{"data":{"ticker":"IESC","slug":"ies-holdings","name":"IES Holdings","exchange":"NASDAQ","sector":"Industrials","headquarters":"Sugar Land, TX","ceo":"Matthew J. Simmes","employees":10262,"website":"https://www.ies-co.com","founded":"1997","layers":[{"slug":"utilities-grid","name":"Utilities & Grid"},{"slug":"data-centers","name":"Data Centers & Hardware"}],"exposure":{"score":62,"tier":"Strategic","rationale":"Data center electrical work through the Communications segment is the largest and fastest growing part of the business, with hyperscale and colocation customers driving record demand. The thesis depends on the data center construction cycle continuing, since residential and commercial electrical work still make up much of the mix."},"quote":{"price":196.07,"change24hPct":-4.8,"change7dPct":-9.62,"change30dPct":-42.22,"change1yPct":-0.87,"high52w":396.98,"low52w":178.97,"marketCap":8314311168,"peRatio":17.41,"eps":11.26,"volume24h":85937481},"nextEarningsDate":"2026-11-20","summary":"IES Holdings provides electrical and infrastructure services across the United States. Its electricians and technicians design, install, and maintain electrical systems in data centers, homes, and commercial and industrial buildings, earning revenue on contracted projects and services across four operating segments.","explainer":["IES Holdings provides electrical and infrastructure services across the United States. Its electricians and technicians design, install, and maintain electrical systems in data centers, homes, and commercial and industrial buildings, earning revenue on contracted projects and services across four operating segments.","The Communications segment is the growth engine: it wires hyperscale and colocation data centers for major technology customers, work that has become the company's largest revenue source. The Infrastructure Solutions segment builds custom power enclosures and generator packaging used at data center sites, while Residential and Commercial & Industrial segments serve broader construction markets.","Founded in 1997 and headquartered in Sugar Land, Texas, IES employs about 10,262 people and trades on the NASDAQ."],"buildoutRole":"IES works in the Data Centers layer as one of the contractors that physically builds the facilities: installing the electrical distribution, cabling, and power systems that turn a shell into a functioning data hall. Hyperscale and colocation customers hire its Communications segment crews site after site, and its Infrastructure Solutions unit supplies custom enclosures for backup power. Electrical labor is a genuine bottleneck in the buildout, which gives skilled contractors like IES pricing power and multi year visibility.","faq":[{"q":"What does IES Holdings do?","a":"IES Holdings is an electrical and infrastructure services company. Its four segments install and maintain electrical and communications systems in data centers, homes, and commercial and industrial facilities, and manufacture custom power enclosures and generator packaging for industrial customers."},{"q":"How is IES Holdings exposed to AI?","a":"Its Communications segment wires hyperscale and colocation data centers, now the company's largest and fastest growing business as AI drives construction. Supercycle rates it Strategic with an AI Exposure Score of 62 out of 100."},{"q":"Which IES segment benefits most from data centers?","a":"The Communications segment, which handles electrical and cabling work inside data centers for hyperscale and colocation operators. Infrastructure Solutions also benefits by building custom enclosures and power packaging, while Residential and Commercial & Industrial serve broader markets."},{"q":"Who leads IES Holdings?","a":"Matthew J. Simmes serves as CEO of IES Holdings. The company was founded in 1997, is headquartered in Sugar Land, Texas, and employs about 10,262 people across its electrical and infrastructure operations in the United States."},{"q":"Is IESC a pure play AI stock?","a":"No. Supercycle scores IES 62 out of 100, in the Strategic tier. Data center electrical work is the primary growth driver, but residential and commercial electrical services still account for a substantial portion of the business."}],"history1y":[{"date":"2026-09-22","close":321.07},{"date":"2026-09-23","close":319.73},{"date":"2026-09-24","close":320.5},{"date":"2026-09-25","close":324.13},{"date":"2026-09-28","close":322.09},{"date":"2026-09-29","close":324.44},{"date":"2026-09-30","close":321.08},{"date":"2026-10-01","close":330.16},{"date":"2026-10-02","close":339.34},{"date":"2026-10-05","close":339.62},{"date":"2026-10-06","close":341.85},{"date":"2026-10-07","close":308.83},{"date":"2026-10-08","close":300.43},{"date":"2026-10-09","close":297.52},{"date":"2026-10-12","close":287.79},{"date":"2026-10-13","close":280.04},{"date":"2026-10-14","close":266.51},{"date":"2026-10-15","close":262.44},{"date":"2026-10-16","close":251.96},{"date":"2026-10-19","close":250.82},{"date":"2026-10-20","close":241.33},{"date":"2026-10-21","close":236.61},{"date":"2026-10-22","close":220.75},{"date":"2026-10-23","close":213.54},{"date":"2026-10-26","close":216.94},{"date":"2026-10-27","close":227.41},{"date":"2026-10-28","close":225.53},{"date":"2026-10-29","close":223.79},{"date":"2026-10-30","close":205.96},{"date":"2026-11-02","close":196.07}],"incomeStatements":[{"ticker":"IESC","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":3371468000,"cost_of_revenue":2511971000,"gross_profit":859497000,"operating_expense":0,"operating_income":384519000,"net_income":305975000,"earnings_per_share":7.51,"earnings_per_share_diluted":7.51,"research_and_development":0,"selling_general_and_administrative_expenses":474978000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"IESC","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":2884358000,"cost_of_revenue":2187768000,"gross_profit":696590000,"operating_expense":0,"operating_income":299906000,"net_income":219116000,"earnings_per_share":4.945,"earnings_per_share_diluted":4.945,"research_and_development":0,"selling_general_and_administrative_expenses":396684000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"IESC","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":2377227000,"cost_of_revenue":1932688000,"gross_profit":444539000,"operating_expense":0,"operating_income":145914000,"net_income":108288000,"earnings_per_share":2.27,"earnings_per_share_diluted":2.27,"research_and_development":0,"selling_general_and_administrative_expenses":298625000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"IESC","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":2166808000,"cost_of_revenue":1847878000,"gross_profit":318930000,"operating_expense":0,"operating_income":56216000,"net_income":34762000,"earnings_per_share":0.72,"earnings_per_share_diluted":0.72,"research_and_development":0,"selling_general_and_administrative_expenses":262714000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"IESC","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":1595661000,"current_assets":1085481000,"cash_and_equivalents":127171000,"total_liabilities":707699000,"current_liabilities":633428000,"total_debt":88095000,"shareholders_equity":883955000,"retained_earnings":800818000},{"ticker":"IESC","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":1244026000,"current_assets":871694000,"cash_and_equivalents":100832000,"total_liabilities":591917000,"current_liabilities":522554000,"total_debt":62426000,"shareholders_equity":611113000,"retained_earnings":497760000},{"ticker":"IESC","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":981600000,"current_assets":671296000,"cash_and_equivalents":75770000,"total_liabilities":481664000,"current_liabilities":400568000,"total_debt":61594000,"shareholders_equity":449985000,"retained_earnings":295784000},{"ticker":"IESC","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":934709000,"current_assets":624398000,"cash_and_equivalents":24848000,"total_liabilities":544228000,"current_liabilities":401886000,"total_debt":137091000,"shareholders_equity":361288000,"retained_earnings":203197000}],"holders13f":[{"slug":"ray-dalio","personName":"Ray Dalio","fundName":"Bridgewater Associates","value":7430351,"portfolioPct":0.00030482132523017427,"change":"trimmed","period":"2026-06-30"}],"news":[]},"meta":{"version":"v1","asOf":"2026-11-02","builtAt":"2026-11-03T05:33:49.998Z","tier":"free","source":"https://supercyclehq.com/stock/ies-holdings","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/IESC","html":"https://supercyclehq.com/stock/ies-holdings","md":"https://supercyclehq.com/stock/ies-holdings.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}