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Dec 22 4:00 PM EST

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To: Sun Tzu who wrote (10457)

10/30/2025 8:49:58 AM

From: Sun Tzu

of 10712

Omnicell Q3 adjusted EPS beats estimates, driven by connected devices and services
Oct 30, 2025, 06:40 GMT-4Refinitiv1 min read

OMCL-1.24%
Overview

Omnicell Q3 2025 revenue grows 10% yr/yr, driven by connected devices and services
Adjusted EPS for Q3 2025 beats analyst expectations
Company repurchased 1.987 mln shares, repaid $175 mln convertible senior notes

Outlook

Omnicell raises 2025 total revenue guidance to $1.177 bln - $1.187 bln
Company expects Q4 2025 revenue between $306 mln and $316 mln
Omnicell projects full-year 2025 non-GAAP EPS of $1.63 - $1.73

Result Drivers

CONNECTED DEVICES - Omnicell's flagship point-of-care connected devices were a core driver of revenue growth
TECHNICAL SERVICES - Growth in technical services offerings contributed to increased revenues
CONSUMABLES AND SAAS - Increases in consumables and SaaS and Expert Services revenues supported revenue growth

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q3 Revenue		$311 mln
Q3 Adjusted EPS	Beat	$0.51	$0.36 (8 Analysts)
Q3 Adjusted Net Income		$24 mln
Q3 Net Income		$5 mln
Q3 Adjusted EBITDA		$41 mln

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"
Wall Street's median 12-month price target for Omnicell Inc is $41.00, about 27.9% above its October 29 closing price of $29.57
The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 21 three months ago

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