ICF International(ICFI)
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Here is Why Growth Investors Should Buy ICF (ICFI) Now
ZACKS· 2024-11-05 02:46
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks wit ...
ICF (ICFI) Upgraded to Strong Buy: Here's What You Should Know
ZACKS· 2024-11-05 02:05
ICF International (ICFI) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The powe ...
ICF (ICFI) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2024-11-01 23:01
For the quarter ended September 2024, ICF International (ICFI) reported revenue of $517 million, up 3.1% over the same period last year. EPS came in at $2.13, compared to $1.81 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $532.49 million, representing a surprise of -2.91%. The company delivered an EPS surprise of +17.68%, with the consensus EPS estimate being $1.81.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...
ICF International(ICFI) - 2024 Q3 - Quarterly Report
2024-11-01 18:01
财务指标 - 收入增加3.8577亿美元,同比增长2.6%[57] - 直接成本占收入比例从64.8%下降至63.3%[57] - 间接和销售费用占收入比例从25.7%下降至25.5%[60] - 利息费用净额下降7.01百万美元,下降23.3%[60] - 所得税费用增加1.5095亿美元,增长239.5%[60] - 净利润增加2.5157亿美元,增长41.6%[57] - EBITDA增加2.7212亿美元,增长18.1%[63] - 调整后EBITDA增加1.3488亿美元,增长8.6%[63] 业务表现 - 能源、环境、基础设施和灾难恢复业务收入增长16.4%[59] - 健康和社会计划业务收入下降5.8%[59] - 安全和其他民用及商业业务收入下降8.5%[59]
ICF International(ICFI) - 2024 Q3 - Earnings Call Transcript
2024-11-01 09:25
财务数据和关键指标变化 - 第三季度收入为5.17亿美元,同比增长3.1%,调整后增长6% [27] - 每股收益(EPS)为1.73美元,较去年同期的1.25美元增长38.4% [34] - 调整后的每股收益为2.13美元,同比增长17.7% [34] - EBITDA增长18.4%至5820万美元,调整后EBITDA增长7.8%至5850万美元 [32] 各条业务线数据和关键指标变化 - 能源、环境基础设施和灾难恢复客户市场收入增长15% [27] - 健康和社会项目客户市场收入同比下降5.2%,但调整后略有增长 [18][19] - 商业能源市场收入增长显著,主要得益于新客户的增加和现有客户工作范围的扩大 [9] 各个市场数据和关键指标变化 - 第三季度新业务开发管道达到106亿美元,显示出未来增长潜力 [8] - 与IIJ和IRA相关的工作中,ICF已获得约1.85亿美元的合同,管道超过2.5亿美元 [12] - 气候相关服务的需求持续增长,第三季度新合同的赢得显示出强劲的市场需求 [14] 公司战略和发展方向和行业竞争 - 公司计划继续投资于有机增长、战略性并购、债务减少和股东回报 [37][82] - 公司在能源效率项目中处于市场领先地位,并在商业和工业能源效率市场中获得市场份额 [10] - 公司预计IT现代化领域的支出将继续增长,尤其是在联邦政府的优先支出中 [43] 管理层对经营环境和未来前景的评论 - 管理层对未来增长持乐观态度,认为公司在多个市场中有强劲的需求和增长潜力 [43] - 管理层提到,尽管健康和社会项目市场面临挑战,但预计将会有新的合同和机会出现 [75] - 管理层对商业能源市场的长期增长持积极看法,认为这是一个百年一遇的趋势 [65] 其他重要信息 - 公司计划在2025年继续保持约21%的税率 [33] - 公司在第三季度的资本支出为1560万美元,较去年同期的1790万美元有所下降 [35] - 公司宣布每股0.14美元的季度现金分红,将于2025年1月10日支付 [37] 问答环节所有提问和回答 问题: 关于未来几个季度的利润率 - 管理层预计商业能源业务将继续强劲增长,其他业务也将加速增长,利润率有进一步改善的空间 [47][48] 问题: 最近的风暴对灾难恢复业务的影响 - 管理层表示,近期的风暴为公司提供了许多小合同的机会,预计未来将有更多的机会出现 [50][51] 问题: 气候服务的增长来源 - 管理层指出,气候业务的增长主要来自商业和州地方客户,联邦客户占比约15%至20% [55] 问题: IT现代化合同的规模变化 - 管理层表示,正在努力扩大合同规模,目标是赢得超过5000万美元的合同 [59] 问题: 政府业务的下降部分 - 管理层提到,健康和社会项目市场的下降主要是由于USAID业务的影响,预计未来将会恢复 [73][75] 问题: 债务减少和并购机会 - 管理层表示,债务减少为公司提供了灵活性,可以考虑并购机会,市场上有许多潜在的资产 [80][82]
ICF International (ICFI) Tops Q3 Earnings Estimates
ZACKS· 2024-11-01 06:31
ICF International (ICFI) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $1.81 per share. This compares to earnings of $1.81 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 17.68%. A quarter ago, it was expected that this consulting and technology services provider would post earnings of $1.52 per share when it actually produced earnings of $1.69, delivering a surprise of 11.18%.Ove ...
ICF International(ICFI) - 2024 Q3 - Quarterly Results
2024-11-01 04:08
Exhibit 99.1 NEWS RELEASE ICF Reports Third Quarter 2024 Results ―Margin Expansion Driven by Favorable Business Mix and Higher Utilization― ―GAAP EPS and Non-GAAP EPS1 Include Tax Benefits of $0.25 Per Share― ―Record Business Development Pipeline of $10.6 Billion at Quarter-End― ―2024 Guidance: Adjusting Revenue Range to Account for Lower Pass-Throughs; Raising EPS Ranges to Reflect Margin Expansion and Tax Benefits― Third Quarter Highlights: • Revenue Increased 3% to $517 Million, Up 6% Excluding Divestitu ...
ICF International(ICFI) - 2024 Q2 - Quarterly Results
2024-09-18 04:13
财务业绩 - 公司第二季度收入增长2%至5.12亿美元,剔除剥离业务后增长6.2%[2] - 净利润为2560万美元,每股收益为1.36美元,同比增长27%[9] - 非GAAP每股收益为1.69美元,同比增长7.6%[10] - EBITDA为5560万美元,同比增长17.2%[10] - 公司第二季度收入为5.12亿美元,同比增长2.4%[40] - 公司第二季度净利润为2.56亿美元,同比增长26.1%[40] - 公司第二季度EBITDA为5.56亿美元,同比增长10.0%[46] - 公司第二季度调整后EBITDA为5.60亿美元,同比增长10.0%[46] - 公司第二季度调整后每股摊薄收益为1.69美元,同比增长7.6%[50] - 公司第二季度营业利润率为8.3%,同比提升1.8个百分点[48] - 公司第二季度调整后EBITDA利润率为10.9%,同比提升0.7个百分点[48] 新签合同 - 第二季度新签合同价值8.1亿美元,同比增长83%,创历史新高[3] - 公司第二季度末在手合同总额为38亿美元,其中已获批资金17亿美元[11] - 公司第二季度末新业务开发管线达105亿美元,创历史新高[33] 业务结构 - 政府业务收入增长1.8%,其中联邦政府收入增长0.2%[12][13] - 商业业务收入增长22.6%,其中能源市场收入增长24.8%[21][22] - 公司2024年上半年总收入为100%,其中联邦政府客户占54%、州地方政府客户占16%、国际政府客户占6%,政府客户总占76%,商业客户占24%[76] - 2024年上半年收入来源中,时间成本合同占42%、固定价格合同占46%、成本加成合同占12%[77] - 2024年上半年公司能源、环境、基础设施和灾难恢复业务占总收入的45%、健康和社会计划业务占39%、安全和其他民用及商业业务占16%[75] 财务状况 - 公司第二季度末现金及现金等价物为4.06亿美元[65] - 公司第二季度总资产为20.06亿美元[65] - 公司第二季度总负债为10.62亿美元[66] - 2024年6月30日公司总资产为2,005,777千美元,较2023年12月31日减少0.3%[68] - 2024年6月30日公司股东权益为943,325千美元,较2023年12月31日增长2.8%[68] - 2024年上半年公司净收入为52,928千美元,较2023年同期增长44%[70] - 2024年上半年公司经营活动产生的现金流为50,635千美元,较2023年同期增长155%[70] 指引调整 - 公司全年EPS和EBITDA指引上调,主要反映业务结构改善[31]
Here's Why ICF International (ICFI) is a Strong Growth Stock
ZACKS· 2024-08-28 22:46
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Styl ...
ICF International (ICFI) Boasts Earnings & Price Momentum: Should You Buy?
ZACKS· 2024-08-26 22:31
Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success. The Zacks Premium service, which provides daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter, makes these more manageable goals. All of the features can help you identify what stocks to buy, what to sell, and what ...