Omnicell earnings date
Omnicell (OC9) Q3 2026 Earnings Report
DE:OC9 Q3 2026 EPS Results
- Actual EPS
- EUR 0.52
- Consensus EPS
- EUR 0.37
- Beat/Miss
- Beat by +EUR 0.14
- One Year Ago EPS
- EUR 0.45
DE:OC9 Q3 2026 Revenue Results
- Actual Revenue
- EUR 273.54M
- Expected Revenue
- EUR 270.51M
- Beat/Miss
- Beat by +EUR 3.03M
- YoY Revenue Growth
- -0.89%
Earnings Announcement Details
- Quarter
- Q3 2026
- Date
- 10/29/2026
- Time
- Before Open
- Conference Call
- Thursday, October 29, 2026
Omnicell's next earnings date is estimated for February 11, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
Q3 2026 Earnings Slide Deck
Q3 2026 Earnings Call Summary
The call was broadly positive. The company exceeded third-quarter revenue and EBITDA guidance, raised full-year EBITDA and EPS guidance, reported growing and increasingly mature pipeline activity, and highlighted customer validation for Titan XT and OmniSphere. The main challenges were timing variability in back-end-weighted bookings, modest near-term top-line growth, lower fourth-quarter revenue guidance, memory-cost pressure, a modest 340B-related ARR impact, and the multi-year timeline for OmniSphere monetization. The positive operating results, strategic progress, and pipeline commentary significantly outweighed the stated challenges.
For the fourth quarter of 2026, Omnicell expects total revenue in the range of $295 million-$301 million, non-GAAP EBITDA in the range of $30 million-$36 million, and non-GAAP earnings per share in the range of $0.41-$0.49; for full-year 2026, the company reiterated product bookings in the range of $425 million-$560 million, total revenue in the range of $1.225 billion-$1.231 billion, product revenue in the range of $684 million-$687 million, service revenue in the range of $541 million-$544 million, and year-end 2026 ARR in the range of $660 million-$670 million, while raising non-GAAP EBITDA guidance to the range of $187 million-$193 million and non-GAAP earnings per share guidance to the range of $2.48-$2.56; full-year 2026 bookings are expected to be back-end weighted, the company continues to target the first half of 2027 for general availability of OmniSphere, anticipates a modest impact on its 2026 ARR from the 340B Drug Pricing Program environment, and expects roughly half of the approximately $6 million in incremental second half memory cost in the fourth quarter.
- Third-Quarter Revenue and EBITDA Beat GuidanceThird-quarter total revenue was $308 million, above the high end of the previously provided $301 million to $307 million guidance range. Non-GAAP EBITDA was $45 million, above the high end of the $32 million to $37 million guidance range.
- Strong Profitability and Cash GenerationNon-GAAP earnings per share was $0.58. The company ended the quarter with $315 million in cash and cash equivalents and generated $20 million of free cash flow.
- Cost Efficiency and Favorable Mix Supported EBITDAThird-quarter EBITDA outperformance reflected cost efficiency, favorable customer mix on the product side, favorable gross margins across product and service lines, disciplined spending, expense timing that shifted into the fourth quarter, and efficiencies in G&A and other business-supporting departments.
- Full-Year EBITDA and EPS Guidance RaisedThe company raised full-year 2026 non-GAAP EBITDA guidance to $187 million-$193 million and non-GAAP EPS guidance to $2.48-$2.56. Management said the EBITDA increase reflected third-quarter cost efficiency and favorable customer mix expected to continue into the fourth quarter.
- Full-Year Revenue and ARR Outlook NarrowedFull-year 2026 guidance was narrowed to total revenue of $1.225 billion-$1.231 billion, product revenue of $684 million-$687 million, service revenue of $541 million-$544 million, and year-end ARR of $660 million-$670 million. Management said the narrower ranges reflected increased visibility with one quarter remaining, rather than a change in the underlying demand picture.
- Pipeline Continued to Grow and MatureThe pipeline grew since the prior call, increased modestly in size exiting the third quarter, and improved in maturity in line with expectations relative to the end of the second quarter. Management said the pipeline is meaningfully larger than in recent years and includes large, medium, and small opportunities.
- Large Replacement-Cycle OpportunityManagement continues to estimate the total replacement-cycle opportunity at in excess of $2.5 billion for the XT installed base hardware opportunity, excluding market-share gains and incremental OmniSphere monetization.
- Titan XT Launch and OmniSphere ProgressThe company was days away from its first Titan XT hardware shipment, consistent with the second-half 2026 timing previously outlined, and continues to target the first half of 2027 for OmniSphere general availability. Management said Titan XT and OmniSphere are moving in the right direction.
- Growing Customer Interest in the Integrated PlatformCustomers are increasingly evaluating Titan XT hardware and OmniSphere as a combined enterprise solution. OmniSphere's enterprise visibility and workforce-efficiency capabilities are gaining traction in the sales cycle, while customer demonstrations and reference customers live on the cloud solution have made competitive conversations more productive.
- Customer-Reported Efficiency and Clinical OutcomesOne rural, multi-state community health system realized roughly 70% time savings in its cabinet restock workflow. One large, multi-state regional health system reported a 41% increase in pharmacist-led clinical interventions.
- Specialty Pharmacy and Government-Channel WinsThe specialty pharmacy services business contracted with a notable federally qualified health center, which has already generated a referenceable referral. The company also reported continued momentum in its government channel, including additional wins within the Veterans Affairs system.
- Install-Base Expansion WinsThe company reported continued third-quarter movement in its install base, including XT expansion wins from an academic medical center in the Northeast and several multi-state health systems.
- Leasing Expanded Competitive FlexibilityLeasing has become a meaningful part of the go-to-market approach and is helping move competitive discussions toward clinical capabilities and workforce efficiencies. Management estimated that roughly 30-ish percent of the marketplace is currently involved in leasing transactions, with most of those transactions involving customers of the primary competitor.
- Positive Reception to OmniSphere Subscription PricingCustomers are viewing OmniSphere's subscription-based pricing model favorably because of the predictability and total-cost-of-ownership visibility it offers. The model also gives health systems flexibility to adjust connected assets as their portfolios and footprints change.
- Operating Leverage BuildingManagement said EBITDA is growing meaningfully faster than revenue in 2026, even while top-line growth remains modest, and described this as evidence that operating leverage is building. The company expects leverage to become more visible as the refresh cycle matures over the next few years.
- Constructive Customer Investment EnvironmentManagement said medication management remains a priority investment across its customer base, with customers focused on operational efficiency, reliability, and staffing pressures. The capital purchasing environment for these strategic investments was described as constructive, and an increasing number of health systems are planning paths toward cloud deployment.
DE:OC9 Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 11, 2027 | 2026 (Q4) | 0.37- | 0.36 | ― | ― |
| Oct 29, 2026 | 2026 (Q3) | 0.370.52 | 0.45 | 13.73% (+0.06) | |
| Jul 30, 2026 | 2026 (Q2) | 0.420.84 | 0.4 | 108.89% (+0.44) | |
| Apr 28, 2026 | 2026 (Q1) | 0.290.49 | 0.23 | 111.54% (+0.26) | |
| Feb 05, 2026 | 2025 (Q4) | 0.440.36 | 0.53 | -33.33% (-0.18) | |
| Oct 30, 2025 | 2025 (Q3) | 0.320.45 | 0.5 | -8.93% (-0.04) | |
| Jul 31, 2025 | 2025 (Q2) | 0.240.40 | 0.45 | -11.76% (-0.05) | |
| May 06, 2025 | 2025 (Q1) | 0.180.23 | 0.03 | 766.67% (+0.20) | |
| Feb 06, 2025 | 2024 (Q4) | 0.520.53 | 0.29 | 81.82% (+0.24) | |
| Oct 30, 2024 | 2024 (Q3) | 0.370.50 | 0.55 | -9.68% (-0.05) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
