Omnicell, Inc. (OMCL) Earnings
Omnicell, Inc. is expected to report next earnings on July 30, 2026 (in NaN days), with a consensus EPS estimate of $0.48. OMCL has beaten EPS estimates in 11 of its last 12 reported quarters (average surprise +34.7% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 28, 2026 | $0.33 | $0.55 | +66.7% | $310M | +1.9% |
| Feb 5, 2026 | $0.47 | $0.40 | -14.9% | $314M | +3.3% |
| Oct 30, 2025 | $0.36 | $0.51 | +41.7% | $311M | -0.9% |
| Jul 31, 2025 | $0.31 | $0.45 | +45.2% | $291M | -0.5% |
| Feb 6, 2025 | $0.57 | $0.60 | +5.3% | $307M | +3.0% |
| Aug 1, 2024 | $0.16 | $0.51 | +218.8% | $277M | +8.5% |
| May 2, 2024 | $-0.08 | $0.03 | +137.5% | $246M | +4.0% |
| Feb 8, 2024 | $0.17 | $0.33 | +94.1% | $259M | +1.3% |
| Nov 2, 2023 | $0.45 | $0.62 | +37.8% | $299M | +1.1% |
| May 2, 2023 | $0.07 | $0.39 | +457.1% | $291M | +4.7% |
| Feb 28, 2023 | $0.09 | $0.33 | +266.7% | $298M | +3.7% |
| Nov 2, 2022 | $0.94 | $1.00 | +6.4% | $348M | -4.2% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 28, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Started 2026 with solid execution, delivering results at high end of Q1 2026 guidance ranges. - Core businesses have continued momentum, with constructive demand environment and competitive conversion opportunities. - Strategy anchored in driving autonomous medication management with three priorities: expanding market presence, scaling predictable recurring revenue, and advancing Omnisphere platform. - Examples of customer engagements like VA expanding use of solutions, academic medical center expanding footprint, etc. - Introduced OmniCell Titan XT automated dispensing system at ASHP, with positive customer response on workflow efficiency and compatibility.
Guidance
- Q2 2026 total revenue expected to be in range of $307 million to $313 million. - Full year 2026: product bookings expected in range of $510 to $560 million; total revenues expected to be $1.215 billion to $1.255 billion; product revenue between $690 million and $710 million; service revenue between $525 million and $545 million; ARR expected to be between $680 million to $700 million; non-GAAP EBITDA now expected to be between $153 million and $168 million; non-GAAP earnings per share now expected to be between $1.80 and $2. - Guidance includes ~$12 million tariff-related costs and estimated non-GAAP effective tax rate of ~15%.
Segment performance
Total revenue for the quarter was $310 million. Product revenue was $175 million, up 20% year over year. Service revenue was $135 million, increasing 8% year over year. Non-GAAP EBITDA was $45 million. Non-GAAP earnings per share was $0.55. Non-GAAP gross margin was approximately 46% in Q1 2026 compared to 42% in Q1 2025 and 44% for fiscal year 2025.
Analyst Q&A
Q: Update on retail segment, enliven health progress and headwinds;
A: Challenging time in retail segment, but key players looking forward, volumes increasing, and enlivened solutions playing role.
Q: Sources of gross margin upside in 1Q and durability;
A: Product side: favorable product and customer mix in connected devices; Service side: lapped 2025 field-based software upgrades; Margins will fluctuate based on mix.
Q: Size Titan deal and future environment impact;
A: Positive response to Titan XT and Omnisphere, favorable in medication management, system-wide visibility, migration flexibility, workflow benefits resonating.
Q: Product bookings, XT Extend vs Titan XT cancellations;
A: More optionality for customers, reevaluating configurations, conversations upsizing deals, but XT extend still part of mix.
Q: Leasing/financing opportunities progress;
A: Continuing to offer both leasing and capital purchase options, helpful in conversations and pipeline.
Q: Competitive conversion in bookings guidance;
A: Assumed modest increase in competitive wins in guidance, consistently taking share over time.
Q: Increase in demand for sole source from new customers;
A: No material shift in sole source volume yet, but innovation culture plays into dialogue with customers.
Q: Fiscal 26 EBITDA guidance, planned investments shift;
A: Some costs shifted to Q2 and Q3, focus on spend discipline and balance between growth and profitability, early signs of initiatives taking traction.