Omada Health, Inc. (OMDA)
NASDAQ:OMDA
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.02Last Year’s EPS
-0.24Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong growth and improving financial health: double-digit revenue growth (42% YoY), a key membership milestone (1.025M members, +51% YoY), margin expansion (GAAP 62%, non-GAAP 64%), positive adjusted EBITDA in Q1 and an upward revision to full-year guidance. Commercial momentum was highlighted by relationships with all three large PBMs and inclusion in Optum Rx and Lilly programs, alongside differentiated clinical evidence for the GLP-1 Care Track. Near-term headwinds are mostly transitional or tactical — cohort composition pressuring blended revenue per member, early-stage nature of some prescribing channels with material revenue expected more in 2027, modest device/shipping cost pressure (~$1M) and competitive multi-vendor PBM environments. Overall, the positives materially outweigh the manageable near-term challenges.Company Guidance
Strong Revenue Growth and Raised Guidance
Revenue of $78 million in Q1 2026, up 42% year-over-year. Company raised full-year revenue guidance to $322M–$330M (from $312M–$322M); midpoint implies ~25% growth year‑over‑year.
Membership Milestone and Enrollment Momentum
Total members crossed 1 million, ending Q1 at 1,025,000 (up 51% YoY). Net new members in Q1 were 139,000 vs 107,000 in Q1 2025. Omada-led outreach and enrollment experience enhancements drove higher conversion and multi-condition penetration.
Improved Profitability and Margins
GAAP gross profit was $49M with GAAP gross margin of 62% (up from 58% YoY). Non-GAAP gross margin was 64% (up from 60% YoY). GAAP net loss narrowed to $3M (vs $9M in Q1 '25) and adjusted EBITDA was $1M (improvement of $5M YoY). Full-year adjusted EBITDA guidance raised to $14M–$20M (from $7M–$15M).
Stronger Operational Levers from AI and Product
AI is embedded across care delivery, engineering and operations, accelerating product velocity and driving care-team productivity. Nutrition/AI features (Meal Map) produced ~16% relative lift in weekly active meal tracking among new members.
Expanded Commercial Reach and PBM Relationships
Omada now has relationships with the three largest PBMs, joined Optum Rx's Weight Engage portfolio and Eli Lilly's Employer Connect, expanding channels for GLP-1 prescribing and wraparound care and increasing access to commercially insured lives.
Clinical Evidence and GLP-1 Traction
GLP-1 Care Track supported more than 150,000 members as of end-2025. New clinical analysis: members on Omada's GLP-1 Care Track lost on average 1.8x total weight and twice the body fat vs control over 12 weeks, and showed durable outcomes (0.8% average weight change one year after stopping with Omada support vs 11–12% regain in trials without support). Omada cites 30 peer‑reviewed studies.
Healthy Balance Sheet and Debt-Free Position
Ended Q1 with $212M in cash and cash equivalents and no debt after early repayment of term loan, supporting runway for continued investment.
OMDA 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
OMDA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $16.40 | $14.82 | -9.63% |
Mar 05, 2026 | $13.60 | $14.05 | +3.31% |
Nov 06, 2025 | $21.87 | $20.31 | -7.13% |
Aug 07, 2025 | $19.46 | $19.02 | -2.26% |
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 Omada Health, Inc. (OMDA) report earnings?
Omada Health, Inc. (OMDA) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Omada Health, Inc. (OMDA) earnings time?
Omada Health, Inc. (OMDA) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is OMDA EPS forecast?
OMDA EPS forecast for the fiscal quarter 2026 (Q2) is -0.02.