ICON Public Limited Company (ICLR) Q1 2026 Earnings Call Transcript
ICON plc details an accounting restatement, flags control weaknesses, and frames 2026 as a reset year amid mix-driven earnings swings.
ICON plc (ICLR) delivered mixed 4Q25 results: EPS missed by $0.22, but revenue beat by $170M, highlighting margin pressure amid strong demand. FY26 guidance signals a transition year, with revenue expected at $7.85–$8.15B and EPS of $10.00–$11.00, reflecting near-term headwinds and earnings reset. Material weaknesses in internal controls and recent accounting restatements introduce governance concerns, though management is tightening oversight and transparency.
ICON Public Limited Company (ICLR) Q4 2025 Earnings Call Transcript
Icon NASDAQ: ICLR executives used the company's latest earnings call to address the results of an accounting investigation, outline fourth-quarter and full-year 2025 performance, and provide guidance for 2026 amid what management described as near-term revenue and margin headwinds.
Almost two-thirds of the stocks in the portfolio declined during the quarter, with nearly half falling by more than 10%. Samsung Electronics, the portfolio's largest investment, pre-released its Q1 results, highlighting significant growth in its core semiconductor operations. The equities that had the largest negative impact on the portfolio during the quarter were ICON, Unilever and UBS.
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Alliancebernstein L.P. lifted its position in Icon Plc (NASDAQ: ICLR) by 4.0% in the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,374,074 shares of the medical research company's stock after acquiring an additional 53,325 shares during the period. Alliancebernstein L.P. owned 1.70% of Icon
Icon PLC (ICLR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
ICON Public Limited Company (NASDAQ:ICLR ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Kate Haven - Vice President of Investor Relations Steven Cutler Barry Balfe - CEO & Director Nigel Clerkin - Chief Financial Officer Conference Call Participants Elizabeth Anderson - Evercore ISI Institutional Equities, Research Division Michael Cherny - Leerink Partners LLC, Research Division Justin Bowers - Deutsche Bank AG, Research Division Jailendra Singh - Truist Securities, Inc., Research Division Patrick Donnelly - Citigroup Inc., Research Division Jack Meehan - Nephron Research LLC Eric Coldwell - Robert W. Baird & Co. Incorporated, Research Division Charles Rhyee - TD Cowen, Research Division Michael Ryskin - BofA Securities, Research Division David Windley - Jefferies LLC, Research Division Kyle Crews - UBS Investment Bank, Research Division Luke Sergott - Barclays Bank PLC, Research Division Christine Rains - William Blair & Company L.L.C.
Icon PLC (ICLR) came out with quarterly earnings of $3.31 per share, beating the Zacks Consensus Estimate of $3.28 per share. This compares to earnings of $3.35 per share a year ago.
In H1 2025, ICON's net book-to-bill ratio dropped to its lowest value since at least 2016. However, this ratio could improve since macroeconomic uncertainty is vanishing. ICON has a repurchase program of $1,000 million underway, which could buy approximately 6.90% of the company's outstanding common shares. Despite the challenging times, ICON is a profitable firm, has low debt, and presents symptoms of undervaluation compared to other CRO companies.