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ICICLR

ICON Public Limited Company

$ICLR·$13B·Medical - Diagnostics & Research·Healthcare
$175.13+3.6%YTD-10.7%1Y-6.8%
Price updated 2m ago·X counts updated 5d ago
ICICLR
$ICLRICON Public Limited Company
$175.13+3.65%26 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ICLR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

26X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $ICLR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ICLR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

ICON at 70% of range with pharma-CRO cohort rebounding — the Oct 28 earnings validates the quiet-compounder setup.

ICON PLC is a global clinical-research-organization (CRO) serving pharma and biotech customers. The 2026 setup is specific execution meeting the broader CRO-cohort rotation that benefited IQVIA and MEDP.

  • The P&L is modest but surprising-even: Q2 revenue grew 7.3% YoY to $2.19B at a 14.8% operating margin and EPS of -$1.40 (reflecting accounting events), with trailing EPS prints essentially inline on each of the last two — these are the quiet surprises typical of a quality CRO compounder.
  • The specific capital-markets positioning is substantive: the Alpha Teknova head-to-head framing and the Winton Group $313K holdings disclosure are grounded institutional-signal datapoints, plus the ICON up 2.5% since the last earnings release is positive post-earnings continuation.

At 70% of its 52-week range and 11% above the 200-day going into Oct 28 earnings, the setup is positioned for a continuation beat. A clean R&D-bookings print plus continued operating-margin stabilization is the trigger for a reclaim; a soft Clinical Services print or any pharma-R&D-cycle warning is the invalidation.

What to watch: Oct 28 Q3 earnings — R&D-bookings growth, Clinical Services segment, operating margin direction, and FY27 guide. Clean bookings plus margin stability is the trigger; Clinical Services softness is the invalidation.

On the calendar: 2026-10-28 — Q3 earnings

event ahead 30dcro cohort

Read the AI verdict on $ICLR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides outsourced clinical trial management and regulatory services to pharmaceutical and biotech drug developers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $ICLR.

Medical - Diagnostics & Research · Healthcare

Genetic testing, liquid biopsy, and multi-cancer early detection (MCED) platforms are growing through direct-to-consumer and employer wellness channels; reimbursement coverage expansion by CMS and commercial payers is the adoption bottleneck. Lab volume normalization post-COVID is complete; growth is now driven by novel test launches and test menu expansion for chronic disease management.

What this means for $ICLR

Partial — Provides outsourced clinical trial management and regulatory services to pharmaceutical and biotech drug developers.

Industry benchmark

19-name peer basket
+39.2%YTD
+56.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
25.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$2.56$2.55+0.4%
Q1 2026Jun 23, 2026$2.50$2.46+1.6%
Q1 2026May 27, 2026$2.52$3.13-19.5%
Q3 2025Oct 22, 2025$3.31$3.28+0.9%
Next earningsTue, Oct 27·consensus EPS $2.64

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$2.2B+7.3%27.4%14.8%$-1.40$622.7M
Q3 FY25$2.0B+0.6%22.3%12.7%$0.03$351.9M
Q2 FY25$2.0B-4.8%27.8%10.4%$2.31$127.6M
Q1 FY25$2.0B-4.3%27.9%11.0%$1.91$239.3M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.1B$8.1B – $8.2B$10.59$10.45 – $10.7513
FY27$8.4B$8.3B – $8.6B$11.87$10.87 – $12.3013
FY28$8.9B$8.7B – $9.2B$13.32$10.42 – $16.0913
FY29$9.5B$9.4B – $9.7B$15.36$15.01 – $15.7811
FY30$9.9B$9.7B – $10.1B$16.39$16.03 – $16.856

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.79%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+20.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 76.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.245-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 17Mccague Eugene PacelliDirector3.3K sh$570KSellSep 17Murphy Ronan MartinDirector5.0K sh$876KSellSep 16John Dr ClimaxDirector5.0K sh$876KSellAug 11Whitaker Anne ClemDirector841 sh$138KSellAug 11Mccague Eugene PacelliDirector841 sh$138KSellAug 11Murphy Ronan MartinDirector841 sh$138KSellAug 11Julie O'neillDirector915 sh$150KSellAug 11John Dr ClimaxDirector841 sh$138KSellAug 11Ciaran MurrayDirector2.7K sh$440KSellAug 11Linda GraisDirector841 sh$138K
+ 24 other (11 awards · 10 exempts · 3 returns) in window

See when $ICLR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ICLR securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ICLR.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ICLR securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ICLR.

+ 25 other (15 6-Ks · 7 13Gs · 1 6-K/A · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Build-A-Bear Unveils New ICON Park Experiences Ahead of Grand Openingprnewswire.com·11d agoHead-To-Head Survey: Alpha Teknova (NASDAQ:TKNO) and Icon (NASDAQ:ICLR)defenseworld.net·16d agoWINTON GROUP Ltd Has $313,000 Holdings in Icon Plc $ICLRdefenseworld.net·28d agoIcon PLC (ICLR) Up 2.5% Since Last Earnings Report: Can It Continue?zacks.com·49d agoA Look at Icon PLC (ICLR) After 3.2% Gain -- GF Value $208.22 vs Price $172.49gurufocus.com·58d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $ICLR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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