Omnicom Group Inc. reported third-quarter revenue of $6.4 billion, up 59.1%, and nine-month revenue of $19.2 billion, up 63.7%, driven by the IPG merger. Core Operations organic growth was 7.2% and 5.8%, respectively; operating margin was 15.4% and 13.3%.
OMC · Omnicom Group Inc.
One customer — 1.8% of revenue (the twelve months ended September 30, 2026)
“Due to the diversified nature of our client base, we do not believe that we are exposed to a concentration of credit risk, as our largest client represented 1.8% of revenue for the twelve months ended September 30, 2026.”
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Omnicom reported third-quarter organic revenue growth of 7.2%, an 18.2% adjusted EBITDA margin and adjusted EPS of $2.73, while targeting $900 million in 2026 cost reduction synergies and $5 billion in share repurchases.
Omnicom reported third-quarter revenue of $6.4 billion, core revenue of $6.0 billion with 7.2% organic growth, and adjusted diluted EPS of $2.73; it remained on track for $900 million in 2026 cost-reduction synergies from the Interpublic acquisition.
Omnicom Group Inc. reported that Andrew Castellaneta retired as Senior Vice President and Chief Accounting Officer on October 1, 2026, and Jordan Farnam was appointed Vice President, Global Financial Reporting and Chief Accounting Officer effective immediately.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 22, 2026TL;DR. Core revenue increased 7.3%, adjusted EBITA margin expanded to 18.2%, adjusted EPS increased 21.9%, and management estimates approximately 5% full-year organic core revenue growth while remaining on track for $900 million of cost-reduction synergies. Headwinds include higher interest expense and leverage, integration and repositioning costs, weakness in Health and Advertising, disposition timing uncertainty and a nine-month net free cash flow deficit.
- + Management now estimates full-year 2026 organic core revenue growth of approximately 5%. new
- + Nine-month free cash flow increased to $2,353.2 million from $1,323.6 million. new
- + Omnicom won new assignments from Nova Nordisk, U.S. Bank, L'Oreal and CVS Health, extended Mercedes through 2029, and secured a major integrated assignment for the 2028 Los Angeles Olympic Games. new
- + Management remains on track to deliver $900 million of cost-reduction synergies in 2026.
- + Omnicom announced a five-year strategic collaboration agreement with Amazon Web Services to modernize clients' marketing infrastructure and deploy AI at scale. new
- − Health organic revenue growth was marginally negative, while Advertising organic revenue growth was down in the mid-single digits. new
- − The quarter included $40.4 million of integration and transaction costs and $84.7 million of severance and repositioning costs. new
- − Middle East and Africa organic revenue declined by mid-single digits because of the ongoing conflict. new
- − Nine-month net free cash flow was negative $2,051.9 million after primary uses of cash reached $4,405.1 million. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this companyMentioned in fund letters
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average commercial paper outstanding | 436.4M | three months ended September 30, 2026 filing | — |
| Maximum commercial paper outstanding | 730M | three months ended September 30, 2026 filing | — |
| Organic growth | $400.8M | three months ended September 30, 2026 filing | — |
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| Segment Operating Income | $1,010 | three months ended September 30, 2026 filing | — |
| Weighted average interest rate | 3.99% | Three Months Ended September 30, 2026 filing | — |
| Weighted average maturity days | 25.8 | Three Months Ended September 30, 2026 filing | — |
| Adj EBITA Margin non-GAAP | 18.2% | third quarter of 2026 | — |
| Core Operations Adj. EBITA Margin (Non-GAAP) non-GAAP | 18.2% | 3Q26 | — |
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| Core Operations Organic Revenue Growth (yr/yr) non-GAAP | 7.2% | 3Q26 | — |
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| EBITA non-GAAP | 2.92B | Nine Months Ended September 30, 2026 | — |
| EBITA - Adjusted non-GAAP | $3.12B | Nine Months Ended September 30, 2026 | — |
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| EBITA Margin non-GAAP | 15.2% | Nine Months Ended September 30, 2026 | — |
| EBITA Margin - Adjusted non-GAAP | 16.2% | Nine Months Ended September 30, 2026 | — |
| EBITDA non-GAAP | 2.18B | Twelve Months Ended September 30, 2026 | — |
| Free Cash Flow non-GAAP | 2.35B | Nine Months Ended September 30, 2026 | — |
| Integration and acquisition related costs non-GAAP | $139.9M | Nine Months Ended September 30, 2026 | — |
| Long-Term Debt / EBITDA non-GAAP | 4.6 | Twelve Months Ended September 30, 2026 | — |
| Net Debt / Pro forma Adj. EBITDA(i) non-GAAP | 1.4 | Twelve Months Ended September 30, 2026 | — |
| Net Debt(7) non-GAAP | 6.22B | Twelve Months Ended September 30, 2026 | — |
| Net Debt(7) / EBITDA non-GAAP | 2.9 | Twelve Months Ended September 30, 2026 | — |
| Net Free Cash Flow non-GAAP | -2.05B | Nine Months Ended September 30, 2026 | — |
| Non-GAAP adjusted effective tax rate non-GAAP | 25% | third quarter of 2026 | — |
| Non-GAAP Adjusted Net Income Per Share - Omnicom Group Inc. - Diluted non-GAAP | $7.25 | Nine Months Ended September 30, 2026 | — |
| Non-GAAP Operating Income - Adjusted non-GAAP | 1.01B | Third Quarter 2026 | — |
| Severance and repositioning costs | 135.8M | Nine Months Ended September 30, 2026 | — |
| share repurchases | 3.2B | YTD | — |
| Total Debt / EBITDA - per debt covenant non-GAAP | 2.3 | Twelve Months Ended September 30, 2026 | — |
| Total Debt / Pro forma Adj. EBITDA(i) non-GAAP | 2.2 | Twelve Months Ended September 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Advertising Agencies — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OMC
this stock
Omnicom Group Inc.
|
$24.01B | +9.0% | +10.1% | — | 8.9% |
|
APP
AppLovin Corp
|
$135.54B | -39.3% | +70.0% | 27.5 | 3.3% |
|
TTD
Trade Desk, Inc.
|
$7.41B | -58.7% | +18.5% | 22.7 | 15.3% |
|
WPP
WPP plc
|
$5.99B | +23.7% | — | — | 0.9% |
|
MGNI
Magnite, Inc.
|
$4.20B | +80.5% | +25.4% | — | 6.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 23, 2026
- This year
- 18
Omnicom Group Inc. reported third-quarter revenue of $6.4 billion, up 59.1%, and nine-month revenue of $19.2 billion, up 63.7%, driven by the IPG merger. Core Operations organic growth was 7.2% and 5.8%, respectively; operating margin was 15.4% and 13.3%.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OMC | +1.9% | +9.2% | +18.2% | +8.3% | +9.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -0.7% | +10.4% | +17.7% | +8.5% | -1.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.