Отрасли
Electromechanical Engineering & Contracting
Вся аналитика по отрасли Electromechanical Engineering & Contracting — 2 материалов.
48/100
71Buffett
IES Holdings: Backlog Nearly Doubled to $4.5 Billion While 38% Sits Outside Enforceable RPO, and at $768.43 the Shares Run 79% to 102% Above Conservative Fair Value
IES Holdings is a decentralized electrical contractor and fabricator whose data-center cabling, power-distribution and engineered-enclosure work now drives most incremental growth. Fiscal third-quarter revenue rose 39.6% to $1.243 billion with roughly 85% of the dollar increase organic, and backlog climbed to about $4.5 billion — but $1.70 billion of that, some 38%, lies outside enforceable remaining performance obligations, and the Commercial & Industrial segment's 30.5% June-quarter gross margin is a poor number to capitalize indefinitely. Rating Watch: the operating improvement is real, yet at $768.43 the shares sit 79% to 102% above the $380-430 conservative fair-value range and near 40 times normalized owner earnings, leaving no margin of safety.
43/100
81Buffett
EMCOR Group: A Value-Investing Deep Dive
One of the largest U.S. specialty mechanical and electrical contractors, with 2025 revenue of $16.986 billion, free cash flow of $1.189 billion, and a near-net-cash balance sheet. But at $861.41 the stock carries a TTM P/E of about 29 and P/FCF of about 32, while the optimistic DCF ceiling sits at $850 — the margin of safety is already gone. Rating: Watch; ideal buy zone $400–550.