Omnicell (NASDAQ:OMCL) Announces Earnings Results

Omnicell (NASDAQ:OMCL) announced its earnings results on Thursday. The company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.47 by $0.47, Briefing.com reports. Omnicell had a return on equity of 5.66% and a net margin of 3.13%.The company had revenue of $312.21 million for the quarter, compared to analysts’ expectations of $310.21 million. During the same quarter in the prior year, the business earned $0.45 earnings per share. The business’s revenue for the quarter 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 Trading Down 4.7%

Shares of OMCL traded down $1.74 on Friday, reaching $35.37. 1,121,342 shares of the company’s stock were exchanged, compared to its average volume of 754,142. The business has a 50 day moving average price of $41.97 and a two-hundred day moving average price of $41.09. Omnicell has a 12 month low of $28.90 and a 12 month high of $55.00. The stock has a market capitalization of $1.61 billion, a P/E ratio of 42.11, a price-to-earnings-growth ratio of 0.96 and a beta of 0.96. The company has a current ratio of 1.64, a quick ratio of 1.29 and a debt-to-equity ratio of 0.13.

Insiders Place Their Bets

In other Omnicell news, EVP Corey J. Manley sold 5,025 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $43.22, for a total transaction of $217,180.50. Following the transaction, the executive vice president owned 112,783 shares in the company, valued at approximately $4,874,481.26. This trade represents a 4.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 Nnamdi Njoku sold 3,090 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $43.22, for a total value of $133,549.80. Following the completion of the sale, the executive vice president directly owned 154,785 shares of the company’s stock, valued at approximately $6,689,807.70. This trade represents a 1.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 owned by insiders.

Hedge Funds Weigh In On Omnicell

Hedge funds and other institutional investors have recently made changes to their positions in the company. Vontobel Holding Ltd. acquired a new stake in shares of Omnicell during the fourth quarter worth $306,000. Creative Planning increased its holdings in Omnicell by 16.7% during the 2nd quarter. Creative Planning now owns 9,390 shares of the company’s stock worth $276,000 after purchasing an additional 1,347 shares in the last quarter. Empowered Funds LLC bought a new position in Omnicell during the 4th quarter worth about $274,000. Magnetar Financial LLC acquired a new stake in shares of Omnicell in the 3rd quarter valued at about $230,000. Finally, CIBC Bancorp USA Inc. acquired a new stake in shares of Omnicell in the 3rd quarter valued at about $224,000. 97.70% of the stock is owned by institutional investors.

More Omnicell News

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

Analyst Ratings Changes

OMCL has been the subject of several research reports. Wells Fargo & Company lowered their price objective on shares of Omnicell from $55.00 to $50.00 and set an “overweight” rating for the company in a research report on Friday. Zacks Research cut shares of Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 7th. Weiss Ratings raised shares of Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Craig Hallum restated a “buy” rating and issued a $55.00 price objective on shares of Omnicell in a research report on Wednesday, April 29th. Finally, KeyCorp reduced their price objective on Omnicell from $70.00 to $65.00 and set an “overweight” rating on the stock in a report on Friday. Seven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $58.43.

About Omnicell

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.