Omnicell narrows FY25 EPS view to $1.30-$1.65 from $1.00-$1.65

Consensus $1.15. Backs FY25 revenue view $1.11B-$1.16B, consensus $1.13B. Narrows FY25 adjusted EBITDA view to $120M-$145M from $100M-$145M. Backs FY25 bookings view $500M-$550M. “The Administration’s recent announcement of a reduction in tariff rates on imports from China has compelled us to update our second quarter and full-year 2025 outlook to reflect the expected diminished impact on our supply chain and anticipated improved profitability,” stated Randall Lipps, chairman, president, chief executive officer, and founder of Omnicell (OMCL). “In parallel, reflecting what we view as our strong free cash flow, the Company’s Board of Directors authorized a new stock repurchase program that should allow us to repurchase shares of our common stock opportunistically. Taken together, I believe these actions demonstrate our continued confidence in our ability to deliver innovative medication management solutions across the entire continuum of care, as we seek to help make the industry-defined vision of the Autonomous Pharmacy a reality.”