Sector Alpha Week of 2026-07-27
What changedUSConsulting Services
Breadth US · Consulting Services · 2026-07-27

Which Consulting Services stocks started beating S&P 500 this month?

Participation widened by 2 in a month — 3 of 10 stocks against 1 before — and 3 of 10 members earned more than they did a year ago.

200300202620252024202320222021 323348 TRAILING 12-MONTH EPS · 100 AT THE START0100157Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 6 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 7 reportingSep 2022 · trailing 12-month earnings per share at 101, against 100 at the start · no comparable year yet · 7 reportingDec 2022 · trailing 12-month earnings per share at 98, against 100 at the start · no comparable year yet · 8 reportingMar 2023 · trailing 12-month earnings per share at 77, against 100 at the start · down 22.9% on a year ago · 6 reportingJun 2023 · trailing 12-month earnings per share at 92, against 100 at the start · down 9.0% on a year ago · 7 reportingSep 2023 · trailing 12-month earnings per share at 92, against 100 at the start · down 15.2% on a year ago · 8 reportingDec 2023 · trailing 12-month earnings per share at 93, against 100 at the start · down 8.6% on a year ago · 8 reportingMar 2024 · trailing 12-month earnings per share at 121, against 100 at the start · up 34.2% on a year ago · 8 reportingJun 2024 · trailing 12-month earnings per share at 121, against 100 at the start · up 39.9% on a year ago · 8 reportingSep 2024 · trailing 12-month earnings per share at 126, against 100 at the start · up 28.7% on a year ago · 8 reportingDec 2024 · trailing 12-month earnings per share at 121, against 100 at the start · up 45.7% on a year ago · 9 reportingMar 2025 · trailing 12-month earnings per share at 157, against 100 at the start · up 18.5% on a year ago · 7 reportingJun 2025 · trailing 12-month earnings per share at 132, against 100 at the start · up 9.8% on a year ago · 9 reportingSep 2025 · trailing 12-month earnings per share at 140, against 100 at the start · up 2.2% on a year ago · 8 reportingDec 2025 · trailing 12-month earnings per share at 133, against 100 at the start · up 0.0% on a year ago · 9 reportingMar 2026 · trailing 12-month earnings per share at 130, against 100 at the start · down 4.4% on a year ago · 8 reportingNot reported yet — earnings trail price by a quarter or two130 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
200300202620252024202320222021 323348 TRAILING 12-MONTH EPS · 100 AT THE START0100157Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 6 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 7 reportingSep 2022 · trailing 12-month earnings per share at 101, against 100 at the start · no comparable year yet · 7 reportingDec 2022 · trailing 12-month earnings per share at 98, against 100 at the start · no comparable year yet · 8 reportingMar 2023 · trailing 12-month earnings per share at 77, against 100 at the start · down 22.9% on a year ago · 6 reportingJun 2023 · trailing 12-month earnings per share at 92, against 100 at the start · down 9.0% on a year ago · 7 reportingSep 2023 · trailing 12-month earnings per share at 92, against 100 at the start · down 15.2% on a year ago · 8 reportingDec 2023 · trailing 12-month earnings per share at 93, against 100 at the start · down 8.6% on a year ago · 8 reportingMar 2024 · trailing 12-month earnings per share at 121, against 100 at the start · up 34.2% on a year ago · 8 reportingJun 2024 · trailing 12-month earnings per share at 121, against 100 at the start · up 39.9% on a year ago · 8 reportingSep 2024 · trailing 12-month earnings per share at 126, against 100 at the start · up 28.7% on a year ago · 8 reportingDec 2024 · trailing 12-month earnings per share at 121, against 100 at the start · up 45.7% on a year ago · 9 reportingMar 2025 · trailing 12-month earnings per share at 157, against 100 at the start · up 18.5% on a year ago · 7 reportingJun 2025 · trailing 12-month earnings per share at 132, against 100 at the start · up 9.8% on a year ago · 9 reportingSep 2025 · trailing 12-month earnings per share at 140, against 100 at the start · up 2.2% on a year ago · 8 reportingDec 2025 · trailing 12-month earnings per share at 133, against 100 at the start · up 0.0% on a year ago · 9 reportingMar 2026 · trailing 12-month earnings per share at 130, against 100 at the start · down 4.4% on a year ago · 8 reportingNot reported yet — earnings trail price by a quarter or two130No earnings on file this far back — the price series reaches further than the filings do
Consulting Services, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Beating S&P 5003/10+2 in 4 weeks
Industry vs index · 13w+4.0%equal-weighted
Industry vs index · 52w+1.6%equal-weighted
earnings growth · TTM-5%2% avg, 4 quarters

2 more of the 10 stocks cleared the rule in four weeks. That is participation widening, not one name moving.

Half the industry is above −1.6% against S&P 500 over thirteen weeks, and half below. The industry's earnings has run at 2% averaged across four quarters. On participation the industry reads mixed, and the large stocks are still carrying most of it, at 1 of 2.

Widening participation and improving earnings tend to appear together when something has changed in the underlying business conditions — an input cost, a price cycle, a demand shift. The industry page breaks out revenue, margin, capex and debt for every company, which is where that question gets answered.

Companies that crossed the threshold this month: Verisk Analytics, Inc. and ICF International, Inc.. All 2 are listed below with their four-factor scores and how many of the last 26 weeks each spent ahead of S&P 500.

How broad is the move?

An industry average can be lifted by one large company. These readings separate a move the whole industry is making from one a handful of names are making.

Strength anatomy MixedHow much of the industry is participating, how recently, and whether the movers score well.
Together3 of 10 stocks moving
Fresh2 crossed in the last 4 weeks
Backed by scoresmovers score +3 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 1/2+1
Mid 1/4+1
Small 1/40

Participation is not spreading downward this month; the larger companies are still carrying most of it.

What would change this picture

If the count falls back below 2 over the next month, this was noise rather than a shift.

Companies that crossed the threshold this month

The rule selected these companies this week. Below are the same four scores every company on the site carries, and how many of the last 26 weeks each has been ahead of the index.

CompanyEarnings & growthQualityValuationMarketWeeks ahead of indexScore
Verisk Analytics, Inc.MOM
VRSK
64543662 4/26 56
ICF International, Inc.MOM
ICFI
35465351 6/26 45

Sorted by total score. Scores are computed from published filings and weekly closes on a fixed formula — earnings and growth carry 35%, quality 25%, valuation 20%, market behaviour 20%. They rank the data. They are not a recommendation.

Questions people ask about Consulting Services

How is "beating S&P 500" measured here?

A stock is counted when its three-month return beats S&P 500 by 5 percentage points or more. An industry is measured equal-weighted, so one large company cannot carry the average. The rule is the same every week and in every market.

How many stocks in Consulting Services are beating S&P 500?

3 of 10 as of 2026-07-27, against 1 four weeks ago. The median member is −1.6% versus the index over three months.

What is Consulting Services earnings doing?

Growth in trailing 12-month earnings per share for the industry is -5%, averaging 2% across the last four quarters.

Where does this data come from?

Weekly closing prices and published quarterly filings, rebuilt every weekday, and every figure carries its own as-of date. Every figure on the industry page traces to its source column.

How this page is served to search and answer engines
{
  "@type": "Article",
  "headline": "Which Consulting Services stocks started beating S&P 500 this month?",
  "about": "Consulting Services",
  "datePublished": "2026-07-27",
  "answer": "Participation widened by 2 in a month — 3 of 10 stocks against 1 before — and 3 of 10 members earned more than they did …",
  "isBasedOn": [
    "weekly closing prices",
    "quarterly filings"
  ],
  "disclaimer": "Descriptive research. Not investment advice."
}

The same answer is available as plain text at https://www.sectoralpha.in/mla/stories/which-consulting-services-stocks-started-beating-s-and-p-500-this-month/llms.txt — one question, one answer, sources named.

Also this week in US

Sector Alpha describes what has happened in published market and filing data and explains the fundamentals behind it. It does not make recommendations, does not suggest buying or selling any security, and is not registered with SEBI as an investment adviser.

Chat with this pageChat with pageChatChatGPTClaudePerplexityGoogle AI