IQVIA Holdings Inc. (IQV) yesterday unveiled a clinical trial technology platform, One Home for Sites. The platform streamlines the process of management of trials by acting as a single sign-on and a single dashboard for various systems and tasks.By integrating various clinical applications into a single platform, One Home for Sites allows pharmaceutical companies and their software vendors to streamline clinical application management. This consolidation tackles the issue of technology overload, where staf ...

Pgiam/iStock via Getty Images Investment Summary Since my last publication on IQVIA Holdings Inc. (NYSE:IQV) in January 2023, there have been multiple positive updates to the company's fundamental economics. Last time, I commented on the company's strengths in unlocking risk capital for shareholders, namely via 1) exceptional net operating profit after tax relative to the capital invested to produce these numbers, 2) decompression of post-tax margins with increasing capital turnover, and 3) the company's pr ...

Shares of IQVIA Holdings Inc. (IQV) have risen 15% over the past year, outperforming the 12.1% growth of the industry it belongs to.The company has an expected long-term (three to five years) EPS growth rate of 10.9%. Its earnings for 2024 and 2025 are anticipated to grow 8.4% and 12.5%, respectively, year over year.Factors That Bode WellIQV’s extensive data collection, comprising more than one billion patient records and 61 petabytes of proprietary data from 150,000 suppliers, sets it apart and creates a h ...

公司概况 - IQVIA是一家全球领先的生命科学行业提供商，拥有约87,000名员工，业务遍布100多个国家[42] 财务表现 - 2024年第一季度，IQVIA的总收入为37.37亿美元，同比增长2.3%[45] - 2024年第一季度，Technology & Analytics Solutions、Research & Development Solutions和Contract Sales & Medical Solutions的收入分别为14.53亿美元、20.95亿美元和1.89亿美元[47] - 2024年第一季度，IQVIA的总利润为5.06亿美元[47] - Technology & Analytics Solutions在2024年第一季度的收入为14.53亿美元，同比增长0.6%[48] - Research & Development Solutions在2024年第一季度的收入为20.95亿美元，同比增长3.4%[49] - Contract Sales & Medical Solutions在2024年第一季度的收入为1.89亿美元，同比增长3.8%[50] 资产负债 - 公司现金余额截至2024年3月31日为14.44亿美元，较去年底增加了68亿美元[52] - 公司拥有总债务为136.11亿美元，不包括18.95亿美元的可用借款额度[53] 现金流 - 公司通过运营活动获得的净现金为5.22亿美元，较去年同期增加了1.05亿美元[53] - 公司投资活动中的净现金流出为3.14亿美元，主要用于收购业务和投资[53] - 公司融资活动中的净现金流出为1.06亿美元，主要用于偿还债务和股票回购[53] 财务状况 - 2024年3月31日，公司总流动资产为666百万美元，较去年12月31日的805百万美元有所下降[56] - 2024年3月31日，公司净收入为12.11亿美元，较去年12月31日的62.99亿美元有所增长[56] 公司治理 - 公司管理层认为截至本季度末，披露控制和程序有效[61]

IQVIA Holdings Analytics Inc. (IQV) has reported impressive first-quarter 2024 results, wherein earnings and revenues beat the Zacks Consensus Estimate.Adjusted earnings (excluding 98 cents from non-recurring items) were $2.5 per share, beating the Zacks Consensus Estimate by 2.8% and increasing 3.7% from the year-ago reported figure. Total revenues of $3.7 billion surpassed the consensus estimate by 1.2% and grew 2.3% from the year-ago quarter.The IQV stock has gained 25.5% over the past year, outperformin ...

100% 50% 75% 25% Q1 2024 Earnings Call ...

财务数据和关键指标变化 - 第一季度收入为37.37亿美元,同比增长2.3%,按固定汇率计算增长2.9% [13] - 剔除新冠相关业务,按固定汇率计算收入增长约6%,其中并购贡献超过1个百分点 [13] - 第一季度调整后EBITDA为8.62亿美元,同比增长1.3% [34] - 第一季度GAAP净收益2.88亿美元,同比下降0.3%,GAAP每股收益1.56美元,同比增长2% [34] - 第一季度调整后净收益4.68亿美元,同比增长1.3%,调整后每股收益3.54美元,同比增长3.7% [34] 各条业务线数据和关键指标变化 技术与分析解决方案(TAS) - 第一季度收入14.53亿美元,同比增长0.6%,按固定汇率计算增长1%,剔除新冠相关业务,按固定汇率计算增长3% [33] - 该业务线持续受到宏观环境不确定性的影响,预计下半年会有所改善 [11][12] 研发解决方案(R&DS) - 第一季度收入20.95亿美元,同比增长3.4%,按固定汇率计算增长3.8%,剔除新冠相关业务,按固定汇率计算增长8% [33] - 该业务线新签订单2.6亿美元,创历史新高,同比增长近8% [9] - 在剔除一笔较大的CNS领域取消订单后,该季度的新签订单率超过1.3 [9] 合同销售与医疗解决方案(CSMS) - 第一季度收入1.89亿美元,同比增长3.8%,按固定汇率计算增长7.1% [34] 各个市场数据和关键指标变化 - 大型制药客户的RFP流量同比增长中高个位数,中小型制药客户和新兴生物科技公司的RFP流量同比增长双位数 [10] - 新兴生物科技公司的融资在第一季度达到471亿美元,同比增长超过3倍 [10] 公司战略和发展方向及行业竞争 - 公司与Salesforce建立新的全球战略合作伙伴关系,将整合IQVIA OCE与Salesforce Life Sciences Cloud,预计2025年底推出新一代客户参与平台 [14] - 公司持续投资数字化能力,在智能参与、全渠道分析等方面获得客户青睐 [16][17][18][19][20] - 公司在实世界证据、公共卫生等领域持续拓展业务,获得多个大型项目 [21][22][23][24][25][26] - 公司在疫苗研发领域持续获得客户青睐,签订多个大型项目 [27][28] 管理层对经营环境和未来前景的评论 - 宏观环境仍存在不确定性,但公司看到客户预算趋于明确,决策时间有所缩短,对下半年业务改善持乐观态度 [11][12] - 公司对研发解决方案业务的前景保持乐观,新签订单、合格管线等领先指标保持强劲增长 [9][10] - 公司维持全年收入和利润指引,调整每股收益指引,主要受汇率变动影响 [37][38][39][40] 问答环节重要的提问和回答 问题1 **Shlomo Rosenbaum 提问** 询问大额取消订单的具体影响 [48][49][50][53] **Ari Bousbib 和 Ron Bruehlman 回答** 该取消订单金额约为2.5亿美元,是公司正常水平的10倍以上,但公司作为大型企业可以吸收这一影响,不会对全年指引产生变化,调整仅由于汇率变动 [49][50][53] 问题2 **Max Smock 提问** 询问RFP流量增速放缓是否符合预期,以及未来的订单签署情况 [56][57][58][59] **Ari Bousbib 回答** RFP流量增速放缓在预期之内,公司的新签订单、合格管线等领先指标仍保持强劲增长,符合公司预期 [58][59] 问题3 **Anne Samuel 提问** 询问TAS业务的转化情况及可能的上行空间 [62][63][64][65][66][67] **Ari Bousbib 回答** TAS业务表现符合公司预期,下半年有望改善,但目前尚未看到明显的上行空间,公司对此保持谨慎态度 [63][64][65][66][67]

IQVIA Holdings (IQV) came out with quarterly earnings of $2.54 per share, beating the Zacks Consensus Estimate of $2.47 per share. This compares to earnings of $2.45 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.83%. A quarter ago, it was expected that this clinical testing company would post earnings of $2.82 per share when it actually produced earnings of $2.84, delivering a surprise of 0.71%.Over the last four quarters, ...

Exhibit 99.1 IQVIA Reports First-Quarter 2024 Results • Revenue of $3,737 million • GAAP Net Income of $288 million, Adjusted EBITDA of $862 million • GAAP Diluted Earnings per Share of $1.56, Adjusted Diluted Earnings per Share of $2.54 • R&D Solutions quarterly bookings of $2.6 billion, representing a book-to-bill ratio of 1.23x • R&D Solutions contracted backlog of $30.1 billion, up 7.9 percent year-over-year RESEARCH TRIANGLE PARK, N.C. – (BUSINESS WIRE) – May 2, 2024 – IQVIA Holdings Inc. (“IQVIA”) (NY ...

IQVIA Holdings, Inc. (IQV) is scheduled to release its first-quarter 2024 results on May 2, before market open.IQV has an impressive earnings surprise history, having surpassed the Zacks Consensus Estimate in each of the four trailing quarters, the average surprise being 1.5%.Q1 ExpectationsThe Zacks Consensus Estimate for the top line is currently pegged at $3.7 billion, up 1.1% from the year-ago quarter. The growth in revenues is likely to have been due to an uptick in demand of clients, strategic acquisi ...