NYSE$IQV

IQVIA Holdings Inc. · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

IQVIA's Q3 2023 performance was driven by revenue growth and strong performance in the R&DS segment.

IQVIA reported a 4.9% year-over-year revenue increase in Q3 2023, reaching $3,736 million. Net income grew by 7.1% to $303 million, and adjusted EBITDA increased by 9.1% to $888 million. The R&DS segment demonstrated notable strength, with a book-to-bill ratio of 1.24x and backlog growth of 12%.

  • IQVIA's Q3 2023 revenue reached $3,736 million, representing a 4.9% year-over-year increase.
  • GAAP net income for Q3 2023 was reported as $303 million, a 7.1% increase compared to the previous year.
  • The R&D Solutions segment showed strong performance with a book-to-bill ratio of 1.24x and backlog growth of 12%.
  • Adjusted EBITDA for the quarter grew by 9.1% year-over-year, amounting to $888 million.

Headline financials

Total Revenue

$3.74B

Previous: $3.56B+4.9%
EPS (adj)

$2.49

Previous: $2.48+0.4%
R&D Solutions contracted backlog

$28.8B

Previous: $25.8B+11.6%
Capital Expenditures

-$146M

No prior period
Free Cash Flow

$303M

Previous: $283M+7.1%
Net Income

$303M

Previous: $283M+7.1%
Operating Income

$481M

Previous: $472M+1.9%
Gross Profit

$862M

Previous: $812M+6.2%
Cash & Equivalents

$1.22B

Previous: $1.27B-3.9%
Total Assets

$26B

Previous: $24.2B+7.2%
Stock-Based Comp

$47M

Previous: $61M-23.0%

Revenue & EPS history

IQVIA · Revenue · Quarterly

$3.74B

Q3 2023+4.9%vs Q3 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

IQVIA · $3.74B total across 3 segments · Q3 2023

  • Research & Development Solutions
    $2.12B+7.2%
  • Technology & Analytics Solutions
    $1.43B+2.2%
  • Contract Sales & Medical Solutions
    $183M+0.0%

Forward guidance

The company updated its full-year guidance to reflect slower growth in our TAS segment and the impact of the strengthening US dollar.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+1.4%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+1.9%

Avg return

30 days after

65%

37 / 57 earnings

Positive

+12.5%

Q2 2018

Best reaction

-10.7%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.7%+10.9%+13.9%
Q4 2025-10.7%-9.9%-13.8%
Q3 2025+0.3%-0.4%+6.6%
Q2 2025-0.4%+1.1%-1.6%
Q1 2025-4.0%-2.2%-3.2%
Q4 2024+2.2%-2.2%-6.7%
Q3 2024-3.2%-1.5%-7.0%
Q2 2024+6.3%+6.7%+10.0%
Q1 2024-4.1%-1.6%-5.9%
Q4 2023+12.2%+10.8%+17.4%
Q3 2023+5.3%+9.7%+20.0%
Q2 2023-2.1%-3.1%-0.5%
Q1 2023-0.9%-2.3%+5.0%
Q4 2022+0.8%-1.4%-14.4%
Q3 2022+1.4%+6.1%+11.3%
Q2 2022+0.5%-0.4%+8.3%
Q1 2022+6.1%+5.0%+6.7%
Q4 2021-3.2%-4.8%-6.9%
Q3 2021+2.1%+1.8%+6.6%
Q2 2021-0.8%+0.2%+4.5%
Q1 2021+6.1%+7.0%+9.1%
Q4 2020+4.9%+4.8%+1.6%
Q3 2020+3.2%+2.1%+3.4%
Q2 2020+2.9%+3.4%+0.4%
Q1 2020+8.5%+3.5%+10.9%
Q4 2019+2.5%+1.6%-26.6%
Q3 2019-3.8%-2.4%-2.7%
Q2 2019+2.1%+1.6%-2.3%
Q1 2019-2.0%-0.1%-2.2%
Q4 2018+7.6%+7.3%+7.4%
Q3 2018-3.5%-5.3%-8.4%
Q2 2018+12.5%+8.2%+11.7%
Q1 2018-0.7%+0.2%+2.6%
Q4 2017+1.5%+1.7%+5.6%
Q3 2017+6.1%+6.5%+2.7%
Q2 2017-1.3%-1.0%+4.4%
Q1 2017-3.7%-2.0%+3.0%
Q4 2016-2.7%-4.1%+0.5%
Q3 2016+0.8%+4.1%+3.3%
Q2 2016+3.3%+4.2%+0.3%
Q1 2016-5.9%
Q4 2015+3.6%
Q3 2015-6.2%
Q2 2015+2.6%
Q1 2015-4.9%
Q4 2014+4.3%
Q3 2014+0.9%
Q2 2014-3.1%
Q1 2014+0.4%
Q4 2011+7.5%
Q4 2013+7.5%
Q3 2012+0.1%
Q3 2013+0.1%
Q2 2012+0.8%
Q2 2013+0.8%
Q1 2012+5.0%
Q4 2012+5.0%
Q1 2013

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