Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Omnicom Group (OMC) is 6/10.
Omnicom delivered its first full quarter as the combined company with 3.9% organic revenue growth and adjusted EBITDA margin expanding 240 basis points on synergy realization. Adjusted EPS of $1.90 grew 11.8% despite share dilution from the IPG acquisition. The company completed $2.8 billion in share repurchases in Q1, reducing share count by 28 million. Portfolio dispositions progressed with $1 billion completed in Q1. Agentic AI media buying was executed for real client campaigns. Management confirmed being on track for the 4% constant currency organic growth target.
Scored from Omnicom Group’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.32B | +6.4% | $2.26 | +6.1% | 16.2% | 10.4% | $1.88B |
| FY2025 Q1 | $3.69B | +1.6% | $1.45 | -8.8% | 12.3% | 7.8% | $-816M |
| FY2025 Q2 | $4.02B | +4.2% | $1.31 | -20.6% | 13.1% | 6.4% | $168M |
| FY2025 Q3 | $4.04B | +4.0% | $1.75 | -10.3% | 14.1% | 8.5% | $438M |
| FY2025 Q4 | $5.53B | +27.9% | $-4.02 | -277.9% | 15.8% | -17.0% | $3.00B |
| FY2026 Q1 | $6.24B | +69.2% | $2.04 | +40.7% | 11.9% | 6.5% | $-614M |
| FY2026 Q2 | $6.56B | +63.4% | $2.08 | +58.8% | 14.1% | 9.2% | $-433M |