Iqvia Holdings Inc. IQV

Revenue Intelligence Report • 57 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-03-31

Iqvia Holdings Inc.'s latest quarterly revenue is $4.2B for the period ending 2026-03-31. The model projects $17.8B across the next four quarters (+7.3% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 3.0%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-03-31. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$17.8B
+7.3% YoY
SG&A Elasticity
0.28x
Training Fit
3.4% MAPE
Retrospective holdout (Q1 FY2026): The model predicted $4.28B vs the actual $4.15B — an error of 3.0%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.
Note: Iqvia Holdings Inc. does not report R&D expenses separately. The model uses the available expense measure without a separate R&D term.

Revenue Forecast

IQV Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q1 FY2026
Period end 2026-03-31		 $4.28B $4.15B $3.90B–$4.68B +11.7% ✓ In range
Q2 FY2026
Period end 2026-06-30		 $4.35B $3.83B–$4.95B +8.3%
Q3 FY2026
Period end 2026-09-30		 $4.35B $3.72B–$5.10B +6.2%
Q4 FY2026
Period end 2026-12-31		 $4.55B $3.79B–$5.45B +4.2%
Q1 FY2027
Period end 2027-03-31		 $4.60B $3.75B–$5.63B +10.7%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Iqvia Holdings Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 0.967 -3.3% -3.3% below trend 13
FQ2 (Apr–Jun) 0.9918 -0.8% In line with trend 13
FQ3 (Jul–Sep) 0.9969 -0.3% In line with trend 13
FQ4 (Oct–Dec) 1.0329 +3.3% +3.3% above trend 13

Spending and Revenue

IQV Spending Timing
Reading this chart: Each line shows the cumulative revenue association with a 1% change in spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 57 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.488x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: ARDL; spending associations: ARDL (log-log) with 57 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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