Added to YB: 2026-02-04
Pitch date: 2026-02-03
IESC [bullish]
IES Holdings, Inc.
+65.53%
current return
Author Info
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Company Info
IES Holdings, Inc. designs and installs integrated electrical and technology systems and provides infrastructure products and services in the United States.
Market Cap
N/A
Pitch Price
$420.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.11
P/E
N/A
EV/Sales
3.56
Sector
Construction and Engineering
Category
growth
I have been buying the IESC dip
IESC (added to position): Increased to 2% of portfolio after dip. Shifting from asset-light model via Arrow Engine (Jan 2025) & Gulf Island Fabrication (Jan 2026) acquisitions to become one-stop shop for data centers w/ steel fab + engine production + installation. Infrastructure Solutions +30% YoY, now 16% rev. Ballooning backlog. Trading 23x P/E (in-line w/ S&P). Chairman Gendell owns 53% ($4.3B via Tontine).
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