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IESC IES HOLDINGS INC

2026Q2 · CUSIP 44951W106 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
399
Institutions that reported holding it to the SEC
Net increase in holders
+52
Last quarter 347 → now 399
How unusual is that
Top 5%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

399 funds held IESC at the end of 2026Q2, up 52 from the quarter before. That is stronger buying than 95.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.0B(YoY +22.7%), the P/E is 13.4x, return on equity is 36.8%. IESC has had 8 buying rushes in its history, and the price moved +53.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q3: holders=62 2016Q4: holders=63 2017Q1: holders=53 2017Q2: holders=57 2017Q3: holders=53 2017Q4: holders=61 2018Q1: holders=49 2018Q2: holders=51 2018Q3: holders=49 2018Q4: holders=53 2019Q1: holders=52 2019Q2: holders=57 2019Q3: holders=64 2019Q4: holders=71 2020Q1: holders=73 2020Q2: holders=74 2020Q3: holders=81 2020Q4: holders=93 2021Q1: holders=97 2021Q2: holders=98 2021Q3: holders=95 2021Q4: holders=98 2022Q1: holders=92 2022Q2: holders=81 2022Q3: holders=79 2022Q4: holders=82 2023Q1: holders=90 2023Q2: holders=100 2023Q3: holders=116 2023Q4: holders=132 2024Q1: holders=156 2024Q2: holders=196 2024Q3: holders=237 2024Q4: holders=254 2025Q1: holders=242 2025Q2: holders=271 2025Q3: holders=319 2025Q4: holders=341 2026Q1: holders=347 2026Q2: holders=399 -52 -26 +0 +26 +52 44232419 16Q317Q419Q120Q221Q322Q424Q125Q226Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2025Q3 Top 5% +41.0% +82.4%
2025Q2 Top 20% +8.5% +45.9%
2024Q3 Top 10% -26.9% -8.6%
2024Q2 Top 5% +55.0% +20.8%
2024Q1 Top 20% +8.3% +61.3%
2023Q3 Top 20% +52.9% +145.3%
2023Q1 Top 20% +39.3% +29.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
186
Change in large funds
+35
Total value they hold
$14.1B
Funds buying for the first time
104
Funds that sold out entirely
52
Price change that quarter
-53.7%
Funds holding puts (bearish)
11
Funds holding calls (bullish)
12

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
13.4
EPS (TTM)
$22.51
EPS YoY
+72.0%
Revenue (TTM)
$4.0B
Revenue YoY
+22.7%
Net margin
11.3%
ROE
36.8%
Debt ratio
45.8%
FCF (TTM)
$228M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 1.07 2021-12-31: EPS 0.69 2022-03-31: EPS -0.30 2022-06-30: EPS 0.33 2022-09-30: EPS 0.72 2022-12-31: EPS 1.14 2023-03-31: EPS 0.92 2023-06-30: EPS 0.81 2023-09-30: EPS 1.67 2023-12-31: EPS 1.87 2024-03-31: EPS 2.29 2024-06-30: EPS 2.67 2024-09-30: EPS 3.06 2024-12-31: EPS 2.72 2025-03-31: EPS 3.50 2025-06-30: EPS 3.81 2025-09-30: EPS 4.99 2025-12-31: EPS 4.51 2026-03-31: EPS 5.44 2026-06-30: EPS 7.57 0B 0.6B 1.2B $B -0.33 4.00 8.33 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 23 13 26 38 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-37M38M112M 20162017201820192020202120222023202420252026
Latest quarter $71M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.