IESC IES Holdings, Inc. - Common Stock
NASDAQ · Construction · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 31, 2026IESC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
IESC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
| Ex-date | Split | Type |
|---|---|---|
| Aug. 24, 2026 | 2-for-1 | Forward |
| May 15, 2006 | 1-for-17 | Reverse |
About IES Holdings, Inc. - Common Stock Company overview from Wikipedia
IES Holdings, Inc., formerly known as Integrated Electrical Services, Inc., designs and installs integrated electrical and technology systems and provides infrastructure products and services to a variety of end markets, including data centers, residential housing, and commercial and industrial facilities.
IES is headquartered in Houston, Texas and has 125+ locations with 8,000+ employees across the continental United States.
History
June 26, 1997 incorporates as Integrated Electrical Services Incorporated.
January 27, 1998, Integrated Electrical Services began trading with the symbol (IEE) on the New York Stock Exchange.
In 2002 Integrated Electrical Services was ranked as the largest electrical contractor in the United States, with $1.475 billion in revenue.
In February 2006, Integrated Electrical Services filed for chapter 11 bankruptcy and in the same year, three months later, emerged.
February 28, 2011 Integrated Electrical Services sold its subsidiary Key Electrical Supply Inc. to Elliott Electric Supply Inc.
In July 2020, Integrated Electrical Services was listed as number five on Houston Chronicle's "list of the region's 100 best performing public companies".
Founding companies
Business Segments
Infrastructure Solutions – Electro-mechanical
Communications – Technology services to corporations.
Residential – Electrical services to multi and single family type housing.
Industrial & Commercial – Design, construct and maintain industrial and commercial type of operations.
== Acquisitions ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | IESC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 15.1 | · | 36.6 | Fair value | |
| P/S (TTM) | 1.7 | · | 2.7 | Overvalued | |
| P/B (MRQ) | 5.5 | · | 10.1 | Overvalued | |
| EV / EBITDA | 15.1 | · | 21.8 | Undervalued | |
| Price / FCF (TTM) | 29.6 | · | · | · | |
| Price / Cash Flow (TTM) | 18.2 | · | 21.2 | Overvalued | |
| EV / Revenue | 1.9 | · | · | · | |
| EV / FCF | 29.7 | · | · | · | |
| Price / Tangible Book (MRQ) | 5.8 | · | · | · | |
| PEG Ratio | ≈0.3 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | IESC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 26.3% | · | 25.3% | Top tier | |
| Operating Margin (TTM) | 12.4% | · | 10.6% | Top tier | |
| EBITDA Margin (TTM) | 13.8% | · | 9.3% | Top tier | |
| Pretax Margin (TTM) | 14.5% | · | 7.7% | Top tier | |
| Net Profit Margin (TTM) | 11.3% | · | 6.8% | Top tier | |
| ROA (TTM) | 24.1% | · | 8.4% | Top tier | |
| ROE (TTM) | 45.0% | · | 23.1% | Top tier | |
| ROIC | 32.7% | · | 31.9% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | IESC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | · | 0.1 | Low debt | |
| Current Ratio (MRQ) | 1.6 | · | 1.3 | Strong liquidity | |
| Quick Ratio (MRQ) | 1.2 | · | 0.9 | Strong liquidity | |
| Long-Term Debt / Equity | 0.0 | · | 0.3 | Low debt | |
| Interest Coverage | 211.4 | · | 74.3 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | IESC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 16.9% | · | · | · | |
| Revenue CAGR 3Y | 15.9% | · | · | · | |
| Revenue CAGR 5Y | 23.1% | · | · | · | |
| EPS YoY | 51.9% | · | · | · | |
| Net Income YoY | 39.6% | · | · | · | |
| EPS CAGR 3Y | 118.5% | · | · | · | |
| EPS CAGR 5Y | 50.6% | · | · | · | |
| Net Income CAGR 3Y | 106.5% | · | · | · | |
| Net Income CAGR 5Y | 49.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | IESC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 2.4 | · | 1.3 | Top tier | |
| Inventory Turnover | 23.6 | · | 37.7 | Weak | |
| Receivables Turnover | 6.6 | · | 5.7 | Top tier | |
| Revenue / Employee | ≈$328.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 30, 2026 | $3.79 | $2.46 | 53.7% |
| March 31, 2026 | $2.72 | $2.01 | 35.0% | |
| Dec. 31, 2025 | $1.85 | $1.95 | -4.8% | |
| Sept. 30, 2025 | $1.89 | $1.59 | 18.8% | |
| June 30, 2025 | $3.81 | $3.62 | 5.2% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.37B | $2.88B | $2.38B | $2.17B | $1.54B | $1.19B | $1.08B | $877M | $811M | $696M | $574M | $512M | |
| Cost of Revenue | $2.51B | $2.19B | $1.93B | $1.85B | $1.25B | $963M | $895M | $727M | $670M | $569M | $474M | $429M | |
| Gross Profit | $859M | $697M | $445M | $319M | $288M | $228M | $182M | $150M | $140M | $127M | $100M | $83M | |
| SG&A Expense | $475M | $397M | $299M | $263M | $202M | $171M | $141M | $124M | $120M | $101M | $81M | $76M | |
| Operating Income | $384M | $301M | $160M | $56M | $86M | $50M | $42M | $26M | $20M | $25M | $18M | $8M | |
| Interest Expense | $2M | $1M | $3M | $3M | $962.0K | · | · | $2M | $2M | $1M | $1M | $2M | |
| Other Non-op | $12M | $5M | $2M | $-37.0K | $286.0K | $-12.0K | $148.0K | $340.0K | $165.0K | · | · | · | |
| Pretax Income | $394M | $305M | $159M | $53M | $85M | $49M | $40M | $24M | $19M | $24M | $18M | $6M | |
| Income Tax | $97M | $72M | $39M | $13M | $16M | $9M | $7M | $38M | $5M | $-97M | $661.0K | $748.0K | |
| Net Income | $306M | $219M | $108M | $35M | $67M | $42M | $33M | $-14M | $13M | $121M | $17M | $5M | |
| EPS (Basic) | $15.22 | $10.02 | $4.58 | $1.45 | $3.19 | $1.96 | $1.56 | $-0.67 | $0.62 | $5.63 | $0.77 | $0.29 | |
| EPS (Diluted) | $15.02 | $9.89 | $4.54 | $1.44 | $3.15 | $1.94 | $1.55 | $-0.67 | $0.62 | $5.62 | $0.77 | $0.29 | |
| Shares (Basic) | 19,917,463 | 20,160,143 | 20,196,850 | 20,667,745 | 20,790,307 | 20,795,892 | 21,082,012 | 21,196,388 | 21,280,549 | 21,279,342 | 21,480,622 | 18,417,564 | |
| Shares (Diluted) | 20,182,797 | 20,414,932 | 20,413,032 | 20,894,625 | 21,086,432 | 21,092,410 | 21,315,245 | 21,196,388 | 21,533,254 | 21,492,339 | 21,526,188 | 18,473,420 | |
| EBITDA | $430M | $338M | $189M | $81M | $107M | $63M | $51M | $35M | $30M | $31M | $21M | $10M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $127M | $101M | $76M | $25M | $23M | $54M | · | $26M | $28M | $33M | $49M | $47M | |
| Short-term Investments | $105M | $35M | $0 | · | · | · | · | · | · | · | · | · | |
| Receivables | $552M | $470M | $364M | $371M | $287M | $213M | $186M | $152M | $143M | $124M | $93M | $77M | |
| Inventory | $112M | $102M | $96M | $96M | $69M | $25M | $22M | $21M | $17M | $13M | $14M | $16M | |
| Prepaid Expense | $21M | $14M | $10M | $15M | $21M | $9M | $11M | $8M | $9M | $3M | $3M | $3M | |
| Current Assets | $1.09B | $872M | $671M | $624M | $484M | $371M | $296M | $263M | $232M | $210M | $189M | $168M | |
| PP&E (Net) | $183M | $134M | $63M | $54M | $35M | $25M | $26M | $25M | $25M | $16M | $12M | $10M | |
| PP&E (Gross) | $281M | $208M | $122M | $104M | $75M | $59M | $55M | $51M | $52M | $41M | $35M | $32M | |
| Accum. Depreciation | $98M | $73M | $59M | $50M | $41M | $35M | $30M | $26M | $28M | $25M | $23M | $22M | |
| Goodwill | $108M | $94M | $92M | $92M | $92M | $54M | $51M | $51M | $47M | $40M | $17M | $15M | |
| Intangibles | $42M | $46M | $56M | $72M | $86M | $39M | $27M | $31M | $31M | $32M | $5M | $4M | |
| Other Non-current Assets | $13M | $14M | $16M | $15M | $7M | $6M | $5M | $6M | $4M | $4M | $3M | $4M | |
| Total Assets | $1.60B | $1.24B | $982M | $935M | $767M | $561M | $445M | $422M | $424M | $394M | $226M | $200M | |
| Accounts Payable | $457M | $364M | $297M | $317M | $249M | $187M | $153M | $131M | $121M | $109M | $83M | $74M | |
| Short-term Debt | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $633M | $523M | $401M | $402M | $312M | $242M | $193M | $164M | $151M | $133M | $108M | $96M | |
| Capital Leases | $62M | $40M | $42M | $38M | $29M | $21M | $0 | · | · | · | · | · | |
| Other Non-current Liabilities | $6M | $12M | $17M | $13M | $16M | $12M | $2M | $4M | $4M | $7M | $7M | $7M | |
| Total Liabilities | $708M | $592M | $482M | $544M | $396M | $275M | $196M | $198M | $185M | $169M | $124M | $113M | |
| Long-term Debt | · | · | $0 | $82M | · | · | · | · | · | $30M | $10M | $10M | |
| Total Debt | $0 | $0 | $0 | $82M | $40M | $217.0K | $299.0K | $30M | $29M | $29M | $10M | $10M | |
| Common Stock | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | |
| Paid-in Capital | $211M | $203M | $203M | $202M | $202M | $201M | $193M | $197M | $197M | $195M | $194M | $195M | |
| Retained Earnings | $801M | $498M | $296M | $203M | $173M | $107M | $66M | $32M | $46M | $33M | $-88M | $-105M | |
| Treasury Stock | $128M | $90M | $49M | $44M | $29M | $24M | $12M | $9M | $7M | $5M | $4M | $2M | |
| AOCI | · | · | · | · | · | · | · | · | · | $0 | $0 | $-2.0K | |
| Stockholders' Equity | $884M | $611M | $450M | $361M | $346M | $283M | $246M | $220M | $237M | $223M | $101M | $88M | |
| Liabilities + Equity | $1.60B | $1.24B | $982M | $935M | $767M | $561M | $445M | $422M | $424M | $394M | $226M | $201M | |
| Shares Outstanding | 19,854,463 | 19,971,670 | 20,194,218 | 20,341,900 | 20,762,395 | 20,762,395 | 21,165,011 | 21,205,536 | 21,336,975 | 21,456,539 | 21,475,741 | 21,767,700 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $47M | $37M | $29M | $25M | $22M | $13M | $10M | $9M | $10M | $6M | $3M | $3M | |
| Stock-based Comp | $13M | $6M | $4M | $4M | $4M | $3M | $2M | $-136.0K | $2M | · | · | · | |
| Deferred Tax | $-3M | $-1M | $5M | $-31.0K | $12M | $5M | $6M | $38M | $7M | $-98M | $0 | $0 | |
| Amort. of Intangibles | $14M | $13M | $14M | $14M | $13M | $6M | $4M | $4M | $6M | $3M | $381.0K | $635.0K | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-cash | $-76M | $-26M | $7M | $-48M | $-66M | $14M | $-12M | $-21M | $-8M | $-3M | $-8M | $5M | |
| Operating Cash Flow | $286M | $234M | $154M | $16M | $38M | $77M | $39M | $12M | $22M | $25M | $12M | $13M | |
| CapEx | $67M | $45M | $18M | $29M | $7M | $5M | $6M | $5M | $5M | $3M | $3M | $2M | |
| Investing Cash Flow | $-164M | $-109M | $3M | $-30M | $-100M | $-34M | $-6M | $-12M | $-25M | $-61M | $-6M | $-2M | |
| Stock Issued | · | · | · | · | · | · | · | $11.0K | $218.0K | $220.0K | $0 | $20M | |
| Stock Repurchased | $42M | $44M | $8M | $19M | $7M | $8M | $10M | $2M | $2M | $590.0K | $4M | $179.0K | |
| Net Stock Activity | $-42M | $-44M | $-8M | $-19M | $-7M | $-8M | $-10M | $-2M | $-2M | $-370.0K | $-4M | $19M | |
| Financing Cash Flow | $-96M | $-100M | $-106M | $15M | $31M | $-9M | $-40M | $-2M | $-3M | $20M | $-4M | $16M | |
| Net Change in Cash | $26M | $25M | $51M | $2M | $-30M | $35M | $-7M | $-2M | $-5M | $-16M | $2M | $27M | |
| Taxes Paid | $117M | $62M | $12M | $4M | $5M | $323.0K | $1M | $3M | $2M | · | · | · | |
| Free Cash Flow | $219M | $189M | $136M | $-13M | $31M | $72M | $32M | $8M | $18M | $22M | $9M | $11M | |
| Levered FCF | $217M | $188M | $134M | · | · | · | · | $9M | $17M | $15M | $8M | $9M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 25.5% | 24.1% | 18.7% | 14.7% | 18.7% | 19.1% | 16.9% | 17.1% | 17.3% | 18.2% | 17.4% | 16.2% | |
| Operating Margin | 11.4% | 10.4% | 6.7% | 2.6% | 5.6% | 4.2% | 3.9% | 3.0% | 2.5% | 3.6% | 3.2% | 1.5% | |
| Net Margin | 9.1% | 7.6% | 4.6% | 1.6% | 4.3% | 3.5% | 3.1% | -1.6% | 1.7% | 17.3% | 2.9% | 1.0% | |
| Pretax Margin | 11.7% | 10.6% | 6.7% | 2.5% | 5.5% | 4.1% | 3.7% | 2.8% | 2.3% | 3.4% | 3.1% | 1.2% | |
| EBITDA Margin | 12.8% | 11.7% | 8.0% | 3.8% | 7.0% | 5.3% | 4.8% | 4.0% | 3.7% | 4.4% | 3.7% | 2.0% | |
| ROA | 21.4% | 18.3% | 11.5% | 3.8% | 9.0% | 7.7% | 7.5% | -3.5% | 3.2% | 35.9% | 7.5% | 2.8% | |
| ROE | 38.5% | 37.2% | 25.0% | 9.7% | 19.8% | 15.0% | 13.7% | -6.5% | 5.8% | 74.4% | 17.5% | 7.1% | |
| ROIC | 32.7% | 37.6% | 26.8% | 9.6% | 17.9% | 14.5% | 14.2% | -5.9% | 5.5% | 50.3% | 15.9% | 6.9% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.7 | 1.7 | 1.6 | 1.6 | 1.5 | 1.5 | 1.6 | 1.5 | 1.6 | 1.7 | 1.8 | |
| Quick Ratio | 1.2 | 1.2 | 1.1 | 0.9 | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 | 1.2 | 1.3 | 1.3 | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.2 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| LT Debt / Equity | 0.0 | 0.0 | 0.0 | 0.2 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Interest Coverage | 211.4 | 224.9 | 52.9 | · | · | · | · | 13.3 | 12.0 | 19.5 | 16.4 | 4.9 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.4 | 2.4 | 2.5 | 2.4 | 2.1 | 2.2 | 2.4 | 2.1 | 1.9 | 2.1 | 2.6 | 2.7 | |
| Inventory Turnover | 23.6 | 22.2 | 20.1 | 22.4 | 26.7 | 41.5 | 42.1 | 38.4 | 44.4 | 41.8 | 31.6 | 23.7 | |
| Receivables Turnover | 6.6 | 6.9 | 6.5 | 6.6 | 6.1 | 6.0 | 6.4 | 6.0 | 6.1 | 6.4 | 6.7 | 6.8 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $44.52 | $30.60 | $22.28 | $17.76 | $16.69 | $13.65 | $11.63 | $10.39 | $11.09 | $10.41 | $4.72 | $4.04 | |
| Revenue / Share | $167.05 | $141.29 | $116.46 | $103.70 | $72.87 | $56.46 | $50.53 | $41.37 | $37.65 | $32.38 | $26.66 | $27.74 | |
| Cash Flow / Share | $14.18 | $11.48 | $7.54 | $0.78 | $1.80 | $3.64 | $1.82 | $0.58 | $1.04 | $1.16 | $0.53 | $0.68 | |
| Cash / Share | $6.41 | $5.05 | $3.75 | · | · | · | · | $1.24 | $1.33 | $1.54 | $2.30 | $2.17 | |
| EPS (TTM) | $15.02 | $9.89 | $4.54 | $1.44 | $3.15 | $1.94 | $1.55 | $-0.67 | $0.62 | $5.62 | $0.77 | $0.29 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.9% | 21.3% | 9.7% | 41.0% | 29.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.9% | 23.4% | 25.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 51.9% | 117.8% | 215.3% | -54.3% | 62.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 118.5% | 46.4% | 32.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 50.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 39.6% | 102.4% | 211.5% | -47.9% | 60.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 106.5% | 48.7% | 37.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 49.0% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.37B | $2.88B | $2.38B | $2.17B | $1.54B | $1.19B | $1.08B | $877M | $811M | $696M | $574M | $512M | |
| Net Income TTM | $306M | $219M | $108M | $35M | $67M | $42M | $33M | $-14M | $13M | $121M | $17M | $5M | |
| Market Cap | $7.90B | $3.99B | $1.33B | $562M | $947M | $660M | $436M | $414M | $369M | $382M | $166M | $180M | |
| Enterprise Value | $7.66B | $3.85B | $1.25B | · | · | · | · | $417M | $370M | $378M | $127M | $142M | |
| P/E | 26.5 | 20.2 | 14.5 | 19.2 | 14.5 | 16.4 | 13.3 | -29.1 | 27.9 | 3.2 | 10.0 | 28.4 | |
| P/S | 2.3 | 1.4 | 0.6 | 0.3 | 0.6 | 0.6 | 0.4 | 0.5 | 0.5 | 0.5 | 0.3 | 0.4 | |
| P/B | 8.9 | 6.5 | 3.0 | 1.6 | 2.7 | 2.3 | 1.8 | 1.9 | 1.6 | 1.7 | 1.6 | 2.0 | |
| P / Tangible Book | 10.7 | 8.5 | 4.4 | 2.9 | 5.6 | 3.5 | · | · | · | · | · | · | |
| P / Cash Flow | 27.6 | 17.0 | 8.6 | 34.5 | 25.0 | 8.6 | 11.3 | 33.8 | 16.5 | 15.3 | 14.4 | 14.3 | |
| P / FCF | 36.1 | 21.1 | 9.8 | -43.2 | 31.0 | 9.2 | 13.4 | 54.0 | 20.8 | 17.7 | 19.0 | 16.9 | |
| EV / EBITDA | 17.8 | 11.4 | 6.6 | · | · | · | · | 12.0 | 12.4 | 12.3 | 6.0 | 14.0 | |
| EV / FCF | 35.0 | 20.3 | 9.2 | · | · | · | · | 54.4 | 20.8 | 17.5 | 14.5 | 13.4 | |
| EV / Revenue | 2.3 | 1.3 | 0.5 | · | · | · | · | 0.5 | 0.5 | 0.5 | 0.2 | 0.3 | |
| Earnings Yield | 3.8% | 5.0% | 6.9% | 5.2% | 6.9% | 6.1% | 7.5% | -3.4% | 3.6% | 31.6% | 10.0% | 3.5% |
Income Statement
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.24B | $974M | $871M | $898M | $890M | $834M | $750M | $776M | $768M | $706M | $634M | $649M | $584M | $569M | $575M | $617M | |
| Cost of Revenue | $902M | $719M | $651M | $665M | $651M | $625M | $572M | $589M | $574M | $534M | $491M | $508M | $477M | $468M | $479M | $520M | |
| Gross Profit | $341M | $255M | $220M | $233M | $240M | $209M | $178M | $186M | $195M | $172M | $144M | $141M | $108M | $101M | $95M | $98M | |
| SG&A Expense | $162M | $142M | $122M | $129M | $127M | $116M | $103M | $111M | $105M | $95M | $86M | $87M | $74M | $69M | $68M | $73M | |
| Operating Income | $179M | $112M | $98M | $104M | $112M | $93M | $75M | $75M | $90M | $78M | $58M | $53M | $34M | $32M | $41M | $25M | |
| Interest Expense | $1M | $2M | $466.0K | $496.0K | $534.0K | $266.0K | $518.0K | $140.0K | $395.0K | $406.0K | $397.0K | $398.0K | $391.0K | $1M | $1M | $1M | |
| Other Non-op | $1M | $574.0K | $2M | $7M | $694.0K | $765.0K | $1M | $5M | $-570.0K | $-1M | $1M | $532.0K | $189.0K | $2M | $-695.0K | $806.0K | |
| Pretax Income | $205M | $149M | $116M | $109M | $109M | $99M | $78M | $80M | $89M | $76M | $59M | $53M | $34M | $32M | $39M | $25M | |
| Income Tax | $51M | $38M | $28M | $21M | $29M | $26M | $20M | $15M | $23M | $19M | $15M | $12M | $8M | $8M | $10M | $7M | |
| Net Income | $154M | $110M | $92M | $96M | $79M | $73M | $58M | $52M | $67M | $57M | $44M | $32M | $26M | $24M | $26M | $16M | |
| EPS (Basic) | $7.67 | $5.51 | $4.58 | $5.06 | $3.86 | $3.54 | $2.76 | $3.10 | $2.71 | $2.32 | $1.89 | $1.68 | $0.82 | $0.93 | $1.15 | $0.72 | |
| EPS (Diluted) | $7.57 | $5.44 | $4.51 | $4.99 | $3.81 | $3.50 | $2.72 | $3.06 | $2.67 | $2.29 | $1.87 | $1.67 | $0.81 | $0.92 | $1.14 | $0.72 | |
| Shares (Basic) | 19,924,154 | 19,926,397 | 19,887,058 | · | 19,856,289 | 19,969,618 | 19,989,951 | · | 20,224,102 | 20,227,342 | 20,199,587 | · | 20,181,793 | 20,170,824 | 20,242,114 | · | |
| Shares (Diluted) | 20,197,707 | 20,186,385 | 20,173,340 | · | 20,104,257 | 20,213,442 | 20,245,842 | · | 20,496,870 | 20,479,755 | 20,435,148 | · | 20,405,702 | 20,387,796 | 20,449,035 | · | |
| EBITDA | $195M | $112M | $110M | · | $112M | $93M | $86M | · | $90M | $78M | $66M | · | $34M | $32M | $47M | · |
Balance Sheet
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $77M | $49M | $89M | $127M | $101M | $22M | $59M | $101M | $45M | $106M | $87M | · | $29M | $15M | $5M | · | |
| Short-term Investments | $311M | $214M | $170M | $105M | $67M | $66M | $53M | $35M | · | · | · | · | · | · | · | · | |
| Receivables | $723M | $657M | $524M | $552M | $536M | $516M | $459M | $470M | $458M | $417M | $389M | · | $341M | $331M | $348M | · | |
| Inventory | $134M | $127M | $110M | $112M | $109M | $108M | $104M | $102M | $107M | $105M | $114M | · | $103M | $106M | $100M | · | |
| Prepaid Expense | $31M | $30M | $26M | $21M | $20M | $20M | $20M | $14M | $31M | $34M | $16M | · | $13M | $18M | $21M | · | |
| Current Assets | $1.53B | $1.29B | $1.11B | $1.09B | $1.01B | $914M | $844M | $872M | $789M | $796M | $728M | · | $604M | $592M | $589M | · | |
| PP&E (Net) | $354M | $321M | $220M | $183M | $164M | $155M | $138M | $134M | $127M | $68M | $65M | · | $57M | $55M | $54M | · | |
| PP&E (Gross) | · | · | · | $281M | · | · | · | $208M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | $98M | · | · | · | $73M | · | · | · | · | · | · | · | · | |
| Goodwill | $130M | $129M | $108M | $108M | $95M | $95M | $94M | $94M | $95M | $92M | $92M | · | $92M | $92M | $92M | · | |
| Intangibles | $54M | $58M | $38M | $42M | $39M | $42M | $42M | $46M | $50M | $50M | $53M | · | $60M | $64M | $67M | · | |
| Other Non-current Assets | $11M | $12M | $13M | $13M | $14M | $15M | $15M | $14M | $15M | $16M | $21M | · | $17M | $16M | $17M | · | |
| Total Assets | $2.28B | $1.99B | $1.66B | $1.60B | $1.47B | $1.36B | $1.27B | $1.24B | $1.16B | $1.10B | $1.04B | $982M | $900M | $889M | $897M | $935M | |
| Accounts Payable | $584M | $511M | $403M | $457M | $392M | $375M | $333M | $364M | $335M | $306M | $295M | · | $261M | $278M | $281M | · | |
| Short-term Debt | · | $35M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $942M | $833M | $616M | $633M | $547M | $538M | $503M | $523M | $474M | $434M | $422M | · | $370M | $373M | $377M | · | |
| Capital Leases | $77M | $72M | $66M | $62M | $53M | $52M | $41M | $40M | $39M | $38M | $42M | · | $36M | $37M | $39M | · | |
| Other Non-current Liabilities | $14M | $4M | $5M | $6M | $10M | $11M | $12M | $12M | $13M | $11M | $12M | · | $15M | $31M | $28M | · | |
| Total Liabilities | $1.04B | $917M | $693M | $708M | $647M | $618M | $573M | $592M | $549M | $506M | $498M | · | $440M | $455M | $486M | · | |
| Total Debt | · | $35M | $0 | · | $20M | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $14M | $42M | · | |
| Common Stock | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | $220.0K | · | $220.0K | $220.0K | $220.0K | · | |
| Paid-in Capital | $215M | $211M | $207M | $211M | $209M | $204M | $201M | $203M | $203M | $204M | $204M | · | $202M | $202M | $201M | · | |
| Retained Earnings | $1.15B | $1.00B | $892M | $801M | $700M | $624M | $553M | $498M | $436M | $381M | $334M | · | $262M | $245M | $227M | · | |
| Treasury Stock | $140M | $140M | $138M | $128M | $128M | $122M | $102M | $90M | $72M | $50M | $50M | · | $49M | $50M | $50M | · | |
| Stockholders' Equity | $1.23B | $1.07B | $961M | $884M | $781M | $706M | $652M | $611M | $568M | $535M | $489M | · | $415M | $398M | $378M | $361M | |
| Liabilities + Equity | $2.28B | $1.99B | $1.66B | $1.60B | $1.47B | $1.36B | $1.27B | $1.24B | $1.16B | $1.10B | $1.04B | · | $900M | $889M | $897M | · | |
| Shares Outstanding | 19,924,339 | 19,923,887 | 19,927,493 | 19,854,463 | 19,854,416 | 19,888,316 | 20,006,630 | 19,971,670 | 20,085,953 | 20,243,458 | 20,213,976 | · | 20,191,579 | 20,171,521 | 20,173,853 | · |
Cash Flow
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $16M | $13M | $12M | $12M | $12M | $11M | $11M | $11M | $8M | $8M | $9M | $7M | $7M | $6M | $7M | |
| Stock-based Comp | $4M | $4M | $4M | $4M | $4M | $3M | $2M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $905.0K | $878.0K | |
| Deferred Tax | $-8M | $6M | $2M | $-4M | $249.0K | $63.0K | $165.0K | $-5M | $2M | $928.0K | $1M | $-4M | $2M | $6M | $533.0K | $-2M | |
| Other Non-cash | · | · | $-82M | · | · | · | $-34M | · | · | · | $-26M | · | · | · | $-20M | · | |
| Operating Cash Flow | $108M | $103M | $28M | $132M | $92M | $25M | $37M | $93M | $83M | $34M | $25M | $57M | $37M | $46M | $14M | $34M | |
| CapEx | $45M | $32M | $47M | $20M | $17M | $17M | $13M | $14M | $18M | $7M | $7M | $6M | $5M | $4M | $3M | $3M | |
| Investing Cash Flow | $-44M | $-175M | $-46M | $-50M | $-17M | $-39M | $-58M | $-12M | $-85M | $-5M | $-6M | $-6M | $-3M | $-4M | $16M | $-3M | |
| Stock Repurchased | $136.0K | $2M | $18M | $51.0K | $5M | $21M | $16M | $20M | $21M | $2M | $929.0K | $71.0K | $576.0K | $148.0K | $7M | $8M | |
| Net Stock Activity | · | · | $-18M | · | · | · | $-16M | · | · | · | $-929.0K | · | · | · | $-7M | · | |
| Financing Cash Flow | $-36M | $32M | $-20M | $-64M | $11M | $-23M | $-21M | $-24M | $-59M | $-10M | $-7M | $-4M | $-20M | $-32M | $-50M | $-24M | |
| Taxes Paid | $71M | $34M | $130.0K | $23M | $30M | $64M | $370.0K | $4M | $20M | $37M | $117.0K | $4M | $4M | $5M | $63.0K | $930.0K | |
| Free Cash Flow | · | · | $-19M | · | · | · | $24M | · | · | · | $18M | · | · | · | $12M | · | |
| Levered FCF | · | · | $-19M | · | · | · | $24M | · | · | · | $18M | · | · | · | $11M | · |
Profitability
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 27.4% | 26.2% | 25.3% | · | 26.9% | 25.1% | 23.8% | · | 25.4% | 24.3% | 22.7% | · | 18.4% | 17.7% | 16.6% | · | |
| Operating Margin | 14.4% | 11.5% | 11.2% | · | 12.6% | 11.1% | 10.0% | · | 11.7% | 11.0% | 9.1% | · | 5.9% | 5.6% | 7.1% | · | |
| Net Margin | 12.4% | 11.3% | 10.5% | · | 8.9% | 8.7% | 7.7% | · | 8.7% | 8.1% | 6.5% | · | 3.9% | 3.8% | 4.6% | · | |
| Pretax Margin | 16.5% | 15.3% | 13.3% | · | 12.2% | 11.8% | 10.4% | · | 11.6% | 10.8% | 9.3% | · | 5.8% | 5.7% | 6.8% | · | |
| EBITDA Margin | 15.7% | 11.5% | 12.7% | · | 12.6% | 11.1% | 11.4% | · | 11.7% | 11.0% | 10.3% | · | 5.9% | 5.6% | 8.2% | · | |
| ROA | 8.2% | 6.6% | 6.3% | · | 6.0% | 5.9% | 5.0% | · | 6.5% | 5.7% | 4.2% | · | 2.5% | 2.5% | 3.1% | · | |
| ROE | 15.3% | 12.4% | 11.4% | · | 11.8% | 11.7% | 10.1% | · | 13.6% | 12.2% | 9.4% | · | 5.9% | 5.8% | 7.2% | · | |
| ROIC | 10.9% | 7.5% | 7.7% | · | 10.2% | 9.7% | 8.5% | · | 11.9% | 10.8% | 8.8% | · | 6.3% | 5.7% | 7.2% | · |
Liquidity & Solvency
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | 1.8 | · | 1.9 | 1.7 | 1.7 | · | 1.7 | 1.8 | 1.7 | · | 1.6 | 1.6 | 1.6 | · | |
| Quick Ratio | 1.2 | 1.1 | 1.3 | · | 1.3 | 1.1 | 1.1 | · | 1.1 | 1.2 | 1.1 | · | 1.0 | 0.9 | 0.9 | · | |
| Debt / Equity | · | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | |
| LT Debt / Equity | · | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | |
| Interest Coverage | 177.3 | 73.3 | 209.7 | · | 209.6 | 348.5 | 144.1 | · | 228.3 | 191.4 | 146.1 | · | 87.8 | 30.1 | 34.3 | · |
Efficiency
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.7 | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | |
| Inventory Turnover | 7.4 | 6.1 | 6.1 | · | 6.0 | 5.9 | 5.2 | · | 5.5 | 5.1 | 4.6 | · | 4.9 | 4.9 | 5.5 | · | |
| Receivables Turnover | 2.0 | 1.7 | 1.8 | · | 1.8 | 1.8 | 1.8 | · | 1.9 | 1.9 | 1.7 | · | 1.7 | 1.8 | 1.8 | · |
Per Share
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $61.70 | $53.84 | $48.23 | · | $39.36 | $35.49 | $32.61 | · | $28.25 | $26.42 | $24.17 | · | $20.56 | $19.72 | $18.74 | · | |
| Revenue / Share | $61.53 | $48.26 | $43.17 | · | $44.28 | $41.26 | $37.02 | · | $37.49 | $34.46 | $31.05 | · | $28.64 | $27.90 | $28.11 | · | |
| Cash Flow / Share | · | · | $1.37 | · | · | · | $1.84 | · | · | · | $1.22 | · | · | · | $0.70 | · | |
| Cash / Share | $3.88 | $2.44 | $4.46 | · | $5.11 | $1.13 | $2.95 | · | $2.24 | $5.23 | $4.33 | · | $1.41 | $0.75 | $0.26 | · | |
| EPS (TTM) | $22.51 | $18.75 | $16.81 | · | $13.09 | $11.95 | $10.74 | · | $8.50 | $6.64 | $5.27 | · | $3.59 | $3.11 | $1.89 | · |
Valuation (TTM)
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.99B | $3.63B | $3.49B | · | $3.25B | $3.13B | $3.00B | · | $2.76B | $2.57B | $2.44B | · | $2.35B | $2.33B | $2.26B | · | |
| Net Income TTM | $452M | $378M | $340M | · | $262M | $249M | $233M | · | $199M | $158M | $125M | · | $93M | $76M | $47M | · | |
| Market Cap | $14.64B | $9.49B | $7.75B | · | $5.88B | $3.28B | $4.02B | · | $2.80B | $2.46B | $1.60B | · | $1.15B | $869M | $718M | · | |
| Enterprise Value | · | $9.27B | $7.49B | · | $5.73B | $3.20B | $3.91B | · | $2.75B | $2.36B | $1.51B | · | $1.12B | $868M | $754M | · | |
| P/E | 32.6 | 25.4 | 23.1 | · | 22.6 | 13.8 | 18.7 | · | 16.4 | 18.3 | 15.0 | · | 15.8 | 13.9 | 18.8 | · | |
| P/S | 3.7 | 2.6 | 2.2 | · | 1.8 | 1.0 | 1.3 | · | 1.0 | 1.0 | 0.7 | · | 0.5 | 0.4 | 0.3 | · | |
| P/B | 11.9 | 8.8 | 8.1 | · | 7.5 | 4.7 | 6.2 | · | 4.9 | 4.6 | 3.3 | · | 2.8 | 2.2 | 1.9 | · | |
| P / Tangible Book | 14.0 | 10.7 | 9.5 | · | 9.1 | 5.8 | 7.8 | · | 6.6 | 6.3 | 4.7 | · | 4.4 | 3.6 | 3.3 | · | |
| P / Cash Flow | · | · | 279.9 | · | · | · | 107.9 | · | · | · | 64.2 | · | · | · | 50.0 | · | |
| EV / Revenue | · | 2.6 | 2.1 | · | 1.8 | 1.0 | 1.3 | · | 1.0 | 0.9 | 0.6 | · | 0.5 | 0.4 | 0.3 | · | |
| Earnings Yield | 3.1% | 3.9% | 4.3% | · | 4.4% | 7.2% | 5.3% | · | 6.1% | 5.5% | 6.7% | · | 6.3% | 7.2% | 5.3% | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Revenue | $3.37B | · | · | · | $2.88B |
| Gross Margin % | 25.5% | · | · | · | 24.1% |
| Operating Margin % | 11.4% | · | · | · | 10.4% |
| Net Income | $306M | · | · | · | $219M |
| Diluted EPS | $15.02 | · | · | · | $9.89 |
| Metric | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | · | · | · | 0.0 |
| Current Ratio | 1.7 | · | · | · | 1.7 |
| Quick Ratio | 1.2 | · | · | · | 1.2 |
| Metric | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $219M | · | · | · | $189M |
Institutional owners (13F) 450 filers · $14.4B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 103 (+29 vs prior Q) | 35 (-7 vs prior Q) | 124 (-7 vs prior Q) | 147 (+38 vs prior Q) | +250K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| GENDELL JEFFREY L | $7,562,243,280 | 10,293,528 | 52.48% | Shares |
| FMR LLC | $1,649,742,592 | 2,245,587 | 11.45% | Shares |
| BlackRock, Inc. | $649,086,435 | 883,520 | 4.50% | Shares |
| VANGUARD GROUP INC | $331,917,310 | 853,214 | 2.30% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $308,859,542 | 420,423 | 2.14% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $295,286,302 | 401,936 | 2.05% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $279,404,422 | 380,318 | 1.94% | Shares |
| FIRST TRUST ADVISORS LP | $254,728,661 | 346,730 | 1.77% | Shares |
| STATE STREET CORP | $201,347,532 | 274,069 | 1.40% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $196,182,617 | 266,996 | 1.36% | Shares |
| Capital International Investors | $151,043,157 | 205,596 | 1.05% | Shares |
| UBS Group AG | $145,873,356 | 198,559 | 1.01% | Shares |
| Pertento Partners LLP | $123,758,620 | 168,457 | 0.86% | Shares |
| MORGAN STANLEY | $113,301,051 | 154,221 | 0.79% | Shares |
| ROYCE & ASSOCIATES LP | $109,485,645 | 149,029 | 0.76% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $93,026,323 | 126,625 | 0.65% | Shares |
| FRANKLIN RESOURCES INC | $92,944,775 | 126,514 | 0.64% | Shares |
| Invesco Ltd. | $89,467,631 | 121,781 | 0.62% | Shares |
| NORGES BANK | $78,818,733 | 107,286 | 0.55% | Shares |
| GOLDMAN SACHS GROUP INC | $78,690,718 | 107,112 | 0.55% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $78,426,424 | 106,752 | 0.54% | Shares |
| AltraVue Capital, LLC | $70,760,284 | 96,317 | 0.49% | Shares |
| NORTHERN TRUST CORP | $48,874,727 | 66,527 | 0.34% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48,319,323 | 65,771 | 0.34% | Shares |
| Ophir Asset Management Pty Ltd | $46,109,466 | 62,763 | 0.32% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $44,593,862 | 60,700 | 0.31% | Put option |
| VANGUARD FIDUCIARY TRUST CO | $41,700,771 | 56,762 | 0.29% | Shares |
| Bank of New York Mellon Corp | $37,384,669 | 50,887 | 0.26% | Shares |
| Parsifal Capital Management, LP | $35,977,035 | 48,971 | 0.25% | Shares |
| AMERICAN CENTURY COMPANIES INC | $35,799,982 | 48,730 | 0.25% | Shares |
| Swedbank AB | $35,263,680 | 48,000 | 0.24% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $33,579,105 | 45,707 | 0.23% | Shares |
| LPL Financial LLC | $29,230,689 | 39,788 | 0.20% | Shares |
| JANE STREET GROUP, LLC | $27,843,614 | 37,900 | 0.19% | Call option |
| CITADEL ADVISORS LLC | $27,770,148 | 37,800 | 0.19% | Call option |
| BANK OF AMERICA CORP /DE/ | $27,234,580 | 37,071 | 0.19% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26,745,297 | 36,405 | 0.19% | Shares |
| United Capital Management of KS, Inc. | $25,714,569 | 35,002 | 0.18% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $25,451,562 | 34,644 | 0.18% | Shares |
| DEUTSCHE BANK AG\ | $23,179,993 | 31,552 | 0.16% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23,141,790 | 31,500 | 0.16% | Call option |
| AMERIPRISE FINANCIAL INC | $22,284,442 | 30,359 | 0.15% | Shares |
| JANE STREET GROUP, LLC | $21,452,072 | 29,200 | 0.15% | Put option |
| NEW YORK STATE COMMON RETIREMENT FUND | $21,344,812 | 29,054 | 0.15% | Shares |
| JPMORGAN CHASE & CO | $18,689,498 | 25,421 | 0.13% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $17,580,413 | 23,930 | 0.12% | Shares |
| NEUBERGER BERMAN GROUP LLC | $15,464,593 | 21,050 | 0.11% | Shares |
| Man Group plc | $15,061,265 | 20,501 | 0.10% | Shares |
| Swiss National Bank | $13,209,187 | 17,980 | 0.09% | Shares |
| CITADEL ADVISORS LLC | $12,562,686 | 17,100 | 0.09% | Put option |
Activists & 5%+ owners 7 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Tontine Capital Partners, L.P., Tontine Capital Management, L.L.C., Tontine Management, L.L.C., Tontine Capital Overseas Master Fund II, L.P., Tontine Asset Associates, L.L.C., Tontine Associates, L.L.C., Tontine Capital Overseas GP, L.L.C., Jeffrey L. Gendell ×29 filings | Jan. 9, 2026 | 53.20% | Amendment | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Sept. 7, 2007 | · | Initial filing | Passive investment | SEC |
| Southpoint Master Fund, LP, Southpoint Fund LP, Southpoint Qualified Fund LP, Southpoint Offshore Fund, Ltd., Southpoint Capital Advisors LP, Southpoint GP, LP, Southpoint Capital Advisors LLC, Southpoint GP, LLC, Robert W. Butts, John S. Clark II ×2 filings | Sept. 7, 2007 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Jan. 11, 2007 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Aug. 25, 2006 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | May 18, 2006 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Jan. 7, 2002 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 54 insiders · 23 officers · 21 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Matthew J Simmes | President and CEO | May 5, 2026 S | 86,575 | 0 | 33 | $-11,208,624 |
| Michael J Caliel | President and CEO | Dec. 16, 2010 A | 167,247 | 0 | 0 | $0 |
| Byron C Snyder | President and CEO | May 12, 2006 J | 191,068 | 0 | 0 | $0 |
| Tracy Mclauchlin | SVP & CFO | May 8, 2026 S | 62,525 | 0 | 2 | $-4,045,230 |
| Terry Freeman | SVP & CFO | Dec. 16, 2010 A | 44,978 | 0 | 0 | $0 |
| Raymond Kershaw Guba | Chief Financial Officer | April 10, 2009 F | 50,005 | 0 | 0 | $0 |
| William W Reynolds | Chief Financial Officer | April 2, 2004 M | 19,781 | 0 | 0 | $0 |
| Robert W. Lewey | Director & President | Dec. 7, 2018 F | 130,616 | 0 | 0 | $0 |
| Richard L China | Chief Operating Officer | March 5, 2004 M | 73,971 | 0 | 0 | $0 |
| Matthew Michael Allen | Chief Technical Officer | Dec. 15, 2025 S | 1,098 | 0 | 1 | $-320,565 |
| Mary K Newman | SVP, CAO and General Counsel | Dec. 11, 2025 S | 21,843 | 0 | 2 | $-955,711 |
| Alison M Petersen | VP & Chief Accounting Officer | June 8, 2023 S | 3,406 | 0 | 0 | $0 |
| Gail D Makode | SVP, GC & Secretary | Sept. 11, 2019 M | 57,914 | 0 | 0 | $0 |
| William Lawrence Fiedler | Senior Vice President | Dec. 16, 2011 F | 23,319 | 0 | 0 | $0 |
| Richard A Nix | Group Vice President | Dec. 16, 2010 A | 51,843 | 0 | 0 | $0 |
| Robert B Callahan | Senior Vice President | Nov. 15, 2010 D | 7,988 | 0 | 0 | $0 |
| Thomas E Vossman | Group Vice President | April 3, 2010 D | 5,052 | 0 | 0 | $0 |
| Alan O Gahm | Chief Accounting Officer | Dec. 31, 2009 D | 0 | 0 | 0 | $0 |
| James A Robertson | Group Vice President | June 1, 2009 S | 25,300 | 0 | 0 | $0 |
| Curt L Warnock | Senior Vice President | Jan. 1, 2009 F | 15,574 | 0 | 0 | $0 |
| Gregory H Upham | Chief Accounting Officer | Jan. 1, 2007 F | 4,813 | 0 | 0 | $0 |
| Richard Humphrey | Senior Vice President | Jan. 1, 2007 F | 26,950 | 0 | 0 | $0 |
| Britt R Rice | SVP, Chief Technology Officer | Dec. 22, 2003 S | 311,086 | 0 | 0 | $0 |
| John Louis Fouts | Director | Oct. 1, 2026 A | 17,135 | 0 | 0 | $0 |
| Kelly Janzen | Director | Oct. 1, 2026 A | 605 | 0 | 0 | $0 |
| Joe D Koshkin | Director | Oct. 1, 2026 A | 89,879 | 0 | 3 | $-2,250,095 |
| David B. Gendell | Director | Oct. 1, 2026 A | 141,721 | 0 | 1 | $-8,079,457 |
| Todd M Cleveland | Director | Oct. 1, 2026 A | 121,906 | 0 | 34 | $-15,934,648 |
| Jennifer A Baldock | Director | Oct. 1, 2026 A | 11,313 | 0 | 0 | $0 |
| IES Holdings, Inc. | Director | Aug. 14, 2025 S | 87,180 | 0 | 0 | $0 |
| Elizabeth Leykum | Director | July 1, 2024 A | 4,896 | 0 | 0 | $0 |
| Joseph L Dowling III | Director | Oct. 1, 2021 A | 58,408 | 0 | 0 | $0 |
| Donald L Luke | Director | Jan. 4, 2021 A | 68,613 | 0 | 0 | $0 |
| John E Welsh III | Director | Jan. 1, 2013 A | 33,785 | 0 | 0 | $0 |
| Joseph V Lash | Director | Feb. 2, 2010 A | 4,808 | 0 | 0 | $0 |
| HALL MICHAEL J | Director | Feb. 2, 2010 A | 24,808 | 0 | 0 | $0 |
| Donald P Hodel | Director | Jan. 3, 2006 A | 25,032 | 0 | 0 | $0 |
| Alan R Sielbeck | Director | Sept. 30, 2005 A | 70,481 | 0 | 0 | $0 |
| Donald C Trauscht | Director | April 1, 2005 A | 21,789 | 0 | 0 | $0 |
| James D Woods | Director | Sept. 30, 2004 A | 18,817 | 0 | 0 | $0 |
| Jeffrey L Gendell ET AL | 10% owner | Jan. 8, 2008 P | 7,903,509 | 0 | 0 | $0 |
| Gary S Matthews | · | Sept. 11, 2020 S | 0 | 0 | 0 | $0 |
| James M Lindstrom | · | Jan. 16, 2015 F | 255,310 | 0 | 0 | $0 |
| Charles H. Beynon | · | March 7, 2013 A | 32,080 | 0 | 0 | $0 |
| D A Miller | · | May 31, 2007 A | 8,229 | 0 | 0 | $0 |
| Robert C Callahan | · | May 14, 2007 P | 1,500 | 0 | 0 | $0 |
| Charles H Beynon | · | Feb. 21, 2007 P | 6,290 | 0 | 0 | $0 |
| Dennis S Baldwin | · | Feb. 9, 2007 A | 3,600 | 0 | 0 | $0 |
| George O Mcdaniel III | · | May 12, 2006 M | 5,818 | 0 | 0 | $0 |
| Ronald P Badie | · | April 3, 2006 A | 32,008 | 0 | 0 | $0 |
| Herbert R Allen | · | March 28, 2005 S | 100,000 | 0 | 0 | $0 |
| Robert Harris Stalvey | · | March 16, 2005 S | 29,559 | 0 | 0 | $0 |
| Miles Dickinson | · | Jan. 3, 2005 A | · | 0 | 0 | $0 |
| Jeffrey A Pugh | · | June 7, 2004 A | · | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 60 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PKB · Invesco Exchange-Traded Fund Trust | 3.09% | 26,232 SH | Oct. 2, 2026 | Daily |
| FFSM · FIDELITY COVINGTON TRUST | 1.67% | 33,608 NS | July 31, 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1.44% | 14,590 SH | Oct. 2, 2026 | Daily |
| FXR · First Trust Exchange-Traded AlphaDE… | 1.14% | 11,310 NS | July 31, 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.81% | 6,247 NS | July 31, 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0.50% | 160 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.38% | 7,009 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.36% | 3,164 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.34% | 8,650 SH | Aug. 19, 2026 | Daily |
| ROSC · Lattice Strategies Trust | 0.34% | 278 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.26% | 54,318 NS | July 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.24% | 1,877 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.20% | 5,866 SH | Sept. 11, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.19% | 973 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.18% | 118,899 SH | Aug. 19, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.18% | 14,170 SH | Aug. 19, 2026 | Daily |
| FSMD · FIDELITY COVINGTON TRUST | 0.18% | 5,985 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.17% | 2,179 SH | Oct. 2, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.17% | 6,425 SH | Oct. 2, 2026 | Daily |
| IWP · iShares Trust | 0.16% | 98,113 SH | Sept. 11, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 4,051 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.14% | 129 NS | July 31, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.13% | 3,425 SH | Aug. 19, 2026 | Daily |
| FBCG · FIDELITY COVINGTON TRUST | 0.12% | 11,576 NS | July 31, 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.11% | 727 SH | Aug. 19, 2026 | Daily |
| TEXN · iShares Trust | 0.10% | 56 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.09% | 2,934 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.09% | 8,277 SH | Sept. 11, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.09% | 10,891 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.09% | 640 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.08% | 205,636 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.08% | 6,362 SH | Oct. 2, 2026 | Daily |
| SMMD · iShares Trust | 0.08% | 9,327 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.07% | 100,609 SH | Aug. 19, 2026 | Daily |
| IYJ · iShares Trust | 0.07% | 4,153 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.07% | 2,020 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.05% | 1,099 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.05% | 30,039 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.05% | 1,100 SH | Oct. 2, 2026 | Daily |
| IWR · iShares Trust | 0.04% | 71,557 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.04% | 1,765 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 4,089 NS | July 31, 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.02% | 13,773 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 515 NS | July 31, 2026 | N-PORT |
| IWF · iShares Trust | 0.02% | 65,278 SH | Sept. 11, 2026 | Daily |
| IUSG · iShares Trust | 0.01% | 15,392 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 285,054 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 7,156 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 1,436 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 733 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 1,978 SH | Aug. 19, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 2,589 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.01% | 5,190 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 11,972 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 22,482 SH | Sept. 11, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 1,046 SH | Oct. 2, 2026 | Daily |
| IJH · iShares Trust | · | 615,213 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 101,680 SH | Sept. 11, 2026 | Daily |
| IFRA · iShares Trust | · | 61,981 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 830 SH | Sept. 11, 2026 | Daily |
IESC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
1 analysts · 2026-10-04Mean target $440.00 +29.7%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| IESC | $7.90B | 26.5 | 16.9% | 9.1% | 38.5% | 25.5% |
| FIX | $32.83B | 32.3 | 29.5% | 11.2% | 46.3% | 24.1% |
| EME | $27.24B | 21.7 | 16.6% | 7.5% | 38.5% | 19.3% |
| APG | $15.91B | -55.4 | 12.7% | 3.8% | 9.2% | 31.4% |
| MTZ | · | 42.9 | 16.2% | 2.8% | 12.9% | · |
| STRL | $9.40B | 32.6 | 17.7% | 11.7% | 30.3% | 23.0% |
| VMI | · | 24.6 | 0.71% | 8.5% | 22.2% | 30.2% |
| DY | $10.92B | 38.1 | 17.9% | 5.1% | 17.4% | · |
| ACM | $17.19B | 31.0 | 0.21% | 3.5% | 24.0% | 7.5% |
| ACA | $5.21B | 25.1 | 12.2% | 7.2% | 8.1% | 22.4% |
| FLR | · | -127.8 | -5.0% | · | · | · |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.