Feed / OMCL

Omnicell, Inc.

OMCL

Healthcare · 32.76 +1.6% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Omnicell, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Company+1.6% todayVolume comparison unavailable
Market group0 of 21 activeFinancial Technology Services · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • OMCL's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if OMCL's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Health Information Services

No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • OMCL's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements79
Verified relationships4
Evidence supporting the case
  • Latest annual revenue changed +6.5% year over year.
  • Operating cash flow covered net income at 62.04x in the latest annual period.
  • Demand and volume has repeated favorable evidence across 4 filings.
  • Pricing and mix has repeated favorable evidence across 4 filings.
  • Tariffs and trade policy has repeated favorable evidence across 3 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • P/E is 1292% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 28% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

32.76
6m-20.6%12m-1.6%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.1B+26.9%$1.62+9.6%
2022-12-31$1.3B+14.5%$0.12-4.3%
2023-12-31$1.1B-11.5%$-0.45-1.5%
2024-12-31$1.1B-3.0%$0.27+2.3%
2025-12-31$1.2B+6.5%$0.04+0.2%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 4 filings
“Service revenues increased by $10.6 million due to an increase of $5.5 million in technical services revenues primarily as a result of growth in our installed customer base and the impact of pricing actions, as well as an increase of $5.0 million in SaaS and…”
10-Q · May 6, 2026 ↗
Pricing and mixpositive · 4 filings
“Service revenues increased by $10.6 million due to an increase of $5.5 million in technical services revenues primarily as a result of growth in our installed customer base and the impact of pricing actions, as well as an increase of $5.0 million in SaaS and…”
10-Q · May 6, 2026 ↗
Restructuring and cost reductionsmixed · 3 filings
“The increase in cost of service revenues was primarily driven by the increase in service revenues of $37.4 million for the year ended December 31, 2025 compared to the year ended December 31, 2024, including the associated increase in employee-related expense…”
10-K · Feb 26, 2026 ↗
Tariffs and trade policymixed · 3 filings
“The overall increase in gross margin primarily relates to higher revenues for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, the favorable impact of scale and efficiencies in installations, product and customer mix, a…”
10-Q · May 6, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.3× · EV/sales 1.1×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

32.76+1.6% today

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, 15:55 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 OMCL. 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.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for OMCL. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind OMCL

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MDTMedtronic plcsupplierFeb 26, 2026 ▾

“Njoku held executive operational roles of increasing responsibility at Medtronic.”

UNHUnitedHealth Group IncorporatedcustomerFeb 26, 2026 ▾

“Njoku served in operational roles of increasing responsibility at UnitedHealth Group and Deloitte Consulting.”

JPMJPMorgan Chase & Co.lenderFeb 26, 2026 ▾

“Sources of Cash Revolving Credit Facility On November 15, 2019, Omnicell, Inc.”

Filing peers

BTSGGRDNMCK

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

OMCL is currently a Follower in the organic co-movement group Financial Technology Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for OMCL; 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.