Earnings summaries and quarterly performance for OMNICELL.
Executive leadership at OMNICELL.
Randall Lipps
Detailed
Chairman, President and Chief Executive Officer
CEO
Baird Radford
Detailed
Executive Vice President and Chief Financial Officer
Corey Manley
Detailed
Executive Vice President and Chief Legal and Administrative Officer
Nnamdi Njoku
Detailed
Executive Vice President and Chief Operating Officer
Board of directors at OMNICELL.
Research analysts who have asked questions during OMNICELL earnings calls.
Allen Lutz
Bank of America
4 questions for OMCL
Also covers: ACCD, CAH, COR +14 more
David Larsen
BTIG
4 questions for OMCL
Also covers: ACCD, AGL, AMWL +19 more
Jessica Tassan
Piper Sandler
4 questions for OMCL
Also covers: ACCD, ALHC, AMWL +11 more
Matthew Hewitt
Craig-Hallum Capital Group LLC
4 questions for OMCL
Also covers: ACET, APYX, BHST +21 more
Gene Mannheimer
Freedom Capital Markets
3 questions for OMCL
Also covers: CCSI, FCHS, ICAD +3 more
Scott Schoenhaus
KeyBanc Capital Markets
3 questions for OMCL
Also covers: ALIT, CERT, DOCS +8 more
Stanislav Berenshteyn
Wells Fargo
3 questions for OMCL
Also covers: AMWL, DOCS, GDRX +3 more
William Sutherland
The Benchmark Company
2 questions for OMCL
Also covers: AMN, AONC, BEAT +10 more
Anne Samuel
JPMorgan Chase & Co.
1 question for OMCL
Also covers: DOCS, EVH, HQY +3 more
Bill Sutherland
The Benchmark Company LLC
1 question for OMCL
Also covers: AMED, ATIP, BEAT +7 more
Stan Berenshteyn
Wells Fargo Securities
1 question for OMCL
Also covers: AMWL, DOCS, GDRX +2 more
Stephanie Davis
Barclays
1 question for OMCL
Also covers: ACCD, CAH, COR +20 more
Recent press releases and 8-K filings for OMCL.
Omnicell Launches New Titan XT Platform
OMCL
Product Launch
New Projects/Investments
- Omnicell has launched Titan XT, a new enterprise platform designed for growing health systems, featuring new hardware, software, and a cloud-based approach with AI capabilities for real-time medication management.
- Titan XT is now bookable, with hardware shipments anticipated in the second half of 2026 and general availability of the Omnisphere software platform in the first half of 2027.
- The company estimates the market opportunity for Titan XT to be around $2.5 billion.
- While hardware will continue to be offered as a capital purchase, Omnicell will also introduce leasing models and expects a premium price; software will follow a subscription model.
- Modest incremental revenue from Titan XT is expected in 2026.
3 days ago
Omnicell Launches New Titan XT Enterprise Platform
OMCL
Product Launch
New Projects/Investments
Guidance Update
- Omnicell has launched Titan XT, a new enterprise platform featuring updated hardware, software, and cloud-based analytics designed to address the complex medication management needs of growing health systems.
- Hardware shipments for Titan XT are anticipated to begin in the second half of 2026, with the Omnisphere software platform becoming generally available in the first half of 2027.
- The company plans to offer leasing options in addition to capital purchases for hardware, and expects the software to transition to a subscription model.
- Omnicell estimates the market opportunity for Titan XT to be approximately $2.5 billion.
- Incremental revenue from Titan XT in 2026 is expected to be modest due to the sales and implementation cycle.
3 days ago
Omnicell Announces Launch of Omnicell Titan XT
OMCL
Product Launch
New Projects/Investments
- Omnicell, Inc. (OMCL) announced the launch of Omnicell Titan XT, its next-generation, automated dispensing system, on December 8, 2025.
- The Titan XT is an enterprise version of automated dispensing systems, designed to empower autonomous medication management and is powered by the OmniSphere cloud-based platform.
- This new system aims to provide greater pharmacy control through features like dynamic restock, centralized inventory management, and AI-enabled intelligence for stock risk prediction, while also enhancing nursing confidence with simplified dispensing and embedded safeguards.
- Omnicell Titan XT is now available for purchase in the United States. International availability is anticipated for later in 2026, with ongoing OmniSphere releases beginning in early 2027.
3 days ago
Omnicell Discusses Strategic Shift to Recurring Revenue, 2025 Guidance, and New Product Offerings
OMCL
CFO Change
Guidance Update
Product Launch
- Omnicell's new CFO, Baird Radford, joined in August 2025, and is focused on transitioning the company to a more flexible, recurring revenue model, moving away from the traditional 10-year capital purchase cycle.
- For 2025, Omnicell has raised its revenue guidance twice, projecting 5%-6% top-line growth at the midpoint, and an adjusted EBITDA guidance of $143 million.
- The company successfully navigated tariff impacts through supply chain optimization and pricing adjustments, contributing to a strong 3Q performance where revenue beat flowed through to Adjusted EBITDA.
- 2025 bookings are guided to $525 million at the midpoint, a modest year-over-year decrease, with management identifying 2025 as a "trough year" for bookings and a period for cost resets aimed at driving 2026 growth.
- Omnicell is expanding its product offerings with XT Extend and the OmniSphere cloud platform, which enables immediate updates and aims to reduce costs while improving customer experience and margins.
Dec 2, 2025, 6:00 PM
Omnicell Discusses Strategic Shift to Recurring Revenue Model, 2025 Guidance, and New Product Launches
OMCL
CFO Change
Guidance Update
Revenue Acceleration/Inflection
- Omnicell's new CFO, Baird Radford, joined in August 2025 and brings experience in both capital and recurring revenue models, aligning with the company's strategic shift towards more predictable, recurring revenue.
- The company has raised its 2025 revenue guidance twice year-to-date, with a current outlook of 5%-6% top-line growth at the midpoint and $143 million in Adjusted EBITDA.
- 2025 is considered a "trough year" for bookings, guided to $525 million at the midpoint (down from $558 million in 2024), but the company anticipates a good growth profile and expanding margin profile in 2026.
- Omnicell is transitioning its revenue model from 10-year capital purchases to more flexible leasing models (e.g., 5 years) and is launching OmniSphere, a new cloud-based platform accessible to all customers from January 1, with a utilization-based pricing model.
- The market is entering a significant replacement cycle for aging equipment, creating new opportunities for Omnicell, which has expanded its sales force to address this demand.
Dec 2, 2025, 6:00 PM
Omnicell Discusses Strategic Shift, 2025 Performance, and OmniSphere Launch
OMCL
CFO Change
Guidance Update
New Projects/Investments
- Omnicell's new CFO, Baird Radford, who joined in August 2025, is focused on transitioning the company to a more recurring revenue model with flexible leasing options, aiming for more predictable revenues and earnings.
- The company has raised its 2025 revenue guidance twice year-to-date, with a current outlook of 5%-6% top-line growth at the midpoint and $143 million in Adjusted EBITDA, demonstrating resilience despite tariff headwinds.
- While 2025 bookings are guided to $525 million (a modest decrease from $558 million in 2024), management views this as a "trough year", anticipating a significant equipment replacement cycle and expanding sales efforts for new opportunities.
- Omnicell is launching OmniSphere, an internally developed, high-security certified cloud-based enterprise solution, which will be accessible to all customers starting January 1. This platform aims to provide immediate updates, easier deployment, and will feature a new utilization-based service fee pricing model.
Dec 2, 2025, 6:00 PM
Evoke Pharma Reports Q3 2025 Results and Announces Acquisition
OMCL
M&A
Earnings
Revenue Acceleration/Inflection
- Evoke Pharma announced on November 4, 2025, an agreement to be acquired by QOL Medical for $11.00 per share in cash, with the transaction anticipated to close in the fourth quarter of 2025.
- Net product sales for the third quarter of 2025 reached $4.3 million, representing a 61% year-over-year increase.
- The company reported a net loss of approximately $1.2 million, or ($0.45) per share, for the third quarter of 2025.
- A new U.S. patent for GIMOTI was received in August 2025, extending its exclusivity to November 2038.
Nov 13, 2025, 12:00 PM
Omnicell Announces Q3 2025 Results and Updates 2025 Guidance
OMCL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Omnicell reported Q3 2025 total revenues of $311 million, marking a 10% year-over-year increase, with Non-GAAP diluted earnings per share at $0.51.
- The company provided full-year 2025 guidance, projecting total revenues of $1.177-$1.187 billion, Product Bookings of $500-$550 million, and Annual Recurring Revenue (ARR) of $610-$630 million.
- SaaS and Expert Services accounted for 21% of total revenue in Q3 2025 and are targeted to reach 22% of total revenue for the full year 2025, reflecting Omnicell's strategic transition to a subscription-based model and focus on recurring revenue growth.
- For 2025, Omnicell introduced new key metrics, Product Bookings (Connected Devices and Software Licenses) and Annual Recurring Revenue (ARR) (SaaS and Expert Services, Technical Services, and Consumables), to better illustrate its pivot towards driving recurring revenue.
Oct 30, 2025, 12:30 PM
Omnicell Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Welcomes New CFO
OMCL
Earnings
Guidance Update
CFO Change
- Omnicell reported strong Q3 2025 financial results, with total revenues of $311 million, non-GAAP EBITDA of $41 million, and non-GAAP EPS of $0.51, all exceeding the upper end of previous guidance.
- The company raised its full-year 2025 guidance for total revenues to a range of $1.177 billion to $1.187 billion, non-GAAP EBITDA to $140 million to $146 million, and non-GAAP EPS to $1.63 to $1.73.
- Baird Radford joined Omnicell as the new Executive Vice President and Chief Financial Officer.
- During Q3 2025, Omnicell substantially completed its $75 million stock repurchase program, repurchasing approximately $62 million of common stock, and repaid $175 million of debt that matured in September 2025.
- The company experienced a $6 million tariff impact on profitability in Q3 2025, with a similar impact expected in Q4 2025, but anticipates a lower impact in 2026 due to mitigation efforts.
Oct 30, 2025, 12:30 PM
Omnicell Announces Strong Q3 2025 Financial Results and Raises Full Year Guidance
OMCL
Earnings
Guidance Update
Share Buyback
- Omnicell reported total revenues of $311 million for the third quarter of 2025, marking a 10% increase from the third quarter of 2024.
- For Q3 2025, non-GAAP net income was $24 million or $0.51 per diluted share, and non-GAAP EBITDA was $41 million.
- The company raised its full year 2025 guidance for total revenues to $1.177 billion - $1.187 billion, non-GAAP EBITDA to $140 million - $146 million, and non-GAAP EPS to $1.63 - $1.73.
- During the third quarter of 2025, Omnicell repaid $175 million of convertible senior notes and repurchased approximately 1,987,000 shares of its common stock for about $62 million.
Oct 30, 2025, 10:35 AM
Quarterly earnings call transcripts for OMNICELL.
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