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北京时间·🕒 发布 21:02:51时区推断·⟳ 抓取 21:08:12·⚡ 决策 07-28 21:36:17 +28m05s·91.1 天前
IQVIA二季度业绩超预期并上调全年利润指引
Reuters披露IQVIA二季度收入、调整后EPS和全年指引均高于预期，本身是正面财报催化。
📄 原文Reuters↗ 原文
IQVIA Holdings (IQV.N) raised its annual profit forecast on Tuesday after reporting better-than-expected second-quarter…
不做 IQVIA（IQV.US）
去重闸命中同一具体催化：近72小时已处理“IQVIA二季度业绩超预期并上调全年指引，盘前上涨逾10%”，本条Reuters转述不再重复出交易卡。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 high ↗
关键理由
- Reuters披露IQVIA二季度收入、调整后EPS和全年指引均高于预期，本身是正面财报催化。
主要风险
- 近72小时已处理过同一具体催化，再输出交易卡会构成重复推送。
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原文全文
展开原文 · 1,700 字
IQVIA Holdings (IQV.N) raised its annual profit forecast on Tuesday after reporting better-than-expected second-quarter results, driven by strong demand for its healthcare data and analytics services, sending its shares up 11% before the bell.
Here are the details:
IQVIA and other contract research providers have benefited from improving demand as biotech funding recovers and drugmakers increase outsourcing of clinical development, data analytics and safety testing work.
CEO Ari Bousbib said favorable indicators across the segments point to "sustained momentum for the balance of the year and into 2027."
"Against the backdrop of better CRO sentiment (and a higher bar), IQVIA's results came in better across the board," Leerink Partners analysts said.
The company raised its 2026 revenue forecast to $17.28 billion to $17.48 billion from $17.15 billion to $17.35 billion previously.
IQVIA now expects 2026 adjusted profit of $12.80 to $13.00 per share, compared with its prior forecast of $12.65 to $12.95 per share.
Second-quarter revenue rose 8.7% to $4.37 billion, topping analysts' estimate of $4.30 billion, while adjusted earnings per share of $3.15 exceeded an expectation of $3.03 per share, according to data compiled by LSEG.
Research & Development Solutions revenue, IQVIA's largest segment, increased 8.8% to $2.58 billion from a year ago, above analysts' estimate of $2.50 billion. Commercial Solutions revenue rose 8.6% to $1.79 billion.
Research & Development Solutions reported net new bookings of $3.15 billion, up 19% year-over-year, resulting in a book-to-bill ratio of 1.22x. This metric compares the value of new orders to revenue recognized.
Here are the details:
IQVIA and other contract research providers have benefited from improving demand as biotech funding recovers and drugmakers increase outsourcing of clinical development, data analytics and safety testing work.
CEO Ari Bousbib said favorable indicators across the segments point to "sustained momentum for the balance of the year and into 2027."
"Against the backdrop of better CRO sentiment (and a higher bar), IQVIA's results came in better across the board," Leerink Partners analysts said.
The company raised its 2026 revenue forecast to $17.28 billion to $17.48 billion from $17.15 billion to $17.35 billion previously.
IQVIA now expects 2026 adjusted profit of $12.80 to $13.00 per share, compared with its prior forecast of $12.65 to $12.95 per share.
Second-quarter revenue rose 8.7% to $4.37 billion, topping analysts' estimate of $4.30 billion, while adjusted earnings per share of $3.15 exceeded an expectation of $3.03 per share, according to data compiled by LSEG.
Research & Development Solutions revenue, IQVIA's largest segment, increased 8.8% to $2.58 billion from a year ago, above analysts' estimate of $2.50 billion. Commercial Solutions revenue rose 8.6% to $1.79 billion.
Research & Development Solutions reported net new bookings of $3.15 billion, up 19% year-over-year, resulting in a book-to-bill ratio of 1.22x. This metric compares the value of new orders to revenue recognized.
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