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.
The IES Holdings, Inc. (NASDAQ: IESC) SEC filings page provides access to the company’s regulatory disclosures, including annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K. These documents offer detailed information on IES’s four operating segments—Communications, Residential, Infrastructure Solutions, and Commercial & Industrial—as well as its end markets, risk factors, and capital allocation decisions.
Annual reports (Form 10-K) describe the overall business, segment structure, key end markets such as data centers, residential housing, and commercial and industrial facilities, and the company’s use of non-GAAP measures like adjusted net income, adjusted EBITDA, and backlog. They also discuss risks related to economic conditions, competition, labor availability, supply chain constraints, fixed-price contracts, and acquisition integration.
Quarterly reports (Form 10-Q) update segment results, remaining performance obligations, and backlog, and provide management’s discussion of recent trends in Communications, Residential, Infrastructure Solutions, and Commercial & Industrial. These filings help readers track how demand in data centers, housing, industrial projects, and education and healthcare work is affecting IES’s operations.
Current reports (Form 8-K) disclose material events such as earnings releases, entry into material definitive agreements, acquisitions, executive compensation plans, and leadership changes. For example, IES has filed 8-Ks related to its fiscal 2025 quarterly and annual results, the Agreement and Plan of Merger to acquire Gulf Island Fabrication, Inc., and executive incentive arrangements.
This page also surfaces insider and governance-related filings, such as those reporting executive compensation plans or other board and management actions, as they appear in 8-Ks and related exhibits. Filings are sourced from the SEC’s EDGAR system and updated as new documents become available.
AI-powered tools on this platform can help summarize lengthy filings, highlight key segment data, explain non-GAAP reconciliations, and point out notable disclosures about backlog, remaining performance obligations, acquisitions, and compensation plans, allowing users to review IESC’s regulatory information more efficiently.
IES Holdings (IESC) director disclosed multiple open-market sales of common stock on August 12-14, 2025. The Form 4 shows the reporting person, identified in the footnotes as Mr. Cleveland, sold shares across several transactions at prices ranging roughly from $336.70 to $356.10 per share. The table reports the reporting person's beneficial ownership following the reported transactions as 87,180 shares. The filing was submitted by one reporting person and is limited to non-derivative common stock sales; no purchases or derivative transactions are reported.
Tracy A. McLauchlin, SVP, CFO & Treasurer of IES Holdings, reported the sale of 5,000 shares of IES Holdings, Inc. (IESC) on 08/11/2025 at a weighted average price of $339.46 (reported range $339.45 to $339.70). After the sale she beneficially owned 66,177 shares, held directly.
The Form 4 was signed on 08/12/2025. The filing discloses that the reported price is a weighted average and states the reporting person will provide a breakdown of the number of shares sold at each separate price upon request.
IES Holdings, Inc. (IESC) submitted a Form 144 notifying the market of a proposed sale of 30,000 shares of Common Stock with an aggregate market value of $10,320,000.00. The shares are to be sold through CJS Securities Inc on the NASDAQ GM with an approximate sale date of 08/12/2025. The filer reports the shares were acquired on 02/15/2017 in the open market and paid for on 02/18/2017 in cash.
The form lists 19,854,463 shares outstanding and reports Nothing to Report for securities sold in the past three months. By signing, the seller represents they are not aware of undisclosed material adverse information about the issuer. This filing is a routine Rule 144 notice providing transparency about a proposed insider or affiliate sale.
IES Holdings filed a Form 144 notifying a proposed sale of 5,000 common shares through J.P. Morgan Securities LLC, to be sold on Nasdaq with an approximate sale date of 08/11/2025. The filing lists an aggregate market value of $1,722,250 and total outstanding shares of 19,854,463.
The shares were acquired on 12/06/2022 via stock award vesting and no securities were reported sold in the past three months. The signer represents they do not know any material nonpublic information about the issuer; the notice is submitted under Rule 144.
Matthew J. Simmes, President and CEO of IES Holdings (IESC), reported a sale of 4,000 shares of common stock on 08/07/2025 at a price shown as $339 per share. After the transaction he beneficially owns 101,504 shares held directly. The Form 4 discloses the insider sale while showing the CEO retains substantial direct ownership.
IES Holdings, Inc. (NASDAQ: IESC) filed a Form 8-K dated 1-Aug-2025 to furnish information under Items 2.02 (Results of Operations & Financial Condition) and 7.01 (Reg FD).
- The company issued a press release announcing fiscal third-quarter 2025 results; the release is provided as Exhibit 99.1.
- A slide deck titled “IES Holdings Q3 2025 Earnings Presentation” has been posted to the Investor Relations section of www.ies-co.com and will remain available for at least 30 days.
- No financial figures, guidance or qualitative commentary are included in the 8-K itself; investors must review the furnished press release and presentation for details.
The filing reports no other material events, transactions, executive changes or financial statements.
IES Holdings (NASDAQ: IESC) – FY25 Q3 results (quarter ended 6/30/25)
- Revenue up 15.9% YoY to $890.2 M; nine-month sales +17.4% to $2.47 B.
- Gross margin expanded 160 bp to 26.9%, driving operating income +24% to $111.9 M (12.6% margin).
- Net income attributable to IESC rose 24% to $77.2 M; diluted EPS leapt 43% to $3.81 (YTD $10.03, +47%).
- Segment mix: Communications +56% revenue (strength in data centers); Infrastructure Solutions +27%; Commercial & Industrial +20%; Residential -8% as housing affordability and builder incentives pressured single-family volumes.
- Liquidity: Cash & marketable securities $168.3 M vs $20 M revolver draw; YTD operating cash flow $154.1 M. Capex $47.3 M, acquisitions $22.6 M, share buybacks $41.6 M (173 k shares at $174 avg).
- Balance sheet: Total assets $1.47 B; equity $781.4 M; first long-term debt since FY22 ($20 M) after upsizing revolver to $300 M (matures 1/21/30, 3.0×/3.0× leverage & coverage covenants).
- Backlog (remaining performance obligations) $1.30 B; $0.94 B expected to convert within 12 months.
- Subsequent event: acquired remaining 20 % of Edmonson Electric on 7/1/25 for $40 M.
Management cites sustained demand in data centers and industrial markets, while housing affordability headwinds continue to challenge the Residential segment.
Form 4 filing summary for IES Holdings, Inc. (IESC)
Director David B. Gendell reported a routine equity grant dated 07/01/2025. He received 86 Phantom Stock Units (PSUs) under the company’s 2006 Equity Incentive Plan in lieu of cash or stock retainer compensation. Each PSU converts 1-for-1 into IESC common shares when Mr. Gendell departs the board or upon a defined change-of-control event.
Post-transaction ownership:
- 88,472 shares held directly
- 40,000 shares held indirectly in a family trust
- 6,000 shares held indirectly in an IRA
The filing signals continued alignment of the director’s incentives with shareholders but is unlikely to have a material impact on IESC’s valuation or trading dynamics.