Q2 FY2026 EarningsQ2 FY26 results were mixed, with a slight revenue miss but a significant EPS beat. Revenue of $474.5M missed the $478.2M consensus by 0.78%, reflecting federal contract delays. However, Diluted GAAP EPS of $1.49 beat consensus of $1.37 by 8.76%, driven by a lower-than-expected tax rate of 17.8% (vs. 23.0% expected) and strong international government growth (+35% YoY). Management reaffirmed full-year FY26 guidance, signaling a return to YoY growth in H2.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: ICF(ICFI) the Revenue is 474.5 M (-0.35%), Miss estimate;the EBIT is 39.89 M (-0.31%), Beat estimate;the EPS is 1.49 (+16.41%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.47B0.35%
0.48B0.44%
-0.00B0.79%
EBITExceed expectations
0.04B0.31%
0.04B0.89%
+0.00B0.58%
EPSExceed expectations
1.4916.41%
1.377.03%
+0.12009.38%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf