“Foreign currency exchange rate changes increased revenue 1.7% and 3.1% for the three and six months ended June 30, 2026, respectively, primarily as a result of the strengthening of most currencies against the U.S.”10-Q · Jul 29, 2026 ↗
Omnicom Group Inc.
OMC
Market read
Omnicom Group Inc.'s current read is isolated; its market group is not confirming.
The latest filing is mixed. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
- Revenue increased 69.2% versus the comparable filing period.
- Operating margin fell 1.9 percentage points.
- Foreign exchange percent impact on revenue for the three months ended June 30, 2026 (reported 3.6%).
- Foreign exchange percent impact on revenue for the six months ended June 30, 2026 (reported 8.3%).
Invalidation: The isolated read changes if OMC's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing is mixed. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
- Revenue increased 69.2% versus the comparable filing period.
- Net income increased 40.8% versus the comparable filing period.
- Operating margin fell 1.9 percentage points.
- Net margin fell 1.3 percentage points.
- Operating cash flow covered only -1.37x net income.
- Foreign exchange percent impact on revenue for the three months ended June 30, 2026 (reported 3.6%).
- Foreign exchange percent impact on revenue for the six months ended June 30, 2026 (reported 8.3%).
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +10.1% year over year.
- Foreign exchange has repeated favorable evidence across 5 filings.
- Operating margin changed -11.9 percentage points in the latest annual period.
- Net margin changed -9.8 percentage points in the latest annual period.
- Diluted shares increased 3.2% in the latest annual period.
- EV/sales is 61% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
79.46Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Interest expense on debt for the six months ended June 30, 2026 increased $119.0 million period-over-period to $233.9 million, due to higher average long-term debt balances resulting primarily from the assumption of IPG’s long-term debt following the Merger,…”10-Q · Jul 29, 2026 ↗
“Geographic results were mixed, reflecting differing macroeconomic conditions across regions versus the prior year period.”10-Q · Oct 22, 2025 ↗
“Severance and repositioning costs in prior periods In connection with our strategic initiatives, for the year ended December 31, 2024, operating expenses included $ 57.8 million ($ 42.9 million after-tax), primarily reflecting severance actions related to ong…”10-K · Feb 20, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.9× · EV/sales 1.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for OMC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-04-29 against the comparable filing from 2025-04-16.
What improved
- Revenue increased 69.2% versus the comparable filing period.
- Net income increased 40.8% versus the comparable filing period.
What weakened
- Operating margin fell 1.9 percentage points.
- Net margin fell 1.3 percentage points.
- Operating cash flow covered only -1.37x net income.
Filing receipts
“Worldwide revenue increased across our geographic markets for the three months ended March 31, 2026, compared to the three months ended March 31, 2025, as follows, and was primarily driven by the acquisition of IPG: North America, $1,773.6 19 million, Latin America, $99.7 million, Europe, $444.0 million, Middle East and Africa, $73.4 million, and Asia-Pacific, $161.8 million.”
“Worldwide revenue increased across our geographic markets for the three months ended March 31, 2026, compared to the three months ended March 31, 2025, as follows, and was primarily driven by the acquisition of IPG: North America, $1,773.6 million, Latin America, $99.7 million, Europe, $444.0 million, Middle East and Africa, $73.4 million, and Asia-Pacific, $161.8 million.”
“25 Operating Expenses - Occupancy and Other Costs Occupancy and other costs for the three months ended March 31, 2026, which are less directly linked to changes in revenue than salary and service costs, increased by $212.7 million, or 67.6%, to $527.3 million due to the additional real estate footprint from the IPG acquisition.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
The relationships behind OMC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
APPSDigital Turbine, Inc.competitorJun 16, 2025 ▾
“Broadly, our media distribution platform faces competition from existing operator solutions built internally, as well as companies providing application and content media products and services, such as: Facebook, Snapchat, Unity (ironSource), WPP, Omnicom, Cr…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
OMC is currently a Follower in the organic co-movement group Technology Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for OMC; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.