Omnicell (OMCL)
NASDAQ:OMCL
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.47Last Year’s EPS
0.45Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: robust top-line growth (+15% YoY), outsized improvement in profitability (non-GAAP EBITDA and EPS nearly doubling year-over-year), improved free cash flow, and constructive commercial traction following the Titan XT and OmniSphere launches. Management raised FY profitability guidance while maintaining revenue and bookings targets. Key risks discussed include near-term pacing of Titan XT adoption due to long capital cycles, a $12M tariff headwind, a lower cash balance after debt repayment and buybacks, and some potential quarter-to-quarter margin/revenue variability as expenses are phased throughout the year. On balance, positive execution, raised guidance, and a strong pipeline outweigh the timing and macro/cyclical headwinds.Company Guidance
Top-Line Revenue Growth
Total revenue of $310 million in Q1 FY2026, up 15% year-over-year and finishing at the upper end of prior guidance.
Product and Service Revenue Strength
Product revenue of $175 million, up 20% year-over-year; Service revenue of $135 million, up 8% year-over-year, with recurring revenue expansion driven by Specialty and Consumables.
Material Profitability Improvement
Non-GAAP EBITDA of $45 million versus $24 million a year ago (≈+88%), non-GAAP EPS of $0.55 versus $0.26 in prior year, and GAAP EPS of $0.25 versus a loss of $0.15 a year ago.
Improving Gross and Free Cash Metrics
Non-GAAP gross margin ~46% (versus 42% in Q1 FY2025 and 44% FY2025); Free cash flow of $39 million in Q1 versus $10 million year-over-year (≈+290%).
Strengthened Guidance and Financial Targets
Maintained full-year product bookings guidance of $510M–$560M and raised full-year non-GAAP EBITDA to $153M–$168M (from $145M–$165M) and non-GAAP EPS to $1.80–$2.00 (from $1.65–$1.85). Full-year revenue guidance $1.215B–$1.255B and year-end ARR guidance $680M–$700M.
Strategic Product Launch and Early Traction
Announced Omnicell Titan XT and OmniSphere platform; initial Titan XT orders booked in Q1; hardware shipment planned H2 2026 and phased OmniSphere rollout in H1 2027, with positive customer feedback on workflow and inventory benefits.
Commercial Momentum and Competitive Opportunity
Reported strong pipeline activity and competitive conversion opportunities (including expanded deployments with the U.S. Department of Veterans Affairs and a major academic medical center), with increased demo demand and enlarged commercial engagement.
Balance Sheet Actions and Capital Allocation
Repayment of $175 million of debt (matured Sept 2025) and prior repurchase of ~ $78 million of common stock; cash and cash equivalents were $239 million as of March 31, 2026.
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 |
|---|---|---|---|
Apr 28, 2026 | $37.63 | $45.51 | +20.94% |
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% |
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 Jul 30, 2026, After Close (Confirmed).
What is Omnicell (OMCL) earnings time?
Omnicell (OMCL) earnings time is at Jul 30, 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 (Q2) is 0.47.