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ICON Earnings Calls
| Release date | Jul 29, 2026 |
| EPS estimate | $2.55 |
| EPS actual | - |
| Revenue estimate | 2.004B |
| Revenue actual | - |
| Expected change | +/- 4.01% |
| Release date | Jun 23, 2026 |
| EPS estimate | $2.43 |
| EPS actual | $2.50 |
| EPS Surprise | 2.88% |
| Revenue estimate | 1.998B |
| Revenue actual | 2.034B |
| Revenue Surprise | 1.78% |
| Release date | Jul 22, 2026 |
| EPS estimate | $2.57 |
| EPS actual | - |
| Revenue estimate | 1.982B |
| Revenue actual | - |
| Expected change | +/- 4.01% |
| Release date | Oct 22, 2025 |
| EPS estimate | $3.28 |
| EPS actual | $3.31 |
| EPS Surprise | 0.91% |
| Revenue estimate | 1.983B |
| Revenue actual | 2.043B |
| Revenue Surprise | 3.03% |
Last 4 Quarters for ICON
Below you can see how ICLR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 22, 2025 |
| Price on release | $192.60 |
| EPS estimate | $3.28 |
| EPS actual | $3.31 |
| EPS surprise | 0.91% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $188.46 |
| Oct 17, 2025 | $185.06 |
| Oct 20, 2025 | $188.45 |
| Oct 21, 2025 | $193.26 |
| Oct 22, 2025 | $192.60 |
| Oct 23, 2025 | $180.00 |
| Oct 24, 2025 | $178.11 |
| Oct 27, 2025 | $182.03 |
| Oct 28, 2025 | $177.73 |
| 4 days before | 2.20% |
| 4 days after | -7.72% |
| On release day | -6.54% |
| Change in period | -5.69% |
| Release date | Jul 22, 2026 |
| Price on release | - |
| EPS estimate | $2.57 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 07, 2026 | $168.72 |
| Jul 08, 2026 | $165.47 |
| Jul 09, 2026 | $168.77 |
| Jul 10, 2026 | $167.72 |
| Jul 13, 2026 | $166.10 |
| Release date | Jun 23, 2026 |
| Price on release | $142.67 |
| EPS estimate | $2.43 |
| EPS actual | $2.50 |
| EPS surprise | 2.88% |
| Date | Price |
|---|---|
| Jun 16, 2026 | $143.54 |
| Jun 17, 2026 | $143.27 |
| Jun 18, 2026 | $146.00 |
| Jun 22, 2026 | $140.73 |
| Jun 23, 2026 | $142.67 |
| Jun 24, 2026 | $158.17 |
| Jun 25, 2026 | $160.96 |
| Jun 26, 2026 | $169.86 |
| Jun 29, 2026 | $172.99 |
| 4 days before | -0.606% |
| 4 days after | 21.25% |
| On release day | 10.86% |
| Change in period | 20.52% |
| Release date | Jul 29, 2026 |
| Price on release | - |
| EPS estimate | $2.55 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 07, 2026 | $168.72 |
| Jul 08, 2026 | $165.47 |
| Jul 09, 2026 | $168.77 |
| Jul 10, 2026 | $167.72 |
| Jul 13, 2026 | $166.10 |
ICON Earnings Call Transcript Summary of Q1 2026
ICON reported Q1 2026 results largely in line with expectations. Commercial performance strengthened: gross bookings were $3.3B (up 22% YoY), cancellations were $383M, net business wins were $2.88B (up 42% YoY) and net book-to-bill was 1.42x, with strong RFP flow and win rates across large pharma and biotech. Therapeutic mix favored oncology and cardiometabolic. Revenue was $2.0B (flat YoY, -1.9% constant currency). Adjusted EBITDA was $317.7M (15.6% margin), adjusted EPS was $2.50 for the quarter, and GAAP EPS was $1.36. Management reiterated full-year 2026 guidance: revenue $7.85–8.15B and adjusted diluted EPS $10–11. Balance sheet: cash $765.2M, debt $3.4B, net debt $2.6B and leverage ~1.8x net debt / trailing-adjusted EBITDA. Management expects modest sequential margin improvement through the year driven by mix shift to full-service direct fees and cost discipline, continued investment in labs, oncology site expansion (Accellacare), and an AI/digital partnership with Microsoft to build an agentic AI platform. Capital allocation priority remains share repurchases once open-window restrictions lift (anticipated to resume in Q3), while also pursuing selective investments and opportunistic M&A.
