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IQVIA Gears Up to Report Q2 Earnings: What's in Store for the Stock?
ZACKSยท 2025-07-16 14:45
Core Insights - IQVIA Holdings Inc. (IQV) is set to release its second-quarter 2025 results on July 22, with earnings estimated at $2.76 per share, reflecting a 4.6% year-over-year increase, and revenues projected at $3.96 billion, indicating a 3.8% rise year-over-year [1][8]. Revenue Expectations - Research and Development Solutions (R&DS) revenues are anticipated to reach $2.2 billion, representing a 2% increase from the previous year, driven by strong indicators such as qualified pipeline and backlog [3][8]. - Technology and Analytics Solutions (TAS) revenues are estimated at $1.58 billion, suggesting a 5.5% year-over-year growth, supported by robust demand for integrated solutions [4][8]. - Contract Sales and Medical Solutions revenues are projected at $181.9 million, indicating a 5.8% growth compared to the same quarter last year [4][8]. Earnings Performance - The adjusted EBITDA for the first quarter is estimated at $899.4 million, reflecting a 1.4% year-over-year growth, attributed to strong revenue performance and price discipline [5]. - IQV has a history of earnings surprises, having exceeded the Zacks Consensus Estimate in the last four quarters with an average surprise of 1.7% [2]. Earnings Prediction Model - The current model does not predict a definitive earnings beat for IQV, with an Earnings ESP of -0.26% and a Zacks Rank of 3 (Hold) [6]. Comparative Stocks - Veralto Corporation (VLTO) and Equifax (EFX) are highlighted as potential stocks to consider, with VLTO showing an Earnings ESP of +1.55% and EFX at +1.46%, both indicating favorable conditions for earnings performance [7][9].