ICON plc(US:ICLR) ZACKS·2025-10-22 22:45Core Viewpoint - Icon PLC reported quarterly earnings of $3.31 per share, exceeding the Zacks Consensus Estimate of $3.28 per share, but down from $3.35 per share a year ago, indicating a slight decline year-over-year [1] - The company achieved revenues of $2.04 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.03% and showing a marginal increase from $2.03 billion year-over-year [2] Group 1: Earnings Performance - Icon PLC's earnings surprise was +0.91%, and it has surpassed consensus EPS estimates in all four of the last quarters [1][2] - The company had a previous quarter earnings expectation of $3.18 per share, but it reported $3.26, resulting in a surprise of +2.52% [1] Group 2: Revenue Performance - The company has topped consensus revenue estimates three times over the last four quarters, indicating a consistent performance trend [2] - The current consensus EPS estimate for the upcoming quarter is $3.45 on revenues of $1.99 billion, and for the current fiscal year, it is $13.19 on revenues of $7.99 billion [7] Group 3: Market Performance and Outlook - Icon PLC shares have declined approximately 7.8% since the beginning of the year, contrasting with the S&P 500's gain of 14.5% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current unfavorable estimate revisions leading to a Zacks Rank 4 (Sell) [6] Group 4: Industry Context - The Medical Services industry, to which Icon PLC belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]