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Omnicell (OMCL)
NASDAQ:OMCL
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.33Last Year’s EPS
0.26Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a cautiously optimistic outlook: Omnicell reported revenue and ARR growth, exceeded guidance midpoints for bookings and revenue, and launched strategic products (Titan XT, Omnisphere) with encouraging customer response and a stronger pipeline. However, the company faces margin pressure (tariffs and mix), lower GAAP/non-GAAP per-share results in the quarter and year, a meaningful cash balance reduction due to debt repayment and buybacks, and some service/retail segment headwinds. Management frames the adverse items as strategic investments (product launch, financing options, ERP transformation and go-to-market investments) that position the company for multi-year growth and higher recurring revenue, and 2026 guidance reflects modest top-line and EBITDA expansion while factoring in tariff and ERP costs. On balance, the positive operational momentum and guidance modestly outweigh the financial headwinds, but execution on margin recovery and conversion to Titan/Omnisphere will be critical.Company Guidance
Annual Recurring Revenue (ARR) Growth
Exited 2025 with ARR of $636M, up 10% from the 2024 exit rate; 2026 year-end ARR guidance of $680M–$700M (projected ~7%–10% growth vs. 2025 exit).
Full-Year Revenue Growth and Guidance
Full year 2025 total revenue was $1.185B (up from $1.112B in 2024, roughly +6.6%) and 2026 revenue guidance of $1.215B–$1.255B reflects continued growth.
Bookings and Backlog Performance
Full-year 2025 product bookings of $535M landed above the midpoint of guidance; product backlog exited 2025 at $640M (down ~1% year-over-year) with $435M short-term backlog expected to convert in 2026.
Product & Platform Innovation Momentum
Launched Titan XT and advanced Omnisphere (achieved high-trust CSF I one certification); positive early customer feedback from ASHP and notable wins (large health systems, VA, Canadian providers). Management reports a strengthened top-of-funnel and competitive traction.
Service Revenue Strength
Full year 2025 service revenue was $519M (up from $482M in 2024, +7.7%); Q4 2025 service revenue $134M, up 8% YoY — contributing to recurring revenue expansion.
Product Revenue Growth (Full Year)
Full year 2025 product revenue was $666M versus $631M in 2024, an increase of ~5.6% year-over-year, driven by connected device demand (XT family).
Profitability Run-Rate and 2026 Profit Guidance
Non-GAAP EBITDA for full year 2025 was $140M (up from $136M in 2024, +2.9%). 2026 non-GAAP EBITDA guidance of $145M–$160M signals continued expansion, and non-GAAP EPS guidance of $1.65–$1.85 indicates modest improvement potential.
Operational Improvements and Receivables
Days Sales Outstanding improved to 65 days in 2025 from 77 days in 2024, indicating better collections and working capital management.
OMCL 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
OMCL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $46.69 | $39.08 | -16.30% |
Oct 30, 2025 | $29.57 | $33.58 | +13.56% |
Jul 31, 2025 | $29.70 | $31.01 | +4.41% |
May 06, 2025 | $30.49 | $25.66 | -15.84% |
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 Omnicell (OMCL) report earnings?
Omnicell (OMCL) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Omnicell (OMCL) earnings time?
Omnicell (OMCL) earnings time is at May 13, 2026, After Close (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 OMCL EPS forecast?
OMCL EPS forecast for the fiscal quarter 2026 (Q1) is 0.33.