IQVIA Holdings Inc. (IQV)

IQVIA Holdings beat consensus on both the top and bottom line in the fiscal second quarter of 2026, reported July 28, as revenue of roughly $4.4 billion topped the roughly $4.3 billion estimate by about 2% and adjusted EPS of $3.15 beat the $3.03 estimate by about 4%. Revenue rose about 9% to about $4.4 billion from $4.02 billion a year ago, while adjusted EPS was up about 12% from $2.81 and net income fell about 4% to roughly $256 million from $266 million. Gross profit reached about $1.4 billion, leaving gross margin near 33%, and operating income came to about $506 million with operating margin about 12%, the key margin readout for the period. Operating cash flow was about $558 million, and the company repurchased about $398 million of stock, giving the quarter a cash-return component alongside the earnings beat and revenue growth in the quarter. Consensus for the next period calls for EPS of $3.24 on revenue of $4.33 billion.