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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Craig Huber | Huber Research Partners | 13 (8%) |
| David Karnovsky | JPMorgan | 10 (10%) |
| Steve Cahall | Wells Fargo | 10 (10%) |
| Michael Nathanson | MoffettNathanson | 9 (22%) |
| Adam Berlin | Goldman Sachs | 8 (13%) |
| Jason Bazinet | Citigroup | 6 (33%) |
| Cameron McVeigh | Morgan Stanley | 5 (0%) |
| Adrien de Saint Hilaire | Bank of America | 5 (20%) |
| Tim Nollen | SSR | 3 (0%) |
| Sean Diffley | Morgan Stanley | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Huber Research Partners | 1 | 13 (8%) |
| Wells Fargo | 1 | 10 (10%) |
| JPMorgan | 1 | 10 (10%) |
| MoffettNathanson | 1 |
| 9 (22%) |
| Morgan Stanley | 3 | 8 (0%) |
| Goldman Sachs | 1 | 8 (13%) |
| Citigroup | 1 | 6 (33%) |
| Bank of America | 1 | 5 (20%) |
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.
M&A | Revenue Growth | Demand | Cloud & AI | Competitive Dynamics | Guidance Reliability | Margin | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 2 | 2 | 2 | 1 | 2 | |
| 2025Q1 | 3 | 2 | 4 | 2 | 1 | 1 | 2 | |
| 2025Q2 | 2 | 4 | 3 | 3 | 2 | 1 | 1 | 2 |
| 2025Q3 | 4 | 4 | 2 | 2 | 2 | 2 | 1 | 1 |
| 2025Q4 | 5 | 4 | 1 | 3 | 1 | 2 | 2 | |
| 2026Q1 | 3 | 1 | 1 | 2 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| M&A | 4 | 3 | 2 | 4 | 5 | 3 |
| Revenue Growth | 4 | 2 | 4 | 4 | 4 | 1 |
| Demand | 2 | 4 | 3 | 2 | 1 | 1 |
| Cloud & AI | 2 | 3 | 2 | 3 | 2 | |
| Competitive Dynamics | 2 | 2 | 2 | 2 | 1 | 2 |
| Guidance Reliability | 1 | 1 | 1 | 2 | 2 | 2 |
| Margin | 2 | 1 | 1 | 1 | 2 | 1 |
| Regulation Policy | 2 | 2 | 1 |
| 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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What OMC and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“This model has gained traction across a number of our clients, including Clorox, Dyson, Delta, Exxon, Kroger, Merck and Unilever.”
Merck is named as a client deepening its relationship with Omnicom.
“This model has gained traction across a number of our clients, including Clorox, Dyson, Delta, Exxon, Kroger, Merck and Unilever.”
Kroger is named as a client deepening its relationship with Omnicom.
“This model has gained traction across a number of our clients, including Clorox, Dyson, Delta, Exxon, Kroger, Merck and Unilever.”
ExxonMobil is named as a client deepening its relationship with Omnicom.
“This model has gained traction across a number of our clients, including Clorox, Dyson, Delta, Exxon, Kroger, Merck and Unilever.”
Delta Air Lines is named as a client deepening its relationship with Omnicom.
“This model has gained traction across a number of our clients, including Clorox, Dyson, Delta, Exxon, Kroger, Merck and Unilever.”
Clorox is named as a client expanding its relationship with Omnicom under the integrated single-provider model.
“through deeper integrations with partners like Adobe and Amazon.”
Omnicom names Amazon as a partner integrated into its Omni AI platform, improving retail and commerce channel performance.
“through deeper integrations with partners like Adobe and Amazon.”
Omnicom names Adobe as a technology partner integrated into its Omni AI marketing platform.
“In the first quarter, these include IBM, GSK, John Deere, Little Caesars, Acadia Pharmaceuticals and Baileys.”
John Deere is cited as a first-quarter new-business win for Omnicom.
“In the first quarter, these include IBM, GSK, John Deere, Little Caesars, Acadia Pharmaceuticals and Baileys.”
IBM is cited as a first-quarter new-business win for Omnicom, implying IBM shifted marketing/agency spend to Omnicom.
“Since closing the Interpublic acquisition just before the holidays”
Omnicom closed its acquisition of Interpublic (IPG) just before the holidays and is integrating the combined agency portfolio.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
OMC Omnicom Group | 6 | +69.2% | |
| QNST QuinStreet, Inc. | 9 | +28.3% |