Earnings Call
Jul 28, 2026
Q2 FY2026
EPS Estimate
3.03
EPS Actual
3.15
Post-Earnings Close
$242.94
Earnings Reaction
+13.9%
IQVIA's second quarter 2026 results were, by management's own characterization, unusually clean, revenue, adjusted EBITDA, and adjusted diluted EPS all exceeded the high end of guidance, with no unusual items, no outsized pass-through distortions, and no single chunky booking driving the headline numbers. Adjusted diluted EPS of $3.15 grew 12.1% year-over-year, beating the $3.03 consensus estimate, while total revenue of $4.368 billion grew 8.7% reported and 8.5% at constant currency, comfortably above the $4.302 billion estimate. Organic growth for the company accelerated to 6% year-over-year, three times the rate delivered a year ago, with both the R&D Solutions and Commercial Solutions segments contributing meaningfully.
Report generated on Jul 28, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
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