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Omnicom's Q4 Earnings and Revenues Miss Estimates, Increase Y/Y

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Key Takeaways

  • OMC posted Q4 EPS of $2.59 and revenues of $5.5B, both missing the respective consensus estimate.
  • OMC's Media & Advertising and the U.S. market contributed 60.1% and 51.9% of revenues, respectively.
  • OMC reported a $977.2M operating loss against $685.3M profit in the year-ago quarter.

Omnicom (OMC - Free Report) reported unimpressive fourth-quarter 2025 results, with both earnings and revenues missing the Zacks Consensus Estimate.

OMC’s earnings were $2.59 per share, missing the Zacks Consensus Estimate by 11.9% but increasing 7.5% from the year-ago quarter. Total revenues came in at $5.5 billion, lagging the consensus estimate by 25.3% but rising 27.9% on a year-over-year basis.

OMC shares have declined 12.7% in the past year compared with 24.5% decline of the industry. In contrast, the Zacks S&P 500 composite has risen 13.9% in the said time frame.

Omnicom Group Inc. Price, Consensus and EPS Surprise

Omnicom Group Inc. Price, Consensus and EPS Surprise

Omnicom Group Inc. price-consensus-eps-surprise-chart | Omnicom Group Inc. Quote

OMC’s Q4 Revenue Breakdown by Disciplines and Regions

Media & Advertising contributed 60.1% of revenues in the quarter, while Precision Marketing contributed 10.3%. Public Relations, Healthcare, Experiential, Execution & Support, and Branding & Retail Commerce contributed 9.1%, 7.3%, 6.5%, 3.7% and 3.0%, respectively.

Across regional markets, the contribution was 51.9% from the United States and 17.6% from the Euro Markets and Other Europe. The United Kingdom contributed 9.6%, while Asia Pacific, Latin America, the Middle East and Africa, and Other North America contributed 10.7%, 3.7%, 3.7% and 2.4%, respectively.

OMC’s Margin Performance

Adjusted EBITA in the quarter came in at $928.9 million, up 28.6% year over year. The adjusted EBITA margin was 16.8%, up 10 basis points year over year. The operating loss was $977.2 million against an operating profit of $685.3 million in the year-ago quarter.

OMC currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Recent Earnings Snapshot

Waste Connections, Inc. (WCN - Free Report) reported impressive fourth-quarter 2025 results.

Waste Connections’ adjusted earnings (excluding 28 cents from non-recurring items) of $1.29 per share marginally surpassed the Zacks Consensus Estimate and increased 11.2% year over year. WCN’s revenues of $2.4 billion met the consensus estimate and grew 5% from the year-ago quarter.

Equifax Inc. (EFX - Free Report) posted impressive fourth-quarter 2025 results.

EFX’s adjusted earnings were $2.09 per share, outpacing the Zacks Consensus Estimate by 2.5% but declining 1.4% from the year-ago quarter. Equifax’s total revenues of $1.6 billion surpassed the consensus estimate by 1.3% and grew 9.2% on a year-over-year basis.

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