ICFI
ICF International, Inc.87.68
+0.97+1.12%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms energy growth, adds details
Q&A largely reaffirmed prepared remarks, elaborating on commercial energy's 24% 2025 growth (15% organic) and double-digit 2026 expectations, with 80% from utility programs boasting 35% residential and growing 20% C&I shares; advisory and engineering poised for faster gains. Federal procurement has improved without cancellations, IT modernization returning to growth this year while overall federal lags to 2027. AI yields 10-20 bps margin upside internally. Anne Cho differentiated ICF from Willdan on scale and focus. Management eyes energy tuck-ins amid healthy M&A pipeline. Non-federal momentum accelerates.
Key Stats
Market Cap
1.62BP/E (TTM)
16.54Basic EPS (TTM)
5.30Dividend Yield
0.01%Recent Filings
8-K
ICF at sustainability summit
ICF International announced its executives—President Anne Choate and SVP David Pickles—will join a fireside chat at the Canaccord Genuity 2nd Annual Virtual Sustainability Summit on March 12, 2026, at 8:00 a.m. ET, with live webcast available. Executives to discuss sustainability strategy. No financial details disclosed.
10-K
FY2025 results
ICF International posted FY2025 revenue of $1.87B, down 7% y/y from $2.02B, as federal contracts plunged 26% amid DOGE terminations and procurement snarls, yet commercial energy surged 21% to lift the topline. Operating income slid to $145M (7.8% margin) from $166M, hit by severance from staff cuts, but cost controls held direct costs steady at 63%. Q4 saw $55M share repurchases at $81 average, trimming the buyback pot to $94M remaining, while $402M debt (43% fixed) and $550M revolver room buttress liquidity. Backlog shrank to $3.4B. Federal budget gridlock threatens Q1 momentum.
8-K
Q4 revenue dips; energy booms
8-K
Earnings date set
8-K
ICF execs at Sidoti chat
ICF International's COO James Morgan and CFO Barry Broadus will join a virtual fireside chat at the Sidoti Year End Investor Conference on December 10 at 9:15 a.m. ET. The live webcast, accessible via Sidoti's site, offers a replay for 90 days. Investors get direct access. Filing under Regulation FD flags standard forward-looking risks.
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