Ies Holdings Inc. (45T)
XBER 
Summary
IES Holdings: The Demand For Energy Continues
IES Holdings experienced a 50% drawdown due to fears of Trump tariffs, recession, and CapEx cuts, but rebounded with 18% sales growth in Q2 2025. The company benefits from strong demand in data centers, with non-residential segments showing explosive growth and higher margins, driving overall profitability. Big Tech's continued investment in data centers supports IES's growth, with projected 2025 revenue growth of 18%.
IES Holdings: The Magic Formula Says Buy
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.
IES Holdings: Compelling Catalysts Now Being Appreciated By Market
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.
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Ies Holdings Inc. Profile
| Construction & Engineering Industry | Industrials Sector | Matthew J. Simmes CEO | XBER Exchange | US44951W1062 ISIN |
| US Country | 9,423 Employees | - Last Dividend | 15 May 2006 Last Split | 26 Jan 1998 IPO Date |
Overview
IES Holdings, Inc. is a company specialized in the design and installation of integrated electrical and technology systems, offering a broad array of infrastructure products and services across the United States. This firm caters to a diverse range of sectors including data centers, educational institutions, healthcare establishments, manufacturing facilities, and residential areas, among others. Initially founded as Integrated Electrical Services, Inc., the company underwent a rebranding to IES Holdings, Inc. in May 2016, signaling a strategic shift to encompass a wider spectrum of services and sectors. Since its inception in 1997, IES Holdings has established its headquarters in Houston, Texas, from where it orchestrates a nation-wide operation, delivering comprehensive solutions in electrical and technology systems installations, maintenance, and construction services.
Products and Services
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Communications Segment:
This segment specializes in the design, installation, and maintenance of network infrastructure critical within data centers for co-location and managed hosting services. Its expertise extends to providing comprehensive network solutions for a variety of buildings including corporate offices, educational institutes, financial institutions, hotels, healthcare facilities, e-commerce distribution centers, and high-tech manufacturing plants. Additionally, it offers design and installation services for systems such as audio/visual, telephone, fire alarms, wireless access, and intrusion alarm systems, as well as the designing, building, servicing, and maintenance of data network systems.
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Residential Segment:
IES Holdings serves the residential sector by offering electrical installation services not just to single-family housing but also to multi-family apartments. Furthermore, it undertakes cable television installations for both residential and light commercial applications. In the realm of renewable energy, the company is also engaged in the installation of solar power systems for new constructions as well as existing residences.
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Infrastructure Solutions Segment:
This segment focuses on the maintenance and repair of alternating and direct current electric motors and generators, along with power generating and distribution equipment. Here, IES Holdings, Inc. showcases its capability in manufacturing custom-engineered metal enclosed bus duct solutions for power distribution, as well as custom commercial and industrial generator enclosures. Its services also encompass the manufacturing, re-manufacturing, and repair of industrial lifting magnets, in addition to maintaining and repairing railroad main and auxiliary generators, main alternators, and traction motors.
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Commercial & Industrial Segment:
Geared towards office buildings, manufacturing facilities, data centers, chemical plants, refineries, wind farms, solar facilities, municipal infrastructure, and healthcare facilities, this segment provides a vast suite of services. These include electrical and mechanical design, construction, and maintenance services. With a focus on both safety and efficiency, IES Holdings, Inc. presents itself as a holistic provider for commercial and industrial electrical and mechanical needs.
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