IES Holdings, Inc. (IESC)

IES Holdings beat expectations on both the top and bottom line in the third fiscal quarter of 2026, results it reported on July 31, with revenue rising about 40% year over year to roughly $1.2 billion (up from about $890 million a year ago). Revenue of $1.243 billion topped the $1.080 billion estimate, +15.1%, while adjusted EPS of $6.70 topped the $4.83 estimate, +38.7% (up from $3.95 a year ago). Profitability tracked higher alongside the growth, with gross margin at about 27% and operating margin near 14%; on that base, gross profit came in around $341 million and operating income was roughly $179 million. Net income nearly doubled, up about 98% year over year to about $153 million, compared with about $77 million a year ago. The company generated operating cash flow of roughly $29.5 million and repurchased about $0.1 million of stock. For the next period, consensus calls for EPS of $5.61 on revenue of $1.148 billion.