US Equity · NASDAQ · Earnings Dossier

ICLR earnings intelligence

ICON PLC

Healthcare · Diagnostics & Research · USD reporting basis

Current earnings profile Delivery and acceptance aligned

Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.

Evidence99/100 · Deep

Next scheduled catalyst

No forward date is currently stored

The historical dossier remains available while the next calendar date is unconfirmed.

0event risk

Inactive

Countdown-calendar proximity
EPS estimate-provider consensus
Estimate growth-versus comparable year-ago actual
Historical movement9.8%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Relative earnings resilience

Earnings power is leading market price; the spread is closing and has persisted through 8 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move-36.3%2023-08-25 to 2026-08-14
Earnings move-14.3%trailing diluted EPS
Unresolved spread22.0 ptsClosing
Current multiple15.7xprice divided by TTM EPS
Relationship pressure39/100Low
Model confidence85/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Model qualification

The direction is sensitive to the comparison horizon.

Beat rate75.0%9 beats in 12 measured quarters
Average surprise-1.5%median 1.3%
Delivery streak22 consecutive beats
Average response+4.0%12 measured reactions
Result-price confirmation55%same directional sign
Surprise variability7.9 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 16 Aug 2026
EPS growth-91.2%year on year
Revenue growth3.0%year on year
Average surprise-4.0%latest four quarters
SUE-0.29standardised surprise
Net margin0.8%trailing basis
Cash conversion18.35xcash flow / net income
P/E181.0xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 14 Aug 2026
Weekly close163.15 USDcompleted week
13-week return40.2%price momentum
Fair-value gap-23.8%price versus current fair value
Relative strength-7.7exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided53.1%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period29 Jul 202630 Jun 2026 · exact
EPS actual / estimate2.35 / 2.26USD
Surprise+4.0%Beat
EPS growth-27.9%year on year
Revenue / growth2063485999+2.3% · USD
Next close / four weeks-1.3% / -completed weekly closes
ReadDivergedresult versus price sign
Reported / period27 May 202631 Mar 2026 · exact
EPS actual / estimate2.22 / 2.16USD
Surprise+2.8%Beat
EPS growth-30.4%year on year
Revenue / growth2033999000+1.6% · USD
Next close / four weeks+16.5% / +25.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period25 Feb 202631 Dec 2025 · exact
EPS actual / estimate2.52 / 3.31USD
Surprise-23.9%Miss
EPS growth-26.5%year on year
Revenue / growth2189839000+7.3% · USD
Next close / four weeks+8.5% / 0.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period22 Oct 202530 Sep 2025 · exact
EPS actual / estimate3.31 / 3.28USD
Surprise+0.9%Beat
EPS growth-1.2%year on year
Revenue / growth2042812000+0.6% · USD
Next close / four weeks-3.8% / -12.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period23 Jul 202530 Jun 2025 · exact
EPS actual / estimate3.26 / 3.18USD
Surprise+2.5%Beat
EPS growth-13.1%year on year
Revenue / growth2017357000-4.8% · USD
Next close / four weeks+30.3% / +22.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period30 Apr 202531 Mar 2025 · exact
EPS actual / estimate3.19 / 3.09USD
Surprise+3.2%Beat
EPS growth-8.1%year on year
Revenue / growth2001332000-4.3% · USD
Next close / four weeks-1.4% / -11.7%completed weekly closes
ReadDivergedresult versus price sign
Reported / period19 Feb 202531 Dec 2024 · exact
EPS actual / estimate3.43 / 3.43USD
Surprise+0.1%In-Line
EPS growth-0.9%year on year
Revenue / growth2041101000-1.2% · USD
Next close / four weeks+8.2% / -0.9%completed weekly closes
ReadContainedresult versus price sign
Reported / period23 Oct 202430 Sep 2024 · exact
EPS actual / estimate3.35 / 3.84USD
Surprise-12.8%Miss
EPS growth+1.5%year on year
Revenue / growth2030030000- · USD
Next close / four weeks-25.9% / -36.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period24 Jul 202430 Jun 2024 · exact
EPS actual / estimate3.75 / 3.67USD
Surprise+2.2%Beat
EPS growth-year on year
Revenue / growth2120159000- · USD
Next close / four weeks-1.9% / -2.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period24 Apr 202431 Mar 2024 · exact
EPS actual / estimate3.47 / 3.41USD
Surprise+1.8%Beat
EPS growth-year on year
Revenue / growth2090386000- · USD
Next close / four weeks+7.0% / +9.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period21 Feb 202431 Dec 2023 · exact
EPS actual / estimate3.46 / 3.44USD
Surprise+0.6%Beat
EPS growth-year on year
Revenue / growth2066248000- · USD
Next close / four weeks+8.7% / +15.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period25 Oct 202330 Sep 2023 · exact
EPS actual / estimate3.30 / 3.28USD
Surprise+0.6%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+3.8% / +19.1%completed weekly closes
ReadConfirmedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context