The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. ICF International (ICFI) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question. ICF International is one of 316 companies in the Bus ...

Have you been paying attention to shares of ICF International (ICFI) ? Shares have been on the move with the stock up 14.7% over the past month. The stock hit a new 52-week high of $161.19 in the previous session. ICF International has gained 19.5% since the start of the year compared to the 11.2% move for the Zacks Business Services sector and the 17.6% return for the Zacks Government Services industry. What's Driving the Outperformance? The stock has an impressive record of positive earnings surprises, as ...

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ICF International, Inc. (ICFI) reported impressive second-quarter 2024 results, with earnings and revenues surpassing Zacks Consensus Estimate. The better-than-expected results impressed investors, as the stock has gained 6.8% since the earnings release on Aug 1, 2024. Quarterly earnings (excluding 33 cents from non-recurring items) per share of $1.7 beat the Zacks Consensus Estimate by 11.2% and gained 7.6% from the year-ago quarter. Total revenues of $512 million beat the Zacks Consensus Estimate by a sli ...

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ICF International, Inc. (ICFI) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, ICFI's 50- day simple moving average broke out above its 200-day moving average; this is known as a "golden cross." Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves the 50-day and ...

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Is ICF International (ICFI) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question. ICF International is one of 316 individual stocks in the Business Services sector. Collectively, these companies sit at #4 in the Zacks Sector Rank. The Za ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Whi ...

财务数据和关键指标变化 - 总收入增长2.4%至5.12亿美元,扣除去年剥离的商业营销业务后同比增长6.2% [32] - 商业能源客户收入增长24.8%,州政府和国际政府客户收入合计增长5.9% [32] - 联邦政府客户收入持平,主要由于约900万美元的转包收入下降 [32][33] - 毛利率为35.7%,同比提升80个基点,主要由于收入和成本结构的有利变化 [33][34] - 调整后EBITDA增长9.9%至5600万美元,调整后EBITDA利润率为10.9%,同比提升80个基点 [36] - 每股收益(非GAAP)增长7.6%至1.69美元 [38] 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业务线收入增长14%,占总收入45% [10][13] - 能源效率项目持续增长,公用事业客户扩大能源效率、电气化和客户营销计划 [11] - 去年收购的CMY公司带来的协同效应,为公用事业和开发商客户提供更全面的服务 [12] - 能源咨询业务增长强劲,特别是可再生能源项目的技术咨询 [13] - 环境和规划业务受益于公用事业输电线路地下化和可再生能源开发的需求 [13] - 气候服务业务持续高速增长,受益于联邦和州政府的气候计划扩张 [14] - 灾难管理业务保持良好,在波多黎各和多个州提供灾后恢复服务 [15] 各个市场数据和关键指标变化 - 联邦政府业务收入持平,主要由于转包收入下降,但扣除转包后增长5% [33] - 联邦政府新签合同额大幅增长,达6.25亿美元,远超去年同期 [33] - 联邦政府新业务管线增长13%至75亿美元 [33] - 公共卫生和IT现代化是联邦政府业务的两大增长引擎 [25][26] - 公共卫生业务获得CDC的BioSense项目扩展合同,USAID人口健康调查项目续签 [23][24] - IT现代化业务获得CMS和FEMA的新合同,利用生成式AI等技术为客户提供服务 [27][29] 公司战略和发展方向及行业竞争 - 公司在能源、环境、基础设施和灾难恢复领域具有领先优势,受益于行业强劲增长趋势 [18] - 气候变化、电气化、可再生能源等趋势驱动公用事业和政府客户的大量投资需求 [16][17] - 公司在能源、气候、交通和健康等多个领域拥有深厚专业知识和领先的分析工具 [18] - 公司获得大量IIJA和IRA相关拨款合同,管线达2.75亿美元 [19][20] - 公司在联邦政府IT现代化和公共卫生领域保持领先地位,有望持续受益 [25][26] - 公司利用生成式AI等技术为客户提供创新解决方案,在新兴技术领域具有优势 [27][28] 管理层对经营环境和未来前景的评论 - 公司在能源、环境、基础设施和灾难恢复领域保持强劲增长,有望未来几年实现两位数增长 [15][16][17] - 联邦政府业务短期受到一些合同过渡的影响,但长期前景良好,新签合同和管线强劲 [49][50][51] - 公司有信心在2024年实现大幅增长,并有望在未来几年保持高个位数增长 [44][45] - 公司将继续通过有机增长和适度收购来推动发展,保持财务灵活性和资本配置 [80][81][82] 其他重要信息 - 公司宣布每股0.14美元的季度现金股利 [42] - 公司调低了折旧摊销费用、利息费用和资本支出的指引 [42] - 公司将全年税率指引维持在23.5% [43] 问答环节重要的提问和回答 问题1 **Joseph Vafi 提问** 询问联邦政府业务,特别是公共卫生和IT现代化业务的表现和前景 [48][49][50][51] **John Wasson 回答** 联邦政府新签合同和管线强劲,表明未来增长前景良好。公共卫生和IT现代化是两大增长引擎,将持续受益于政府支持 [49][50][51] 问题2 **Kevin Steinke 提问** 询问利润率指引提升的主要驱动因素,是否仅来自商业能源业务 [65][66][67] **Barry Broadus 和 John Wasson 回答** 商业能源业务毛利率较高,且成本结构更有利,是主要驱动因素。此外,利息费用和折旧摊销费用的下调也有贡献 [66][67][70] 问题3 **Marc Riddick 提问** 询问灾难恢复业务的发展情况及未来前景 [76][77][78] **John Wasson 回答** 公司在波多黎各、德克萨斯和路易斯安那州等地持续获得大量灾后恢复合同,随着极端天气事件频发,该业务有望保持强劲增长 [77][78][79]

财务表现 - 公司收入增加1.19亿美元，同比增长2.4%[100] - 直接成本占收入的64.3%，较上年同期下降0.8个百分点[101] - 间接和销售费用占收入的24.8%，较上年同期下降0.5个百分点[103] - 税前利润增加1.35亿美元，同比增长63.6%[101] - 净利润增加529万美元，同比增长26.1%[101] - 公司收入增加2.3%至10.06亿美元，主要来自国际政府、美国联邦政府、美国州政府和商业客户的增长[105] - 直接成本占收入的63.6%，较上年同期下降1.3个百分点，主要由于退出商业营销和活动业务[105,107] - 间接和销售费用占收入的25.5%，与上年同期基本持平[108] - 调整后EBITDA增长9.1%至1.12亿美元[112] - 非GAAP每股收益增长15.3%至3.46美元[115] 费用和成本 - 折旧和摊销费用下降1,917万美元，同比下降28.1%[103] - 无形资产摊销费用下降995万美元，同比下降10.7%[103] - 利息费用净额下降243万美元，同比下降24.0%[103] - 折旧和摊销费用下降20.2%和10.4%，主要由于退出商业营销业务[108] - 利息费用净额下降18.6%，主要由于平均债务余额减少和利用浮动转固定利率掉期协议[108] 业务表现 - 能源、环境、基础设施和灾后重建业务收入增长14.1%[102] - 健康和社会项目业务收入下降5.2%[102] - 安全和其他民用及商业业务收入下降6.9%[102] 税务和融资 - 所得税费用增加170.8%，主要由于加拿大子公司所有权结构调整的税务影响[108] - 公司2024年第二季度和2023年第二季度的有效税率分别为26.3%和25.6%，2024年上半年和2023年上半年的有效税率分别为23.4%和24.6%[117] - 公司在2024年6月30日可动用的信贷额度为5.75亿美元，用于支持日常运营、未来收购、股息支付和股票回购计划[118] - 公司已签订总名义价值2.75亿美元的浮动利率互换协议来对冲部分浮动利率信贷额度，截至2024年6月30日，固定利率债务占总债务的比例为63%[118] - 公司已宣布2024年2月27日、5月2日和8月1日的每股0.14美元的季度现金股息[119] 现金流 - 公司2024年上半年经营活动产生的现金流为5,063.5万美元，较2023年同期增加3,080万美元，主要由于净收入增加和应收账款时间性影响[120] - 公司2024年上半年投资活动使用的现金流为866.7万美元，较2023年同期减少3,710万美元，主要由于资本支出减少、收购时间性影响和2023年剥离美国商业营销业务[120] - 公司2024年上半年筹资活动使用的现金流为4,650.8万美元，较2023年同期增加7,080万美元，主要由于信贷额度净偿还减少和股票回购增加[120]