US · Healthcare · Diagnostics & Research
EPS came in at 2.46 against a street estimate of 2.40 — a beat of 2.5%.
Analysts rate ICON PLC a buy (10 buy, 7 hold, 1 sell out of 18) with an average price target of $231.29.
MIXED ICON posted solid Q2 with 1.51x net book-to-bill driven by strong $3.7B bookings, but elevated pass-throughs pressured margins to 15.9%. Management reaffirmed FY26 guidance despite mix headwinds; AI partnerships with Anthropic and Microsoft aim to drive future productivity. Q2 2026 China emerging as notable growth driver with improved biotech partnerships; U.S. seeing elevated trial costs from healthcare inflation and high site demand. Analysts pressed on pass-through magnitude, large pharma demand, and SG&A sustainability. Management guided conservatively, avoided pinpoint numbers, and emphasized EBITDA dollar focus over margin %; acknowledged H2 cost actions and mix normalization will drive progression. 2026-07-30…
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| Fund | Stake |
|---|---|
| Artisan Partners Limited Partnership | 11.53% |
| Wellington Management Company LLP | 7.10% |
| FMR Inc | 7.04% |
| Amvescap Plc. | 7.03% |
| Harris Associates L.P. | 5.96% |
| Brave Warrior Advisors LLC | 4.21% |
| Greenhaven Associates Inc | 4.14% |
| Principal Financial Group Inc | 3.94% |
| Document | Date |
|---|---|
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • ICON plc’s Consultants Share Option Plan 2008 is designed for consultants, advisers and non-executive directors of ICON plc or its | 2026-10-27 |
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $2,024.8 million, down 2.9% year over year, or down 2.5% at constant currency. • Adjusted EBITDA was $336.9 m | 2026-10-27 |
| Current report (6-K) · Q4 2026 OTHER NOTABLE POINTS • ICON plc filed a Form 6-K with the U.S. Securities and Exchange Commission for October 2026. • The filing announces that ICON | 2026-10-08 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • ICON plc filed a Form 6-K with the SEC for September 2026. • The filing contains unaudited non-consolidated non-statutory interim | 2026-09-09 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • ICON plc filed a Form 6-K for August 2026. • The filing announces the release of ICON’s 2025 ICON Cares Report. • The report cov | 2026-08-20 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • ICON Investments Six Designated Activity Company established three senior note series on August 13, 2026. • The notes carry fixed | 2026-08-18 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • ICON announced pricing of USD 2.15 billion of notes. • The notes are being issued through a private offering. • The filing is da | 2026-08-06 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • ICON’s fiscal year ended December 31, 2025 filing includes a major restatement of previously reported 2023 and 2024 financial stat | 2026-05-27 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.