Stock Fundamentals

Company Information

Company Name
IES Holdings Inc
Sector
Industrials
Industry
Engineering & Construction
Exchange
NASDAQ
ISIN: US44951W1062
CIK: 0001048268
CUSIP: 45811E103
Currency: USD
Full Time Employees: 10,262
Phone: 713 860 1500
Fiscal Year End: September
IPO Date: Jan 26, 1998
Description:

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. It 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. IES Holdings, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.

Address:

13131 Dairy Ashford Rd, Sugar Land, TX, United States, 77478

Directors & Officers

Name Title Year Born
Mr. Jeffrey Lund Gendell Executive Chairman 1959
Mr. Matthew J. Simmes CEO, President & Director NA
Ms. Tracy A. McLauchlin Senior VP, CFO & Treasurer 1970
Mr. Matt Allen Chief Technical Officer NA
Ms. Mary K. Newman J.D. Senior VP, Chief Administrative Officer, General Counsel & Corporate Secretary NA
Mr. William A. Albright Vice President of Finance & Corporate Development NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 04, 2026 Todd M Cleveland N/A Sale 1.43K $500.84 $713.70K
Mar 03, 2026 Todd M Cleveland N/A Sale 875.00 $501.13 $438.49K
Mar 02, 2026 Todd M Cleveland N/A Sale 200.00 $513.54 $102.71K
Feb 26, 2026 Todd M Cleveland N/A Sale 1.70K $511.29 $869.19K
Feb 25, 2026 Todd M Cleveland N/A Sale 3.12K $511.81 $1.60M
Feb 24, 2026 Todd M Cleveland N/A Sale 181.00 $520.25 $94.17K
Feb 18, 2026 Matthew J Simmes N/A Sale 5.00K $506.26 $2.53M
Feb 17, 2026 Jeffrey L Et Al Gendell N/A Sale 320.00 $520.43 $166.54K
Feb 13, 2026 Jeffrey L Et Al Gendell N/A Sale 2.79K $520.10 $1.45M
Feb 12, 2026 Jeffrey L Et Al Gendell N/A Sale 5.05K $529.50 $2.67M
Dec 15, 2025 Matthew Michael Allen N/A Sale 700.00 $457.95 $320.57K
Dec 11, 2025 Jeffrey L Et Al Gendell N/A Sale 76.40K $473.25 $36.16M
Dec 11, 2025 Mary K Newman N/A Sale 2.00K $477.86 $955.72K
Dec 10, 2025 David B Gendell N/A Sale 17.87K $452.20 $8.08M
Dec 10, 2025 Jeffrey L Et Al Gendell N/A Sale 5.69K $472.46 $2.69M
Dec 05, 2025 Jeffrey L Et Al Gendell N/A Sale 3.77K $420.24 $1.59M
Dec 04, 2025 Jeffrey L Et Al Gendell N/A Sale 61.72K $421.66 $26.02M
Dec 03, 2025 Jeffrey L Et Al Gendell N/A Sale 34.51K $418.69 $14.45M
Dec 02, 2025 Tracy Mclauchlin N/A Sale 5.00K $411.48 $2.06M
Dec 01, 2025 Matthew J Simmes N/A Sale 10.00K $406.96 $4.07M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Gendell Jeffrey L 10.34M Mar 31, 2026 51.90% $67.11 -0.08%
FMR Inc 2.37M Mar 31, 2026 11.90% $0.06 17.61%
Vanguard Group Inc 853.21K Dec 31, 2025 4.28% $0.00 -1.61%
BlackRock Inc 709.57K Mar 31, 2026 3.56% $0.01 -1.82%
Dimensional Fund Advisors, Inc. 457.95K Mar 31, 2026 2.30% $0.05 0.19%
First Trust Advisors L.P. 349.16K Mar 31, 2026 1.75% $0.12 40.37%
Geode Capital Management, LLC 295.84K Mar 31, 2026 1.48% $0.01 7.69%
Pertento Partners LLP 231.24K Mar 31, 2026 1.16% $8.06 10.46%
State Street Corp 207.54K Mar 31, 2026 1.04% $0.00 0.80%
UBS Group AG 178.40K Mar 31, 2026 0.90% $0.01 101.09%
Morgan Stanley - Brokerage Accounts 177.59K Mar 31, 2026 0.89% $0.01 3.56%
Franklin Resources Inc 165.17K Mar 31, 2026 0.83% $0.02 7.29%
Arrowstreet Capital Limited Partnership 156.39K Mar 31, 2026 0.79% $0.04 -5.06%
Thrivent Financial For Lutherans 152.67K Mar 31, 2026 0.77% $0.14 0.01%
Royce & Associates, LP 149.03K Mar 31, 2026 0.75% $0.70 -13.02%
AltraVue Capital, LLC 129.77K Mar 31, 2026 0.65% $5.33 -9.02%
NORGES BANK 104.31K Dec 31, 2025 0.52% $0.00 0.00%
Parsifal Capital Management, LP 90.07K Mar 31, 2026 0.45% $5.05 -10.09%
Charles Schwab Investment Management Inc 83.49K Mar 31, 2026 0.42% $0.01 2.47%
Renaissance Technologies Corp 82.35K Mar 31, 2026 0.41% $0.06 -15.44%

Shares Statistics

Shares Outstanding: 19.92M
Shares Float: 9.23M
% Insiders: 311.00%
% Institutions: 9,705.80%
Short % Float: 11.39%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Strategic Advisers Fidelity US TtlStk 380.95K 1.91% ▲ 1.18% Mar 31, 2026
2 First Trust RBA Amer Indl RenaisTM ETF 293.22K 1.47% ▲ 0.38% Apr 30, 2026
3 Vanguard Total Stock Mkt Idx Inv 285.55K 1.43% ▲ 0.26% Apr 30, 2026
4 Fidelity Stock Selector Small Cap 251.77K 1.26% ▲ 0.84% Feb 28, 2026
5 iShares Russell 2000 ETF 213.15K 1.07% ▲ 0.85% Apr 30, 2026
6 Vanguard Small Cap Index 206.64K 1.04% ▼ 0.24% Apr 30, 2026
7 Fidelity Series Small Cap Opps 197.14K 0.99% ▼ 1.40% Feb 28, 2026
8 DFA US Small Cap I 177.61K 0.89% ▲ 0.00% Mar 31, 2026
9 Fidelity Capital & Income 131.50K 0.66% ▲ 0.00% Feb 28, 2026
10 Fidelity Leveraged Company Stock 126.00K 0.63% ▲ 49.11% Feb 28, 2026

Valuation Metrics

Enterprise Value: $13.35B
Trailing P/E: 37.59
Forward P/E: 208.33

Financial Highlights

Market Cap: $14.04B
EBITDA: $479.92M
P/E Ratio: $37.59
PEG Ratio: $0.00
Book Value: $53.84
Earnings/Share: $18.75
Profit Margin: 10.47%
Operating Margin: 11.53%
ROA (TTM): 15.90%
ROE (TTM): 42.07%
Revenue (TTM): $3.63B
Revenue/Share (TTM): $182.75
Earnings Growth (YOY): 55.40%
Revenue Growth (YOY): 16.80%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-09-30 1.71x 0.03x 0.44x 211.43x 0.07x
2024-09-30 1.67x 0.04x 0.48x 224.87x 0.06x
2023-09-30 1.68x 0.04x 0.49x 52.87x 0.10x
2022-09-30 1.55x 0.27x 0.58x 18.86x 1.22x
2021-09-30 1.55x 0.16x 0.52x 88.96x 0.50x
2020-09-30 1.53x 0.04x 0.49x 64.46x 0.18x
2019-09-30 1.53x 0.00x 0.44x 22.56x 0.01x
2018-09-30 1.60x 0.13x 0.47x 13.36x 0.85x
2017-09-30 1.54x 0.12x 0.43x 11.93x 0.98x
2016-09-30 1.58x 0.32x 0.43x 19.50x 2.28x
2015-09-30 1.75x 0.10x 0.55x 22.76x 0.49x
2014-09-30 1.75x 0.23x 0.56x 4.85x 2.03x
2013-09-30 1.46x 0.22x 0.65x 0.24x 4.73x
2012-09-30 1.41x 0.20x 0.68x -0.17x 5.88x
2011-09-30 1.62x 0.16x 0.64x -15.52x -0.36x
2010-09-30 1.93x 0.11x 0.51x -8.26x -0.50x
2009-09-30 2.22x 0.22x 0.51x -1.27x 21.41x
2008-09-30 1.95x 0.20x 0.54x 1.50x 1.05x
2007-09-30 2.16x 0.30x 0.56x 1.12x 2.48x
2006-09-30 1.90x 0.36x 0.59x 0.91x 5.16x
2005-09-30 0.91x 14.12x 0.96x -2.97x -3.00x
2004-09-30 1.82x 1.62x 0.75x -3.66x 6.71x
2003-09-30 2.48x 0.94x 0.63x N/A 3.55x
2002-09-30 2.26x 0.99x 0.64x N/A 6.89x
2001-09-30 2.10x 0.54x 0.49x N/A 3.39x
2000-09-30 1.26x 0.48x 0.50x N/A 2.50x
1999-09-30 2.10x 0.00x 0.46x N/A 0.01x
1998-09-30 1.69x 0.01x 0.40x N/A 0.21x
1997-09-30 1.38x 0.00x 0.65x 29.50x 0.00x
1996-09-30 N/A N/A N/A 30.50x 0.00x

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