Omnicell, Inc.
- Open
- 32.68
- Day high
- 35.22
- Day low
- 32.68
- Prev close
- 33.08
- Volume
- 1.0M
- Mkt cap
- $1.6B
- P/E (TTM)
- 39.9
- EPS (TTM)
- $0.88
- P/B
- 1.2
- P/S
- 1.2
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$584K over the last 3 months (0 open-market buys, 2 sales)
- 🏛Institutions accumulating (13F)
Omnicell, Inc. (OMCL) is a Healthcare company listed on NASDAQ. The stock is up 6% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 2 sales (SEC Form 4). Drillr has 1 published research article covering OMCL.
Omnicell, Inc. (OMCL) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
OMCL earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 30, 2026 | $0.47 | $0.94 | +101.1% | $312M | +0.6% |
| Apr 28, 2026 | $0.33 | $0.55 | +66.7% | $310M | +1.9% |
| Feb 5, 2026 | $0.47 | $0.40 | -14.9% | $314M | +3.3% |
| Oct 30, 2025 | $0.36 | $0.51 | +41.7% | $311M | -0.9% |
| Jul 31, 2025 | $0.31 | $0.45 | +45.2% | $291M | -0.5% |
| Feb 6, 2025 | $0.57 | $0.60 | +5.3% | $307M | +3.0% |
| Aug 1, 2024 | $0.16 | $0.51 | +218.8% | $277M | +8.5% |
| May 2, 2024 | $-0.08 | $0.03 | +137.5% | $246M | +4.0% |
| Feb 8, 2024 | $0.17 | $0.33 | +94.1% | $259M | +1.3% |
| Nov 2, 2023 | $0.45 | $0.62 | +37.8% | $299M | +1.1% |
| May 2, 2023 | $0.07 | $0.39 | +457.1% | $291M | +3.0% |
| Feb 28, 2023 | $0.09 | $0.33 | +266.7% | $298M | +2.0% |
OMCL insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 18, 2026 | Manley Corey Jofficer: EVP&CHIEF LEGAL/ADMIN OFFICER | Tax | 4,025 | $37.30 |
| Aug 18, 2026 | LIPPS RANDALL Adirector, officer: CHAIRMAN, CEO | Tax | 12,350 | $37.30 |
| Aug 18, 2026 | NUTT BRIAN H.officer: VP, Chief Accounting Officer | Tax | 937 | $37.30 |
| Aug 18, 2026 | Njoku Nnamdiofficer: President & COO | Tax | 3,670 | $37.30 |
| Aug 18, 2026 | Njoku Nnamdiofficer: President & COO | Sell | 3,083 | $36.85 |
| Jul 17, 2026 | LIPPS RANDALL Adirector, officer: CHAIRMAN, CEO | Sell | 10,000 | $47.00 |
| Jul 6, 2026 | Njoku Nnamdiofficer: President & COO | Grant | 12,309 | — |
| May 19, 2026 | Njoku Nnamdiofficer: EVP, Chief Operating Officer | Tax | 3,660 | $43.12 |
| May 19, 2026 | NUTT BRIAN H.officer: VP, Chief Accounting Officer | Tax | 226 | $43.12 |
| May 19, 2026 | Njoku Nnamdiofficer: EVP, Chief Operating Officer | Sell | 3,090 | $43.22 |
| May 19, 2026 | Manley Corey Jofficer: EVP&CHIEF LEGAL/ADMIN OFFICER | Tax | 4,041 | $43.12 |
| May 19, 2026 | Manley Corey Jofficer: EVP&CHIEF LEGAL/ADMIN OFFICER | Sell | 5,025 | $43.22 |
| May 19, 2026 | LIPPS RANDALL Adirector, officer: CHAIRMAN, PRESIDENT AND CEO | Tax | 12,347 | $43.12 |
| Apr 3, 2026 | Njoku Nnamdiofficer: EVP, Chief Operating Officer | Grant | 46,296 | — |
| Apr 3, 2026 | LIPPS RANDALL Adirector, officer: CHAIRMAN, PRESIDENT AND CEO | Grant | 90,939 | — |
Source: OMCL SEC Form 4 filings, latest Aug 18, 2026. For informational purposes only — not investment advice.
See the full OMCL insider & 13F page →Omnicell, Inc. company profile
Overview
Omnicell, Inc. (NASDAQ:OMCL) is a healthcare technology company founded in 1992 and headquartered in Mountain View, California. The company went public in 2001 and has evolved from a traditional medical device manufacturer into a comprehensive medication management solutions provider. Omnicell serves healthcare systems, hospitals, and pharmacies across the United States and internationally, focusing on automating and digitizing medication workflows to improve patient safety and operational efficiency. The company has undergone significant strategic transformation in recent years, shifting toward cloud-based platforms, recurring revenue models, and advanced pharmacy services.
Business
Omnicell operates in the healthcare information technology sector, specifically focusing on medication management automation and pharmacy workflow solutions. The healthcare industry faces persistent challenges with medication errors, labor shortages, and operational inefficiencies, which Omnicell addresses through automated dispensing systems and digital platforms. The company's core offerings span three main business segments: Point-of-Care Automation Solutions (approximately 50-60% of revenue): This segment includes the flagship XT Series automated dispensing systems, which are secure cabinets installed in hospital nursing units, operating rooms, and other clinical areas. These systems allow nurses and clinicians to access medications and supplies through biometric authentication and barcode scanning, automatically tracking inventory and usage. The XT platform includes specialized variants for different hospital departments and integrates with hospital information systems through Omnicell's interface software. Central Pharmacy Automation (approximately 20-25% of revenue): This segment provides automated storage and retrieval systems for hospital pharmacies, including the XR2 Automated Central Pharmacy System for high-volume medication storage, IV compounding robots that prepare sterile intravenous medications, and inventory management software. These solutions help pharmacies manage large medication inventories more efficiently and reduce the risk of compounding errors. Advanced Services and Software Solutions (approximately 20-25% of revenue, growing): This newer segment includes Specialty Pharmacy Services where Omnicell operates specialty pharmacies for complex medications, EnlivenHealth Patient Engagement platform for medication adherence in outpatient settings, and various cloud-based software solutions. This segment represents the company's strategic shift toward recurring revenue and comprehensive pharmacy management services.
Competitive moat
Omnicell possesses a moderate but meaningful competitive moat built primarily on switching costs and network effects, though this moat faces some structural challenges. Once healthcare systems implement Omnicell's automated dispensing systems, the switching costs are substantial due to staff training requirements, system integration complexity, and the mission-critical nature of medication management. Hospitals cannot easily replace these systems without significant operational disruption, creating customer stickiness that supports recurring revenue streams. The company benefits from regulatory and compliance advantages, as its systems help healthcare providers meet stringent medication tracking and safety requirements. Omnicell's long operating history and established relationships with major health systems create barriers for new entrants who must prove reliability and safety in life-critical applications. However, Omnicell's moat has limitations. The core automated dispensing technology is not particularly differentiated, and several established competitors including BD (Becton Dickinson), Cerner, and others offer similar solutions. The company faces competitive pressure from larger healthcare IT companies with broader product portfolios and deeper customer relationships. Additionally, the shift toward cloud-based solutions and software-as-a-service models reduces some traditional switching costs and creates opportunities for new entrants. The company's strongest competitive position lies in its comprehensive approach to medication management and its growing Advanced Services capabilities. By operating specialty pharmacies and providing end-to-end pharmacy management services, Omnicell creates deeper customer relationships that are harder to replicate. However, this strategy also puts the company in competition with larger healthcare services companies and pharmacy benefit managers who have greater scale and resources. The competitive landscape suggests Omnicell's moat is moderate and under pressure, requiring continuous innovation and strategic evolution to maintain its market position.
Risks & safety
Omnicell presents a moderate margin of safety with reasonable financial stability but some valuation concerns. Financial Stability: • Strong balance sheet with $387 million in cash and short-term investments as of Q1 2025 • Current ratio of 1.38 indicates adequate liquidity to meet short-term obligations • Debt-to-equity ratio of 0.30 represents manageable leverage levels • Positive operating cash flow of $26 million in Q1 2025, though down from stronger prior periods • Free cash flow of $15 million in Q1 2025, significantly lower than historical levels Valuation Metrics: • Trading at negative EV/EBITDA due to recent negative EBITDA, indicating current profitability challenges • Price-to-book ratio of 1.30 suggests reasonable valuation relative to book value • Historical P/E ratios have been volatile, ranging from 32x to over 80x depending on earnings fluctuations Other Considerations: • Recent tariff impacts creating $40 million headwind to 2025 EBITDA, representing significant margin pressure • Revenue growth has been inconsistent, with recent quarterly declines • Transition to recurring revenue model creating near-term margin pressure but potentially improving long-term stability • Healthcare sector exposure provides some defensive characteristics but also subjects company to healthcare spending cycles
Recent development
Over the past few years, Omnicell has undergone significant strategic transformation focused on three key initiatives. The company launched the XT Amplify innovation program, which represents more than just a hardware upgrade cycle but serves as an "on-ramp" to new technologies, software features, and comprehensive pharmacy management solutions. This multi-year initiative aims to transform Omnicell from a traditional equipment vendor into a comprehensive pharmacy operations platform provider. The company has aggressively expanded its Advanced Services capabilities, particularly in Specialty Pharmacy Services where it now operates specialty pharmacies for complex medications and has opened multiple new locations. The EnlivenHealth patient engagement platform has gained significant traction, recently being selected as a reconciliation partner for a Fortune 25 health insurance provider. These services now represent over 20% of total revenue and are growing rapidly. Omnicell has also invested heavily in robotic automation technologies, including IV compounding robots and advanced dispensing systems. The company expects to have market-ready robotic compounding solutions by the end of 2025 and is rolling out new customers quarterly. Additionally, the company completed a comprehensive strategic review with outside consultants, resulting in cost reduction initiatives that generated $50 million in annual savings and a workforce reduction of approximately 7%. The company has shifted its focus toward recurring revenue models, with Annual Recurring Revenue (ARR) expected to reach $610-630 million in 2025, representing approximately 53% of total revenue. This transformation includes expanding cloud-based solutions through the OmniSphere platform and developing outcome-based service agreements with healthcare systems.
OMCL company profile · for informational purposes only — not investment advice.
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