| IQV |
Report |
Revenue |
IN-LINE |
pred ~$4.315B vs. cons $4.302B |
MEDIUM |
| IQV |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$3.05 vs. cons $3.03 |
MEDIUM |
| IQV |
Report |
R&DS net new bookings |
BEAT |
pred ~$2.80B vs. cons $2.72B |
MEDIUM |
| IQV |
Guide |
FY26 revenue |
UNCHANGED |
guide ~$17.15B-$17.35B vs. cons $17.296B |
MEDIUM |
| IQV |
Guide |
FY26 adjusted EBITDA |
UNCHANGED |
guide ~$3.975B-$4.025B vs. cons $3.998B |
MEDIUM |
| IQV |
Guide |
FY26 adjusted diluted EPS |
UNCHANGED |
guide ~$12.65-$12.95 vs. cons $12.81 |
MEDIUM |
| IQV |
Guide |
R&DS demand / bookings commentary |
BETTER |
constructive commentary vs. cons UNVERIFIED |
LOW |
| IQV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| IQV |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY guide leaves estimates flat while the stock has already rerated |
LOW |