IQV IQVIA Holdings Inc

$IQV Clinical trials keep the lights on. IQVIA's Q3 revenue rose 8% to $4.43B, R&D Solutions bookings hit $3.2B (up 15%), and it raised full-year guidance with an investor day set for Dec 1.

$IQV Q3 adjusted EPS was 3.34 dollars, up 11.3% and ahead of the 3.24 dollars expected, on revenue of 4.43 billion dollars, up 8%. Management said revenue, EBITDA and EPS all came in above the high end of its own expectations. The bookings number is the one that caught my eye. Net new bookings were 3.2 billion dollars, up 15%, a 1.2x book to bill, and the strongest quarterly clinical bookings since 2022. Contracted backlog is 32.6 billion dollars, even after scrubbing 2.1 billion dollars of inactive trials out of it. Full year guidance went up on all three lines, adjusted EPS now 12.90 to 13.00 dollars.

$IQV Reported today: EPS of $3.34 vs. $3.26 expected (+2.5%, beat). Revenue of $4.43B vs. $4.37B expected (+1.4%, beat). I used Stock Meadow’s earnings dashboard to review the results.

$IQV Reported today: EPS of $3.34 vs. $3.26 expected (+2.5%, beat). Revenue of $4.43B vs. $4.37B expected (+1.4%, beat). I used Stock Meadow’s earnings dashboard to review the results.

$IQV Does a $2.1B backlog cut matter if IQVIA still raised its 2026 guidance? 🏢 IQVIA, a clinical research and health data company worth about $45.66B at $273.6 a share at 16:00 ET on October 26, 2026, raised its 2026 guidance with Q3 results, and in the same release a review of inactive trials cut its backlog by about $2.1B 🧾 That cut equals about 6% of the $32.6B contracted backlog left at September 30, and the company says it does not change 2026 guidance or next-twelve-month revenue from backlog 🚀 Guidance now calls for 2026 revenue of $17,350M to $17,500M and Adjusted EPS of $12.90 to $13.00, which puts the stock at about 21 times the EPS midpoint at that close 📈 On the other side, Q3 bookings rose 15% to $3.2B for a 1.2x book-to-bill, and $9.4B of backlog is expected to turn into revenue over the next twelve months, up 10% 📅 Next: Investor Day on Tuesday, December 1, 2026, with presentations starting at 9:00 a.m. ET Source: IQVIA Q3 release, SEC 8-K, Oct 27

$IQV Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $3.34 up 11.33% YoY • Reported revenue of $4.43B up 8.00% YoY • IQVIA raised full-year 2026 guidance: revenue of $17.35B to $17.5B, Adjusted EBITDA of $4.03B to $4.06B, and Adjusted Diluted Earnings per Share of $12.90 to $13.00.