IESC at a glance
IES Holdings, Inc. (IESC, SEC CIK 1048268) filed its latest 10-K annual report on November 21, 2025, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), IES Holdings, Inc. (IESC) reported revenue of $3.4 billion (up 16.9% from FY2024) and net income of $306.0 million. Diluted EPS was $15.02.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.4B
- +16.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- Latest 8-K
- Aug 11, 2026
- Item 3.02 · Item 1.01 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business model: Integrated electrical contracting and engineering services across Communications, Residential, Infrastructure Solutions, and Commercial & Industrial segments
- Emphasis on Communications segment growth with 46.9% revenue increase driven by data center, high-tech manufacturing, and e-commerce customers
- Strategic focus shift: Scaling Infrastructure Solutions capacity via acquisitions and investments, e.g., full-year impact of Greiner Industries acquisition
- Quantitative highlight: Consolidated revenues up 16.9% YoY to $3.37B with gross margin expansion to 25.5% from 24.2% in prior year
- Noteworthy fact: Record backlog across segments entering fiscal 2026, constrained by labor availability and capacity despite strong demand
Risk Factors
- Commodity price volatility in copper, aluminum, steel, electrical components, fuel, plastics impacting fixed-price contracts
- Marketable securities investment fair value $104.6 million, 10% market change affects pre-tax income by $10.5 million
- Floating rate debt tied to SOFR exposes interest expense to increases, no interest rate hedging in place
- No borrowings outstanding under revolving credit facility as of September 30, 2025, limiting immediate leverage risk
Management Discussion & Analysis
- No profitability or margin % figures provided in the text
- Segment operating details limited to employee count and office numbers; no performance or financial data given
- Cash flow, buybacks, dividends, and capex details not included in this section
- Management highlights focus on human capital, safety, climate risk monitoring, and geographic diversity; no explicit future financial guidance or key risk quantified
AI summary of the IESC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes disclosed; risks remain those in the September 30, 2025 Form 10-K
- No newly added risk factor or triggering event identified in provided text
- Regulatory and compliance risk: no directors or officers adopted, modified, or terminated Rule 10b5-1 arrangements
- Capital-allocation risk: $166,230,823 remained available under the stock-repurchase program
- Equity-market risk: 201 shares repurchased at an average $678.35 per share during May 2026
AI summary of the IESC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 3.02: Unregistered Sales of Equity Securities
- IES will issue Buyer Common Stock to the seller as transaction consideration
- Private placement reliance on Securities Act Section 4(a)(2), avoiding immediate registration requirements
Item 1.01: Entry into a Material Definitive Agreement
- $650 million acquisition of approximately 92% of DBM Global, expanding IES’s ownership through cash and stock consideration
- Seller receives $140 million in IES stock, equal to 215,487 shares priced at $649.69, plus remaining consideration in cash
Item 7.01: Regulation FD Disclosure
- IES and Parent announced entry into the Agreement on August 10, 2026, signaling a pending Transactions process
- Parent intends to file an information statement with the SEC, providing shareholders additional transaction terms and required disclosures
Item EX-99.1: Item EX-99.1
- IES agreed to acquire DBM Global for approximately $685 million, adding a national structural steel fabrication and erection platform
- Consideration includes approximately $545 million cash and $140 million in IES shares, creating financing needs and shareholder dilution
Item 2.02: Results of Operations and Financial Condition
- Fiscal 2026 third-quarter results announced on July 31, 2026
- Press release furnished as Exhibit 99.1, containing the reported operating results
Item 7.01: Regulation FD Disclosure
- IES Holdings posted its Q3 2026 earnings presentation on July 31, 2026
- Presentation available under Investor Relations at www.ies-co.com for at least 30 days
Item 8.01: Other Events
- Two-for-one forward stock split approved by IES Holdings’ Board
- Shareholders receive one additional share per owned share
AI summaries of IESC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IESC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fouts John Louis | A | Oct 1, 2026 | 159 | - |
| Cleveland Todd M | A | Oct 1, 2026 | 84 | - |
| Gendell David B. | A | Oct 1, 2026 | 79 | - |
| Baldock Jennifer A | A | Oct 1, 2026 | 83 | - |
| Koshkin Joe D | A | Oct 1, 2026 | 89 | - |
| Janzen Kelly | A | Oct 1, 2026 | 79 | - |
| Gendell David B. | A | Jul 1, 2026 | 34 | - |
| Baldock Jennifer A | A | Jul 1, 2026 | 36 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.9B | $3.4B |
| Gross Profit | $444.5M | $696.6M | $859.5M |
| Operating Income | - | $300.9M | $383.5M |
| Net Income | $108.3M | $219.1M | $306.0M |
| Gross Margin | - | 24.2% | 25.5% |
| Op. Margin | - | 10.4% | 11.4% |
| Net Margin | - | 7.6% | 9.1% |
| Balance Sheet | |||
| Total Assets | - | $1.2B | $1.6B |
| Equity | $450.0M | $611.1M | $884.0M |
| ROE | 24.1% | 35.9% | 34.6% |
| Per Share | |||
| EPS | $4.54 | $9.89 | $15.02 |
| Cash Flow | |||
| Operating CF | - | $234.4M | $286.1M |
Source: XBRL data in IES Holdings, Inc. (IESC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
IESC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 13F-HR | Aug 14, 2026 | Jun 30, 2026 | - | |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | May 28, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 13F-HR | May 15, 2026 | Mar 31, 2026 | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 8, 2026 | - | - |
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IESC SEC filings: frequently asked questions
What was IESC's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), IES Holdings, Inc. (IESC) reported revenue of $3.4 billion (up 16.9% from FY2024) and net income of $306.0 million. Diluted EPS was $15.02. The figures come from the XBRL data in the 10-K.
What are the main risks in IESC's latest 10-K?
In the 10-K filed November 21, 2025, IES Holdings, Inc. (IESC) flagged: Commodity price volatility in copper, aluminum, steel, electrical components, fuel, plastics impacting fixed-price contracts. Marketable securities investment fair value $104.6 million, 10% market change affects pre-tax income by $10.5 million. (AI summary of the Risk Factors section.)
What did IESC report in its latest 8-K?
IES Holdings, Inc. (IESC) filed an 8-K on August 11, 2026 reporting Item 3.02 (Unregistered Sales of Equity Securities), Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). IES will issue Buyer Common Stock to the seller as transaction consideration.
What are the latest IESC SEC filings?
IES Holdings, Inc. (IESC) filed its latest 10-K annual report on November 21, 2025, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is IESC's SEC CIK number?
IES Holdings, Inc. (IESC)'s SEC Central Index Key (CIK) is 1048268. EDGAR lists every IESC filing under that number.
Ask anything about IESC
The research agent reads IESC's filings, financials, insider trades and 13F holders, then answers with sources.