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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for IQVIA (IQV) is 7/10.
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.
Scored from IQVIA’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.96B | +2.3% | $2.42 | -4.7% | 34.8% | 15.8% | 11.0% | $721M |
| FY2025 Q1 | $3.83B | +2.5% | $1.40 | -10.3% | 33.9% | 13.0% | 6.5% | $426M |
| FY2025 Q2 | $4.02B | +5.3% | $1.54 | -21.8% | 32.9% | 12.6% | 6.6% | $292M |
| FY2025 Q3 | $4.10B | +5.2% | $1.93 | +24.5% | 33.5% | 13.5% | 8.1% | $1.20B |
| FY2025 Q4 | $4.36B | +10.3% | $2.99 | +23.6% | 6.7% | 16.8% | 11.8% | $561M |
| FY2026 Q1 | $4.15B | +8.4% | $1.61 | +15.0% | 32.6% | 12.4% | 6.6% | $491M |
| FY2026 Q2 | $4.37B | +8.7% | $1.53 | -0.6% | 32.9% | 11.6% | 5.9% | $685M |