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ICLR

Market cap $10.4B

ICON plc (ICLR) delivered mixed 4Q25 results: EPS missed by $0.22, but revenue beat by $170M, highlighting margin pressure amid strong demand. FY26 guidance signals a transition year, with revenue expected at $7.85–$8.15B and EPS of $10.00–$11.00, reflecting near-term headwinds and earnings reset. Material weaknesses in internal controls and recent accounting restatements introduce governance concerns, though management is tightening oversight and transparency.

ICON Public Limited Company (ICLR) Q4 2025 Earnings Call Transcript

Icon NASDAQ: ICLR executives used the company's latest earnings call to address the results of an accounting investigation, outline fourth-quarter and full-year 2025 performance, and provide guidance for 2026 amid what management described as near-term revenue and margin headwinds.

DUBLIN--(BUSINESS WIRE)--ICON Reports Fourth Quarter and Full Year 2025 Results and Provides Outcome of Audit Committee Investigation.

DUBLIN--(BUSINESS WIRE)--ICON Schedules Fourth Quarter and Full Year 2025 Earnings Conference Call and Acknowledges Receipt of Deficiency Notice from Nasdaq.

DUBLIN & SAN ANTONIO--(BUSINESS WIRE)--ICON plc (NASDAQ: ICLR), a world-leading clinical research organisation, today announced the expansion of its early phase capabilities with the opening of a new, state-of-the-art Clinical Research Unit (CRU) in San Antonio, Texas, as well as new satellite outpatient clinics in Houston, Texas and Lawrence, Kansas. These new, purpose-built clinics will significantly expand ICON's capacity to conduct first-in-human, healthy participant, and patient cohort stu.

Almost two-thirds of the stocks in the portfolio declined during the quarter, with nearly half falling by more than 10%. Samsung Electronics, the portfolio's largest investment, pre-released its Q1 results, highlighting significant growth in its core semiconductor operations. The equities that had the largest negative impact on the portfolio during the quarter were ICON, Unilever and UBS.

In Q1 2026, Polen International Growth Portfolio returned -14.4% (net of fees) compared to -0.7% for the Index. We initiated new positions in TSMC, Rheinmetall, Saab, Mitsubishi Heavy Industries, AstraZeneca, AIA Group, Siemens Energy, Samsung Electronics, and Keyence. We sold our holdings in Nintendo, MakeMyTrip, Adidas, Globant, Amadeus IT Group, Monday.com, ICON plc, and HDFC Bank.

Philadelphia, PA, May 05, 2026 (GLOBE NEWSWIRE) -- HealthVerity, Inc., the leader in privacy-protected real-world data exchange and patient identity solutions, today announced that it has entered into a definitive agreement to acquire Symphony Health Solutions Corporation, a commercial healthcare data business formerly part of ICON plc (NASDAQ: ICLR). The transaction is subject to customary closing conditions and is expected to close in May 2026.

L3Harris Technologies Inc. rallied as the Trump administration indicated a potential defense budget increase, which could drive meaningful upside to revenue and earnings estimates over the next few years. Regal Rexnord Corp. outperformed as its data center opportunity offered a new growth vector, with management disclosing substantial orders tied to its integrated powertrain solution for power infrastructure. CACI International Inc. management distinguished the firm by raising estimates throughout a period of government spending uncertainty, demonstrating minimal exposure to the budget cuts weighing on its peers.