ICF International, Inc. (ICFI)
NASDAQIndustrialsConsulting ServicesSnapshot 2026-10-29
$95.48-0.38%
Close 2026-10-30 · 1-day change
NASDAQIndustrialsConsulting ServicesSnapshot 2026-10-29
Research Workspace
Put ICFI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue near $1.93 billion in 2026: Revenue guidance: $1.89B to $1.96B.
View ThesisRevenue is contracting — down about 8% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 38% in its worst 12-month stretch.
View RiskICFI’s thesis rests on steady financial performance and earnings yield above its sector. Revenue guidance places 2026 revenue near $1.93 billion, leaving the primary pillar under pressure. Q2 FY2026 non-GAAP earnings beat by 10.1%, though the desk lacks recent revenue-growth data. ICFI trades at 15× P/E versus a 23× peer median. Expectations look modest versus our view. The specific risk is revenue missing its $1.89 billion to $1.96 billion guidance range. Our model puts next-quarter miss probability at 18%. Peer multiples imply a price about 13% above where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. ICFI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering ICFI (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare ICFI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ICFI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Research & Consulting Services — fair value, gap to price, and forward P/E.
Compare the value case
Put ICFI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Return to revenue and EPS growth in 2026
Growth plan aligns with revenue and EPS growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Return to revenue and EPS growth in 2026
Growth in energy and AI supports revenue and EPS growth.
Advances: Return to revenue and EPS growth in 2026
New contract supports revenue growth objectives.
Threatens: Revenue guidance of $1.89B to $1.96B for 2026
Sales below estimates may hinder revenue growth objectives.
Advances: Maintain quarterly dividend of $0.14 per share
Dividend announcement supports capital allocation objective.
Advances: Revenue guidance of $1.89B to $1.96B for 2026
Earnings beat indicates strong revenue growth potential.
Advances: Revenue guidance of $1.89B to $1.96B for 2026
Significant stock rise suggests positive market sentiment.