• Reported GAAP EPS of $1.63 up 14.79% YoY • Reported revenue of $4.15B up 8.41% YoY • IQVIA is reaffirming full-year 2026 revenue guidance between $17.15B and $17.35B and Adjusted EBITDA between $3.98B and $4.03B, while raising Adjusted Diluted EPS guidance to $12.65-$12.95.
Bullish
IQVIA achieved accelerating organic revenue growth and strong segment performance, notably in Commercial Solutions with AI-enabled offerings, and built a robust R&D Solutions backlog of $34.2B.
Bearish
IQVIA faces risks from short-notice contract terminations, potential restrictions on data use and intellectual property claims, and operational disruptions due to hardware or software system failures.