Omnicom Group, Inc.
OMC
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+ FollowMarket Cap$20.98B
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Earnings Call Q2 2026
July 28, 2026 - AI Summary
Strong operating momentum; guidance raised
- Core Operations organic revenue +6.1% YoY in Q2 (from ongoing businesses excluding held-for-sale/disposals).
- Adjusted EBITA margin up ~200 bps to 17.8% in Q2; Adjusted EBITA +20.4% (implies strong cost/margin performance).
- Full-year 2026 organic revenue growth guidance raised for Core Operations from 4% → 4.5% → 5% (mid-year upgrade based on first-half performance).
Earnings and EPS outperformance; EPS growth supported by synergies + reduced share count
- Non-GAAP adjusted EPS = $2.65 in Q2, +29.3% YoY (vs. $2.05 prior year).
- Synergy delivery remains on track: management expects ~75–80% of the $900m 2026 cost synergies to hit EBITDA/margin impact, and confirmed they’re on track.
- EPS outlook: management stated double-digit EPS growth for 2026; based on first-half pacing, they expect high-teens EPS growth (>=15%).
Massive capital return via buybacks (Board-authorized)
- In compliance with board authorization, Omnicom is executing a $5B share repurchase plan:
- $3B completed to date
- ~$500M additional repurchases in 2026
- Remaining amount expected by end of Q1 2027
- This is a major financial lever alongside operating margin expansion.
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$182.29
125.8% upside
Current Fair Value
125.8% upsideUndervalued by 125.8% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $20.98 Billion |
|---|---|
| Enterprise Value | $31.28 Billion |
| Dividend Yield | $3.20 (4.18%) |
| Earnings per Share | $-0.27 |
| Beta | 0.7 |
| Outstanding Shares | 279,808,612 |
Return
| Return on Equity | 3.93% |
|---|---|
| Return on Assets | 0.78% |
| Return on Invested Capital | 12.60% |
Valuation & Multiples
| P/E Ratio | 40.9 |
|---|---|
| PEG | 36.88 |
| Price to Sales | 1.02 |
| Price to Book Ratio | 2.24 |
| Enterprise Value to Revenue | 1.4 |
| Enterprise Value to EBIT | 10.02 |
| Enterprise Value to Net Income | 79 |
| Total Debt to Enterprise | 0.44 |
| Debt to Equity | 1.37 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 28, 2026
EPS Estimate
$2.67
Average shareholder expectationRevenue Estimate
$6.44 B
Average shareholder expectationNext Earnings Call
Expected Date
October 20, 2026
EPS Estimate
$2.67
Average shareholder expectationRevenue Estimate
$6.21 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.0000▼ 170.28% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.28%▼ 144.61% |
|---|---|
| Total Invested | $43.08M▼ 99.80% |
| Investors Holding | 45▼ 1085.00% |
ESG Score
No data
About Omnicom Group, Inc.
120,000 employees
CEO: John Wren Omnicom Group, Inc. is a holding company, which provides advertising, marketing and corporate communications services. The company was founded by Maxwell Dane in 1944 and is headquartered in New York, NY.