Reading the tape
NASDAQ: IESC
IES Holdings, Inc.
Industrials · Engineering & Construction
Market Cap
$12.84B
52w High
$648.81
52w Low
$213.57
P/E
37.55
Volume
285.90K
Outstanding Shares
19.93M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 227.48%Revenue (TTM): 16.45%FCF (TTM): 15.01%P/FCF: 94th pct
What changed
The stock rose 227.48% over the last year. Revenue grew 16.45% over the trailing twelve months. Operating margin moved from 10.59% to 11.65%. Free cash flow grew 15.01% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (94th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 11.65% — continued expansion would be needed to justify the premium. Revenue growth of 16.45% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
IES Holdings, Inc. designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States.
CEOMatthew J. Simmes
SectorIndustrials
IndustryEngineering & Construction
Employees9,423
IPO dateJan 28, 1998
Valuation
Forward P/E—
EV/EBITDA17.98
Enterprise value$7.95B
Stock splits
May 15, 2006↓ Reverse
Every 4273 shares became 250
Profitability & growth
Revenue growth16.2%
Gross margin25.81%▲5.56%vs FY2024
Operating margin11.65%▲9.05%vs FY2024
ROE34.61%▼3.46%vs FY2024
Analyst consensus
RatingBuy
Target price$458.00▼28.89%
1
Buy
0
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 1, 2026
Q2 FY26 · EPS est $3.95 · Revenue est $1.01B
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