NasdaqGS:MEDPLife Sciences
Will Earnings Upside and Aggressive Buybacks Change Medpace Holdings' (MEDP) Capital Allocation Narrative?
In its fourth-quarter 2025 investor letter, Vulcan Value Partners highlighted Medpace Holdings’ strong free cash flow, solid balance sheet, and management quality, following an earnings report that surprised Wall Street with faster growth.
The letter also underscored Medpace’s active share repurchase program, including buying back more than 8% of its shares at what Vulcan viewed as attractive valuations, illustrating how capital allocation is shaping the company’s profile for long-term...