Omnicell (OMCL) reported second-quarter 2026 revenue of $312 million, up 7% from the prior-year quarter, with GAAP net income of $24 million, or $0.52 per diluted share.
The company said results were supported by demand for connected devices, growth in technical services and SaaS-related offerings, and disciplined cost management. Omnicell also updated full-year 2026 guidance and increased its non-GAAP EBITDA and non-GAAP earnings per share outlook ranges.
- Total second-quarter revenue was $312 million, compared with $291 million a year earlier.
- GAAP net income was $24 million, compared with $6 million in the second quarter of 2025.
- GAAP diluted earnings per share were $0.52, compared with $0.12 a year earlier.
- The company received $15 million in refunds for previously paid IEEPA tariffs during the quarter.
- Cash and cash equivalents were $292 million as of June 30, 2026, with total debt of $168 million.
- Updated full-year 2026 revenue guidance is $1.225 billion to $1.245 billion.
- Nnamdi Njoku was named President and Chief Operating Officer effective July 1, 2026.
$OMCL Insider Trading Activity
$OMCL insiders have traded $OMCL stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $OMCL stock by insiders over the last 6 months:
- COREY J MANLEY (EVP&CHIEF LEGAL/ADMIN OFFICER) has made 0 purchases and 3 sales selling 16,673 shares for an estimated $629,311.
- RANDALL A LIPPS (CHAIRMAN, CEO) sold 10,000 shares for an estimated $470,000
- NNAMDI NJOKU (EVP, Chief Operating Officer) sold 3,090 shares for an estimated $133,549
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$OMCL Hedge Fund Activity
We have seen 133 institutional investors add shares of $OMCL stock to their portfolio, and 108 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SUMITOMO MITSUI TRUST GROUP, INC. removed 1,410,865 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $58,579,114
- CADIAN CAPITAL MANAGEMENT, LP removed 1,142,555 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $38,138,485
- WELLINGTON MANAGEMENT GROUP LLP added 631,684 shares (+30.4%) to their portfolio in Q1 2026, for an estimated $21,085,611
- MILLENNIUM MANAGEMENT LLC added 543,708 shares (+31.2%) to their portfolio in Q1 2026, for an estimated $18,148,973
- FIRST LIGHT ASSET MANAGEMENT, LLC added 489,846 shares (+inf%) to their portfolio in Q1 2026, for an estimated $16,351,059
- TWO SIGMA INVESTMENTS, LP added 439,456 shares (+71.8%) to their portfolio in Q1 2026, for an estimated $14,669,041
- FEDERATED HERMES, INC. removed 432,855 shares (-76.8%) from their portfolio in Q1 2026, for an estimated $14,448,699
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
