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Why Is Omnicom (OMC) Down 6.3% Since Last Earnings Report?

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It has been about a month since the last earnings report for Omnicom (OMC - Free Report) . Shares have lost about 6.3% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Omnicom due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.

Omnicom Q4 Earnings and Revenues Miss Estimates

Omnicom 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’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.

How Have Estimates Been Moving Since Then?

In the past month, investors have witnessed a upward trend in fresh estimates.

The consensus estimate has shifted 5.57% due to these changes.

VGM Scores

At this time, Omnicom has a strong Growth Score of A, though it is lagging a lot on the Momentum Score front with a D. However, the stock has a grade of A on the value side, putting it in the top 20% for value investors.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook

Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Omnicom has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

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