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Omnicom Group (OMC)
NYSE:OMC
Earnings Data
Report Date
Apr 21, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.93Last Year’s EPS
1.7Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly constructive strategic picture — a transformational acquisition closed and management has a detailed integration plan that is already delivering defined actions: organizational consolidation (Connected Capabilities), platform unification, significant and increased synergy targets (doubled to $1.5B), robust liquidity, a sizable share repurchase authorization and early client wins. These positives are counterbalanced by large one-time restructuring and disposition charges in Q4, substantial near-term debt and interest expense increases tied to the acquisition, and underperforming pockets across some regions and disciplines. Overall, management frames the costs as necessary one-time items to enable a materially stronger, more efficient combined company and expects substantial synergy realization beginning in 2026 — thus the highlights outweigh the near-term lowlights.Company Guidance
Successful Close of Interpublic Acquisition and Early Integration Momentum
Acquisition of Interpublic (IPG) closed Nov 26, 2025; 11 weeks of post-close integration produced rapid organizational moves (Connected Capabilities, Growth & Solutions, Client Success Leaders) and platform unification, positioning Omnicom as a leading global marketing and sales company.
Material Synergy Upside — Target Doubled to $1.5B
Management doubled expected annual run-rate synergies from $750 million to $1.5 billion over ~30 months (100% increase vs initial estimate), with $900 million of savings expected in 2026. Synergy breakdown: ~$1.0B labor cost reductions, $240M real estate, $260M G&A/IT/procurement.
Strong Retained Portfolio and Revenue Base
Retained portfolio generated $23.1 billion in revenue for the 12 months ended Sept 30, 2025, providing a sizable base to drive future growth after planned disposals.
Adjusted Operating Performance (Q4)
Excluding severance/repositioning, dispositions and acquisition-related items, Q4 adjusted operating income (EBIT) was $876M and adjusted EBITA was $929M, with an adjusted EBITA margin of 16.8% (up 10 basis points year-over-year).
Organic Growth Signal
If excluding planned dispositions, Omnicom's calculated organic growth for Q4 2025 was approximately 4%, indicating underlying demand in retained businesses.
Strong Liquidity and Cash Position
Cash equivalents and short-term investments totaled $6.9B at year-end, up $2.5B year-over-year; undrawn $3.5B revolver and $3B commercial paper program provide additional liquidity.
Aggressive Capital Return and Buyback Program
Board authorized $5.0B share repurchase program, launching a $2.5B accelerated share repurchase (ASR) immediately and planning an additional $500M–$1B in 2026. Expected reduction in shares outstanding of ~9%–11% by end-2026 (weighted average shares down ~7%–8%).
Notable Client Wins and Market Recognition
New business wins and contract extensions with major brands (American Express, Bayer, BBVA, BNY, Clarins, Mercedes, NatWest). Forrester named Omnicom a leader in its Commerce Services Wave, highlighting connected commerce capabilities.
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 |
|---|---|---|---|
Feb 18, 2026 | $70.16 | $80.94 | +15.36% |
Oct 21, 2025 | $77.94 | $80.43 | +3.20% |
Jul 15, 2025 | $69.46 | $72.67 | +4.62% |
Apr 15, 2025 | $74.66 | $69.23 | -7.28% |
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 Apr 21, 2026, Before Open (Confirmed).
What is Omnicom Group (OMC) earnings time?
Omnicom Group (OMC) earnings time is at Apr 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 (Q1) is 1.93.