CRA International Q4 revenue growth beats estimates, EPS falls short

CRA International

26/02/2026 13:13

Overview

Consulting firm's Q4 revenue rose 11.6%, beating analyst expectations

Adjusted EPS for Q4 missed analyst estimates

Company expanded share repurchase program by $55 mln

Outlook

CRA expects fiscal 2026 revenue between $785 mln and $805 mln on a constant currency basis

Company anticipates non-GAAP EBITDA margin of 12.0% to 13.0% for fiscal 2026

CRA expects currency effects to reduce fiscal 2026 revenue by $5 mln

Result Drivers

CONSULTING PRACTICES - Revenue growth driven by strong performance in Antitrust & Competition Economics, Energy, Forensic Services, and Labor & Employment practices

GEOGRAPHIC EXPANSION - International operations supported revenue growth with a 21.9% increase

NET INCOME DECLINE - Despite revenue growth, net income decreased 12% year over year

Company press release: ID:nBw88vHQ7a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$197 mln
$190.54 mln (3 Analysts)
Q4 Adjusted EPS
Miss
$2.06
$2.07 (3 Analysts)
Q4 EPS
$1.99
Q4 Adjusted Net Income
$13.70 mln
Q4 Net Income
$13.20 mln
Q4 Adjusted EBITDA
$24.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the business support services peer group is "buy"

Wall Street's median 12-month price target for CRA International Inc is $252.50, about 57.6% above its February 25 closing price of $160.26

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 22 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)