Loading...
•
Dec 31, 2025
Omnicell Q4 2025 Earnings Report
Omnicell reported solid financial results for the fourth quarter and fiscal year ended December 31, 2025, with total revenues increasing by 2% quarter-over-quarter and 7% year-over-year.
Key Takeaways
Omnicell, Inc. announced solid financial results for the fourth quarter of 2025, with total revenues reaching $314 million, a 2% increase from the prior year's fourth quarter. The company reported a GAAP net loss of $2 million, or $0.05 per diluted share, for the quarter, compared to a GAAP net income of $16 million in Q4 2024. Non-GAAP net income for the quarter was $18 million, or $0.40 per diluted share. The company also highlighted the launch of its next-generation dispensing system, Titan XT, aimed at enhancing medication management.
Total revenues for Q4 2025 were $314 million, an increase of 2% from Q4 2024, driven by strong technical service, SaaS, Expert Services, and consumables revenues.
GAAP net loss for Q4 2025 was $2 million, or $0.05 per diluted share, a decrease from GAAP net income of $16 million, or $0.34 per diluted share, in Q4 2024.
Non-GAAP net income for Q4 2025 was $18 million, or $0.40 per diluted share, compared to $28 million, or $0.60 per diluted share, in Q4 2024.
The company launched Titan XT, its next-generation dispensing system, to enhance medication management and extend automation into nursing care areas.
Revenue by Segment
Forward Guidance
Omnicell provided guidance for Q1 2026 and the full year 2026, anticipating continued growth in revenues and profitability, with a focus on autonomous medication management solutions.
Positive Outlook
- Full year 2026 total revenues are projected to be between $1.215 billion and $1.255 billion, indicating continued growth.
- Annual Recurring Revenue for 2026 is expected to be between $680 million and $700 million, reflecting strong recurring business.
- Non-GAAP EBITDA for 2026 is guided to be between $145 million and $160 million, suggesting healthy profitability.
- Non-GAAP Earnings Per Share for 2026 are projected to be between $1.65 and $1.85.
- The launch of Titan XT is expected to drive enhanced medication management and efficiency, resonating with customers.
Challenges Ahead
- Product bookings for Q1 2026 were not provided, making it difficult to assess short-term sales momentum.
- Product bookings for the full year 2026 are projected to be between $510 million and $560 million, which is lower than the 2025 actuals.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...