ICF International Stock Declines 5.6% Since Q3 Earnings Miss
ICFI posts weaker third-quarter 2025 results, with earnings and revenues falling short of estimates and declining year over year.
ICF: Quality Real Estate Exposure, But Peers Look Better
ICF offers passive exposure to top U.S. REITs but is quite similar to other REIT ETFs, even with CNS's index as its benchmark. Recent performance has lagged those real estate ETF peers, with expense ratios playing a role in long-term returns. In the passive REIT ETF space, cost efficiency is key—lower expense ratios like XLRE's have driven superior performance versus ICF.
ICF International: Fathom Hints At AI-Driven Rerating Potential
ICF International delivered mixed Q2 results, with federal revenue declines offset by strong commercial growth, especially in energy and data center projects. Despite headwinds, ICF maintained margins and is prioritizing deleveraging over shareholder returns, with limited dividend growth and cautious cash management. The new AI platform, Fathom, is promising and could drive future margin expansion, but it's too early to assume significant recurring revenue or a SaaS-like rerating.
ICF International Stock Rises 5.4% Since Q2 Earnings Beat
ICFI beats on Q2 earnings but misses revenues as federal government contracts shrink. Shares rally 5.4% post-earnings.
ICF: Lacking A Clear Competitive Advantage Over Peers
iShares Select U.S. REIT ETF holds strong REITs like Prologis, Equinix, and Welltower, but these are also available in better-valued, lower-fee peer ETFs. ICF's dividend yield and expense ratio lag behind competitors, such as VNQ and SCHH, making it less attractive for income-focused investors. Despite solid top holdings, ICF's high concentration, limited diversification, and premium valuation reduce its appeal versus broader, cheaper alternatives.
Here's Why ICF International Stock is a Great Pick Right Now
ICFI benefits from healthy growth in its higher-margin revenues from commercial energy customers.
ICF International Stock Barely Moves Since Q3 Earnings Beat
ICFI's third-quarter 2024 earnings and revenues increase on a year-over-year basis.
Here's Why ICF International Stock is a Great Pick Right Now
ICFI is benefiting from its energy-efficient program, CMY acquisition and rising demand from developers of renewable energy resources.
ICF International's Stock Gains 22% YTD: What Should You Know?
ICFI's shares gain from improvements in Q2 top and bottom lines and raised EPS and EBITDA views.
ICF: The Blue Chips Of REITs
ICF could benefit from the positive outlook on REITs due to the interest rate cutting cycle. ICF offers exposure to a diverse range of top-performing REITs. The fund provides decent yield and potential for capital appreciation, but risks include interest rates and consumer trends.
