Professional
Added to YB: 2026-04-24
Pitch date: 2026-02-22
ICLR [neutral]
ICON Public Limited Company
+5.62%
current return
Author Info
No bio for this author
Company Info
ICON Public Limited Company, a clinical research organization, provides outsourced development and commercialization services in Ireland, rest of Europe, the United States, and internationally.
Market Cap
$8.8B
Pitch Price
$100.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.60
P/E
15.41
EV/Sales
1.47
Sector
Life Sciences Tools and Services
Category
value
White Brook Capital Partners Portfolio Holding: ICON Public Limited Company
ICLR (holding update): Contract drug mfg co w/ $24B+ backlog fell 40% in Feb on <2% rev recognition restatement. Well positioned in high-growth oncology & GLP-1/obesity segments. Margin opportunity intact, existing contracts/new biz pipeline unaffected. Trading low double-digit FCF multiple vs historical avg. Expect rally post-restatement filing once trust restored.
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