ICON Public Limited Company(ICLR)Earnings, Financials & Key RatiosICON Public Limited Company (ICLR) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
combined with a significant contraction in operating margins to 8.5%, suggests that current valuation multiples may not fully account for the underlying operational headwinds.
ICON Public Limited Company (ICLR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
ICON Public Limited Company (ICLR) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 23, 2026 | $2.50vs $2.43+2.9% | $2.1Bvs $2.0B+6.6% |
| Q2 2026 | May 28, 2026 | $2.52vs $2.95-14.6% | $2.1Bvs $2.0B+6.6% |
| Q2 2026 | May 27, 2026 | $2.52vs $2.43+3.7% | $2.1Bvs $2.0B+6.6% |
| Q2 2026 | Apr 29, 2026 | $3.28vs $3.19+2.8% | $2.0Bvs $2.0B+0.5% |
Recent stock market news and headlines for ICON Public Limited Company (ICLR)
ICON plc delivered a modest 1Q26 beat, with EPS of $2.50 and revenue of $2.03B, but growth was subdued and margins compressed. ICLR reaffirmed FY26 guidance—revenue of $7.85–$8.15B and EPS of $10–$11—signaling management confidence in a back-half recovery. Profitability faced pressure as adjusted EBITDA fell over 20% and margins dropped to 15.6%, driven by business mix and integration costs.
It posted mixed results, but investors looked past this to other encouraging developments. In particular, this included gross bookings for the period.
ICON Public Limited Company (ICLR) Q1 2026 Earnings Call Transcript
DUBLIN--(BUSINESS WIRE)--ICON Reports First Quarter 2026 Results.
DUBLIN--(BUSINESS WIRE)--ICON plc (NASDAQ: ICLR) today announced that it has selected Microsoft as a preferred technology partner – further advancing ICON's previously announced plan to invest in digital innovation and AI over the next three years. This partnership incorporates an enterprise-wide deployment of Microsoft 365 Copilot along with an enterprise-grade cloud, data and AI infrastructure to further scale Orbis, ICON's secure, governed agentic AI platform. Through Orbis, ICON is building.
Key metrics vs top competitors for ICON Public Limited Company (ICLR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $168.72 | $12.92B | 58.18 | -0.37% | 2.78% | 2.45% | — | |
| $228.68 | $11.01B | -78.58 | -0.85% | -4.59% | -5.66% | — | |
| $208.23 | $35.34B | 26.56 | 5.87% | 8.33% | 22.11% | — | |
| $546.29 | $15.6B | 35.75 | 19.97% | 17.19% | 120.89% | — | |
| $25.00 | $1.29B | 25.25 | -2.67% | 6.04% | 4.95% | — | |
| $283.86 | $23.36B | 27.14 | 7.25% | 6.66% | 10.89% | — |
ICON Public Limited Company (ICLR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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ICON Public Limited Company (ICLR) stock FAQ — growth, dividends, profitability & financials explained
ICON Public Limited Company (ICLR) reported $8.21B in revenue for fiscal year 2025. This represents a 14607% increase from $55.8M in 1998.
ICON Public Limited Company (ICLR) saw revenue decline by 0.4% over the past year.
Yes, ICON Public Limited Company (ICLR) is profitable, generating $439.3M in net income for fiscal year 2025 (2.8% net margin).
ICON Public Limited Company (ICLR) has a return on equity (ROE) of 2.5%. This is below average, suggesting room for improvement.
ICON Public Limited Company (ICLR) generated $1.24B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
