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北京时间·🕒 发布 07-28 19:05:14时区推断·⟳ 抓取 07-28 19:07:47·⚡ 决策 07-29 08:02:27 +12h54m·90.7 天前
IQVIA上调2026年收入、EBITDA和调整后EPS指引
IQVIA（IQV.US）将2026年收入指引上调至172.75亿-174.75亿美元，中点约173.75亿美元，略高于17.29亿美元共识口径应为172.9亿美元级别。
📄 原文Seeking Alpha↗ 原文
IQVIA Non-GAAP EPS of $3.15 beats by $0.12, revenue of $4.37B beats by $70M
To reflect stronger organic revenue growth, and changes in the M&A and foreign exchange impacts, the company is raising…
不做 IQVIA（IQV.US）
全年指引上修幅度温和，EPS中点仅小幅高于共识，财报类短线追多edge不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 high · price-in 风险 medium ↗
关键理由
- IQVIA（IQV.US）将2026年收入指引上调至172.75亿-174.75亿美元，中点约173.75亿美元，略高于17.29亿美元共识口径应为172.9亿美元级别。
- 调整后EPS指引12.80-13.00美元，中点12.90美元，仅略高于12.80美元共识；收入增长中点从5.8%升至6.5%。
主要风险
- 指引上调幅度温和，且财报/指引类消息通常开盘前迅速定价，缺少足够短线超预期弹性。
原文全文
展开原文 · 737 字
To reflect stronger organic revenue growth, and changes in the M&A and foreign exchange impacts, the company is raising its full-year 2026 guidance for revenue to be between $17,275 million and $17,475 million vs $17.29B consensus, for Adjusted EBITDA to be between $4,000 million and $4,050 million and for Adjusted Diluted Earnings per Share to be between $12.80 and $13.00 vs $12.80 consensus
The new mid-point of the revenue growth guidance is 6.5% versus the prior guidance of 5.8%, reflecting approximately 100 basis points higher organic revenue growth, and approximately 50 basis points higher contribution from M&A offset by approximately 80 basis points unfavorable change in foreign exchange impact, all versus prior guidance.
The new mid-point of the revenue growth guidance is 6.5% versus the prior guidance of 5.8%, reflecting approximately 100 basis points higher organic revenue growth, and approximately 50 basis points higher contribution from M&A offset by approximately 80 basis points unfavorable change in foreign exchange impact, all versus prior guidance.
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