ICLR

ICON Public Limited Company ( ICLR ) Q3 2026 Earnings Call October 28, 2026 8:00 AM EDT Company Participants Kate Haven - Vice President of Investor Relations Barry Balfe - CEO & Director Nigel Clerkin - Chief Financial Officer Conference Call Participants Eric Coldwell - Robert W. Baird & Co. Incorporated, Research Division David Windley - Jefferies LLC, Research Division Justin Bowers - Deutsche Bank AG, Research Division Charles Rhyee - TD Cowen, Research Division Elizabeth Anderson - Evercore ISI Institutional Equities, Research Division Michael Cherny - Leerink Partners LLC, Research Division Ann Hynes - Mizuho Securities USA LLC, Research Division Jailendra Singh - Truist Securities, Inc., Research Division Kevin Caliendo - UBS Investment Bank, Research Division Luke Sergott - Barclays Bank PLC, Research Division Jack Meehan - Operon Research, LLC Sean Dodge - BMO Capital Markets Equity Research Jared Haase - William Blair & Company L.L.C.

Icon NASDAQ: ICLR reported third-quarter 2026 results that management said were in line with expectations, citing record net business wins, improving margins and continued investment in technology-enabled clinical development services.

The Sustainable Value Strategy trailed its benchmark, the Russell 2500 Value Index, in the third quarter. New positions include Lineage, Birkenstock, Matador Resources, KBR and ICON. InterDigital, Stevanato Group and Exelixis rounded out our top contributors.

Icon PLC (ICLR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Icon PLC (ICLR) reported earnings 30 days ago. What's next for the stock?

ICLR's discounted valuation and $23.4B backlog support upside potential, but falling estimates, weaker margins and execution risks argue for patience.

ICON's 33.2% rally is backed by stronger proposal flow, bookings and backlog, but weaker earnings and margins cloud the recovery.

DUBLIN--(BUSINESS WIRE)--ICON Announces Results of Annual General Meeting.

Icon NASDAQ: ICLR reported second-quarter 2026 revenue growth and strong bookings as higher pass-through activity supported the top line, while the company continued to manage business-mix pressures affecting reported margins.

DUBLIN--(BUSINESS WIRE)--ICON plc (NASDAQ: ICLR) today announced a multi-year collaboration with Anthropic to bring Claude's AI capabilities across the clinical trial lifecycle. The collaboration further advances ICON's digital innovation and AI strategy, and builds on Orbis – ICON's secure, governed, agentic AI platform. Through this collaboration, ICON will work closely with Anthropic's Life Sciences research team to explore and apply cutting-edge technologies that can accelerate innovation a.