ICF International Q4 EPS misses

ICF International

26/02/2026 21:45

Overview

Global solutions provider's Q4 revenue slightly beat analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company repurchased approximately 564,000 shares in 2025

Outlook

ICF expects 2026 revenue between $1.89 bln and $1.96 bln

Company forecasts 2026 GAAP EPS between $5.95 and $6.25

ICF anticipates 2026 Non-GAAP EPS between $6.95 and $7.25

Result Drivers

COMMERCIAL CLIENTS - Revenue from commercial, state, local, and international government clients increased 16%, offsetting federal revenue decline due to government shutdown

ENERGY CLIENTS - Revenue from commercial energy clients rose 23% in Q4, driven by demand for energy efficiency and grid optimization programs

MARGIN MANAGEMENT - Steady year-on-year margin performance achieved through favorable business mix and cost management initiatives

Company press release: ID:nPn3Rl5wTa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$444 mln
$440.94 mln (5 Analysts)
Q4 Adjusted EPS
Miss
$1.47
$1.49 (5 Analysts)
Q4 EPS
$0.94
Q4 Net Income
$17 mln
Q4 Adjusted EBITDA
Miss
$46 mln
$48.24 mln (5 Analysts)
Q4 EBITDA
$43 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "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 ICF International Inc is $108.50, about 44.4% above its February 25 closing price of $75.16

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 11 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.)