Omnicell, Inc.

NasdaqGS:OMCL 株式レポート

時価総額:US$2.0b

Omnicell マネジメント

マネジメント 基準チェック /34

Omnicellの CEO はRandy Lippsで、 Sep1992年に任命され、 の在任期間は 33.58年です。 の年間総報酬は$ 7.53Mで、 11.2%給与と88.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.98%を直接所有しており、その価値は$ 38.77M 。経営陣と取締役会の平均在任期間はそれぞれ3.2年と6.9年です。

主要情報

Randy Lipps

最高経営責任者

US$7.5m

報酬総額

CEO給与比率11.24%
CEO在任期間33.6yrs
CEOの所有権2.0%
経営陣の平均在職期間3.2yrs
取締役会の平均在任期間6.9yrs

経営陣の近況

Recent updates

OMCL: New Product Cycle Will Drive Next Cabinet Super Cycle

Narrative Update on Omnicell Analysts now see a slightly lower blended price target for Omnicell, with recent moves spanning a $14 cut at one firm and a $10 increase at another. They are weighing a new product cycle against differing views on execution and risk.

OMCL: Cabinet Replacement Cycle Will Drive Future Super Cycle Repricing

Narrative Update on Omnicell The updated analyst price target for Omnicell has shifted by $14 as analysts balance recent upgrades tied to a new product cycle and cabinet replacement opportunity against a lower target from one firm, while keeping the model's fair value estimate steady at $49. Analyst Commentary Recent research on Omnicell presents a mixed picture, with some firms highlighting upside linked to a new product cycle and cabinet replacement opportunity, while more cautious voices are resetting expectations and price targets.

OMCL: Cabinet Replacement Cycle Will Drive Future Risk Reward Repricing

Analysts have trimmed the Omnicell fair value estimate from $50.00 to $49.00, reflecting slightly softer assumptions for revenue growth and profit margins, even as they factor in a higher future P/E multiple supported by recent upgrades tied to the new product cycle and cabinet refresh story. Analyst Commentary Recent Street research on Omnicell has been mixed, with some firms trimming price targets while others turn more constructive on the new product cycle and cabinet refresh opportunity.

OMCL: Cabinet Replacement Cycle Will Drive Future Medication Management Upside

Analysts have adjusted their Omnicell price target by $14, reflecting mixed research that includes both target cuts and upgrades related to expectations around the new product cycle and potential cabinet replacement demand. Analyst Commentary Bullish Takeaways Bullish analysts see the new Titan XT cabinets as a key product that could support higher long term growth expectations if hospitals move ahead with planned cabinet replacements.

OMCL: Cabinet Refresh Cycle Will Support Future Medication Management Upside

Analysts have nudged their fair value estimate for Omnicell higher from $51.50 to about $57.43, citing updated views on its product cycle and cabinet refresh opportunity as reflected in recent research. Analyst Commentary Recent research coverage on Omnicell reflects a mix of optimism around the new product cycle and cabinet refresh, alongside some restraint on how quickly that opportunity may translate into value.

Why Investors Shouldn't Be Surprised By Omnicell, Inc.'s (NASDAQ:OMCL) 26% Share Price Plunge

Feb 12
Why Investors Shouldn't Be Surprised By Omnicell, Inc.'s (NASDAQ:OMCL) 26% Share Price Plunge

OMCL: Cabinet Replacement Cycle Could Drive Upside In Concentrated Market

Analysts have raised their fair value estimate for Omnicell to US$63 from US$55, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. This change is supported by recent positive research on the potential impact of the Titan XT cabinet cycle and competitive wins.

OMCL: Cabinet Replacement Cycle Will Shape Future Risk Reward Balance

Narrative Update on Omnicell The analyst price target for Omnicell has moved from $43 to $50 as analysts point to potential cabinet replacement demand and the Titan XT launch as key drivers for expected improvements in sales, earnings, and valuation assumptions. Analyst Commentary Recent research highlights a more constructive tone around Omnicell, with some analysts pointing to a potential cabinet replacement cycle and the Titan XT launch as key themes in their work.

OMCL: Future Medication Management Platform Rollout Will Support Balanced Risk Reward Profile

Analysts have lifted their price target on Omnicell from US$34 to US$43, pointing to updated assumptions for slightly lower discount rates, firmer revenue growth, improved profit margins, and a more moderate future P/E outlook. What's in the News Omnicell launched Omnicell Titan XT, an enterprise version of its automated dispensing systems designed to unify automation with its cloud-based OmniSphere medication management platform, aiming to create a connected, enterprise-wide medication management ecosystem across care areas.

OMCL: New Medication Management Platform Will Support Future Upside Potential

Analysts have raised their price target on Omnicell from approximately 47.33 dollars to 51.50 dollars. This change reflects slightly lower perceived risk, modestly stronger long term profit margins, and a higher expected future earnings multiple.

OMCL: Share Repurchases Will Support Future Upside Potential

Analysts have modestly raised their price target on Omnicell to approximately $47.33 per share, reflecting slightly lower perceived risk and stable, long-term growth and profitability expectations. What's in the News Updated fourth quarter 2025 revenue guidance to a range of $306 million to $316 million, signaling stable near term demand (company guidance).

OMCL: Share Repurchases And Executive Shifts Will Drive Future Upside

Analysts have revised their price target for Omnicell, lowering it modestly to $47.33 per share. This change reflects slight adjustments in key financial assumptions and uncertainty regarding future growth rates.

Improved Revenues Required Before Omnicell, Inc. (NASDAQ:OMCL) Stock's 25% Jump Looks Justified

Nov 13
Improved Revenues Required Before Omnicell, Inc. (NASDAQ:OMCL) Stock's 25% Jump Looks Justified

OMCL: Share Repurchases And Leadership Transition Will Strengthen Market Position

Omnicell's analyst price target has been raised from $44 to approximately $47.33 per share. Analysts cite improved outlooks for revenue growth, profit margins, and lower discount rates as reasons supporting the upward revision.

Omnicell Q2 Earnings: Market Ignoring The Segments

Jul 31

Omnicell (NASDAQ:OMCL) May Have Issues Allocating Its Capital

Jul 16
Omnicell (NASDAQ:OMCL) May Have Issues Allocating Its Capital

Omnicell, Inc. (NASDAQ:OMCL) Shares Could Be 27% Below Their Intrinsic Value Estimate

Jun 28
Omnicell, Inc. (NASDAQ:OMCL) Shares Could Be 27% Below Their Intrinsic Value Estimate
User avatar

Near-shoring And Digitization Will Drive Stability Despite Tariff Challenges

Supply chain improvements and near-shoring are expected to offset cost pressures, while a shift to recurring SaaS and services enhances earnings stability and valuation potential.

It Looks Like Omnicell, Inc.'s (NASDAQ:OMCL) CEO May Expect Their Salary To Be Put Under The Microscope

May 14
It Looks Like Omnicell, Inc.'s (NASDAQ:OMCL) CEO May Expect Their Salary To Be Put Under The Microscope

US$38.50: That's What Analysts Think Omnicell, Inc. (NASDAQ:OMCL) Is Worth After Its Latest Results

May 09
US$38.50: That's What Analysts Think Omnicell, Inc. (NASDAQ:OMCL) Is Worth After Its Latest Results

Omnicell (NASDAQ:OMCL) Seems To Use Debt Rather Sparingly

Apr 07
Omnicell (NASDAQ:OMCL) Seems To Use Debt Rather Sparingly

Is Now An Opportune Moment To Examine Omnicell, Inc. (NASDAQ:OMCL)?

Mar 20
Is Now An Opportune Moment To Examine Omnicell, Inc. (NASDAQ:OMCL)?

Why Omnicell's (NASDAQ:OMCL) Earnings Are Better Than They Seem

Feb 14
Why Omnicell's (NASDAQ:OMCL) Earnings Are Better Than They Seem

Omnicell Q4 Earnings: Ignore The Short-Term Noise

Feb 12

Results: Omnicell, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Feb 09
Results: Omnicell, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Omnicell, Inc. (NASDAQ:OMCL) Shares Could Be 26% Below Their Intrinsic Value Estimate

Jan 28
Omnicell, Inc. (NASDAQ:OMCL) Shares Could Be 26% Below Their Intrinsic Value Estimate

Little Excitement Around Omnicell, Inc.'s (NASDAQ:OMCL) Revenues

Nov 27
Little Excitement Around Omnicell, Inc.'s (NASDAQ:OMCL) Revenues

Omnicell, Inc. Just Beat EPS By 43%: Here's What Analysts Think Will Happen Next

Nov 02
Omnicell, Inc. Just Beat EPS By 43%: Here's What Analysts Think Will Happen Next

Omnicell Q3 Earnings: Look At The Growth Segment

Nov 01

Is It Time To Consider Buying Omnicell, Inc. (NASDAQ:OMCL)?

Oct 31
Is It Time To Consider Buying Omnicell, Inc. (NASDAQ:OMCL)?

Is Omnicell (NASDAQ:OMCL) Using Too Much Debt?

Oct 07
Is Omnicell (NASDAQ:OMCL) Using Too Much Debt?

CEO報酬分析

Omnicell の収益と比較して、Randy Lipps の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$20m

Dec 31 2025US$8mUS$847k

US$2m

Sep 30 2025n/an/a

US$20m

Jun 30 2025n/an/a

US$23m

Mar 31 2025n/an/a

US$21m

Dec 31 2024US$8mUS$822k

US$13m

Sep 30 2024n/an/a

-US$18m

Jun 30 2024n/an/a

-US$21m

Mar 31 2024n/an/a

-US$21m

Dec 31 2023US$11mUS$813k

-US$20m

Sep 30 2023n/an/a

-US$34m

Jun 30 2023n/an/a

-US$23m

Mar 31 2023n/an/a

-US$18m

Dec 31 2022US$8mUS$804k

US$6m

Sep 30 2022n/an/a

US$48m

Jun 30 2022n/an/a

US$61m

Mar 31 2022n/an/a

US$72m

Dec 31 2021US$8mUS$768k

US$78m

Sep 30 2021n/an/a

US$80m

Jun 30 2021n/an/a

US$60m

Mar 31 2021n/an/a

US$35m

Dec 31 2020US$8mUS$721k

US$32m

Sep 30 2020n/an/a

US$38m

Jun 30 2020n/an/a

US$49m

Mar 31 2020n/an/a

US$69m

Dec 31 2019US$7mUS$711k

US$61m

報酬と市場: Randyの 総報酬 ($USD 7.53M ) は、 US市場 ($USD 5.48M ) の同規模の企業の平均を上回っています。

報酬と収益: Randyの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Randy Lipps (68 yo)

33.6yrs
在職期間
US$7,531,852
報酬

Mr. Randall A. Lipps, also known as Randy, founded Omnicell, Inc. in September 1992 and has been its Chief Executive Officer and President since October 2002. Mr. Lipps has been Executive Chairman of Omnic...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Randall Lipps
Founder33.6yrsUS$7.53m1.98%
$ 38.8m
H. Radford
Executive VP & CFOless than a yearUS$1.51mデータなし
Nnamdi Njoku
Executive VP & COO1.5yrsUS$4.01m0.029%
$ 559.4k
Corey Manley
Executive VP5yrsUS$2.46m0.023%
$ 448.5k
Brian Nutt
VP, Chief Accounting Officer & Corporate Controller2.1yrsデータなし0.0086%
$ 168.2k
Perry Genova
Senior VP & CTO1.1yrsデータなしデータなし
Tomer Stavitsky
Senior VP & Chief Corporate Development Officerno dataデータなしデータなし
Stella Prefach
Senior VP & Chief Marketing Officerno dataデータなしデータなし
Dave Ford
SVP & Chief People Officerless than a yearデータなしデータなし
Sara Dalmasso
Senior VP & GM of International4.3yrsデータなしデータなし
David Vanella
Senior Vice President of Quality & Product Regulatory4.3yrsデータなしデータなし
Vicki MacDevitt
Chief of Staff8.8yrsデータなしデータなし
3.2yrs
平均在職期間
51.5yo
平均年齢

経験豊富な経営陣: OMCLの経営陣は 経験豊富 であると考えられます ( 3.2年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Randall Lipps
Founder33.6yrsUS$7.53m1.98%
$ 38.8m
Eileen Voynick
Independent Director2.3yrsUS$318.51k0.033%
$ 656.2k
Mark Parrish
Independent Director13.3yrsUS$322.37k0.14%
$ 2.8m
Robin Seim
Independent Director7.1yrsUS$323.62k0.10%
$ 2.0m
Joanne Bauer
Lead Independent Director12.3yrsUS$355.14k0.099%
$ 1.9m
Edward Bousa
Independent Director4.8yrsUS$303.23k0.040%
$ 775.2k
Bruce Scott
Independent Director6.9yrsUS$325.65k0.051%
$ 990.2k
Mary Garrett
Independent Director3.9yrsUS$330.14k0.038%
$ 740.3k
Kaushik Ghoshal
Independent Director2.8yrsUS$298.15k0.032%
$ 625.9k
6.9yrs
平均在職期間
68yo
平均年齢

経験豊富なボード: OMCLの 取締役会経験豊富 であると考えられます ( 6.9年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/04/30 18:25
終値2026/04/30 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Omnicell, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

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