Core Insights - IQVIA Holdings reported revenue of $4.1 billion for the quarter ended September 2025, reflecting a year-over-year increase of 5.2% and an EPS of $3.00, up from $2.84 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $4.07 billion by 0.86%, while the EPS also surpassed the consensus estimate of $2.96 by 1.35% [1] Financial Performance Metrics - The backlog stood at $32.40 billion, slightly below the average estimate of $32.49 billion from two analysts [4] - Revenue from Technology & Analytics Solutions was reported at $1.63 billion, compared to the average estimate of $1.66 billion, marking a 5% year-over-year increase [4] - Revenue from Research & Development Solutions reached $2.26 billion, exceeding the estimated $2.23 billion, with a year-over-year change of 4.5% [4] - Revenue from Contract Sales & Medical Solutions was $209 million, surpassing the average estimate of $180.27 million, representing a significant year-over-year increase of 16.1% [4] - Segment profit for Technology & Analytics Solutions was $370 million, below the average estimate of $412.55 million [4] - Segment profit for Contract Sales & Medical Solutions was reported at $13 million, significantly higher than the estimated $0.84 million [4] - Segment profit for Research & Development Solutions was $496 million, slightly above the average estimate of $495.9 million [4] Stock Performance - IQVIA shares have returned +20.3% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________ FORM 10-Q _________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-35907 __ ...

Key Takeaways IQVIA's Q3 adjusted EPS rose 5.6% y/y to $3, topping estimates on 5.2% revenue growth.Research and Development sales climbed 4.5%, while Contract Sales jumped 16.1% in the quarter.IQVIA raised the 2025 revenue and EPS outlooks, with the mid-points above the Zacks Consensus Estimate.IQVIA Holdings Analytics Inc. (IQV) has reported impressive third-quarter 2025 results, wherein earnings and revenues beat the Zacks Consensus Estimate.Adjusted earnings were $3 per share, outpacing the Zacks Consen ...

IQVIA (NYSE:IQV) Q3 2025 Earnings Call October 28, 2025 09:00 AM ET Company ParticipantsKerri Joseph - SVP, Investor Relations and TreasuryAri Bousbib - Chairman and CEOMike Fedock - SVP, Managing Planning and AnalysisRon Bruehlman - EVP and CFOConference Call ParticipantsMichael Cherny - AnalystDavid Windley - AnalystJustin Bowers - AnalystEric Coldwell - AnalystElizabeth Anderson - AnalystJeff Garro - AnalystShlomo Rosenbaum - AnalystNone - AnalystOperatorLadies and gentlemen, thank you for standing by. A ...

IQVIA (NYSE:IQV) Q3 2025 Earnings Call October 28, 2025 09:00 AM ET Company ParticipantsKerri Joseph - SVP, Investor Relations and TreasuryAri Bousbib - Chairman and CEOMike Fedock - SVP, Managing Planning and AnalysisRon Bruehlman - EVP and CFOConference Call ParticipantsMichael Cherny - AnalystDavid Windley - AnalystJustin Bowers - AnalystEric Coldwell - AnalystElizabeth Anderson - AnalystJeff Garro - AnalystShlomo Rosenbaum - AnalystOperatorLadies and gentlemen, thank you for standing by. At this time, I ...

Financial Data and Key Metrics Changes - The company reported third quarter revenue of $4.1 billion, reflecting a year-over-year growth of 5.2% on a reported basis and 3.9% at constant currency [17] - Adjusted EBITDA for the quarter was $949 million, representing growth of 1.1% [18] - Third quarter adjusted diluted EPS was $3, an increase of 5.6% year over year [18] - Free cash flow reached a record high of $772 million for the quarter [20] Business Line Data and Key Metrics Changes - Technology and Analytics Solutions (TASS) revenue for the third quarter was $1.631 billion, up 5% reported and 3.3% at constant currency [17] - R&D Solutions revenue was $2.26 billion, growing 4.5% reported and 3.4% at constant currency [17] - Contract Sales and Medical Solutions (CSMS) revenue was $209 million, up 16.1% reported and 13.9% at constant currency [17] Market Data and Key Metrics Changes - Net bookings in the clinical segment totaled $2.6 billion, resulting in a net book-to-bill ratio of 1.15, with bookings up 13% year over year [24] - The backlog reached a record of $32.4 billion, showing growth of 4.1% compared to the prior year [19] - Biotech funding momentum reached $18 billion in Q3, indicating strong demand in the sector [5] Company Strategy and Development Direction - The company is focusing on expanding capabilities in commercial operations outsourcing, particularly for established brands in specific markets [8] - The "see more, win more" strategy has been implemented to target previously untouched markets, leading to improved RFP flows and bookings [28] - The company plans to develop 500 highly specialized AI agents by early 2027 to enhance operational efficiency and client service [72] Management's Comments on Operating Environment and Future Outlook - Management noted an improved industry backdrop and a reduction in market uncertainty, contributing to stronger demand and decision-making timelines [27] - The company expects to deliver over 5% top-line revenue growth for the year, with confidence in maintaining or improving growth in 2026 [32] - Management highlighted that the reprioritization of large pharma programs has largely been completed, leading to a more stable environment for future engagements [36] Other Important Information - The company confirmed its full-year 2025 guidance, narrowing ranges for revenue, adjusted EBITDA, and adjusted diluted EPS [21] - The CFO transition was announced, with Mike Fedock set to succeed Ron Bruehlman in February 2026 [14] Q&A Session Summary Question: Insights on the "see more, win more" strategy and its impact on RFP flows - Management indicated that the strategy has led to improved bookings momentum and a reduction in pricing competition, with a strong backlog mitigating any past pricing impacts [28][29] Question: Expectations for business momentum into 2026 - Management refrained from providing specific 2026 guidance but expressed confidence in maintaining or exceeding current growth rates based on improved market conditions [32] Question: Differences in dynamics between pharma and biotech - Management noted that large pharma has completed internal reprioritization, leading to strong RFP flow growth, while biotech funding is also improving, driving overall business growth [36][38] Question: Contributions from inorganic advancements in TASS - Management highlighted that recent acquisitions, particularly in oncology, are expected to contribute positively to revenue, with ongoing focus on technology and analytics capabilities [42] Question: Status of mega trials and phase one involvement - Management confirmed that there have been no changes in the status of mega trials, and the company is seeing increased demand for phase one work, expanding its presence in this area [61][68] Question: Impact of AI on customer business models and internal efficiencies - Management discussed the development of AI agents to improve operational efficiency and enhance client service, with expectations for long-term margin improvements from these initiatives [72]

IQVIA Holdings (IQV) came out with quarterly earnings of $3 per share, beating the Zacks Consensus Estimate of $2.96 per share. This compares to earnings of $2.84 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.35%. A quarter ago, it was expected that this clinical testing company would post earnings of $2.76 per share when it actually produced earnings of $2.81, delivering a surprise of +1.81%.Over the last four quarters, ...

Q3 2025 Financial Performance - Revenue for Q3 2025 reached $4,100 million, a 5.2% increase AFx (actual foreign exchange rates) and 3.9% increase CFx (constant currency) compared to $3,896 million in Q3 2024[12] - Adjusted EBITDA for Q3 2025 was $949 million, a 1.1% increase AFx compared to $939 million in Q3 2024[12] - Adjusted Diluted EPS for Q3 2025 was $3.00, a 5.6% increase AFx compared to $2.84 in Q3 2024[12] - Net income attributable to IQVIA Holdings Inc was $331 million in Q3 2025, compared to $285 million in Q3 2024[31] Year-to-Date (YTD) Performance - YTD Revenue for 2025 reached $11,946 million, a 4.4% increase AFx and 3.7% increase CFx compared to $11,447 million in 2024[15] - YTD Adjusted EBITDA for 2025 was $2,742 million, compared to $2,688 million in 2024[17] - YTD Adjusted Diluted Earnings per Share was $8.50, compared to $8.02 in 2024[17] Segment Performance (Q3 2025) - Technology & Analytics Solutions revenue was $1,631 million, a 5.0% increase AFx compared to $1,554 million in Q3 2024[15] - Research & Development Solutions revenue was $2,260 million, a 4.5% increase AFx compared to $2,162 million in Q3 2024[15] - Contract Sales & Medical Solutions revenue was $209 million, a 16.1% increase AFx compared to $180 million in Q3 2024[15] R&D Solutions Bookings and Backlog - R&D Solutions backlog increased by 4.1% from $31.1 billion in Q3 2024 to $32.4 billion in Q3 2025[21] Balance Sheet and Cash Flow - Cash & Cash Equivalents totaled $1,814 million[23] - Free Cash Flow for Q3 2025 was $772 million[23] Full Year 2025 Guidance - The company projects full-year 2025 revenue between $16,150 million and $16,250 million[26] - The company projects full-year 2025 Adjusted EBITDA between $3,775 million and $3,800 million[26] - The company projects full-year 2025 Adjusted Diluted EPS between $11.85 and $11.95[26]

IQVIA Holdings on Tuesday narrowed its annual profit forecast, trimming the upper end of its outlook, as it expects cancellations of research contracts from pharmaceutical clients to persist into the ... ...

PresentationAt this time, it's my pleasure to hand over to Ingrid McMahon, Director of IR. Please go madam.Ladies and gentlemen, welcome to the SIG Q3 2025 Results Conference Call and Live Webcast. I am Sandra, the Chorus Call operator. [Operator Instructions] The conference must not be recorded for publication or broadcast.Ingrid McMahonDirector of Investor Relations Thank you, Sandra. Good morning, ladies and gentlemen, and thank you for joining us. I'm Ingrid McMahon, Director of Investor Relations. And ...