Q4 2025 Omnicell Inc Earnings Call Transcript

Feb 5, 2026 / 01:30 PM GMT

Release Date Price: €39.2 (-0.51%)

Transcript 8-K

Key Points

Positve

Omnicell Inc (OMCL) reported total revenues, bookings, and annual recurring revenue (ARR) above the midpoint of their guidance ranges for Q4 2025.
The company saw strong demand for its flagship point-of-care connected devices, contributing to robust top-line performance.
Omnicell Inc (OMCL) introduced TitanXT, a transformational enterprise-wide automation dispensing system, which received positive initial feedback.
The company is focused on expanding its base of predictable recurring revenue through cloud-based offerings and software subscriptions.
Omnicell Inc (OMCL) achieved high trust CSFI1 certification for its Omnisphere platform, demonstrating a commitment to cybersecurity and high industry standards.

Negative

Omnicell Inc (OMCL) reported a GAAP earnings per share loss of $0.05 in Q4 2025, compared to a profit in the same quarter of 2024.
Non-GAAP gross margin for Q4 2025 was 43.2%, down from 47.4% in Q4 2024, primarily due to tariff costs and shifts in product and cost mix.
The company faced a decrease in product revenue by 1% compared to Q4 2024.
Omnicell Inc (OMCL) experienced a reduction in interest income in 2025 due to the repurchase of convertible senior notes.
The company anticipates approximately $15 million in tariff costs impacting their 2026 financials.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OMCL.OQ - Omnicell Inc
Q4 2025 Omnicell Inc Earnings Call
Feb 05, 2026 / 01:30PM GMT

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Presentation
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He trained results

All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session.

If you would like to ask a question during this time, CD presspar followed by the number one on your telephone keypad.

And if you would like to withdraw your question, pressar one again.

And please note that this call is being recorded.

I will now turn the call over to Kaplan Inest Relations.

You may begin.

Good morning and welcome to the Omnill full year 2025 and fourth quarter financial results conference call.

On the call with me today are Randall Lipps, Omniel Chairman, President, CEO and founder,

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