CONNECTED DEVICE DEMAND - Co said revenue growth was driven by steady execution across its connected device portfolio in North America and international markets
SERVICES GROWTH - Increases in SaaS, Expert Services, and technical services revenues contributed to higher total revenue
TARIFF REFUND - $15 mln in refunds for previously paid tariffs reduced cost of revenues and boosted profitability in the quarter
Updated 2026 outlook
Omnicell raises full-year 2026 non-GAAP EBITDA guidance to $175 mln-$185 mln
Company tightens full-year 2026 revenue guidance to $1.225 bln-$1.245 bln
Omnicell expects full-year 2026 non-GAAP EPS of $2.15-$2.30
Q2 results and revenue growth
US healthcare technology firm's Q2 revenue rose 7% yr/yr to $312 mln
Adjusted EPS for Q2 was $0.94, beating analyst expectations
Q2 results benefited from $15 mln in tariff refunds, boosting profitability
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "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 $60.00, about 44.9% above its July 29 closing price of $41.40
The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 18 three months ago
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