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1. Company Snapshot

1.a. Company Description

IES Holdings, Inc.designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States.Its Commercial & Industrial segment offers electrical and mechanical design, construction, and maintenance services for office buildings, manufacturing facilities, data centers, chemical plants, refineries, wind farms, solar facilities, municipal infrastructures, and health care facilities.


Its Communications segment designs, installs, and maintains network 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.This segment also provides design and installation services for audio/visual, telephone, fire, and wireless access and intrusion alarm systems; and engages in designing/building, servicing, and maintaining data network systems.Its 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.


Its Residential segment offers electrical installations to single-family housing and multi-family apartments; and cable television installations to residential and light commercial applications, as well as installs residential solar power for new construction and existing residences.The company was formerly known as Integrated Electrical Services, Inc.and changed its name to IES Holdings, Inc.


in May 2016.The company was incorporated in 1997 and is headquartered in Houston, Texas.

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1.b. Last Insights on IESC

IES Holdings' recent performance was driven by strong fiscal 2026 first quarter results, announced on January 30, 2026. The company's electrified prospects in 2026 are promising. Notably, institutional investor Orion Portfolio Solutions LLC increased its stake by 85% in the second quarter. Additionally, IES Holdings' strategic positioning in the market is reinforced by its robust financials. The company's leadership, including Chairman Jeffrey Et Al Gendell, holds significant stakes, with Gendell owning 10,671,720 shares. IES Holdings' growth trajectory appears intact.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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IES (NASDAQ:IESC) Chairman Sells $1,451,599.10 in Stock

Feb -20

Source: defenseworld.net

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IES Holdings: Electrified In 2026

Feb -02

Source: seekingalpha.com

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IES Holdings Reports Fiscal 2026 First Quarter Results

Jan -30

Source: globenewswire.com

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IES Holdings Announces Fiscal 2026 First Quarter Results Earnings Release Schedule

Jan -26

Source: globenewswire.com

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RVT: Small-Cap Stocks Poised To Outperform In 2026

Jan -12

Source: seekingalpha.com

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Why a Major Investor Cut IES Holdings Exposure by $12 Million Amid a Big Stock Rally

Dec -26

Source: fool.com

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IES Holdings, Inc. $IESC Shares Purchased by Orion Porfolio Solutions LLC

Dec -21

Source: defenseworld.net

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Jeffrey Et Al Gendell Sells 5,694 Shares of IES (NASDAQ:IESC) Stock

Dec -14

Source: defenseworld.net

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.76%)

6. Segments

Residential

Expected Growth: 4.5%

Growing demand for energy-efficient solutions, increasing new construction and renovation activities, and rising need for repair services drive growth in the residential segment of IES Holdings, Inc.

Communications

Expected Growth: 4.5%

IES Holdings' Communications segment is expected to grow driven by increasing demand for infrastructure services, expansion of 5G networks, and growing need for data center infrastructure.

Commercial & Industrial

Expected Growth: 4.5%

Growing demand for electrical and mechanical services in commercial, industrial, and municipal sectors, driven by infrastructure development, urbanization, and increasing focus on energy efficiency.

Infrastructure Solutions

Expected Growth: 7.4%

Growing demand for energy-efficient solutions, increasing infrastructure development, and rising need for reliable electrical and mechanical systems drive the growth of Infrastructure Solutions from IES Holdings, Inc.

7. Detailed Products

Infrastructure Solutions

IES Holdings, Inc. provides infrastructure solutions including electrical and mechanical design, construction, and maintenance services for industrial, commercial, and residential projects.

Industrial Products

IES Holdings, Inc. offers a range of industrial products including electrical and mechanical components, automation systems, and control systems.

Rail Services

IES Holdings, Inc. provides rail services including railcar maintenance, repair, and refurbishment, as well as railcar leasing and management.

Communications

IES Holdings, Inc. offers communications services including design, installation, and maintenance of communication systems for industrial, commercial, and residential projects.

Integrated Electrical Services

IES Holdings, Inc. provides integrated electrical services including electrical design, construction, and maintenance services for industrial, commercial, and residential projects.

8. IES Holdings, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

IES Holdings, Inc. operates in a niche market with limited substitutes, but customers may still opt for alternative solutions, posing a moderate threat.

Bargaining Power Of Customers

IES Holdings, Inc. has a diverse customer base, reducing the bargaining power of individual customers, and the company's products and services are often customized, making it difficult for customers to switch.

Bargaining Power Of Suppliers

IES Holdings, Inc. relies on a few key suppliers, but the company's scale and diversified supply chain mitigate the bargaining power of suppliers.

Threat Of New Entrants

The industry has high barriers to entry, including significant capital requirements and regulatory hurdles, making it difficult for new entrants to compete with IES Holdings, Inc.

Intensity Of Rivalry

The industry is highly competitive, with several established players competing for market share, and IES Holdings, Inc. must continually innovate and improve its offerings to maintain its position.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 12.04%
Debt Cost 5.92%
Equity Weight 87.96%
Equity Cost 10.50%
WACC 9.95%
Leverage 13.69%

11. Quality Control: IES Holdings, Inc. passed 9 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Momentum: 8.0

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A-Score: 5.1/10

Value: 2.3

Growth: 8.7

Quality: 7.3

Yield: 0.0

Momentum: 9.5

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IES Holdings

A-Score: 5.0/10

Value: 2.4

Growth: 9.4

Quality: 7.1

Yield: 0.0

Momentum: 8.5

Volatility: 2.7

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A-Score: 4.7/10

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Growth: 7.3

Quality: 6.0

Yield: 1.0

Momentum: 4.0

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

502.37$

Current Price

502.37$

Potential

-0.00%

Expected Cash-Flows