Is IES Holdings (IESC) Stock Worth Betting on?

LRT Capital Management, an investment management company, released its “LRT Global Opportunities Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy leverages a systematic long/short approach to generate positive returns while effectively controlling downside risks and maintaining low net exposure to the equity markets. In September, the strategy returned -8.00% (net), and the YTD return was -0.17%. It was a challenging month for the strategy, as the market indexes surged, with a select few highly overvalued mega-cap stocks, while the rest of the market declined. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, LRT Global Opportunities Strategy highlighted stocks such as IES Holdings, Inc. (NASDAQ:IESC). IES Holdings, Inc. (NASDAQ:IESC) is a US-based engineering and construction company that designs and installs integrated electrical and technology systems and provides infrastructure products and services. The one-month return of IES Holdings, Inc. (NASDAQ:IESC) was 3.80%, and its shares gained 91.97% of their value over the last 52 weeks. On October 7, 2025, IES Holdings, Inc. (NASDAQ:IESC) stock closed at $395.66 per share, with a market capitalization of $7.856 billion.

LRT Global Opportunities Strategy stated the following regarding IES Holdings, Inc. (NASDAQ:IESC) in its third quarter 2025 investor letter:

“IES Holdings, Inc. (NASDAQ:IESC) is a diversified provider of essential electrical and technology infrastructure services across the United States. The company operates through four distinct segments—Communications, Infrastructure Solutions, Commercial & Industrial, and Residential—allowing it to serve a wide array of end markets and mitigate the risks of cyclicality in any single sector. This structure has enabled IESC to establish a durable foundation while strategically capitalizing on high-growth secular trends, particularly the build-out of the nation’s digital infrastructure.

The company’s Communications and Infrastructure Solutions segments are its primary growth engines, positioned at the forefront of the digital revolution. The Communications segment provides critical network infrastructure for data centers, technology corporations, and other high-tech facilities. The Infrastructure Solutions segment delivers custom-engineered electro-mechanical products, such as power distribution systems and generator enclosures, that are vital for the uninterrupted operation of these same data centers and other industrial clients. Together, these segments address the surging demand for data processing, storage, and connectivity driven by artificial intelligence, cloud computing, and e-commerce…” (Click here to read the full text)

 

In another article, we covered IES Holdings, Inc. (NASDAQ:IESC) and shared the list of stocks with consistent growth to invest in. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.