IQVIA Holdings Inc.'s Q1 results highlighted strong profitability, robust TAS growth, and a healthy backlog, reaffirming its leadership in healthcare data and analytics. Despite sector headwinds, I remained bullish on IQVIA and expected Q2 to meet or beat estimates, viewing analyst forecasts as a conservative floor. The company did not disappoint. Key risks include delayed clinical trials, shrinking CSMS segment, regulatory challenges, and high debt, but these do not shake my conviction.
IQVIA Holdings Inc. (NYSE:IQV ) Q2 2025 Earnings Conference Call July 22, 2025 9:00 AM ET Company Participants Ari Bousbib - CEO & Chairman Kerri Joseph - Corporate Participant SVP of Investment Relation & Treasury - Corporate Participant Ronald E. Bruehlman - Executive VP & CFO Conference Call Participants Ann Kathleen Hynes - Mizuho Securities USA LLC, Research Division Christine Rains - William Blair & Company L.L.C.
IQV tops second-quarter 2025 estimates, with earnings up 6.4% and revenue rising 5.5%. It cuts the 2025 EBITDA guidance.
22 Oct 2025 (In 3 months) Date | | 3.04 Cons. EPS | - EPS |
21 Jul 2025 Date | | 2.77 Cons. EPS | - EPS |
30 Apr 2025 Date | | - Cons. EPS | - EPS |
12 Feb 2025 Date | | 3.11 Cons. EPS | 3.12 EPS |
31 Oct 2024 Date | | 2.81 Cons. EPS | 2.84 EPS |
22 Oct 2025 (In 3 months) Date | | 3.04 Cons. EPS | - EPS |
21 Jul 2025 Date | | 2.77 Cons. EPS | - EPS |
30 Apr 2025 Date | | - Cons. EPS | - EPS |
12 Feb 2025 Date | | 3.11 Cons. EPS | 3.12 EPS |
31 Oct 2024 Date | | 2.81 Cons. EPS | 2.84 EPS |
Medical - Diagnostics & Research Industry | Healthcare Sector | Ari Bousbib CEO | XDUS Exchange | US46266C1053 ISIN |
US Country | 89,000 Employees | - Last Dividend | - Last Split | 9 May 2013 IPO Date |
IQVIA Holdings Inc. is a cutting-edge company providing a suite of analytics, technology solutions, and clinical research services tailored for the life sciences sector. Operating globally, including the Americas, Europe, Africa, and the Asia-Pacific regions, IQVIA stands at the forefront of facilitating healthcare advancements. The company is organized into three main segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions, catering to a diverse range of needs within the pharmaceutical, biotechnology, medical device and diagnostic, and consumer health industries. Originally known as Quintiles IMS Holdings, Inc., it underwent a rebranding to IQVIA Holdings Inc. in November 2017. With its headquarters in Durham, North Carolina, IQVIA continues to foster collaborations, including a notable partnership with argenx SE, to drive innovation and improve patient outcomes in healthcare.
This segment offers a plethora of cloud-based applications coupled with implementation services designed explicitly for life sciences and healthcare providers. It helps in generating real-world evidence for healthcare decision-making and enhancing patient outcomes. Among these services are strategic and implementation consulting, encompassing advanced analytics and commercial processes outsourcing. Moreover, IQVIA provides critical metrics related to pharmaceutical sales, prescribing trends, medical treatments, and various promotional activities, not to mention detailed sales or prescribing data at different geographical levels.
This division supports the full spectrum of clinical trial and research development, including project management, clinical monitoring, and patient-centric solutions. It assists in strategic planning and design for clinical trials, central laboratory services, genomic, bioanalytical, ADME (Absorption, Distribution, Metabolism, and Excretion), discovery, and vaccine and biomarker laboratory services, thereby accelerating the journey from early-stage research to market-ready products.
Focused on enhancing engagement with healthcare providers and patients, this segment delivers comprehensive services spanning from health care provider engagement to scientific strategy and medical affairs. These solutions aim to optimize interactions between the medical community and the industry to foster a deeper understanding and adoption of advanced healthcare solutions and treatments.