Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Shlomo Rosenbaum | Stifel | 6 | 17% |
| Elizabeth Anderson | Evercore ISI | 5 | 0% |
| Dave Windley | Jefferies | 4 | 0% |
| Eric Coldwell | Robert W. Baird | 4 | 25% |
| Justin Bowers | Deutsche Bank | 4 | 0% |
| Jack Meehan | Nephron Research | 3 | 0% |
| Mike Ryskin | Bank of America | 3 | 33% |
| Analyst | Barclays | 2 | 0% |
| Ann Hynes | Mizuho Securities | 2 | 50% |
| Jeff Garro | Stephens | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Stifel | 1 | 6 | 17% |
| Evercore ISI | 1 | 5 | 0% |
| Jefferies | 1 | 4 | 0% |
| Deutsche Bank | 1 |
| 4 |
| 0% |
| Robert W. Baird | 1 | 4 | 25% |
| Bank of America | 1 | 3 | 33% |
| Leerink Partners | 3 | 3 | 0% |
| Nephron Research | 1 | 3 | 0% |
IQVIA exceeded the high end of Q1 2026 guidance with 8.4% reported revenue growth and adjusted EPS of $2.90, up 7.4% year-over-year, as organic growth accelerated driven by AI-enabled commercial solutions innovation. Revenue and EBITDA guidance were reaffirmed while EPS guidance was raised by $0.10 at the midpoint to $12.65-$12.95, reflecting operational execution. R&D Solutions bookings grew double digits year-over-year to $2.5 billion, with low pass-through bookings obscuring strong underlying service fee growth. EBP funding nearly doubled year-over-year as AI disruption concerns paradoxically created demand tailwinds.
Demand | Revenue Growth | Margin | Competitive Dynamics | Cloud & AI | Pricing | Cost Pressure | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 1 | 2 | 1 | 1 | 2 | 1 | |
| 2025Q1 | 5 | 2 | 2 | 2 | 2 | 1 | ||
| 2025Q2 | 7 | 4 | 2 | 4 | 1 | 1 | 2 | |
| 2025Q3 | 4 | 3 | 1 | 2 | 2 | 1 | ||
| 2025Q4 | 2 | 1 | 1 | 4 | 1 | |||
| 2026Q1 | 5 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 5 | 7 | 4 | 2 | 5 |
| Revenue Growth | 1 | 2 | 4 | 3 | 2 | |
| Margin | 2 | 2 | 2 | 1 | 1 | 3 |
| Competitive Dynamics | 1 | 2 | 4 | 2 | 1 | 1 |
| Cloud & AI | 1 | 2 | 4 | |||
| Pricing | 1 | 1 | 1 | 1 | ||
| Cost Pressure | 2 | 2 | ||||
| Regulation Policy | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IQV IQVIA | 7 | +8.4% | |
| A Agilent Technologies | 8 | +10.0% | |
| CRL Charles River Laboratories | 4 | +1.2% | |
| DGX Quest Diagnostics | 9 | +9.2% | |
| DHR Danaher Corporation | 7 | +3.7% | |
| IDXX Idexx Laboratories | 8 | +14.3% | |
| LH LabCorp | 8 | +5.8% | |
| MTD Mettler Toledo | 7 | +7.2% | |
| RVTY Revvity | 5 | +7.0% | |
| TMO Thermo Fisher Scientific | 7 | +6.2% | |
| WAT Waters Corporation | 9 | +91.5% |