Medpace Holdings, Inc. — Cyborg Score 8/10

Strong
Contract Research Organization (CRO) / Clinical Development Services

Strategic Profile

Medpace continues to deliver robust double-digit revenue growth, with Q3 2025 revenue up 23.7% year-over-year and strong net new business awards. The company delivered strong Q4 and FY 2025 results, beating revenue and EPS expectations, with 32% YoY revenue growth and 27% YoY EPS growth. The company's new orders soared 49% in the third quarter from a year ago.

Cyborg Score Rationale

Medpace demonstrates exceptional growth momentum with Q4 2025 revenue and EPS growth of 32% and 27% respectively, combined with 49% YoY new order growth. The company benefits from sustained demand in clinical development services and a full-service CRO model across therapeutic areas. However, backlog conversion acceleration and short-term project mix warrant close monitoring.

Top Insights

  • Accelerating growth trajectory with 32% Q4 2025 revenue growth and 49% YoY new order expansion signals strong market demand
  • Full-service CRO model spans Phase I-IV clinical development across oncology, cardiology, CNS, metabolic disease and anti-infective therapeutic areas
  • Global footprint with 6,200+ employees across 46 countries provides competitive scale and geographic diversification
  • Backlog conversion pace and project mix composition present key execution risks to monitor for sustainability of growth rates

Named Competitors

  • IQVIA — Largest global CRO with diversified clinical and data solutions
  • Charles River Laboratories — Integrated drug development and laboratory services CRO
  • Covance — Full-service CRO with preclinical and clinical capabilities

Recent Developments

  • (February 2026) Q4 2025 earnings announcement scheduled with analyst expectations for $689.3M revenue and $4.19 non-GAAP EPS
  • (December 2025) FY 2025 results beat consensus with 32% YoY revenue growth and 27% YoY EPS growth
  • (October 2025) Q3 2025 delivered 23.7% YoY revenue growth and 49% YoY new orders growth

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