| IQV |
Report |
Net New R&DS Bookings / B2B |
BEAT |
pred ~$2,875M / 1.16x vs cons $2,720M / 1.081x |
MEDIUM |
| IQV |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$4,345M vs cons $4,302M |
MEDIUM |
| IQV |
Report |
Adj. Diluted EPS (Q2 2026) |
BEAT |
pred ~$3.10 vs cons $3.031 |
MEDIUM |
| IQV |
Guide |
FY 2026 Adj. EPS (FY2026) |
BETTER |
guide ~$13.10 mid vs cons $12.81 |
MEDIUM |
| IQV |
Guide |
FY 2026 Revenue (FY2026) |
BETTER |
guide ~$17,400M mid vs cons $17,296M |
MEDIUM |
| IQV |
Guide |
Bookings/B2B tone (FY2026) |
BETTER |
double-digit growth reaffirmed, EBP at record levels vs cons 1.142x |
MEDIUM |
| IQV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+8.0% |
— |
MEDIUM |
| IQV |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side revises H2 EPS up on implied out-period math improvement; bookings beat pulls forward multiple |
MEDIUM |