Welcome to our dedicated page for IES Holdings SEC filings (Ticker: IESC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
IES Holdings, Inc. filings document operating results, Regulation FD disclosures, governance matters, and capital-structure information for its electrical, technology, and infrastructure services business. Its 8-K reports furnish quarterly earnings releases and related investor materials, and also record material-event disclosures such as executive compensation arrangements and material agreements.
The company’s proxy and annual-meeting filings cover director elections, auditor ratification, advisory executive-compensation votes, board and governance matters, and named executive officer compensation. These records also provide formal disclosure around shareholder voting outcomes, compensation plans, and other governance items tied to IES Holdings’ public-company reporting obligations.
IES Holdings, Inc., an institutional investment manager, filed a quarterly Form 13F holdings report. The report is signed by Mary Newman, Chief Administrative Officer and General Counsel. It covers 17 reportable positions with an aggregate reported value of $310,581,607, and includes no other investment managers associated with this filing.
IES Holdings reported strong fiscal third-quarter 2026 results, with revenue rising to $1,243 million, a 40% increase from the prior-year quarter, and operating income up 60% to $178.5 million. Net income attributable to IES nearly doubled to $153.0 million, with diluted EPS of $7.57. Adjusted net income was $135.3 million and adjusted diluted EPS $6.70. Adjusted EBITDA reached $201.3 million.
Growth was driven by strong demand in data center and infrastructure markets, as the Communications, Infrastructure Solutions, and Commercial & Industrial segments all posted significant revenue and profit increases, while the Residential segment saw lower revenue and margins due to housing-market softness. Backlog expanded to about $4.5 billion, up 91% since the end of fiscal 2025, and remaining performance obligations were $2.8 billion, supported by recent capacity additions and acquisitions.
The company ended the quarter with $77.3 million in cash, $310.6 million in marketable securities and no debt after repaying credit facility borrowings. The board approved a two-for-one stock split, giving shareholders of record on August 14, 2026 one additional share for each share held, payable after trading closes on August 21, 2026.
IES Holdings, Inc. reported sharply higher results for the quarter and nine months ended June 30, 2026. Quarterly revenue rose 39.6% to $1,242,697K and operating income increased to $178,547K, helped by strong growth in the Communications, Infrastructure Solutions, and Commercial & Industrial segments. Net income attributable to IES rose to $152,974K, with diluted EPS of $7.57.
For the first nine months, revenue grew 24.8% to $3,087,939K and net income attributable to IES reached $354,322K, or $17.52 per diluted share. Results also include an $80,406K gain on marketable securities and $4,226K of equity method investment income. Remaining performance obligations were $2,801,635K, with $2,289,343K expected to be recognized within 12 months, and management notes backlog is at record levels.
The Residential segment faced weaker single-family and multi-family housing demand, with nine-month revenue declining to $895,758K and operating margin narrowing to 3.5%. Liquidity remains strong, with $77,278K in cash, $310,582K in marketable securities, no long-term debt, and $287,790K of revolver availability. Subsequent to quarter-end, the board approved a two-for-one stock split effective August 2026.
Janzen Kelly reported acquisition or exercise transactions in this Form 4 filing.
IES Holdings, Inc. director Kelly Janzen received a grant of 34 shares of common stock. These shares were awarded under the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated, after she elected to take part of her board retainer in stock instead of cash or phantom stock units.
Following this grant, Janzen directly holds 263 shares of IES Holdings common stock. The transaction is recorded as a grant or award, not an open-market purchase or sale.
IES Holdings, Inc. director Todd M. Cleveland reported receiving a grant of 37 shares of common stock in the form of Phantom Stock Units (PSUs) as part of his board retainer. The units were granted at $0.00 per share as compensation, not through an open-market purchase.
Following this award, Cleveland holds a total of 60,911 shares of IES common stock. Each PSU converts into one share of common stock when he leaves the board of directors for any reason or if a change of control occurs under the company’s 2006 Equity Incentive Plan.
IES Holdings director John Louis Fouts received an equity-based compensation award in the form of phantom stock units. On the reported date, he acquired 69 Phantom Stock Units under the IES Holdings, Inc. 2006 Equity Incentive Plan by electing to take part of his board retainer in PSUs instead of cash or common stock.
Each unit is designed to convert into one share of IES common stock when he leaves the board for any reason or upon a change of control, as defined in the plan. Following this grant, Fouts directly holds 8,488 shares or units tied to IES common stock.
IES Holdings, Inc. director David B. Gendell received a grant of 34 Phantom Stock Units as part of his board retainer on common stock. These units were issued at no cash cost under the company’s 2006 Equity Incentive Plan and convert one-for-one into common shares when he leaves the board or upon a change of control as defined in the plan.
Following this grant, Gendell directly holds 70,821 shares of IES common stock, with additional indirect holdings of 40,000 shares in a family trust and 6,000 shares in an IRA.
Baldock Jennifer A reported acquisition or exercise transactions in this Form 4 filing.
IES Holdings, Inc. director Jennifer A. Baldock reported a small equity-based compensation grant rather than an open-market trade. She received 36 shares of common stock at a price of $0.00 per share as part of her director retainer, electing stock instead of cash or phantom stock units under the IES Holdings, Inc. 2006 Equity Incentive Plan.
Following this grant, she holds 5,615 common shares directly and 375 common shares indirectly through a family limited liability company that she co-manages. The filing reflects routine compensation-related share issuance and updated ownership levels.
IES Holdings, Inc. director Joe D. Koshkin reported receiving an award of 39 shares of Common Stock-equivalent Phantom Stock Units on July 1, 2026. These units were granted at a price of $0.00 per unit as part of his director retainer compensation.
Following this grant, Koshkin directly holds 44,895 shares of IES Holdings common stock, indicating the award is small relative to his existing position. Each Phantom Stock Unit will convert into one share of common stock when he leaves the board for any reason or upon a qualifying change of control under the company’s 2006 Equity Incentive Plan.