ICF International Inc (NASDAQ:ICFI) Reports Mixed Q2 2025 Earnings, Revenue Misses While EPS Beats Estimates

ICF International Inc (NASDAQ:ICFI) reported its second-quarter 2025 earnings, delivering mixed results relative to analyst expectations. While the company’s earnings per share (EPS) slightly exceeded estimates, revenue came in below projections. The market reaction has been muted, with shares showing minimal movement in after-hours trading.

Key Earnings Metrics vs. Estimates

• Revenue: Reported at $476.2 million, missing the consensus estimate of $492.5 million (-3.3%).
• EPS: Came in at $1.66, slightly above the estimated $1.64.

The revenue shortfall was partially offset by stronger profitability, suggesting that margins benefited from a favorable business mix—a point emphasized in the company’s press release.

Market Reaction

Following the earnings release, ICFI’s stock showed no significant after-hours movement, indicating a neutral response from investors. Over the past month, shares have declined 4.95%, reflecting broader market conditions or possibly pre-earnings caution. The lack of a sharp reaction post-earnings suggests that investors are weighing the revenue miss against the EPS beat and the company’s maintained full-year guidance.

Press Release Highlights

• Commercial Energy Growth: Revenue in the commercial energy segment surged 27%, driving overall performance.
• Margin Improvement: The company cited a "favorable mix" as a contributor to sustained profitability.
• 2025 Guidance Reaffirmed: Management maintained its full-year outlook, signaling confidence in meeting previously stated targets.

Forward-Looking Estimates vs. Company Outlook

Analysts expect Q3 2025 revenue of $487.3 million and EPS of $1.74, while full-year 2025 revenue is projected at $1.95 billion with EPS of $7.03. The company’s decision to uphold its guidance aligns with these estimates, suggesting no major deviations are anticipated.

For a deeper dive into ICF International’s earnings and future estimates, see the full earnings and estimates breakdown here.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.