NASDAQ$ICLR

ICON Public Limited Company · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

ICON Q1 2025 revenue $2.00B as net income reaches $154M; interim accounts filed with SEC

ICON plc filed unaudited interim IFRS financial statements for the period from January 1 through August 7, 2025, covering its first-quarter 2025 results alongside subsequent activity. First-quarter revenue was approximately $2.00 billion, derived from first-half revenue of $4.02 billion less second-quarter revenue of $2.02 billion reported in the company's July earnings release. First-quarter GAAP net income was approximately $154 million, with diluted EPS of roughly $1.90; first-half adjusted diluted EPS was $6.45. The clinical research organization reported profit for the interim period of $724.5 million through August 7, reflecting strong year-to-date execution. Management has guided full-year 2025 revenue to $7.85–$8.15 billion and adjusted diluted EPS to $13.00–$14.00.

  • Q1 2025 revenue approximately $2.00B; Q2 revenue was $2.02B per prior earnings release.
  • Q1 GAAP net income approximately $154M; Q2 net income $183M (+30.7% YoY EPS growth).
  • Interim filing shows profit of $724.5M for Jan 1–Aug 7, 2025 period.
  • Full-year 2025 revenue guidance raised to $7.85B–$8.15B; adjusted EPS guidance $13.00–$14.00.
  • Q2 net book-to-bill of 1.02 with $2.06B net business wins.

Headline financials

Total Revenue

$2B

Previous: $2.09B-4.3%
EPS (adj)

$3.19

Previous: $3.47-8.1%
Q2 net book-to-bill

1.02

No prior period
Q2 net business wins

$2.06B

No prior period
Net Income

$154M

Previous: $187M-17.8%

Revenue & EPS history

ICON · Revenue · Quarterly

$2B

Q1 2025-4.3%vs Q1 2024
Beat estimate in 9 of 12 quarters(75%)
ActualEstimate

Forward guidance

ICON expects full-year 2025 revenue of $7.85 billion to $8.15 billion and adjusted diluted earnings per share of $13.00 to $14.00.

Tailwinds

  • Raised full-year revenue guidance midpoint by $50 million.
  • Strong cost management supporting adjusted EPS outlook despite pass-through revenue mix.

Headwinds

  • Q2 revenue declined 4.8% year over year on a reported basis.
  • Adjusted diluted EPS of $3.26 in Q2 was below $3.75 in Q2 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.1%

Avg return

30 days after

58%

38 / 65 earnings

Positive

+21.0%

Q2 2015

Best reaction

-21.8%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-2.9%
Q4 2026-2.9%+4.4%
Q1 2025-4.1%-6.9%-9.8%
Q4 2024+5.5%+3.2%-3.4%
Q3 2024-21.8%-18.7%-24.4%
Q2 2024-5.8%-0.9%-2.4%
Q1 2024-2.1%-0.8%+4.7%
Q4 2023+10.5%+12.4%+17.1%
Q3 2023+1.7%+0.7%+15.0%
Q2 2023-3.2%+0.7%+2.7%
Q1 2023-6.2%-3.8%+0.2%
Q4 2022-0.1%-0.1%-7.4%
Q3 2022+2.8%+1.0%+8.5%
Q2 2022+6.2%+5.8%-4.6%
Q1 2022+6.8%+8.5%+7.9%
Q4 2021-2.5%+5.0%+4.8%
Q3 2021-0.7%-5.1%-3.4%
Q2 2021-3.0%+0.1%+14.8%
Q1 2021+0.5%-0.7%+4.0%
Q4 2020-11.6%-17.1%-8.6%
Q3 2020-2.6%-5.6%-6.7%
Q2 2020-0.5%-1.9%-1.7%
Q1 2020-1.9%-0.6%+9.6%
Q4 2019-0.9%-5.8%-30.2%
Q3 2019+4.7%+7.1%+11.8%
Q2 2019+4.5%+2.4%-0.7%
Q1 2019+3.7%+3.4%+3.6%
Q4 2018-2.2%+1.1%-8.5%
Q3 2018-4.0%-4.7%-5.4%
Q2 2018+3.8%-1.3%+3.5%
Q1 2018-0.5%+2.1%+10.4%
Q4 2017+4.4%+4.4%+10.9%
Q3 2017+7.3%+5.3%+3.7%
Q2 2017+3.4%+6.7%+8.8%
Q1 2017+10.0%+10.6%+19.4%
Q4 2016+0.0%-1.0%-6.9%
Q3 2016+7.8%+5.8%-2.9%
Q2 2016+9.4%+9.1%+5.4%
Q1 2016-8.0%
Q4 2015+0.8%
Q3 2015-4.7%
Q2 2015+21.0%
Q1 2015-9.9%
Q4 2014+12.8%
Q3 2014-0.6%
Q2 2014+8.1%
Q1 2014+3.0%
Q4 2013+5.4%
Q3 2013+9.9%
Q2 2013+3.8%
Q1 2013+7.7%
Q4 2012+2.7%
Q3 2012+0.8%
Q2 2012+0.4%
Q1 2012-0.6%
Q4 2011+0.4%
Q3 2011+0.6%
Q3 2010+0.6%
Q2 2011-0.5%
Q2 2010-0.5%
Q1 2010+5.3%
Q1 2011+5.3%
Q4 2010+0.2%
Q4 2008+0.2%
Q4 2009+0.2%

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