Omnicom Group, Inc.

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.