for better entry points during market downturns, focusing on their margin improvements and financial health. Read the full article on Seeking Alpha
お知らせ • Sep 26IES Holdings, Inc. Appoints John Louis Fouts to its Board of DirectorsIES Holdings, Inc. announced the appointment of John Louis Fouts to its Board of Directors, effective September 23, 2024. Mr. Fouts has served as the managing member at Fouts Family Investments, since 2021. He also currently serves as a Trustee of the Georgia Tech Foundation and is the Chairman of its Investments Committee. From 2002 to 2021 he was a partner with Water Street Capital, Inc. From 2000 to 2001 he served as the CEO of e-dr.com and from 1998 to 2000 he was an associate with the investment firm Caxton Corporation. Prior to joining Caxton, Mr. Fouts was a consultant at Boston Consulting Group. Mr. Fouts graduated from the Georgia Institute of Technology with a B.S. in Industrial Engineering and received an M.B.A. from Harvard Business School.
お知らせ • Aug 02IES Holdings, Inc. (NasdaqGM:IESC) announces an Equity Buyback for $200 million worth of its shares.IES Holdings, Inc. (NasdaqGM:IESC) announces a share repurchase program. Under the program, the company will repurchase up to $200 million worth of its shares.
お知らせ • Jul 30IES Holdings, Inc. to Report Q3, 2024 Results on Aug 02, 2024IES Holdings, Inc. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 02, 2024
Seeking Alpha • Jul 22IES Holdings: Compelling Catalysts Now Being Appreciated By MarketSummary IES Holdings has multiple tailwinds that are driving its business growth now being appreciated by investors. The stock has traded to ~16x NOPAT from lows of 10x in FY'22 justified by strengthening fundamentals. With an extensive runway to deploy capital at above-average returns, there is scope for IESC to trade ~$200/share in my estimation. Read the full article on Seeking Alpha
Recent Insider Transactions • May 15President & COO recently sold US$2.4m worth of stockOn the 7th of May, Matthew Simmes sold around 14k shares on-market at roughly US$171 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.2m. Matthew has been a net seller over the last 12 months, reducing personal holdings by US$2.9m.
Recent Insider Transactions Derivative • May 09President & COO notifies of intention to sell stockMatthew Simmes intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of May. If the sale is conducted around the recent share price of US$171, it would amount to US$2.4m. Since June 2023, Matthew's direct individual holding has increased from 11.01k shares to 87.11k. Company insiders have collectively sold US$6.3m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • May 06IES Holdings: A Hidden Gem Is On FireSummary IES Holdings, Inc. has experienced significant growth and its shares have doubled in value this year. The company provides electrical and infrastructure services, with a focus on residential and communication segments. Despite strong financials and growth potential, near term caution is advised due to the strong momentum, amidst reasonable valuations, yet potential for reversal in margins. Read the full article on Seeking Alpha
Reported Earnings • May 03Second quarter 2024 earnings released: EPS: US$2.62 (vs US$0.93 in 2Q 2023)Second quarter 2024 results: EPS: US$2.62 (up from US$0.93 in 2Q 2023). Revenue: US$705.7m (up 24% from 2Q 2023). Net income: US$52.9m (up 182% from 2Q 2023). Profit margin: 7.5% (up from 3.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 01IES Holdings, Inc. to Report Q2, 2024 Results on May 03, 2024IES Holdings, Inc. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on May 03, 2024
Recent Insider Transactions • Mar 10Independent Director recently sold US$3.2m worth of stockOn the 7th of March, Todd Cleveland sold around 28k shares on-market at roughly US$115 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.9m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Mar 09Independent Director notifies of intention to sell stockTodd Cleveland intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of March. If the sale is conducted around the recent share price of US$113, it would amount to US$3.4m. Since June 2023, Todd's direct individual holding has decreased from 144.65k shares to 128.35k. Company insiders have collectively sold US$2.1m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Mar 03IES Holdings: If You Have A Long-Term Vision, You Haven't Missed The TrainSummary IES has achieved impressive returns of 160%, 510%, and 1600% over 1, 5, and 10 years respectively. The business is decentralized, allowing for autonomy and ownership among segment managers. IES operates in growing markets such as data centers and residential housing, with potential for further growth. The CEO has a massive stake in the game. The price is reasonable, and you should expect short-term headwinds. Read the full article on Seeking Alpha
Reported Earnings • Feb 03First quarter 2024 earnings released: EPS: US$2.03 (vs US$1.15 in 1Q 2023)First quarter 2024 results: EPS: US$2.03 (up from US$1.15 in 1Q 2023). Revenue: US$634.4m (up 10% from 1Q 2023). Net income: US$41.0m (up 76% from 1Q 2023). Profit margin: 6.5% (up from 4.1% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Jan 30IES Holdings, Inc. to Report Q1, 2024 Results on Feb 02, 2024IES Holdings, Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 02, 2024
お知らせ • Jan 10IES Holdings, Inc., Annual General Meeting, Feb 22, 2024IES Holdings, Inc., Annual General Meeting, Feb 22, 2024, at 10:00 Central Standard Time. Agenda: To elect six directors named in the accompanying proxy statement to the Company's Board of Directors to serve until the 2025 annual stockholders' meeting and until their respective successors have been elected and qualified; to ratify the appointment of Ernst & Young LLP, independent auditors, as the Company's auditors for fiscal year 2024; to approve by advisory vote the compensation of the Company's named executive officers; and to transact such other business as may properly come before the meeting or any adjournments thereof.
Recent Insider Transactions • Dec 15Independent Director recently sold US$844k worth of stockOn the 11th of December, Todd Cleveland sold around 10k shares on-market at roughly US$83.12 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.4m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Dec 13Independent Director notifies of intention to sell stockTodd Cleveland intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of December. If the sale is conducted around the recent share price of US$83.00, it would amount to US$1.7m. Since December 2022, Todd has owned 144.65k shares directly. Company insiders have collectively sold US$597k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Dec 07Full year 2023 earnings released: EPS: US$5.36 (vs US$1.45 in FY 2022)Full year 2023 results: EPS: US$5.36 (up from US$1.45 in FY 2022). Revenue: US$2.38b (up 9.7% from FY 2022). Net income: US$108.3m (up 260% from FY 2022). Profit margin: 4.6% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Dec 07IES Holdings, Inc. Promotes Matthew Simmes to President and Chief Operating OfficerIES Holdings, Inc. announced the promotion of Matthew Simmes to the position of President and Chief Operating Officer of the Company. Mr. Simmes, who was appointed as Chief Operating Officer of IES in December 2021, will continue to manage the operations of all four of the Company’s operating segments, reporting directly to Jeff Gendell, the Company's Chairman and Chief Executive Officer. Mr. Simmes has spent 30 years at IES in a variety of increasingly senior roles and, prior to being named Chief Operating Officer, served as President of the Company’s Communications segment from 2017 to 2021.
お知らせ • Dec 05IES Holdings, Inc. to Report Q4, 2023 Results on Dec 07, 2023IES Holdings, Inc. announced that they will report Q4, 2023 results Pre-Market on Dec 07, 2023
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$69.78, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 21x in the Construction industry in the US. Total returns to shareholders of 135% over the past three years.
Reported Earnings • Aug 04Third quarter 2023 earnings released: EPS: US$1.12 (vs US$0.33 in 3Q 2022)Third quarter 2023 results: EPS: US$1.12 (up from US$0.33 in 3Q 2022). Revenue: US$584.5m (up 3.0% from 3Q 2022). Net income: US$22.5m (up 226% from 3Q 2022). Profit margin: 3.9% (up from 1.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 04Third quarter 2023 earnings released: EPS: US$1.12 (vs US$0.33 in 3Q 2022)Third quarter 2023 results: EPS: US$1.12 (up from US$0.33 in 3Q 2022). Revenue: US$584.5m (up 3.0% from 3Q 2022). Net income: US$22.5m (up 226% from 3Q 2022). Profit margin: 3.9% (up from 1.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jun 11Insider recently sold US$484k worth of stockOn the 8th of June, Alison Petersen sold around 9k shares on-market at roughly US$52.51 per share. This transaction amounted to 73% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$274k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 18Senior VP notifies of intention to sell stockTracy McLauchlin intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of May. If the sale is conducted around the recent share price of US$47.43, it would amount to US$949k. Since December 2022, Tracy has owned 83.30k shares directly. Company insiders have collectively bought US$184k more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • May 11Second quarter 2023 earnings released: EPS: US$1.21 (vs US$0.30 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.21 (up from US$0.30 loss in 2Q 2022). Revenue: US$568.9m (up 13% from 2Q 2022). Net income: US$24.4m (up US$30.7m from 2Q 2022). Profit margin: 4.3% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 04IES Holdings, Inc. to Report Q2, 2023 Results on May 10, 2023IES Holdings, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on May 10, 2023
Reported Earnings • Feb 05First quarter 2023 earnings released: EPS: US$1.15 (vs US$0.69 in 1Q 2022)First quarter 2023 results: EPS: US$1.15 (up from US$0.69 in 1Q 2022). Revenue: US$574.9m (up 20% from 1Q 2022). Net income: US$23.3m (up 62% from 1Q 2022). Profit margin: 4.1% (up from 3.0% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 31IES Holdings, Inc. to Report Q1, 2023 Results on Feb 03, 2023IES Holdings, Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2023
お知らせ • Jan 10IES Holdings, Inc., Annual General Meeting, Feb 23, 2023IES Holdings, Inc., Annual General Meeting, Feb 23, 2023, at 10:00 Central Standard Time. Agenda: To consider and approve the election of six directors; to consider and approve the ratification of Ernst & Young LLP as the Company’s independent auditors for fiscal year 2023; to approve by advisory vote the compensation of the Company's named executive officers; to approve by advisory vote the frequency of the stockholders' advisory vote on the compensation of the Company's named executive officers; and to consider other matters.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$34.26, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 23x in the Construction industry in the US. Total returns to shareholders of 32% over the past three years.
Recent Insider Transactions • Dec 22Director recently bought US$146k worth of stockOn the 16th of December, David Gendell bought around 5k shares on-market at roughly US$29.19 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$299k more in shares than they have sold in the last 12 months.
Reported Earnings • Dec 08Full year 2022 earnings released: EPS: US$1.45 (vs US$3.19 in FY 2021)Full year 2022 results: EPS: US$1.45 (down from US$3.19 in FY 2021). Revenue: US$2.17b (up 41% from FY 2021). Net income: US$30.0m (down 55% from FY 2021). Profit margin: 1.4% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.
Seeking Alpha • Oct 10IES Holdings divests STR MechanicalIES Holdings (NASDAQ:IESC) has sold STR Mechanical and its subsidiary Technical Services II to an affiliate of SkyKnight Capital. STR, originally acquired by IES in 2016, is a Charlotte, North Carolina-based provider of heating, ventilation and air conditioning maintenance, repair, and replacement services to commercial customers and had operated as part of IES’s Commercial & Industrial segment. The decision to divest STR is a result of the previously discussed strategic review of our Commercial & Industrial segment. "While this strategic and structural review is ongoing, the divestiture of STR increases our focus on our core operations.” said Jeff Gendell, Chairman and CEO of IES.
Reported Earnings • Aug 05Third quarter 2022 earnings released: EPS: US$0.33 (vs US$0.93 in 3Q 2021)Third quarter 2022 results: EPS: US$0.33 (down from US$0.93 in 3Q 2021). Revenue: US$567.3m (up 40% from 3Q 2021). Net income: US$6.93m (down 64% from 3Q 2021). Profit margin: 1.2% (down from 4.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.
Reported Earnings • May 01Second quarter 2022 earnings released: US$0.30 loss per share (vs US$0.59 profit in 2Q 2021)Second quarter 2022 results: US$0.30 loss per share (down from US$0.59 profit in 2Q 2021). Revenue: US$501.6m (up 51% from 2Q 2021). Net loss: US$6.28m (down 152% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$41.73, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 26x in the Construction industry in the US. Total returns to shareholders of 125% over the past three years.
Reported Earnings • Feb 04First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: US$0.70 (up from US$0.58 in 1Q 2021). Revenue: US$480.5m (up 53% from 1Q 2021). Net income: US$14.5m (up 20% from 1Q 2021). Profit margin: 3.0% (down from 3.8% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 36% per year and the company’s share price has also increased by 36% per year.
Board Change • Jan 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Todd Cleveland was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 05Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3.21 (up from US$1.96 in FY 2020). Revenue: US$1.54b (up 29% from FY 2020). Net income: US$66.7m (up 63% from FY 2020). Profit margin: 4.3% (up from 3.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.