IQVIA 二季度业绩超预期并上调全年指引，盘前上涨逾10%

IQVIA Holdings (IQV) added more than 10% in the premarket on Tuesday, becoming the top gainer in the S&P 500 after the contract research organization reported better-than-expected Q2 2026 financials and boosted its full-year outlook.
The Durham, North Carolina-based life sciences firm recorded $4.3B in revenue for the quarter with ~9% YoY growth, beating consensus by $70M, mainly due to its Research & Development Solutions segment.
IQV’s R&D Solutions segment added $2.6B to the topline with ~9% YoY growth, exceeding the $2.4B projected by analysts according to Bloomberg data. The company’s Commercial Solutions segment generated $1.8B with similar growth in line with consensus.
"R&D Solutions generated record-level net new bookings of over $3.1 billion and reported 7% organic revenue growth,” CEO Ari Bousbib said.
Meanwhile, the company recorded $994M and $527M of adjusted EBITDA and adjusted net income with ~9% YoY and ~12% YoY growth, respectively, exceeding $964.6M and per-share EPS of $3.04 in the consensus.
Looking ahead, Iqvia (IQV) raised its 2026 outlook for revenue and adjusted EPS to $17.275B - $7.475B and $12.80 - $13.00 from $17.15B - $17.35B and $12.65 - $12.95, respectively, compared to $17.29B and $12.80 in the consensus.
“This excellent operational performance combined with favorable forward-looking indicators across both segments point to sustained momentum for the balance of the year and into 2027,” CEO Bousbib added.
Iqvia (IQV) is the latest CRO to exceed estimates during the current earnings season. Its peer Medpace Holdings (MEDP) also reported better-than-expected Q2 results and hiked its full-year outlook last week.