ICON Public Limited Company · ICLR · Next earnings

ICON Public Limited Company reports Wednesday, Feb 24, 2027

ICLR reports after market close with consensus EPS at $2.87 and revenue at $2.03B. Last quarter: ICON: bookings and margins improve as revenue dips

Reports After market close119 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $2.87 Calendar consensus
Consensus revenue $2.03B Calendar consensus
Report date Feb 24, 2027 Wednesday, date estimated
Session After market close 119 days away

Where ICLR left off: FY2026 Q3

Full report

ICON: bookings and margins improve as revenue dips

EPS surprise — Reported — vs $2.66
Revenue surprise — Reported — vs $2.01B
Stock move +12.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Management narrowed 2026 guidance and indicated mid-single-digit revenue growth with higher-single-digit earnings growth for 2027.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Pass-through revenue volatility could reduce margin visibility.
  • Pricing pressure and competitive rate compression could weigh on profitability.
  • Foreign-exchange headwinds and a potential slowdown in large-pharma spending could affect earnings.
  • Execution remains important as bookings convert to revenue.

Questions analysts left open

  • The timeline and magnitude of direct-fee revenue recovery.
  • The effect of high pass-through coefficients on margin.
  • The composition of bookings and their conversion to revenue.
  • Future SG&A trends and the potential appetite for larger M&A transactions.

Ask FN2 about ICLR next report

Transcript, numbers and history already loaded
What should I watch for in ICLR's next earnings report?How did ICLR guide last quarter, and is consensus above or below that?Give me the bull and bear case going into ICLR earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the ICLR recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent ICLR quarters

All ICLR earnings
+12.5%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.