OMCL · Omnicell, Inc.
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Omnicell reported Q2 results at the high end of revenue guidance and well above on profitability, but sharply widened its full-year 2026 product bookings guidance range to $425M–$560M due to timing uncertainty on large competitive deals, while lowering ARR guidance and raising full-year EBITDA and EPS guidance.
- + Q2 revenue of $312M was at the high end of guidance, up 7% YoY
- + Q2 non-GAAP EBITDA of $67M and EPS of $0.94 well above prior guidance
- + Raised full-year 2026 non-GAAP EBITDA and EPS guidance ranges
- + GAAP net income of $24M ($0.52/diluted share) vs $6M prior year, benefiting from $15M tariff refund
- + Pipeline exiting Q2 is meaningfully larger than recent years with growing competitive engagement
- − Product bookings guidance range widened to $425M–$560M with bottom end cut sharply, citing timing uncertainty
- − Full-year 2026 revenue guidance tightened at lower range of $1.225B–$1.245B
- − ARR guidance lowered to $660M–$680M as consumables growth opportunities pushed out
- − Q3 outlook shows sharp sequential drop: non-GAAP EBITDA $32M–$37M and EPS $0.35–$0.43 due to absence of tariff refund and lower margin
- − Memory chip supply imbalance expected to add $6M cost in H2, pressuring gross margin by 50 bps consolidated and 80 bps product
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Health Information Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OMCL
this stock
Omnicell, Inc.
|
$1.63B | -20.9% | +10.5% | 42.6 | 8.0% |
|
VEEV
Veeva Systems Inc
|
$47.95B | +32.7% | +28.1% | 48.5 | 3.0% |
|
TEM
Tempus AI, Inc.
|
$12.80B | +20.1% | +83.4% | — | 13.9% |
|
BTSG
BrightSpring Health Services, Inc.
|
$12.61B | +70.2% | +28.2% | 38.6 | 6.1% |
|
PMDIY
Pro Medicus Ltd./ADR
|
$11.62B | -33.0% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OMCL | +6.6% | +9.2% | -5.2% | +5.2% | -20.9% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | +5.5% | +7.4% | -15.1% | +3.1% | -35.1% |
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.