earnings
confidence high
sentiment positive
materiality 0.80
IES Holdings Q1 FY2025: rev $750M (+18%), EPS $2.72 vs $1.87, upbeat on data center demand
IES Holdings, Inc.
2025-Q1 EPS reported
$2.72
revenue$749,547,000
- Revenue $750M (+18% YoY), operating income $74.6M (+29%), net income $56.3M (+37%), diluted EPS $2.72 (adjusted $2.64).
- Communications rev $232.9M (+36%), Infrastructure Solutions $108.1M (+72%) driven by data center demand; Residential $320M (+1%) with Florida hurricane impact.
- Backlog $1.8B; remaining performance obligations $1.2B. Capex $13.2M in Q1.
- Increased revolver to $300M; acquired minority stake in CB&I storage for $44.9M; post-quarter acquired Arrow Engine Co.