US · Healthcare · Diagnostics & Research
EPS came in at 2.35 against a street estimate of 2.26 — a beat of 4.0%.
Analysts rate ICON PLC a buy (11 buy, 6 hold, 0 sell out of 17) with an average price target of $185.56.
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 | 11.19% |
| Wellington Management Company LLP | 6.90% |
| Harris Associates L.P. | 5.79% |
| FMR Inc | 5.41% |
| Amvescap Plc. | 5.03% |
| Brave Warrior Advisors LLC | 4.09% |
| Greenhaven Associates Inc | 4.02% |
| Principal Financial Group Inc | 3.82% |
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Google PlayApp StoreData updated 2026-09-18.