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Dec 31, 2025
IES Holdings Q1 2026 Earnings Report
IES Holdings reported strong Q1 2026 results with double-digit growth in revenue, operating income, and net income.
Key Takeaways
IES Holdings began fiscal 2026 with robust growth, driven by strength in Communications and Infrastructure Solutions, while Residential faced continued headwinds due to a weak housing market.
Revenue rose to $871 million, up from $750 million a year ago
Net income attributable to IES grew 62% to $91.4 million
Adjusted EPS reached $3.71, reflecting solid performance across key segments
Residential segment revenue declined 11% due to persistent housing market challenges
Revenue by Segment
Forward Guidance
Management expects continued strength in data center-related segments, but anticipates ongoing challenges in Residential due to market headwinds.
Positive Outlook
- Strong demand in Communications, especially from data centers
- Infrastructure Solutions benefiting from strategic investments and facility ramp-up
- Successful integration of Gulf Island to expand capacity
- Improved operating margins across key segments
- Robust balance sheet with no debt and strong cash position
Challenges Ahead
- Residential segment remains under pressure from weak housing market
- Price reductions imposed by homebuilders affecting margins
- Reduced backlog in multi-family housing business
- Uncertainty around housing affordability and insurance availability
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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