IES Holdings Inc (IESC) — Strategic Asset Allocation Index

Latest as of March 2026: 5.9%

IES Holdings Inc (IESC) has a Strategic Asset Allocation Index of 5.9% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $63.89 Million) total $63.89 Million, measured against net assets of $1.08 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check IESC financial resilience to evaluate the company's liquid asset resilience ratio.

SAAI

5.9%
Strategic Assets / Net Assets

Strategic Assets

$63.89 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$1.08 Billion
USD

IES Holdings Inc Strategic Asset Allocation Index (2000–2025)

This chart shows how IES Holdings Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 5.9%, representing strategic assets of $63.89 Million against net assets of $1.08 Billion USD. See IESC FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for IES Holdings Inc (2000–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for IES Holdings Inc from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see IES Holdings Inc market cap and net worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 6.7% $59.66 Million $- $59.66 Million $887.96 Million ▲ +6.7 pp
2024 0.0% $0.00 $- $0.00 $652.11 Million ▼ -0.1 pp
2023 0.1% $675.00K $- $675.00K $499.94 Million ▼ -14.4 pp
2022 14.6% $56.87 Million $54.43 Million $2.45 Million $390.48 Million ▲ +5.0 pp
2021 9.6% $35.46 Million $35.45 Million $10.00K $370.55 Million ▲ +0.9 pp
2020 8.6% $24.59 Million $24.59 Million $0.00 $285.12 Million ▼ -1.9 pp
2019 10.5% $26.15 Million $25.75 Million $408.00K $249.54 Million ▼ -1.1 pp
2018 11.6% $25.92 Million $25.36 Million $558.00K $223.64 Million ▲ +1.1 pp
2017 10.5% $25.20 Million $24.64 Million $558.00K $240.00 Million ▲ +3.1 pp
2016 7.4% $16.61 Million $15.69 Million $919.00K $225.10 Million ▼ -5.0 pp
2015 12.4% $12.60 Million $11.68 Million $919.00K $101.41 Million ▲ +0.8 pp
2014 11.6% $10.19 Million $10.19 Million $- $87.97 Million ▼ -5.1 pp
2013 16.7% $10.45 Million $10.41 Million $35.00K $62.49 Million ▲ +4.0 pp
2012 12.7% $6.74 Million $6.48 Million $259.00K $53.16 Million ▼ -0.1 pp
2011 12.8% $8.22 Million $8.02 Million $200.00K $64.30 Million ▼ -6.8 pp
2010 19.6% $19.85 Million $19.85 Million $- $101.20 Million ▲ +1.2 pp
2009 18.4% $24.37 Million $24.37 Million $- $132.55 Million ▲ +0.6 pp
2008 17.8% $26.12 Million $26.12 Million $- $147.11 Million ▲ +3.4 pp
2007 14.4% $22.09 Million $22.09 Million $- $153.93 Million ▼ -3.0 pp
2006 17.4% $26.90 Million $26.90 Million $- $154.64 Million ▼ -141.5 pp
2005 158.9% $25.19 Million $25.19 Million $- $15.86 Million ▲ +127.5 pp
2004 31.3% $44.86 Million $44.86 Million $- $143.17 Million ▲ +11.4 pp
2003 19.9% $52.70 Million $52.70 Million $- $264.91 Million ▼ -4.5 pp
2002 24.4% $61.58 Million $61.58 Million $- $252.78 Million ▲ +11.1 pp
2001 13.3% $70.34 Million $70.34 Million $- $528.64 Million ▲ +1.2 pp
2000 12.1% $61.37 Million $61.37 Million $- $507.75 Million
pp = percentage points