ICON Public Limited Company ( ICLR ) Jefferies London Healthcare Conference 2025 November 19, 2025 4:00 AM EST Company Participants Barry Balfe - CEO & Director Nigel Clerkin - Chief Financial Officer Conference Call Participants David Windley - Jefferies LLC, Research Division Presentation David Windley Jefferies LLC, Research Division All right. Good morning, everybody.
We initiated seven new positions across themes including Japanese industrials, measured gold exposure and businesses with strong links to emerging markets. We initiated small positions in two companies with gold-linked cash flows: Franco-Nevada (FNV) and Agnico Eagle Mines (AEM). We exited four positions in the quarter, two REITs and two health care companies.
Invesco International Small-Mid Company Fund outperformed most in the real estate and consumer staples sectors due to stock selection. The fund's underweight in real estate also added to relative return. The fund underperformed most in healthcare, information technology and materials due to stock selection.
ICON Public Limited Company (NASDAQ:ICLR ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Kate Haven - Vice President of Investor Relations Steven Cutler Barry Balfe - CEO & Director Nigel Clerkin - Chief Financial Officer Conference Call Participants Elizabeth Anderson - Evercore ISI Institutional Equities, Research Division Michael Cherny - Leerink Partners LLC, Resea...
In H1 2025, ICON's net book-to-bill ratio dropped to its lowest value since at least 2016. However, this ratio could improve since macroeconomic uncertainty is vanishing. ICON has a repurchase program of $1,000 million underway, which could buy approximately 6.90% of the company's outstanding common shares. Despite the challenging times, ICON is a profitable firm, has low debt, and presents sym...
DUBLIN--(BUSINESS WIRE)--ICON plc Schedules Third Quarter 2025 Earnings Conference Call.
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