Omnicell (NASDAQ:OMCL) Posts Earnings Results, Beats Expectations By $0.47 EPS

Omnicell (NASDAQ:OMCL) released its quarterly earnings data on Thursday. The company reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.47 by $0.47, Briefing.com reports. Omnicell had a return on equity of 4.00% and a net margin of 1.67%.The business had revenue of $312.21 million during the quarter, compared to the consensus estimate of $310.21 million. During the same quarter in the prior year, the company posted $0.45 earnings per share. The firm’s revenue was up 7.4% on a year-over-year basis. Omnicell updated its Q3 2026 guidance to 0.350-0.430 EPS and its FY 2026 guidance to 2.150-2.300 EPS.

Here are the key takeaways from Omnicell’s conference call:

• Strong Q2 execution: Revenue reached $312 million, while non-GAAP EBITDA of $67 million and EPS of $0.94 exceeded expectations. Results benefited from a one-time $15 million tariff refund, but underlying EBITDA of $52 million still surpassed prior guidance.
• Bookings visibility weakened: Full-year product bookings guidance was reduced to $425 million–$560 million from a previously higher floor, reflecting uncertainty over the timing of medium- and large-customer decisions and lengthy capital approval cycles. Management said the lower end reflects timing rather than deteriorating demand.
• Titan XT and OmniSphere momentum: Titan XT remains on track to ship in the second half of 2026, with OmniSphere ADS targeted for general availability in the first half of 2027. The company reported its first competitive Titan XT conversion of the year and continued strong pipeline activity among both existing and competitor customers.
• Cost and outlook headwinds remain: Full-year revenue and ARR guidance were moderated, partly because consumables growth opportunities are taking longer to develop. Memory-chip supply constraints are expected to add approximately $6 million in second-half costs and reduce full-year consolidated gross margin by about 50 basis points.
• Profitability outlook increased: Despite the more cautious bookings and revenue timing outlook, Omnicell raised full-year non-GAAP EBITDA guidance to $175 million–$185 million and EPS guidance to $2.15–$2.30, citing operating discipline, improved leverage, and the tariff refund.

Omnicell Stock Down 4.7%

OMCL traded down $1.74 during trading on Friday, reaching $35.37. The company had a trading volume of 1,121,342 shares, compared to its average volume of 662,758. The company has a market cap of $1.61 billion, a P/E ratio of 80.39, a PEG ratio of 1.07 and a beta of 0.96. Omnicell has a 12 month low of $28.90 and a 12 month high of $55.00. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.50 and a quick ratio of 1.29. The business’s fifty day moving average price is $42.16 and its 200 day moving average price is $41.13.

Insiders Place Their Bets

In other Omnicell news, EVP Nnamdi Njoku sold 3,090 shares of the stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $43.22, for a total transaction of $133,549.80. Following the completion of the transaction, the executive vice president owned 154,785 shares in the company, valued at approximately $6,689,807.70. This represents a 1.96% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Corey J. Manley sold 5,025 shares of Omnicell stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $43.22, for a total value of $217,180.50. Following the completion of the sale, the executive vice president directly owned 112,783 shares in the company, valued at approximately $4,874,481.26. This represents a 4.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 2.92% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Omnicell

Large investors have recently modified their holdings of the business. Cerity Partners LLC boosted its holdings in Omnicell by 4.9% in the 4th quarter. Cerity Partners LLC now owns 7,613 shares of the company’s stock worth $345,000 after buying an additional 354 shares during the period. Thrivent Financial for Lutherans raised its holdings in Omnicell by 1.2% during the second quarter. Thrivent Financial for Lutherans now owns 34,445 shares of the company’s stock valued at $1,013,000 after acquiring an additional 424 shares during the period. Legal & General Group Plc raised its holdings in Omnicell by 0.3% during the third quarter. Legal & General Group Plc now owns 158,399 shares of the company’s stock valued at $4,823,000 after acquiring an additional 448 shares during the period. California State Teachers Retirement System lifted its position in shares of Omnicell by 1.7% in the second quarter. California State Teachers Retirement System now owns 42,552 shares of the company’s stock valued at $1,251,000 after acquiring an additional 692 shares in the last quarter. Finally, Raymond James Financial Inc. purchased a new position in shares of Omnicell in the second quarter valued at about $26,000. 97.70% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Zacks Research lowered Omnicell from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 7th. KeyCorp cut their price target on shares of Omnicell from $70.00 to $65.00 and set an “overweight” rating on the stock in a research report on Friday. Craig Hallum reiterated a “buy” rating and issued a $55.00 price target on shares of Omnicell in a research report on Wednesday, April 29th. Weiss Ratings raised shares of Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Finally, Wall Street Zen upgraded shares of Omnicell from a “buy” rating to a “strong-buy” rating in a report on Sunday, May 10th. Seven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $58.43.

Omnicell News Roundup

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Omnicell reported second-quarter adjusted EPS of $0.94, well above the $0.47–$0.48 consensus, while revenue rose 7.4% year over year to $312.2 million and also exceeded estimates. GAAP net income increased to $24 million from $6 million a year earlier. Omnicell Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management raised its full-year 2026 non-GAAP EPS outlook to $2.15–$2.30, above the roughly $1.81 analyst consensus, and lifted its full-year revenue outlook to $1.225–$1.245 billion. Demand for connected devices, technical services and SaaS offerings, along with cost controls and tariff refunds, supported results. Omnicell Q2 Non-GAAP Net Income, Revenue Increase; 2026 Non-GAAP EPS Outlook Lifted
• Positive Sentiment: Omnicell highlighted momentum in its Titan XT and OmniSphere platforms, pointing to pipeline growth and longer-term opportunities in medication-management automation. KeyCorp maintained an “overweight” rating, although it reduced its price target from $70 to $65. OMCL Q2 Earnings Call Highlights Titan XT Pipeline Growth

Omnicell Company Profile

Omnicell, Inc is a healthcare technology company that specializes in medication management solutions for hospitals, clinics and pharmacies. The company’s offerings encompass automated dispensing cabinets, pharmacy automation systems, IV compounding devices, and software platforms designed to optimize medication usage, streamline workflow and improve patient safety. Omnicell’s analytics and inventory management tools provide real-time visibility into medication utilization, helping healthcare providers reduce waste, manage controlled substances and ensure regulatory compliance.

Founded in Mountain View, California in 1992, Omnicell has grown through both internal innovation and strategic acquisitions to broaden its portfolio across the medication management continuum.