IQVIA三季度业绩超预期并上调全年指引，但上调后指引中值基本符合共识

Shares of IQVIA Holdings ( IQV ) gained in premarket trading on Tuesday after the contract research organization reported better-than-expected results for Q3 2026, thanks mainly to its R&D Solutions segment. The Durham, North Carolina-based firm also hiked its full-year outlook to indicate $17.35B - $17.50B in revenue and $12.90 - $13.00 in adjusted earnings per share, which were, however, in line with consensus estimates of $17.42B and $12.96, respectively. For the quarter, the company posted $4.4B in revenue, implying ~8% YoY growth, beating the consensus by $60M as R&D Solutions revenue climbed 9% YoY to $2.6B, exceeding the $2.5B projected by analysts, according to Bloomberg data. Iqvia’s ( IQV ) Commercial Solutions segment added $1.8B, a 7% YoY growth in line with Street forecasts, expanding its YTD sales by ~9% YoY to $5.3B. Meanwhile, R&DS generated $7.6B, an 8% YoY growth, expanding the company's total YTD revenue by ~8% YoY to $12.9B. The company's adjusted EPS for the quarter also rose 11% YoY to $3.34, beating the estimates by $0.06. Stocks to watch: ICON Public Limited ( ICLR ), Charles River Laboratories ( CRL ), and Fortrea Holdings ( FTRE ). Peer Medpace Holdings ( MEDP ) also delivered better than expected Q3 results and increased its full- year earnings outlook.