Buy Or Sell Opportunity • Jun 12
Now 29% overvalued after recent price rise Over the last 90 days, the stock has risen 68% to €655. The fair value is estimated to be €508, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 53%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 28% in the next 2 years. Buy Or Sell Opportunity • May 27
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 40% to €605. The fair value is estimated to be €502, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 53%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 28% in the next 2 years. Recent Insider Transactions • May 11
CEO, President & Director recently sold €3.9m worth of stock On the 5th of May, Matthew Simmes sold around 7k shares on-market at roughly €562 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Matthew has been a net seller over the last 12 months, reducing personal holdings by €11m. Reported Earnings • May 05
Second quarter 2026 earnings released: EPS: US$5.51 (vs US$3.54 in 2Q 2025) Second quarter 2026 results: EPS: US$5.51 (up from US$3.54 in 2Q 2025). Revenue: US$974.3m (up 17% from 2Q 2025). Net income: US$109.8m (up 55% from 2Q 2025). Profit margin: 11% (up from 8.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Construction industry in Italy. Valuation Update With 7 Day Price Move • Apr 29
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €520, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 9x in the Construction industry in Italy. Total returns to shareholders of 199% over the past year. 공시 • Apr 28
IES Holdings, Inc. to Report Q2, 2026 Results on May 01, 2026 IES Holdings, Inc. announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on May 01, 2026 공시 • Jan 27
IES Holdings, Inc. to Report Q1, 2026 Results on Jan 30, 2026 IES Holdings, Inc. announced that they will report Q1, 2026 results Pre-Market on Jan 30, 2026 공시 • Jan 17
IES 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. 공시 • Jan 08
IES Holdings, Inc., Annual General Meeting, Feb 19, 2026 IES Holdings, Inc., Annual General Meeting, Feb 19, 2026. 공시 • Nov 14
IES Holdings, Inc. to Report Q4, 2025 Results on Nov 21, 2025 IES Holdings, Inc. announced that they will report Q4, 2025 results Pre-Market on Nov 21, 2025 공시 • Nov 07
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. 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. Board Change • Oct 21
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Jenny Baldock was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Sep 01
Executive Chairman recently sold €1.1m worth of stock On the 28th of August, Jeffrey Gendell sold around 3k shares on-market at roughly €313 per share. This transaction amounted to 2.0% 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 €5.1m. This was Jeffrey's only on-market trade for the last 12 months. Recent Insider Transactions • Aug 29
Senior VP recently sold €837k worth of stock On the 21st of August, Mary Newman sold around 3k shares on-market at roughly €279 per share. This transaction amounted to 13% 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 €5.1m. Insiders have been net sellers, collectively disposing of €21m more than they bought in the last 12 months. 공시 • Jul 29
IES Holdings, Inc. to Report Q3, 2025 Results on Aug 01, 2025 IES Holdings, Inc. announced that they will report Q3, 2025 results Pre-Market on Aug 01, 2025 