Omnicell, Inc. (OMCL)

Omnicell beat expectations on earnings while revenue came in line in the second fiscal quarter of 2026, reported July 30, 2026, with adjusted EPS of $0.94 topping the $0.47 estimate (+101%) as revenue of $312.2 million landed in line with the $310.2 million consensus (+0.6%). Revenue rose 7.4% to about $312.2 million (up from roughly $290.6 million a year ago), led by Connected devices, software licenses, and other at around $149.2 million, up 7.7% year over year, while SaaS and Expert Services contributed roughly $68.6 million, up 7.8%; geographically, the United States remained the largest market at about $281.0 million, up 6.7%, with Rest of world at roughly $31.2 million, up 15.0%. Profitability ran at a gross margin of 49.0% and an operating margin of 10.4%, with gross profit of about $152.9 million and operating income of roughly $32.4 million, and net income increased 330.7% to about $24.3 million (up from roughly $5.6 million a year ago). The company generated operating cash flow of about $69.5 million and repurchased roughly $0.4 million of stock. Next-period consensus calls for EPS of $0.42 on revenue of $304.4 million.