Government & Technical Consulting Stocks Q3 In Review: Maximus (NYSE:MMS) Vs Peers

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ICF International

+2.44%

Science Applications International

+0.06%

Booz Allen Hamilton Holding Corp.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Maximus and the best and worst performers in the government & technical consulting industry.

The sector has historically benefitted from steady government spending on defense, infrastructure, and regulatory compliance, providing firms long-term contract stability. However, the Trump administration is showing more willingness than previous administrations to upend government spending and bloat. Whether or not defense budgets get cut, the rising demand for cybersecurity, AI-driven defense solutions, and sustainability consulting should benefit the sector for years, as agencies and enterprises seek expertise in navigating complex technology and regulations. Additionally, industrial automation and digital engineering are driving efficiency gains in infrastructure and technical consulting projects, which could help profit margins.

The 7 government & technical consulting stocks we track reported a mixed Q3. As a group, revenues were in line with analysts’ consensus estimates.

Luckily, government & technical consulting stocks have performed well with share prices up 10.4% on average since the latest earnings results.

Maximus

With nearly 50 years of experience translating public policy into operational programs that serve millions of citizens, Maximus provides operational services, clinical assessments, and technology solutions to government agencies in the U.S. and internationally.

Maximus reported revenues of $1.32 billion, flat year on year. This print fell short of analysts’ expectations by 1.7%. Overall, it was a slower quarter for the company with full-year revenue guidance missing analysts’ expectations significantly and a miss of analysts’ revenue estimates.

"Fiscal 2025 was a year of significant achievement for Maximus, as our teams skillfully navigated shifting priorities, seized opportunities to step up for our customers, and ultimately delivered revenue growth and profitability well above our expectations at the beginning of the fiscal year," said Bruce Caswell, President and Chief Executive Officer.

Maximus delivered the weakest full-year guidance update of the whole group. Interestingly, the stock is up 21.9% since reporting and currently trades at $94.82.

Best Q3: UL Solutions

Founded in 1894 as a response to the growing dangers of electricity in American homes and businesses, UL Solutions provides testing, inspection, and certification services that help companies ensure their products meet safety, security, and sustainability standards.

UL Solutions reported revenues of $783 million, up 7.1% year on year, outperforming analysts’ expectations by 1.5%. The business had a very strong quarter with a beat of analysts’ EPS estimates and a decent beat of analysts’ revenue estimates.

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 8.2% since reporting. It currently trades at $72.16.

Weakest Q3: ICF International

Operating at the intersection of policy, technology, and implementation for over five decades, ICF International provides professional consulting services and technology solutions to government agencies and commercial clients across energy, health, environment, and security sectors.

ICF International reported revenues of $465.4 million, down 10% year on year, falling short of analysts’ expectations by 3.9%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ EPS estimates.

ICF International delivered the weakest performance against analyst estimates in the group. Interestingly, the stock is up 8.1% since the results and currently trades at $92.40.

Read our full analysis of ICF International’s results here.

SAIC

With over five decades of experience supporting national security missions, Science Applications International Corporation provides technical, engineering, and enterprise IT services primarily to U.S. government agencies and military branches.

SAIC reported revenues of $1.87 billion, down 5.6% year on year. This result met analysts’ expectations. Overall, it was a very strong quarter as it also produced a beat of analysts’ EPS estimates and a solid beat of analysts’ full-year EPS guidance estimates.

The stock is up 18.3% since reporting and currently trades at $103.59.

Read our full, actionable report on SAIC here, it’s free.

Booz Allen Hamilton

With roots dating back to 1914 and deep ties to nearly all U.S. cabinet-level departments, Booz Allen Hamilton provides management consulting, technology services, and cybersecurity solutions primarily to U.S. government agencies and military branches.

Booz Allen Hamilton reported revenues of $2.62 billion, down 10.2% year on year. This print came in 3.8% below analysts' expectations. Taking a step back, it was a satisfactory quarter as it also produced a beat of analysts’ EPS estimates but a significant miss of analysts’ revenue estimates.

Booz Allen Hamilton achieved the highest full-year guidance raise but had the slowest revenue growth among its peers. The stock is down 5% since reporting and currently trades at $90.98.

Read our full, actionable report on Booz Allen Hamilton here, it’s free.

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Intel, Oracle among market cap stock movers on Monday

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Firefly Aerospace Inc.

-6.98%

Rich Sparkle Holdings Limited Ordinary Shares

+22.60%

Monday’s market has seen swings in various stocks based on news and other factors. Today, stocks like Oracle and Cisco are rallying, while stocks like Intel are falling. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers (Market Cap:$200B+)

Intel Corp (INTC) -5.16%
Oracle Corp (ORCL) +4.11%
Cisco Sys Inc (CSCO); Cisco launches new partner program to boost AI readiness +3.17%
Lam Research Corp (LRCX) +3.05%
Apple Computer Inc (AAPL) +2.9%
Avago Technologies (AVGO) +2.62%
Tesla Motors (TSLA) -2.36%
Adv Micro Device ( -2.53%
Micron Tech (MU) -2.13%
Google Inc (GOOGL); OpenAI Seeks Premium Prices in Early Ads Push - The Information +2.13%

Large-Cap Stock Movers (Market Cap:$10B-$200B)

Revolution Medicines Inc (RVMD); Revolution Medicines stock falls after Merck reportedly ends acquisition pursuit -16.92%
Cloudflare Inc (NET) +10.79%
Zoom Video Communications (ZM) +9.65%
Booz Allen Hamilton Holding Corp (BAH) -11.03%
CoreWeave (CRWV); DA Davidson upgrades CoreWeave stock to Buy on strengthening compute demand +9.35%
Trade Desk Inc (TTD); The Trade Desk appoints Tahnil Davis as interim CFO -8.43%
Fortress Value Acquisition Corp (MP) -8.13%
Vector Acquisition (RKLB) -6.83%
New Providence Acquisition Corp N (ASTS) -5.94%
Arista Networks (ANET) +5.9%

Mid-Cap Stock Movers (Market Cap:$2B-$10B)

Evolution Metals Tech (EMAT) -22.43%
Sustainable Opportunities Acqui (TMC) -18.45%
Corvus Pharmaceuticals Inc (CRVS) -14.22%
Inflection Point Acquisition II (USAR); USA Rare Earth secures $1.6 billion in proposed federal funding +14.21%
Redwire (RDW) -12.18%
Fly Leasing Ltd (FLY) -12.12%
DigitalOcean Holdings (DOCN) +12.23%
Pattern Group Inc (PTRN) +12.26%
Geo Group Inc (GEO) -11.7%
CF Acquisition Corp VI (RUMBW) -10.0%

Small-Cap Stock Movers (Market Cap:$300M-$2B)

Lands End I (LE) +39.72%
NovaBay Pharmaceuticals Inc (NBY) -32.06%
Rich Sparkle Holdings (ANPA) +24.46%
Anbio Biotechnology (NNNN) -23.56%
Ramaco Resources Inc (METC) -19.73%
Greenwich Lifesciences Inc (GLSI) +17.59%
CF Acquisition V (SATL); Satellogic raises $35 million in registered direct offering -15.71%
LightPath Technol (LPTH) -16.6%
Velo3D (VELO) -14.72%

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This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Booz Allen Hamilton stock falls 8% after Treasury cancels contracts

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Advanced Micro Devices

-6.13%

Meta Platforms

-2.95%

Investing.com -- Booz Allen Hamilton (NYSE:BAH) stock fell 8% Monday after the U.S. Treasury Department announced the cancellation of all contracts with the consulting firm, citing data security concerns.

The Treasury Department terminated 31 separate contracts with Booz Allen Hamilton that represented $4.8 million in annual spending and $21 million in total obligations. Treasury Secretary Scott Bessent stated the decision was part of efforts to "root out waste, fraud, and abuse" in government spending.

The cancellation follows a significant data breach involving a former Booz Allen employee, Charles Edward Littlejohn, who between 2018 and 2020 stole and leaked confidential tax returns and information of approximately 406,000 taxpayers. Littlejohn has since pled guilty to felony charges for disclosing confidential tax information without authorization.

Secretary Bessent specifically cited the company’s failure "to implement adequate safeguards to protect sensitive data, including the confidential taxpayer information it had access to through its contracts with the Internal Revenue Service" as the reason behind the termination.

The contract cancellations represent a setback for the consulting firm, which provides services to various government agencies. The market reaction reflects investor concerns about potential impacts on the company’s government business segment and reputation in handling sensitive information.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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China talking to automakers about competition, chip shortages

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Investing.com -- China’s automotive industry held a meeting with multiple government departments to discuss pressing sector issues including intense competition, chip shortages, and exports, the China Association of Automobile Manufacturers (CAAM) announced Monday.

The meeting brought together key government stakeholders including the state planner and industry ministry, along with executives from major Chinese automakers.

Representatives from several leading automotive companies participated in the discussions, including FAW, Dongfeng, SAIC Motor, Changan, and BAIC, according to CAAM’s statement.

The gathering addressed what CAAM referred to as "anti-involution" - a term that typically refers to excessive competition that may lead to diminishing returns for the industry as a whole.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Frigid Weather Stresses Us Electric Grid

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Stock market today: S&P 500 slips to second-weekly loss as Intel-led slump weigh

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Advanced Micro Devices

Investing.com -- The S&P 500 eked out a gain Friday, but stilled slumped to second-consecutive weekly loss Friday, as a slump Intel on disappointing earnings and week of geopolitical tensions weighed.

At 4:00 p.m. ET (18:15 GMT), the Dow Jones Industrial Average dropped 285 points, or 0.6%, the S&P 500 index gained 0.02%, and the NASDAQ Composite 0.3%.

The main averages on Wall Street gained on Wednesday and Thursday, rebounding after sharp losses at the start of the week, but they are still on course for their second negative week in a row.

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Greenland deal brings relief

Sentiment received a boost in the second half of the week after U.S. President Donald Trump said his administration had reached a framework trade deal over Greenland, and that he will not tariff European powers in an attempt to coerce control over the Danish territory.

Trump also withdrew his threat to use force to take the island, a sharp reversal from his rhetoric last week. The move offered much relief to markets, after Trump’s earlier tariff threats ramped up global geopolitical tensions and sparked deep losses in Wall Street.

That said, the relationship between many European countries and the Trump administration remains fraught, and the U.S. president added to geopolitical tensions by flagged potential military action against Iran, stating the U.S. had a fleet moving towards the Middle East country as he spoke to reporters aboard Air Force One late Thursday, warning Tehran against killing protesters or restarting its nuclear efforts.

“We have an armada... heading in that direction, and maybe we won’t have to use it,” Trump told reporters. “I’d rather not see anything happen, but we’re watching them very closely,” Trump said.

Intel slumps on disappointing outlook

Turning to the corporate sector, Intel (NASDAQ:INTC) stock slumped after the chipmaker reported a fourth-quarter loss and unveiled a dour outlook for the current quarter.

The company, who has recently been buoyed by fresh backing from major investors including artificial intelligence-darling Nvidia and even the U.S. government, posted a net loss of $333 million for the final three months of its fiscal year, worse than Wall Street analysts had anticipated.

Executives flagged the impact of soaring demand from data centers, which house the chips that power cutting-edge AI models. CFO David Zinsner described supply shortages as an industry-wide problem that could extend well into 2026.

There are more major earnings from the tech sector to digest next week, with Apple(NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN) and Tesla (NASDAQ:TSLA) all set to report.

Elsewhere, Nvidia (NASDAQ:NVDA) stock rose after Bloomberg reported that Chinese authorities have told major technology companies they can prepare orders for the tech giant’s H200 AI chips, suggesting Beijing may be close to formally approving imports of these critical AI components.

Intuitive Surgical (NASDAQ:ISRG) stock rose after the medical device maker beat Wall Street ‍estimates for fourth-quarter profit and revenue on growing demand for its ⁠surgical robots used in minimally invasive procedures.

Booz Allen Hamilton (NYSE:BAH) stock rose after the advanced technology company reported third-quarter fiscal 2026 results that beat expectations despite revenue declines, with investors focusing on the company’s strong profitability metrics.

Fed to meet next week

The economic data slate includes S&P PMI data for January later Friday, as well as the Michigan consumer sentiment index, but these releases are unlikely to change sentiment ahead of next week’s Federal Reserve meeting.

The central bank is widely expected to leave interest rates unchanged, amid growing uncertainty over the U.S. economy.

Trump confirmed Thursday that he has concluded his search for the next Federal Reserve chair after interviewing a final shortlist of candidates.

The current shortlist of potential nominees features a mix of institutional insiders and private sector veterans. Included in the final deliberations are National Economic Council Director Kevin Hassett, BlackRock executive Rick Rieder, current Fed Governor Christopher Waller, and former governor Kevin Warsh.

Peter Nurse, Amber Warrick contributed to this article

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Intel, Iris Energy among market cap stock movers on Friday

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Velocity Acquisition Corp.

Friday’s market has seen swings in various stocks based on news and other factors. Today, stocks like Intel and Iris Energy are experiencing significant movements. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers (Market Cap:$200B+ USD)

Intel (INTC) -17.79%
Goldman Sachs Group (GS) -3.54%
Caterpillar (CAT) -3.61%
Microsoft (MSFT) +3.78%
Facebook Inc (META) +2.51%
Netflix, Inc. (NFLX) +2.74%
Palantir Technologies Inc (PLTR) +2.56%
Amazon Com Inc (AMZN); Amazon to cut thousands of jobs next week - report +2.09%
Morgan Stanley (MS) -2.27%
American Express (AXP) -2.21%

Large-Cap Stock Movers (Market Cap:$10-$200B USD)

Iris Energy (IREN) +10.64%
Booz Allen Hamilton Holding Corp (BAH) +5.9%
Tencent Music Entertainment Group (TME) +5.46%
Rambus Inc (RMBS) -8.43%
Moderna (MRNA) -7.23%
Capital One (COF); Capital One to Acquire Fintech Brex for $5.15B - WSJ -6.82%
Amkor Technology (AMKR) -6.25%
SanDisk Corp-Exch (SNDK) -5.31%
Advanced Energy (AEIS) -5.79%

Mid-Cap Stock Movers (Market Cap:$2-$10B USD)

EquipmentShare Com Inc (EQPT); EquipmentShare prices IPO at $24.50 per share, begins trading today +18.59%
Sustainable Opportunities Acqui (TMC) +12.2%
Voyager Technologies (VOYG); Wedbush initiates Voyager Technologies stock with Outperform rating +9.89%
CleanSpark (CLSK) +6.99%
Customers Bancorp Inc (CUBI); Customers Bancorp shares fall as revenue misses estimates -9.44%
Crispr Therapeutics AG (CRSP) -9.36%
Apogee Therapeutics (APGE) -11.07%
Materion Corp (MTRN); Seaport Global downgrades Materion stock to Neutral from Buy on valuation -11.76%
Valeant Pharma (BHC); Bausch Health’s phase 3 trials for liver cirrhosis drug fail to meet endpoint -10.5%
BitGo Holdings Inc (BTGO) -14.68%