earnings
confidence high
sentiment positive
materiality 0.80
IQVIA Q2 revenue $4.37B up 8.7% YoY, adj EPS $3.15 up 12.1%, raises FY guidance
IQVIA HOLDINGS INC.
- GAAP net income $256M, GAAP diluted EPS $1.53; adjusted EBITDA $994M (+9.2% YoY).
- R&D Solutions net new bookings $3.15B (+19% YoY), book-to-bill 1.22x; backlog $34.2B.
- Raising FY 2026 guidance: revenue $17,275-17,475M, adj EBITDA $4,000-4,050M, adj EPS $12.80-13.00.
- Q2 free cash flow $360M (+23.3% YoY); repurchased $398M of stock in Q2, $950M in H1.
- Commercial Solutions revenue $1,793M (+8.6% YoY); R&D Solutions revenue $2,575M (+8.8% YoY).