ICF (ICFI) Q2 FY26 earnings call

ICF delivered a resilient Q2 FY26, driven by robust growth in its non-federal segments and strong margin performance, offsetting federal procurement delays. The company's diversified model and strategic investments in key growth markets, particularly commercial energy and technology modernization, are positioning it for a return to year-on-year growth in Q3 and an acceleration into 2027, with a focus on disciplined capital allocation and efficiency gains.