Stock events for ICF International, Inc. (ICFI)
Over the past six months, ICF International's stock price has experienced a decline of 25.53%. In Q4 CY2025, ICF International reported adjusted earnings per share (EPS) of $1.47, missing the consensus estimate of $1.53. Revenue for the quarter was $443.7 million, slightly beating analyst expectations, but represented a 10.6% year-on-year decline. Full-year 2025 revenue also fell by 7.3% to $1.87 billion, attributed to weakness in the federal sector. The company's backlog also saw a 10.5% year-on-year decline to $3.4 billion at the end of Q4 CY2025. ICF's non-federal client revenues increased by 14% in 2025. Management has guided for full-year 2026 revenue to be between $1.89 billion and $1.96 billion.
Demand Seasonality affecting ICF International, Inc.’s stock price
While there isn't explicit information detailing strict seasonal demand patterns for ICF International's products and services, the nature of its client base and contract structures suggests certain demand fluctuations. Demand can be influenced by federal budget cycles, procurement delays, and changes in administration or policy. The commercial energy segment has shown robust and sustained demand, driven by secular tailwinds. The increasing frequency and severity of extreme weather events are also expected to drive increasing demand for ICF's disaster recovery and mitigation services.
Overview of ICF International, Inc.’s business
ICF International, Inc. is a global professional consulting and technology services company providing solutions to government agencies and commercial clients across diverse sectors including energy, health, environment, and security. The company's services are categorized into five core areas: advisory services, program implementation, analytics, digital solutions, and engagement services. Government clients constitute approximately three-quarters of ICF's business, with commercial clients making up the remaining quarter.
ICFI’s Geographic footprint
ICF International maintains a global presence with its headquarters located in the Washington, D.C. area. The company operates through 55 regional offices across the United States and has 15 international locations in countries such as the United Kingdom, Belgium, India, and Canada. This extensive geographic diversity enables ICF to serve clients worldwide while providing local expertise in key markets.
ICFI Corporate Image Assessment
In the past year, ICF International has maintained a strong brand reputation, evidenced by various recognitions from Forbes in 2024 and 2025. Historically, ICF was named a "Fast Moving" brand by the Government Business Council in 2019 and has received numerous industry awards.
Ownership
ICF International, Inc. has a significant institutional ownership, with approximately 87.43% of its shares held by institutions. Major institutional shareholders include Wasatch Advisors Inc, BlackRock, Inc., Capital Research Global Investors, Vanguard Group Inc, Dimensional Fund Advisors Lp, Thrivent Financial For Lutherans, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Neumeier Poma Investment Counsel Llc, Silvercrest Asset Management Group Llc, and Geode Capital Management, Llc.
