OMC OMNICOM GROUP INC.

BULLISH Impact: 6/10 8-K
Horizon weeks Filed Apr 28, 2026 Processed 1mo ago SEC 0000029989-26-000008
8-K Item 2.02: Earnings release
Latest settled — T+20d
OMC ▼ -2.76% at T+20d
LONG call ✗ call lost -2.76% · α vs SPY -8.81% · entry $76.17 → $74.07
Next anchor: T+60d in 6w
Currently $75.63 · -0.71% from $76.17 entry
Entry anchored
Apr 28, 2026
via day open
T+1d
+0.39%
call +0.39% · α -0.63%
$76.47
settled 6w ago
T+5d
+0.89%
call +0.89% · α -2.22%
$76.85
settled 5w ago
T+20d
-2.76%
call -2.76% · α -8.81%
$74.07
settled 14d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Omnicom reports Q1 2026 results with non-GAAP adjusted EPS of $1.90, up 11.8% YoY, and core operations organic revenue growth of 3.9%. Adjusted EBITA margin expanded to 14.8% from 12.4%, driven by IPG acquisition synergies. The company also repurchased $2.8 billion in shares under its $5.0 billion authorization. GAAP results were distorted by integration costs, amortization, and a higher share count from the merger.

Key Financial Metrics

Free Cash Flow
$656.9M

Actionable Insight

The adjusted earnings beat consensus slightly and strong margin expansion supports the bullish thesis. Watch for further synergy realization and debt reduction in coming quarters. The accelerated buyback signals management confidence.

Key Facts

  • Core operations revenue $5.62 billion, organic growth 3.9%
  • Non-GAAP adjusted diluted EPS $1.90, up 11.8% YoY
  • Adjusted EBITA margin on core operations 14.8%, up from 12.4%
  • $2.8 billion in share repurchases during Q1 2026
  • Free cash flow of $656.9 million
  • Integration of IPG on track with $59.4 million in transaction costs in Q1

Financial Impact

Non-GAAP adjusted net income $569.7 million vs $336.5 million in prior-year standalone period, a 69% increase; adjusted diluted EPS $1.90 vs $1.70.

revenueepsebitda marginsdebtshare count

Risk Factors

  • High leverage: Long-term debt/EBITDA 9.8x, net debt/EBITDA 5.6x
  • Integration execution risk and potential client losses post-IPG merger
  • Exposure to macroeconomic cycles affecting advertising spend

Market Snapshot

Exchange
NYSE
Sector
Services-Advertising Agencies
Analyst Consensus
65% bullish (17 analysts)

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000029989-26-000008
Document: omc-20260428.htm0000029989-26-000008
Document: a2026q1investorpresentat.htm0000029989-26-000008
Document: 0000029989-26-000008-index-headers.html0000029989-26-000008
Document: 0000029989-26-000008-index.html0000029989-26-000008
Document: 0000029989-26-000008.txt0000029989-26-000008
8-K Data (Synthetic)0000029989-26-000008
2 reports for OMC
Performance horizon
Filters
Rows
Reports for OMC — sortable, filterable
Type Now
Apr 28, 2026
6w ago
8-K
BULLISH ★ 6/10
$76.17 $74.07▼ −2.76%▼ −8.81%$75.63 (−0.71%)
Mar 26, 2026
10w ago
DEFA14A
NEUTRAL ★ 3/10
$73.78 $75.96▲ +2.95%▼ −9.79%$75.63 (+2.51%)
Showing 2 of 2

US Market Status

Market Closed — Opens Thu (9h 47m)

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