{"filings":[{"id":90874,"accession_number":"0001048268-26-000087","cik":1048268,"company_name":"IES Holdings, Inc.","ticker":"IESC","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"IES Holdings Q2 FY2026 revenue +17% to $974M, EPS $5.44 vs $3.50 YoY","event_type":"earnings","confidence":"high","bullets":["Revenue $974M (+17% YoY); operating income $112.3M (+21%); net income $109.9M (+56%).","Diluted EPS $5.44; adjusted diluted EPS $4.16 (vs $3.30 prior year).","Backlog $3.9B (+62% since FY2025 end); Communications revenue +35% on data center demand.","Residential revenue -10% to $287.6M on weak housing; Infrastructure Solutions +64% to $192.4M.","Completed Gulf Island acquisition in Jan 2026 for $143.1M net; capex $31.8M in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":9.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":1845242000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100707,"accession_number":"0001048268-26-000055","cik":1048268,"company_name":"IES Holdings, Inc.","ticker":"IESC","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"IES Holdings annual meeting results: all director nominees elected, auditor ratified, say-on-pay approved","event_type":"other","confidence":"high","bullets":["Eight director nominees elected with 'for' votes ranging from 17.1M to 17.7M; broker non-votes of ~1.2M.","Ratification of Ernst & Young as independent auditor for FY2026 approved: 18.8M for, 117K against.","Advisory vote on named executive officer compensation approved: 16.4M for, 1.3M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100706,"accession_number":"0001048268-26-000038","cik":1048268,"company_name":"IES Holdings, Inc.","ticker":"IESC","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"IES Holdings Q1 revenue up 16% to $871M; EPS $4.51; acquires Gulf Island Fabrication for $192M","event_type":"earnings","confidence":"high","bullets":["Revenue $871M (+16% YoY); operating income $97.7M (+31%); net income $91.4M ($4.51 diluted EPS).","Adjusted net income $75.2M, adjusted diluted EPS $3.71, up 38% and 41% YoY respectively.","Communications revenue +51% to $351.9M on data center demand; Residential -11% to $284.1M on housing softness.","Backlog $2.6B; remaining performance obligations $1.8B as of Dec 31, 2025.","Post-quarter acquired Gulf Island Fabrication for ~$192M equity value (net $152M after cash), funded with cash and credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":4.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":870958000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117008,"accession_number":"0001048268-25-000175","cik":1048268,"company_name":"IES Holdings, Inc.","ticker":"IESC","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"IES Holdings posts record Q4 earnings, revenue up 16% YoY, and agrees to acquire Gulf Island","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $898M (+16% YoY); operating income $104.3M (+39%); diluted EPS $4.99 vs $3.06.","FY2025 revenue $3.37B (+17%); operating income $383.5M (+27%); net income $306M (+40%).","Backlog $2.37B; RPO $1.69B. No debt; $127.2M cash; $104.6M marketable securities; $168M buyback remaining.","Entered definitive agreement to acquire Gulf Island Fabrication, a steel fabricator for industrial, energy & government sectors.","CEO Simmes SSTIP: cash bonus up to $5M based on FY2026 Adjusted Income exceeding 85%-100% of target."],"consensus_eps_estimate":null,"consensus_eps_actual":15.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":3371468000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117007,"accession_number":"0001048268-25-000165","cik":1048268,"company_name":"IES Holdings, Inc.","ticker":"IESC","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"IES Holdings acquires Gulf Island Fabrication for $12/share (~$192M equity value)","event_type":"m_and_a","confidence":"high","bullets":["All-cash deal: $12.00 per share; aggregate equity value ~$192M; 52% premium to Nov 6 close.","Expected to close in quarter ending March 31, 2026, subject to shareholder and HSR clearance.","Supporting shareholders (~20% of GIFI) and IES (~3.5%) have agreed to vote in favor.","Gulf Island will not hold its Q3 2025 earnings call due to the transaction.","Acquisition expands IES's Gulf Coast fabrication footprint (Houma, LA facility)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133444,"accession_number":"0001048268-25-000107","cik":1048268,"company_name":"IES Holdings, Inc.","ticker":"IESC","form_type":"8-K","filed_at":"2025-08-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"IES Holdings Q3 FY2025 revenue $890M (+16% YoY), EPS $3.81, backlog $2.1B","event_type":"earnings","confidence":"high","bullets":["Revenue $890M, operating income $111.9M (+24%), net income $77.2M (+24%), diluted EPS $3.81.","Adjusted EPS $3.95 (+45% YoY); Communications segment revenue up 56% to $299.2M.","Residential segment revenue fell 8% to $346.1M on housing softness; operating income down to $33.4M.","Subsequent acquisitions: remaining 20% of Edmonson Electric and Qypsys (wireless infrastructure).","Repurchased 33,900 shares for $5.3M; $88.4M cash & restricted cash net of debt; $66.8M marketable securities."],"consensus_eps_estimate":null,"consensus_eps_actual":10.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":2473665000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133443,"accession_number":"0001048268-25-000098","cik":1048268,"company_name":"IES Holdings, Inc.","ticker":"IESC","form_type":"8-K/A","filed_at":"2025-07-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"IES Holdings CEO succession effective: Matt Simmes becomes CEO, salary raised to $925k","event_type":"leadership","confidence":"high","bullets":["Matt Simmes became President and CEO effective July 1, 2025; Jeff Gendell transitioned to Executive Chairman.","Simmes' annual base salary increased from $750k to $925k per Compensation Committee approval.","Jordan Lyman appointed President of IES Residential segment; Lyman has 20+ years at the company.","Simmes also appointed to the Board of Directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150125,"accession_number":"0001048268-25-000070","cik":1048268,"company_name":"IES Holdings, Inc.","ticker":"IESC","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"IES Holdings appoints Matthew Simmes as CEO effective July 1, 2025","event_type":"leadership","confidence":"high","bullets":["Matthew Simmes, current President & COO, becomes President & CEO on July 1, 2025, succeeding Jeffrey Gendell.","Jeffrey Gendell transitions to Executive Chairman, continuing to lead the Board and focus on strategy.","Simmes has over 31 years at IES, previously President of Communications segment and COO since 2021.","Succession follows a planned executive transition; Gendell had served as CEO since 2020.","Simmes will also join the Board; compensation changes not yet determined."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}