Logotype for IES Holdings Inc

IES Holdings (IESC) investor relations material

IES Holdings 16th Annual Midwest Ideas Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for IES Holdings Inc
16th Annual Midwest Ideas Conference summary27 Aug, 2025

Company overview and market positioning

  • Provides electrical and technology infrastructure services to diverse markets including data centers, e-commerce, high-tech manufacturing, healthcare, and education across North America.

  • Fiscal 2024 revenue reached $2.9 billion with operating income of $301 million and adjusted EPS of $9.62.

  • Revenue mix is diversified, with strong exposure to high-growth end markets and a focus on both organic growth and strategic acquisitions.

  • Capital allocation prioritizes organic and inorganic investments, with acquisitions funded by operational cash flow and, when needed, borrowing.

  • Growth strategy leverages favorable macroeconomic trends, including technology infrastructure expansion and increased residential construction demand.

Segment performance and growth drivers

  • Communications segment has seen substantial growth, driven by data center investments and repeat business from major customers.

  • Residential segment focuses on electrical, HVAC, and plumbing services, with Texas and Florida as key markets and ongoing expansion of service lines.

  • Infrastructure solutions segment is fueled by demand for custom enclosures for backup power, especially in data centers, and has expanded manufacturing capacity significantly.

  • Commercial and industrial segment benefits from increased margins due to labor constraints and high demand in data centers and manufacturing.

  • Training facilities across the U.S. support workforce development, especially for large-scale data center projects.

Financial performance and outlook

  • Operating income for the first nine months of fiscal 2025 was $279 million, up 24% year-over-year.

  • Communications and infrastructure solutions are expected to remain strong, while residential faces short-term headwinds from housing affordability and high borrowing costs.

  • Long-term optimism for residential is based on demographic trends and housing undersupply.

  • Infrastructure solutions segment continues to add capacity, with recent expansions in Wisconsin and Alabama to meet OEM demand.

  • Commercial and industrial segment is building capabilities for large data center projects, with in-house training to support growth.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next IES Holdings earnings date

Logotype for IES Holdings Inc
Q4 202521 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next IES Holdings earnings date

Logotype for IES Holdings Inc
Q4 202521 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

IES Holdings Inc. specializes in designing and installing integrated electrical and technology systems. The company's services include network infrastructure solutions, electrical installations, HVAC and plumbing services, and electro-mechanical solutions. IES Holdings serves a wide array of sectors such as data centers, office buildings, manufacturing facilities, wind farms, solar facilities, municipal infrastructure, healthcare facilities, and residential housing complexes. IES Holdings, Inc. is headquartered in Houston, Texas, and its shares are listed on the NASDAQ.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage