NASDAQ$IESC

IES Holdings Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

IES Holdings reported third quarter results with increased revenue and operating income.

IES Holdings reported a 3% increase in revenue to $584 million and a significant increase in operating income to $34.3 million compared to the same quarter last year. Net income attributable to IES was $22.5 million, or $0.81 per diluted share, compared to $9.5 million, or $0.33 per diluted share, in the prior year.

  • Revenue increased by 3% to $584 million compared to Q3 2022.
  • Operating income increased substantially to $34.3 million, compared to $15.6 million in Q3 2022.
  • Net income attributable to IES increased to $22.5 million, compared to $9.5 million in Q3 2022.
  • Diluted earnings per share attributable to common stockholders increased to $0.81, compared to $0.33 in Q3 2022.

Headline financials

Total Revenue

$584M

Previous: $567M+3.0%
EPS (adj)

$1.08

Previous: $0.46+134.8%
Remaining performance obligations

$1.07B

Previous: $894M+19.9%
Backlog

$1.53B

Previous: $1.2B+27.5%
Free Cash Flow

$22.5M

Previous: $9.47M+138.2%
Net Income

$22.5M

Previous: $9.47M+138.2%
Operating Income

$34.3M

Previous: $15.6M+119.5%
Gross Profit

$108M

Previous: $82.8M+30.0%
Cash & Equivalents

$28.6M

Previous: $17.1M+67.4%
Total Assets

$900M

Previous: $884M+1.7%
Stock-Based Comp

$1.3M

Previous: $999K+30.1%

Revenue & EPS history

IES Holdings · Revenue · Quarterly

$584M

Q3 2023+3%vs Q3 2022
Beat estimate in 0 of 2 quarters(0%)
ActualEstimate

Revenue by segment

IES Holdings · $517M total across 3 segments · Q3 2023

  • Residential
    $318M+5.4%
  • Communications
    $142M-2.1%
  • Infrastructure Solutions
    $57.1M+43.5%

Forward guidance

IES Holdings anticipates modest revenue growth for the remainder of fiscal 2023 and fiscal 2024, driven by organizational changes and improved processes.

Tailwinds

  • Improved processes and procedures across all business units.
  • Growing backlog supports modest revenue growth.
  • Organizational changes at Residential segment expected to benefit operating results.
  • Focus on improving procurement process to enhance margins.
  • Significant cash flow generation expected in the fourth quarter of fiscal 2023 and in fiscal 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+1.7%

Avg return

Earnings day

+2.9%

Avg return

5 days after

+4.7%

Avg return

30 days after

58%

38 / 65 earnings

Positive

+23.4%

Q2 2024

Best reaction

-23.3%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-6.1%+4.6%+5.2%
Q1 2026-19.8%-15.2%+4.4%
Q4 2025+12.4%+17.5%+14.6%
Q2 2025-1.9%+6.7%+11.7%
Q1 2025-2.4%+4.8%-25.0%
Q4 2024+3.4%+6.1%-21.4%
Q3 2024+3.9%+7.6%+29.0%
Q2 2024+23.4%+27.8%+11.4%
Q1 2024+0.3%+5.2%+32.5%
Q4 2023+14.6%+16.0%+7.9%
Q3 2023+11.2%+19.8%+31.2%
Q2 2023+6.1%+9.0%+19.7%
Q1 2023+1.0%+2.6%+9.1%
Q4 2022-1.7%-8.3%+3.4%
Q3 2022-3.6%-3.3%-10.5%
Q2 2022-23.3%-22.9%-11.8%
Q1 2022-11.2%-16.8%-17.2%
Q4 2021+1.2%+2.8%+1.8%
Q3 2021-1.4%-4.9%-12.0%
Q2 2021+6.1%+0.4%+4.1%
Q1 2021+2.7%-1.0%+6.4%
Q4 2020+4.0%+10.1%+24.0%
Q3 2020+14.5%+22.5%+19.3%
Q2 2020+5.3%+11.7%+18.2%
Q1 2020+4.2%-1.2%-3.1%
Q4 2019+9.8%+12.3%+14.3%
Q3 2019+4.1%+5.6%+6.3%
Q2 2019+1.2%+1.5%+2.3%
Q1 2019+5.9%+9.2%+10.4%
Q4 2018+2.5%+3.1%+1.0%
Q3 2018+9.2%+9.8%+7.0%
Q2 2018+4.1%+1.5%+3.2%
Q1 2018-2.1%-5.4%-2.1%
Q4 2017-8.0%-6.6%-8.8%
Q3 2017-10.3%-7.9%+2.1%
Q2 2017-15.8%-15.4%-20.8%
Q1 2017+11.6%+7.4%+0.5%
Q4 2016+8.9%-1.9%-8.2%
Q3 2016+3.9%-0.1%+21.5%
Q2 2016+14.0%
Q1 2016+2.3%
Q4 2015+7.0%
Q3 2015+11.5%
Q2 2015-4.9%
Q1 2015+10.9%
Q4 2014-5.9%
Q3 2014+5.4%
Q2 2014-1.6%
Q1 2014+0.3%
Q3 2013+1.1%
Q2 2013+3.6%
Q4 2013-0.7%
Q1 2013-0.2%
Q4 2012+1.7%
Q3 2012-4.0%
Q2 2012+3.1%
Q1 2011-6.6%
Q1 2012+0.0%
Q4 2011-1.0%
Q2 2011-1.0%
Q4 2009-1.0%
Q4 2010-0.3%
Q3 2010-0.3%
Q3 2011-0.3%
Q2 2010+8.3%

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