ICF International, Inc. (ICFI)

ICF International’s adjusted EPS topped expectations while revenue came in line in the second fiscal quarter of 2026, reported August 6, 2026. Revenue slipped 0.3% to roughly $474.5 million (down from about $476.2 million a year ago), with the top line in line at $474.5 million versus the $478.3 million estimate (-0.8%). On the bottom line, adjusted EPS of $1.86 topped the $1.65 estimate (+12.7%) and rose 12.0% from $1.66 a year ago, alongside net income that increased 13.9% to about $26.9 million (up from roughly $23.7 million a year ago). Profitability held at a gross margin of 37.2% and an operating margin of 8.4%, with gross profit of around $176.6 million and operating income of about $39.9 million. The company generated operating cash flow of roughly $99.7 million, repurchased about $14.4 million of stock, and paid around $2.5 million in dividends during the quarter. Consensus for the next period calls for EPS of $1.89 on revenue of $490.8 million.