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. filed a current report to let investors know it has released its financial results for the fiscal 2026 first quarter. On January 30, 2026, the company issued a press release with these results and furnished it as Exhibit 99.1.
On the same day, IES Holdings also posted an “IES Holdings Q1 2026 Earnings Presentation” in the Investor Relations section of its website. The company states that this presentation will remain available online for at least thirty days and that the information provided under the Regulation FD section is being furnished, not filed, which affects how it is treated under securities laws.
IES Holdings reported strong growth for the quarter ended December 31, 2025. Revenue rose to $870.9 million from $749.5 million, driven mainly by data center–related work in the Communications and Infrastructure Solutions segments and solid demand in Commercial & Industrial.
Net income increased to $91.8 million from $57.7 million, with diluted earnings per share rising to $4.51 from $2.72. Gross margin improved to 25.3% as larger, higher-margin projects and better execution offset weakness in the Residential segment, where single-family and multi-family activity declined and pricing was pressured.
The company ended the quarter with $88.8 million in cash, $169.9 million in marketable securities and no borrowings on its $300 million credit facility. Backlog remained elevated, with $1.81 billion in remaining performance obligations and total backlog of $2.60 billion, supported by strong data center demand.
After quarter-end, IES closed the acquisition of Gulf Island Fabrication for $12 per share in cash, valuing the equity at about $192 million, funded partly by a $150 million revolver draw. The company also recorded $4.2 million of equity income from its 12.5% stake in Jett Texas Company LLC and continued to highlight the influence of controlling shareholder Tontine, which owns about 53% of the common stock.
IES Holdings, Inc. major shareholder group updated its ownership and recent trading activity in this amended Schedule 13D. The Tontine entities and Jeffrey L. Gendell together beneficially own 10,595,320 shares of common stock, representing approximately 53.2% of IES Holdings’ 19,927,493 shares outstanding as of December 26, 2025. This is down from about 54.2% previously reported, reflecting both additional shares outstanding and recent sales.
In the last 60 days, Tontine Capital Overseas Master Fund II, L.P. sold a total of 100,000 shares of common stock, and Tontine Capital Partners, L.P. sold 82,094 shares in multiple open‑market transactions. Separately, on November 21, 2025, 8,365 time‑based and 20,077 performance‑based phantom stock units granted to Mr. Gendell vested, with 13,179 shares withheld for taxes, and on November 26, 2025 he received an additional grant of 799 time‑based units.
The filing notes that the reporting persons acquired their holdings for investment and, as a group, own about 53.2% of the outstanding common stock, giving them the ability to control key corporate decisions, including director elections, major transactions, and capital structure matters. Existing arrangements include a Board Observer right tied to maintaining at least 20% ownership and an earlier letter agreement documenting Mr. Gendell’s prior service as Chief Executive Officer.
IES Holdings, Inc. is asking stockholders to vote at its 2026 annual meeting, which will be held virtually on February 19, 2026 via live audio webcast. Investors will elect eight directors for one-year terms, ratify Ernst & Young LLP as auditor for fiscal 2026, and cast an advisory vote on executive compensation.
Holders of the company’s common stock as of December 26, 2025, when 19,927,493 shares were outstanding, may vote one share per share owned. An ownership table shows entities affiliated with Tontine, led by Executive Chairman Jeffrey L. Gendell, beneficially owning about 53.17% of the common stock, giving them effective control over key corporate decisions.
The proxy describes a majority-independent board, its audit, compensation, and nominating/governance committees, and detailed pay programs tying named executive officer compensation to company financial performance and individual goals. It also outlines related-party arrangements, including a Connecticut office sublease with Tontine and employment of certain family members of the CEO, and discloses 2025 audit fees and the audit committee’s financial expertise and oversight role.
IES Holdings, Inc. Chief Technical Officer reported a sale of company stock in a Form 4 filing. On 12/15/2025, the officer sold 700 shares of common stock at a price of $457.95 per share, reported with transaction code "S," which indicates a sale. After this transaction, the officer beneficially owned 1,098 shares of IES Holdings common stock, held directly.
IES Holdings, Inc. director reports charitable stock gift
A director of IES Holdings, Inc. (IESC) reported a non-cash transaction involving the company’s common stock. On 12/12/2025, the reporting person made a gift of 1,500 shares of IES Holdings common stock, identified with transaction code G, at a stated price of $0 per share, which reflects that no sale proceeds were received. After this transaction, the director beneficially owned 85,748 shares of IES Holdings common stock in direct ownership form. The filing notes that the shares involved in this transaction were gifted to a charitable organization.
IES Holdings, Inc. officer Mary K. Newman reported selling company common stock in two market transactions on December 11, 2025.
She sold 1,335 shares at a weighted average price of $477.43 per share, then sold 665 shares at a weighted average price of $478.71 per share. After these sales, she beneficially owned 21,843.3 shares of common stock directly.
A director of IES Holdings, Inc. reported selling 17,867 shares of common stock on 12/10/2025 at a weighted average price of $452.2 per share. The sale was executed in multiple trades at prices ranging from $451.88 to $452.51, and the director has agreed to provide detailed trade breakdowns upon request.
After this transaction, the director beneficially owns 70,669 shares directly, plus 40,000 shares held in a family trust and 6,000 shares held in an IRA, all of which represent continuing equity exposure to IES Holdings.
IES Holdings’ reporting person, who is a director, reported selling common stock in open-market transactions. On 12/09/2025, the director sold 400, 402, and 4,198 shares of IES Holdings common stock at weighted average prices of $452.63, $450.96, and $449.68 per share, respectively.
Each reported price reflects multiple trades within narrow ranges: $452.48–$453.05, $450.65–$451.33, and $449.46–$450.40. After these sales, the reporting person directly owned 44,723 shares of IES Holdings common stock. The report notes that detailed trade-by-trade pricing information is available to the company, any security holder, or SEC staff upon request.
IES Holdings, Inc. (IESC) filed a Form 4 reporting a routine equity transaction by its Chief Technical Officer. On 11/21/2025, 179 shares of common stock were withheld at a price of $371.19 per share to cover taxes from the vesting of Phantom Stock Units granted on December 6, 2022 under the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated. Following this tax withholding, the reporting person beneficially owns 559 shares of IES common stock directly.