# IESC earnings call intelligence

LOPJLB CallCard / temporal rollup · freemium · [stock page](https://www.lopjlb.com/stock/IESC) · [Earnings tab](https://www.lopjlb.com/stock/IESC?tab=earnings)

Updated: 2026-08-01T07:00:18

Quarters analyzed: 3

## Cross-quarter narrative

Across three earnings calls from Q2 2008 to Q1 2009

## Latest CallCard · Q1

IESC Q1 2009: revenue fell 12% to $173M, gross margin improved to 17.1%, backlog $319M; new $2-3M restructuring plan launched, sales model shift hurting industrial backlog but management expects backlog growth in FY2009.','tone':{'mgmt':-0.2,'mgmt_rationale':'Management acknowledges disappointment w

**Guidance:** vague

**Tone:** mgmt 0 · Q&A pressure 0 · divergence 0

## Quarter one-liners

- **2009 Q1:** IESC Q1 2009: revenue fell 12% to $173M, gross margin improved to 17.1%, backlog $319M; new $2-3M restructuring plan launched, sales model shift hurting industrial backlog but management expects backlog growth in FY2009.','tone':{'mgmt':-0.2,'mgmt_rationale':'Management acknowledges disappointment w
- **2008 Q3:** IESC Q3 2008: Adjusted EPS $0.18 vs $0.07 prior year; SG&A down 18% YoY; gross margin pressured by input costs; restructuring on track; residential weak, commercial mixed, industrial solid; backlog $367M; liquidity $71M; no Q&A held.','tone':{'mgmt':0.2,'mgmt_rationale':'Management highlights progre
- **2008 Q2:** IESC Q2'08: Transformation progress with SG&A down 22%, backlog up to $382M, but revenue -8.6% YoY on residential/commercial softness; restructuring on track for 15-20% field cost reduction by Sep'08.','tone': {'mgmt': 0.2, 'mgmt_rationale': 'Management emphasizes transformation progress, SG&A reduc

## Theme arcs

- **Restructuring & Cost Reduction** (improving): SG&A down 22% in Q2'08, 18% in Q3'08; field cost reduction target set; new $2-3M plan launched in Q1'09.
- **Revenue Trend** (deteriorating): Revenue -8.6% YoY in Q2'08; -12% to $173M in Q1'09.
- **Backlog Trend** (deteriorating): Backlog $382M (Q2'08) -> $367M (Q3'08) -> $319M (Q1'09).
- **Gross Margin** (stable): Pressured by input costs in Q3'08; improved to 17.1% in Q1'09.
- **Residential Demand** (deteriorating): Weak across all three calls.
- **Commercial Demand** (deteriorating): Soft in Q2'08, mixed in Q3'08, no positive update in Q1'09.
- **Industrial Demand** (deteriorating): Solid in Q3'08 but sales model shift hurting backlog in Q1'09.

## Guidance path

2008 Q2:vague → 2008 Q3:vague → 2009 Q1:vague

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Research context only. Not personalized investment advice.

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