Omnicell 過去の業績
過去 基準チェック /46
Omnicellの収益は年間平均-31.7%の割合で減少していますが、 Medical Equipment業界の収益は年間 増加しています。収益は年間14.8% 0.4%割合で 増加しています。 Omnicellの自己資本利益率は3%であり、純利益率は3.1%です。
主要情報
-31.74%
収益成長率
-33.22%
EPS成長率
| Medical Equipment 業界の成長 | 8.90% |
| 収益成長率 | 0.44% |
| 株主資本利益率 | 3.03% |
| ネット・マージン | 3.13% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Aug 14
OMCL: Aging Systems And Pipeline Conversion Will Drive Higher Future Earnings Multiple
Analysts have trimmed their Omnicell price targets to a range centered around $45, citing a shift to a $45 fair value estimate from $50, even as they highlight strong recent results and note that the company’s pipeline and aging installed base could support bookings over time. Analyst Commentary on Omnicell Recent research commentary on Omnicell points to a mixed picture.ナラティブ更新 • Jul 31
OMCL: Aging Systems And Pipeline Conversion Will Support Higher Future Earnings Multiple
Analysts have trimmed their price target on Omnicell stock to $50 from $55, citing expectations that shares may stay range bound until the company’s pipeline converts into bookings and aging installed systems drive more urgent replacement demand. What’s in the News for Omnicell Omnicell issued earnings guidance for the third quarter of 2026 with expected total revenue in a range of US$301 million to US$307 million.
ナラティブ更新 • Jul 06
OMCL: Cabinet Replacement Cycle Will Support Higher Multiple As New Leadership Executes
Omnicell's updated analyst price target has increased from $63 to $70. Analysts cited adjusted fair value, refined discount rate assumptions, and expectations for a higher future P/E multiple to support the change.ナラティブ更新 • Jun 22
OMCL: Earnings Rebound And Guidance Will Support Higher Future Earnings Multiple
Analysts have nudged their price targets on Omnicell higher, with recent Street research pointing to modestly improved expectations that support a slightly richer long term fair value framework anchored around $55. Analyst Commentary Recent Street research on Omnicell reflects a mixed tone, with higher price targets framed within a cautious backdrop.分析記事 • Jun 21
Omnicell (OMCL) Stock Could Be 36.3% Undervalued After Specialty Pharmacy Leadership Hire
Omnicell (OMCL) stock is back in focus after the company appointed veteran pharmacy operator Dan Mandoli as Senior Vice President and General Manager of Specialty Pharmacy Services, a move tied directly to its Specialty Pharmacy and 340B ambitions. See our latest analysis for Omnicell. Omnicell’s latest leadership change comes after a mixed stretch in the market, with the stock’s share price showing a 13.82% 90 day return but down 12.07% over 30 days, while the 1 year total shareholder return...
ナラティブ更新 • Jun 04
OMCL: Cabinet Replacement Cycle Will Support Stronger Future Medication Management Demand
Analysts have lifted their price target on Omnicell by $12 in total, supported by refreshed assumptions on discount rate, revenue growth, profit margin and future P/E. These changes leave the stock's fair value estimate broadly unchanged at about $61.29.ナラティブ更新 • May 19
OMCL: Cabinet Replacement Cycle Will Support Stronger Future Medication Management Upside
Analysts lifted the Omnicell price target by about $4, reflecting updated fair value estimates and revised assumptions on discount rate, revenue growth, profit margin, and future P/E multiples, supported by recent research from multiple firms. Analyst Commentary Recent Street research includes price target increases of about $2 and $10, which gives a sense of how bullish and cautious views are being weighed around Omnicell right now.分析記事 • May 14
Omnicell's (NASDAQ:OMCL) Conservative Accounting Might Explain Soft Earnings
The market was pleased with the recent earnings report from Omnicell, Inc. ( NASDAQ:OMCL ), despite the profit numbers...ナラティブ更新 • May 01
OMCL: New Product Cycle Will Reset Expectations And Support Higher Future Earnings Multiple
Analysts have reset their view on Omnicell, with the consolidated fair value estimate moving from $49.00 to $55.00. This reflects updated assumptions on discount rate, growth, margins and future P/E, alongside recent price target hikes and rating changes across the Street.ナラティブ更新 • Apr 16
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.ナラティブ更新 • Apr 01
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.ナラティブ更新 • Mar 18
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.ナラティブ更新 • Mar 04
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.ナラティブ更新 • Feb 18
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.分析記事 • Feb 12
Why Investors Shouldn't Be Surprised By Omnicell, Inc.'s (NASDAQ:OMCL) 26% Share Price Plunge
The Omnicell, Inc. ( NASDAQ:OMCL ) share price has softened a substantial 26% over the previous 30 days, handing back...ナラティブ更新 • Feb 04
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.ナラティブ更新 • Jan 21
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.ナラティブ更新 • Jan 06
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.ナラティブ更新 • Dec 18
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.ナラティブ更新 • Dec 04
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).ナラティブ更新 • Nov 20
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.分析記事 • Nov 13
Improved Revenues Required Before Omnicell, Inc. (NASDAQ:OMCL) Stock's 25% Jump Looks Justified
Omnicell, Inc. ( NASDAQ:OMCL ) shareholders would be excited to see that the share price has had a great month, posting...ナラティブ更新 • Nov 06
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.Seeking Alpha • Jul 31
Omnicell Q2 Earnings: Market Ignoring The Segments
Summary Omnicell's service business is rapidly growing, now 22% of revenue, outpacing industry trends and supporting long-term upside. My updated DCF analysis yields a price target of $57.46, representing 93% upside, with Wall Street consensus trailing behind. The primary risk is the pace of transition from product to service revenue, but a strong backlog mitigates margin and cash flow concerns. Given robust service growth and healthy backlog, I maintain Omnicell at strong buy, seeing current volatility as a long-term buying opportunity. Read the full article on Seeking Alpha分析記事 • Jul 16
Omnicell (NASDAQ:OMCL) May Have Issues Allocating Its Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • Jun 28
Omnicell, Inc. (NASDAQ:OMCL) Shares Could Be 27% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Omnicell fair value estimate is US$40.16 Omnicell is estimated...新しいナラティブ • May 27
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.分析記事 • May 14
It Looks Like Omnicell, Inc.'s (NASDAQ:OMCL) CEO May Expect Their Salary To Be Put Under The Microscope
Key Insights Omnicell's Annual General Meeting to take place on 21st of May CEO Randy Lipps' total compensation...分析記事 • May 09
US$38.50: That's What Analysts Think Omnicell, Inc. (NASDAQ:OMCL) Is Worth After Its Latest Results
There's been a notable change in appetite for Omnicell, Inc. ( NASDAQ:OMCL ) shares in the week since its first-quarter...分析記事 • Apr 07
Omnicell (NASDAQ:OMCL) Seems To Use Debt Rather Sparingly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 20
Is Now An Opportune Moment To Examine Omnicell, Inc. (NASDAQ:OMCL)?
Omnicell, Inc. ( NASDAQ:OMCL ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Feb 14
Why Omnicell's (NASDAQ:OMCL) Earnings Are Better Than They Seem
Despite posting healthy earnings, Omnicell, Inc.'s ( NASDAQ:OMCL ) stock has been quite weak. Our analysis suggests...Seeking Alpha • Feb 12
Omnicell Q4 Earnings: Ignore The Short-Term Noise
Summary Omnicell's Q4 2024 earnings showed strong service revenue growth, despite soft overall revenue guidance, highlighting the service business as the key value driver. My updated DCF analysis yields a price target of $64.05, representing a 54% upside, and I raise my rating from buy to strong buy. The service business has grown from 6% to 22% of revenue since 2020, outpacing industry growth and improving margins, indicating long-term value. Downside risks include the need to balance service growth with product decline, but the healthy backlog mitigates these concerns, presenting a buying opportunity. Read the full article on Seeking Alpha分析記事 • Feb 09
Results: Omnicell, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a mediocre week for Omnicell, Inc. ( NASDAQ:OMCL ) shareholders, with the stock dropping 11% to US$40.16 in...収支内訳
収支内訳
Omnicell の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 1,247 | 39 | 411 | 87 |
| 31 Mar 26 | 1,225 | 20 | 409 | 89 |
| 31 Dec 25 | 1,185 | 2 | 409 | 88 |
| 30 Sep 25 | 1,178 | 20 | 405 | 92 |
| 30 Jun 25 | 1,150 | 23 | 398 | 89 |
| 31 Mar 25 | 1,136 | 21 | 390 | 89 |
| 31 Dec 24 | 1,112 | 13 | 380 | 90 |
| 30 Sep 24 | 1,064 | -18 | 373 | 88 |
| 30 Jun 24 | 1,080 | -21 | 383 | 91 |
| 31 Mar 24 | 1,103 | -21 | 396 | 93 |
| 31 Dec 23 | 1,147 | -20 | 426 | 93 |
| 30 Sep 23 | 1,186 | -34 | 454 | 97 |
| 30 Jun 23 | 1,235 | -23 | 463 | 97 |
| 31 Mar 23 | 1,268 | -18 | 475 | 101 |
| 31 Dec 22 | 1,296 | 6 | 466 | 101 |
| 30 Sep 22 | 1,309 | 48 | 453 | 96 |
| 30 Jun 22 | 1,258 | 61 | 438 | 91 |
| 31 Mar 22 | 1,199 | 72 | 412 | 83 |
| 31 Dec 21 | 1,132 | 78 | 381 | 76 |
| 30 Sep 21 | 1,070 | 80 | 354 | 69 |
| 30 Jun 21 | 987 | 60 | 327 | 65 |
| 31 Mar 21 | 914 | 35 | 306 | 65 |
| 31 Dec 20 | 892 | 32 | 297 | 66 |
| 30 Sep 20 | 891 | 38 | 298 | 70 |
| 30 Jun 20 | 906 | 49 | 298 | 71 |
| 31 Mar 20 | 924 | 69 | 298 | 70 |
| 31 Dec 19 | 897 | 61 | 290 | 69 |
| 30 Sep 19 | 860 | 54 | 274 | 67 |
| 30 Jun 19 | 836 | 48 | 269 | 66 |
| 31 Mar 19 | 807 | 38 | 266 | 64 |
| 31 Dec 18 | 787 | 38 | 259 | 65 |
| 30 Sep 18 | 772 | 54 | 258 | 64 |
| 30 Jun 18 | 754 | 48 | 249 | 64 |
| 31 Mar 18 | 747 | 44 | 245 | 67 |
| 31 Dec 17 | 713 | 31 | 241 | 66 |
| 30 Sep 17 | 688 | -1 | 233 | 65 |
| 30 Jun 17 | 678 | -6 | 238 | 64 |
| 31 Mar 17 | 670 | -9 | 243 | 60 |
| 31 Dec 16 | 696 | 10 | 230 | 58 |
| 30 Sep 16 | 651 | 8 | 231 | 52 |
| 30 Jun 16 | 599 | 14 | 210 | 46 |
| 31 Mar 16 | 539 | 24 | 184 | 41 |
| 31 Dec 15 | 485 | 31 | 165 | 35 |
| 30 Sep 15 | 476 | 32 | 166 | 34 |
質の高い収益: OMCLは 高品質の収益 を持っています。
利益率の向上: OMCLの現在の純利益率 (3.1%)は、昨年(2%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: OMCLの収益は過去 5 年間で年間31.7%減少しました。
成長の加速: OMCLの過去 1 年間の収益成長率 ( 69.3% ) は、5 年間の平均 ( 年間-31.7%を上回っています。
収益対業界: OMCLの過去 1 年間の収益成長率 ( 69.3% ) はMedical Equipment業界15.6%を上回りました。
株主資本利益率
高いROE: OMCLの 自己資本利益率 ( 3% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/08/24 15:07 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
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。19
| アナリスト | 機関 |
|---|---|
| Raymond Myers | Benchmark Company |
| William Sutherland | Benchmark Company |
| Zhilin Long | Berenberg |