IES Holdings, Inc. (IESC)

IES Holdings, Inc. (IESC) stock has trended up by 35.77% in the past six months and 87.13% over the past year. Between January and April 2025, the company experienced a significant stock drawdown of almost 50% due to concerns over Trump tariffs, a potential recession, and anticipated capital expenditure cuts by large technology companies, but it rebounded following a Q2 2025 report that showed an 18% increase in sales. Recently, a major investor reduced their exposure by $12 million, and the stock experienced a 5.04% price decline due to sector rotation. On November 7, 2025, IES Holdings completed a merger/acquisition with Gulf Island Fabrication.

Demand for IES Holdings' products and services exhibits some seasonality, particularly within its Residential segment, which experienced decreased demand in the second and third quarters of fiscal year 2025 due to factors such as high mortgage rates and inflation. In contrast, the Communications, Infrastructure Solutions, and Commercial & Industrial segments have demonstrated strong and accelerating demand, especially in the data center market.

IES Holdings, Inc. is a diversified U.S. engineering and construction company operating in the Industrials sector, specifically in the Engineering & Construction industry. The company designs, installs, and maintains integrated electrical, mechanical, and technology systems and provides infrastructure products and services across various markets. Its business is structured into four main segments: Communications, which designs, builds, and maintains communications infrastructure; Residential, which provides electrical, HVAC, and plumbing installation services; Infrastructure Solutions, which maintains and repairs electric motors and generators; and Commercial & Industrial, which offers electrical and mechanical design, construction, and maintenance services.

IES Holdings, Inc. has a nationwide footprint, serving clients across the United States with over 125 locations. The company is headquartered in Sugar Land, Texas.

IES Holdings has received positive recognition, being ranked #4 on the Houston Chronicle's 2025 Chronicle 100 and named among Newsweek's America's Greatest Companies 2025.

IES Holdings, Inc. has significant institutional ownership, with 86.60% of its stock owned by institutional investors and 56% owned by hedge funds. Major institutional owners include Gendell Jeffrey L, Fmr Llc, Vanguard Group Inc, BlackRock, Inc., Dimensional Fund Advisors Lp, First Trust Advisors Lp, and Geode Capital Management, Llc. Tontine Capital Management LLC is the largest shareholder, holding 56% of outstanding shares as of September 30, 2022, and CEO Jeffrey Gendell owns 0.5% of the company's shares.