IES Q3 revenue +40%, operating income +60% on data center demand; Residential margins compress

Filed July 31, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 1, 2025 · ~2 min read

Key Changes

• high

  Subsequent event: On July 29, 2026, our Board of Directors approved a two-for-one stock split of our common stock, to be paid in the form of a stock dividend, with a record date of August 14, 2026 and a distribution date of August 21,…

  Notes: Subsequent Events verify on EDGAR →
• high

  Q3 FY2026 revenue rose 39.6% YoY to $1.2B, driven by data center demand across Communications (+51%), Infrastructure Solutions (+73%), and Commercial & Industrial (+109%). Operating income jumped 60% to $178.5M (14.4% margin).

  MD&A: Consolidated Results verify on EDGAR →
• high

  Residential segment revenue fell 6.3% to $324M and gross margin compressed to 22.2% from 28.1%, as housing affordability pressures and pricing competition limited the segment's ability to recover higher material costs.

  MD&A: Residential Segment verify on EDGAR →