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Side-by-side financial comparison of IES Holdings, Inc. (IESC) and KEMPER Corp (KMPR). Click either name above to swap in a different company.
KEMPER Corp is the larger business by last-quarter revenue ($1.1B vs $871.0M, roughly 1.3× IES Holdings, Inc.). IES Holdings, Inc. runs the higher net margin — 10.5% vs -0.7%, a 11.2% gap on every dollar of revenue. On growth, IES Holdings, Inc. posted the faster year-over-year revenue change (16.2% vs -4.7%). KEMPER Corp produced more free cash flow last quarter ($166.2M vs $-18.9M). Over the past eight quarters, IES Holdings, Inc.'s revenue compounded faster (11.1% CAGR vs -0.5%).
IES Holdings, Inc., formerly known as Integrated Electrical Services, Inc., designs and installs integrated electrical and technology systems and provides infrastructure products and services to a variety of end markets, including data centers, residential housing, and commercial and industrial facilities.
Kemper Corporation is an American insurance provider with corporate headquarters located in Chicago, Illinois. With nearly $13 billion in assets, the Kemper family of companies provides insurance to individuals, families, and businesses.
IESC vs KMPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $871.0M | $1.1B |
| Net Profit | $91.8M | $-8.0M |
| Gross Margin | 25.3% | — |
| Operating Margin | 11.2% | — |
| Net Margin | 10.5% | -0.7% |
| Revenue YoY | 16.2% | -4.7% |
| Net Profit YoY | 59.1% | -108.2% |
| EPS (diluted) | $4.51 | $-0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $871.0M | $1.1B | ||
| Q3 25 | $897.8M | $1.2B | ||
| Q2 25 | $890.2M | $1.2B | ||
| Q1 25 | $834.0M | $1.2B | ||
| Q4 24 | $749.5M | $1.2B | ||
| Q3 24 | $775.8M | $1.2B | ||
| Q2 24 | $768.4M | $1.1B | ||
| Q1 24 | $705.7M | $1.1B |
| Q4 25 | $91.8M | $-8.0M | ||
| Q3 25 | $102.3M | $-21.0M | ||
| Q2 25 | $79.3M | $72.6M | ||
| Q1 25 | $72.6M | $99.7M | ||
| Q4 24 | $57.7M | $97.4M | ||
| Q3 24 | $65.5M | $73.7M | ||
| Q2 24 | $66.6M | $75.4M | ||
| Q1 24 | $56.8M | $71.3M |
| Q4 25 | 25.3% | — | ||
| Q3 25 | 26.0% | — | ||
| Q2 25 | 26.9% | — | ||
| Q1 25 | 25.0% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.3% | — | ||
| Q1 24 | 24.3% | — |
| Q4 25 | 11.2% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 12.6% | — | ||
| Q1 25 | 11.1% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 9.7% | 11.2% | ||
| Q2 24 | 11.7% | 10.1% | ||
| Q1 24 | 11.0% | 7.6% |
| Q4 25 | 10.5% | -0.7% | ||
| Q3 25 | 11.4% | -1.7% | ||
| Q2 25 | 8.9% | 5.9% | ||
| Q1 25 | 8.7% | 8.4% | ||
| Q4 24 | 7.7% | 8.2% | ||
| Q3 24 | 8.4% | 6.3% | ||
| Q2 24 | 8.7% | 6.7% | ||
| Q1 24 | 8.0% | 6.2% |
| Q4 25 | $4.51 | $-0.03 | ||
| Q3 25 | $4.99 | $-0.34 | ||
| Q2 25 | $3.81 | $1.12 | ||
| Q1 25 | $3.50 | $1.54 | ||
| Q4 24 | $2.72 | $1.51 | ||
| Q3 24 | $3.06 | $1.14 | ||
| Q2 24 | $2.67 | $1.16 | ||
| Q1 24 | $2.29 | $1.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $258.7M | — |
| Total DebtLower is stronger | — | $943.5M |
| Stockholders' EquityBook value | $961.1M | $2.7B |
| Total Assets | $1.7B | $12.5B |
| Debt / EquityLower = less leverage | — | 0.35× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $258.7M | — | ||
| Q3 25 | $231.8M | $371.2M | ||
| Q2 25 | $168.3M | $407.6M | ||
| Q1 25 | $88.3M | $545.3M | ||
| Q4 24 | $112.0M | $1.0B | ||
| Q3 24 | $135.8M | $696.9M | ||
| Q2 24 | $44.9M | $539.1M | ||
| Q1 24 | $106.0M | $520.7M |
| Q4 25 | — | $943.5M | ||
| Q3 25 | — | $943.1M | ||
| Q2 25 | — | $942.6M | ||
| Q1 25 | — | $942.1M | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $961.1M | $2.7B | ||
| Q3 25 | $884.0M | $2.7B | ||
| Q2 25 | $781.4M | $370.0M | ||
| Q1 25 | $705.8M | $366.0M | ||
| Q4 24 | $652.4M | $2.8B | ||
| Q3 24 | $611.1M | $2.8B | ||
| Q2 24 | $567.5M | $358.0M | ||
| Q1 24 | $534.8M | $2.6B |
| Q4 25 | $1.7B | $12.5B | ||
| Q3 25 | $1.6B | $12.4B | ||
| Q2 25 | $1.5B | $12.6B | ||
| Q1 25 | $1.4B | $12.5B | ||
| Q4 24 | $1.3B | $12.6B | ||
| Q3 24 | $1.2B | $12.6B | ||
| Q2 24 | $1.2B | $12.6B | ||
| Q1 24 | $1.1B | $12.6B |
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 2.55× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.50× | ||
| Q2 24 | — | 3.88× | ||
| Q1 24 | — | 0.54× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $27.7M | $175.0M |
| Free Cash FlowOCF − Capex | $-18.9M | $166.2M |
| FCF MarginFCF / Revenue | -2.2% | 14.7% |
| Capex IntensityCapex / Revenue | 5.3% | 0.8% |
| Cash ConversionOCF / Net Profit | 0.30× | — |
| TTM Free Cash FlowTrailing 4 quarters | $175.9M | $553.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $27.7M | $175.0M | ||
| Q3 25 | $132.0M | $139.9M | ||
| Q2 25 | $92.0M | $89.6M | ||
| Q1 25 | $24.8M | $180.0M | ||
| Q4 24 | $37.3M | $175.1M | ||
| Q3 24 | $92.8M | $141.9M | ||
| Q2 24 | $82.9M | $22.9M | ||
| Q1 24 | $33.7M | $43.0M |
| Q4 25 | $-18.9M | $166.2M | ||
| Q3 25 | $112.0M | $133.4M | ||
| Q2 25 | $74.8M | $82.0M | ||
| Q1 25 | $7.9M | $172.3M | ||
| Q4 24 | $24.1M | $165.4M | ||
| Q3 24 | $78.5M | $131.4M | ||
| Q2 24 | $65.4M | $5.2M | ||
| Q1 24 | $26.9M | $27.7M |
| Q4 25 | -2.2% | 14.7% | ||
| Q3 25 | 12.5% | 10.8% | ||
| Q2 25 | 8.4% | 6.7% | ||
| Q1 25 | 0.9% | 14.4% | ||
| Q4 24 | 3.2% | 13.9% | ||
| Q3 24 | 10.1% | 11.1% | ||
| Q2 24 | 8.5% | 0.5% | ||
| Q1 24 | 3.8% | 2.4% |
| Q4 25 | 5.3% | 0.8% | ||
| Q3 25 | 2.2% | 0.5% | ||
| Q2 25 | 1.9% | 0.6% | ||
| Q1 25 | 2.0% | 0.6% | ||
| Q4 24 | 1.8% | 0.8% | ||
| Q3 24 | 1.8% | 0.9% | ||
| Q2 24 | 2.3% | 1.6% | ||
| Q1 24 | 1.0% | 1.3% |
| Q4 25 | 0.30× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | 1.16× | 1.23× | ||
| Q1 25 | 0.34× | 1.81× | ||
| Q4 24 | 0.65× | 1.80× | ||
| Q3 24 | 1.42× | 1.93× | ||
| Q2 24 | 1.24× | 0.30× | ||
| Q1 24 | 0.59× | 0.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
KMPR
| Specialty Property Casualty Insurance Segment | $995.1M | 88% |
| Life Insurance Segment1 | $140.7M | 12% |
