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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.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.
Data center refresh cycle's revenue impact
Residential HVAC/Plumbing expansion strategy
Infrastructure Solutions capacity expansion ROI
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Next IES Holdings earnings date
Q4 202521 Nov, 2025
Next IES Holdings earnings date
Q4 202521 Nov, 2025
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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.
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