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

Omnicell (NASDAQ:OMCL) announced its earnings results on Thursday. The company reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.47 by $0.47, Briefing.com reports. The firm had revenue of $312.21 million during the quarter, compared to analyst estimates of $310.21 million. Omnicell had a return on equity of 4.00% and a net margin of 1.67%.The business’s revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.45 EPS. 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%

Shares of Omnicell stock traded down $1.74 during midday trading on Friday, hitting $35.37. The company had a trading volume of 1,121,342 shares, compared to its average volume of 662,758. Omnicell has a 52-week low of $28.90 and a 52-week high of $55.00. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.29 and a current ratio of 1.50. The stock has a market capitalization of $1.61 billion, a P/E ratio of 80.39, a P/E/G ratio of 1.07 and a beta of 0.96. The company has a 50 day moving average of $42.16 and a 200 day moving average of $41.13.

Trending Headlines about Omnicell

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

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on OMCL. Wells Fargo & Company reduced their price target on Omnicell from $55.00 to $50.00 and set an “overweight” rating on the stock in a research note on Friday. Zacks Research lowered Omnicell from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 7th. KeyCorp dropped their target price on shares of Omnicell from $70.00 to $65.00 and set an “overweight” rating on the stock in a report on Friday. Craig Hallum reaffirmed a “buy” rating and issued a $55.00 target price on shares of Omnicell in a research report on Wednesday, April 29th. Finally, Wall Street Zen upgraded shares of Omnicell from a “buy” rating to a “strong-buy” rating in a research note on Sunday, May 10th. Seven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $58.43.

Insiders Place Their Bets

In other Omnicell news, EVP Corey J. Manley sold 5,025 shares of Omnicell stock in a transaction on Monday, May 18th. The stock was sold at an average price of $43.22, for a total transaction of $217,180.50. Following the completion of the transaction, the executive vice president owned 112,783 shares in the company, valued at approximately $4,874,481.26. The trade was a 4.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 business’s stock in a transaction on Monday, May 18th. The stock was 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 in the company, valued at $6,689,807.70. This trade represents a 1.96% decrease in their ownership of the stock. 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 insiders.

Hedge Funds Weigh In On Omnicell

Hedge funds have recently bought and sold shares of the company. Raymond James Financial Inc. purchased a new stake in Omnicell during the 2nd quarter valued at about $26,000. Kemnay Advisory Services Inc. purchased a new position in Omnicell in the fourth quarter worth about $58,000. Parkside Financial Bank & Trust raised its holdings in Omnicell by 1,708.1% in the fourth quarter. Parkside Financial Bank & Trust now owns 1,338 shares of the company’s stock worth $61,000 after buying an additional 1,264 shares during the last quarter. Van ECK Associates Corp lifted its stake in shares of Omnicell by 75.1% in the fourth quarter. Van ECK Associates Corp now owns 2,294 shares of the company’s stock worth $104,000 after buying an additional 984 shares in the last quarter. Finally, Tower Research Capital LLC TRC lifted its stake in shares of Omnicell by 385.5% in the second quarter. Tower Research Capital LLC TRC now owns 4,952 shares of the company’s stock worth $146,000 after buying an additional 3,932 shares in the last quarter. Institutional investors own 97.70% of the company’s stock.

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.