Electrical systems firm IES Holdings' Q3 revenue up 16% on data center demand
Overview
IES Holdings fiscal Q3 2025 rev grows 16% yr/yr, beating analyst expectations
Adjusted EPS for fiscal Q3 beats consensus, driven by strong demand in Communications
Co completes acquisition of Qypsys, expanding wireless network infrastructure capabilities
Outlook
Company expects strong demand in data center market to continue
IES sees challenges in Residential segment due to housing market softness
Company optimistic about long-term Residential prospects due to demographics
Result Drivers
DATA CENTER DEMAND - Strong demand in data center market drives growth in Communications, Infrastructure Solutions, and Commercial & Industrial segments
RESIDENTIAL CHALLENGES - Residential segment revenue declines 8% due to soft housing market and price reductions from home builders
COMMUNICATIONS GROWTH - Communications segment revenue surges 56% yr/yr, fueled by data center demand and improved project execution
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $890 mln | $833 mln (1 Analyst) |
Q3 Adjusted EPS | Beat | $3.95 | $3.55 (1 Analyst) |
Q3 Adjusted Net Income | Beat | $79.80 mln | $71 mln (1 Analyst) |
Q3 Net Income |
| $77.20 mln |
|
Q3 Operating Income | Beat | $111.90 mln | $100 mln (1 Analyst) |
Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the construction & engineering peer group is "buy"
Wall Street's median 12-month price target for IES Holdings Inc is $340.00, about 3.8% below its July 31 closing price of $353.07
Press Release: ID:nGNX7h8WFj
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