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Dec 31, 2023

IQVIA Q4 2023 Earnings Report

IQVIA's Q4 2023 performance showed revenue growth and increased GAAP net income, driven by strong clinical demand in R&DS, while issuing full-year 2024 guidance.

Key Takeaways

IQVIA reported a 3.5% increase in revenue for Q4 2023, reaching $3,868 million. GAAP Net Income increased significantly to $469 million, and GAAP Diluted Earnings per Share rose to $2.54. The company issued full-year 2024 guidance, projecting revenue between $15,400 million and $15,650 million.

Q4 revenue reached $3,868 million, a 3.5% increase year-over-year.

GAAP Net Income for Q4 was $469 million, up 106.6% year-over-year.

R&D Solutions quarterly bookings exceeded $2.8 billion with a book-to-bill ratio of 1.31x.

Full-year 2024 revenue is projected to be between $15,400 million and $15,650 million.

Total Revenue
$3.87B
Previous year: $3.74B
+3.5%
EPS
$2.84
Previous year: $2.78
+2.2%
R&DS Next 12 Months Revenue
$29.7B
Previous year: $27.2B
+9.2%
Gross Profit
$1.12B
Previous year: $1.33B
-16.3%
Cash and Equivalents
$1.38B
Previous year: $1.22B
+13.2%
Free Cash Flow
$568M
Previous year: $389M
+46.0%
Total Assets
$26.7B
Previous year: $25.3B
+5.3%

IQVIA

IQVIA

IQVIA Revenue by Segment

Forward Guidance

For the full year 2024, the company expects revenue to be between $15,400 million and $15,650 million, Adjusted EBITDA to be between $3,700 million and $3,800 million, and Adjusted Diluted Earnings per Share to be between $10.95 and $11.25.

Positive Outlook

  • Revenue guidance assumes approximately $300 million of COVID-related revenue step down.
  • Revenue guidance includes about 50 basis points of headwind from foreign exchange.
  • Revenue guidance includes about 100 basis points of contribution from acquisitions.
  • Adjusted EBITDA is expected to be between $3,700 million and $3,800 million.
  • Adjusted Diluted Earnings per Share is expected to be between $10.95 and $11.25.

Revenue & Expenses

Visualization of income flow from segment revenue to net income