Omnicom Group (OMC)
NYSE:OMC
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Earnings Data
Report Date
Jul 21, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.49Last Year’s EPS
2.05Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call showed strong early execution of the Omnicom–Interpublic integration: solid top-line growth from core operations, meaningful margin expansion (adjusted EBITDA +240 bps), double-digit adjusted EPS growth, robust free cash flow improvement, and rapid deployment of the Omni AI platform and integrated media capabilities. Management is realizing cost synergies and returning capital via a large buyback program. Offsetting these positives are acquisition-related charges, substantially higher debt and interest expense, underperforming disposed businesses (margins lower than originally expected), weakness in the advertising discipline, and uncertainty around disposal proceeds and some regional softness. Overall, the positives from revenue, margins, cash flow and integration momentum substantially outweigh the near-term financial and disposal-related headwinds.Company Guidance
Core Operations Revenue and Organic Growth
Core operations revenue of $5.6 billion in Q1 2026, increase of $345 million versus Q1 2025 (combined Omnicom + Interpublic). Organic revenue growth was 3.9%, and Phil reported total core revenue growth of 6.7% year-over-year.
Adjusted EBITDA Expansion and Margin Improvement
Adjusted EBITDA grew by $180 million (over 27% increase) and adjusted EBITDA margin expanded by 240 basis points to 14.8% from 12.4%, driven primarily by cost-reduction synergies from the Interpublic acquisition.
Non-GAAP Adjusted EPS Growth
Non-GAAP adjusted diluted EPS of $1.90 in Q1 2026, up 11.8% from $1.70 in Q1 2025 (excludes after-tax repositioning, disposition, integration and amortization costs).
Integrated Media Outperformance
Integrated Media represents ~52% of core revenue and led growth, expanding in the high single digits. PR and Experiential grew mid-single digits; Health grew low single digits, reflecting the strategic shift toward faster-growing integrated services.
New Business Wins and Client Expansion
Notable new business wins in Q1 include IBM, GSK, John Deere, Little Caesars, Acadia Pharmaceuticals and Baileys. Multi-year expansions with existing clients include Clorox, Dyson, Delta, Exxon, Kroger, Merck and Unilever, indicating traction for the integrated operating model.
Omni AI Platform Rollout
Scaled the Omni AI-enabled intelligent sales and marketing platform across the organization in Q1; reported benefits include improved media performance, increased addressability and measurement, faster activation, and stronger retail/commerce performance through Acxiom Real ID and partner integrations.
Free Cash Flow and Share Repurchases
Reported a ~70% increase in year-to-date free cash flow (driven by Interpublic inclusion and improved performance). Executed $2.8 billion of share repurchases in Q1 (ASR + open market) and maintaining a $5 billion repurchase program to be completed over the next 12 months.
Integration and Synergy Progress
Integrated operations rapidly: merged/sunset >20 major agency brands, deployed common HR/IT platforms and shared workflows, and moved into hub locations. On-track synergy targets: $900 million cost reductions in 2026 and $1.5 billion by mid-2028.
Balance Sheet Liquidity and Covenant Compliance
Cash equivalents and short-term investments of $4.3 billion, an undrawn $3.5 billion revolver and $3 billion commercial paper program. Pro forma total leverage ratio per credit agreement of 2.5x and in compliance with covenant at March 31, 2026.
OMC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OMC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $76.88 | $76.19 | -0.90% |
Feb 18, 2026 | $69.47 | $80.14 | +15.37% |
Oct 21, 2025 | $77.17 | $79.64 | +3.20% |
Jul 15, 2025 | $68.77 | $71.95 | +4.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Omnicom Group (OMC) report earnings?
Omnicom Group (OMC) is schdueled to report earning on Jul 21, 2026, Before Open (Confirmed).
What is Omnicom Group (OMC) earnings time?
Omnicom Group (OMC) earnings time is at Jul 21, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OMC EPS forecast?
OMC EPS forecast for the fiscal quarter 2026 (Q2) is 2.49.