ICF International (NASDAQ:ICFI) Announces FY 2026 Earnings Guidance

Key Points

• ICF set FY 2026 EPS guidance at about $7.10, essentially in line with analyst consensus.
• Third-quarter EPS was $1.98, beating the $1.92 estimate and rising 19% year over year, but revenue of $470.5 million missed forecasts of $490.8 million.
• Contract awards increased 4.5% year over year to $746 million, with a 1.59 book-to-bill ratio, signaling potential future business growth.

ICF International (NASDAQ:ICFI - Get Free Report) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 7.102-7.102 for the period, compared to the consensus estimate of 7.100.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on ICFI. Barrington Research set a $110.00 target price on ICF International in a report on Friday, August 14th. Weiss Ratings raised shares of ICF International from a "hold (c-)" rating to a "hold (c)" rating in a research report on Friday, October 2nd. Finally, Wall Street Zen raised shares of ICF International from a "hold" rating to a "strong-buy" rating in a research report on Saturday, August 8th. Two analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $105.00.

ICF International Stock Performance

Shares of NASDAQ:ICFI traded down $12.02 during midday trading on Friday, reaching $83.36. 92,734 shares of the company traded hands, compared to its average volume of 253,346. ICF International has a 12 month low of $58.83 and a 12 month high of $100.63. The firm has a market capitalization of $1.49 billion, a price-to-earnings ratio of 17.26 and a beta of 0.45. The company has a quick ratio of 1.39, a current ratio of 1.39 and a debt-to-equity ratio of 0.39. The firm's fifty day moving average price is $88.49 and its two-hundred day moving average price is $79.08.

ICF International (NASDAQ:ICFI - Get Free Report) last announced its earnings results on Thursday, November 5th. The business services provider reported $1.98 earnings per share for the quarter, topping analysts' consensus estimates of $1.92 by $0.06. The business had revenue of $470.50 million for the quarter, compared to analyst estimates of $490.83 million. ICF International had a return on equity of 11.53% and a net margin of 4.86%. The company's quarterly revenue was up 1.1% compared to the same quarter last year. During the same period in the prior year, the company earned $1.67 EPS. On average, equities analysts expect that ICF International will post 7.07 earnings per share for the current year.

ICF International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 8th. Stockholders of record on Friday, December 4th will be issued a dividend of $0.14 per share. The ex-dividend date of this dividend is Friday, December 4th. This represents a $0.56 annualized dividend and a dividend yield of 0.7%. ICF International's payout ratio is presently 11.59%.

Insider Activity at ICF International

In other ICF International news, CEO John Wasson sold 6,400 shares of the business's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $88.32, for a total value of $565,248.00. Following the completion of the transaction, the chief executive officer owned 6,339 shares of the company's stock, valued at $559,860.48. The trade was a 50.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sergio J. Ostria sold 2,000 shares of the stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $88.59, for a total transaction of $177,180.00. Following the completion of the transaction, the executive vice president directly owned 24,467 shares in the company, valued at $2,167,531.53. The trade was a 7.56% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.71% of the stock is currently owned by corporate insiders.

Key Stories Impacting ICF International

Here are the key news stories impacting ICF International this week:

• Positive Sentiment: Third-quarter non-GAAP EPS rose 19% year over year to $1.98, beating analyst estimates of $1.92. ICF also reported a 1.1% increase in revenue to $470.5 million, marking a return to year-over-year growth, while margin expansion benefited from efficient contract delivery and a favorable contract mix. ICF Reports Third Quarter 2026 Results
• Positive Sentiment: Contract awards totaled $746 million, up 4.5% from a year earlier, with a quarterly book-to-bill ratio of 1.59. Revenue from federal government clients also increased 3.4% sequentially, providing encouraging signs for future business. ICF Reports Third Quarter 2026 Results
• Neutral Sentiment: ICF declared a quarterly dividend of $0.14 per share, equivalent to $0.56 annually and a yield of about 0.6%. The dividend offers modest income but is unlikely to be a major share-price catalyst. ICF International dividend announcement
• Neutral Sentiment: The company set FY 2026 EPS guidance at approximately $7.10, essentially matching the consensus estimate. It maintained its non-GAAP EPS guidance midpoint despite lower revenue expectations. ICF Reports Third Quarter 2026 Results
• Negative Sentiment: Quarterly revenue of $470.5 million fell short of the $490.8 million analyst estimate. The miss, together with the company maintaining rather than raising its full-year earnings outlook, may have outweighed the EPS beat and positive contract-award trends. ICF reports sales below analyst estimates

About ICF International

ICF International, Inc is a global consulting and technology services company that helps government agencies, businesses and nonprofit organizations address complex policy, management and operational challenges. The company combines research, advisory services, data analytics, technology implementation and strategic communications to support clients from program design through execution and evaluation.

ICF's work spans energy and climate, environment, transportation, public health, health care, community development, disaster recovery, workforce programs and public-sector modernization.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.