olivLaw · US equity research
Omnicell, Inc. OMCL
Electronic Computers · SIC 3571 · Vertical: Electronic Computers (SIC 3571)
Omnicell is a healthcare technology company that provides automated medication management, from central pharmacy to the bedside, together with software and services. It matters now because hospitals face workforce shortages and budget pressure, which could increase demand for automation and for flexible «as-a-service» purchasing. For 2026 management raised its non-GAAP EBITDA and EPS guidance, while total revenues are expected to fall between 1.225 and 1.245 billion USD.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Omnicell, Inc. (OMCL) stock was 39.41 USD (+11.14% on the day), with market capitalisation 1.8 bn USD, P/E 40.8 on diluted EPS of 0.97 USD over the last 12 months, beta 1.02, 52-week range 32.23–51.39 USD. Latest reported quarter (Q3 2026): revenue of 307.9 m USD (−0.9% YoY), net income of 11.0 m USD (+102.2% YoY), diluted EPS 0.24 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 65.5
- strong (55–70)
- Bollinger (20, 2)
- 34.49 – 38.37
- above the upper band · %B 1.27 · band width 10.6%
- SMA 50 / 200
- 34.76 / 38.84
- mixed trend
- MACD (12, 26, 9)
- 0.64 / 0.56
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +13.8% | −1.1% | +14.9 pp | — |
| 3 months | +6.0% | −0.5% | +6.5 pp | — |
| 6 months | −9.9% | +4.4% | −14.3 pp | — |
| Year to date | −13.0% | +12.3% | −25.3 pp | — |
| 1 year | +14.2% | +13.5% | +0.7 pp | −18.0% |
| 3 years | +29.5% | +76.4% | −46.9 pp | +46.1% |
| 5 years | −77.8% | +63.7% | −141.4 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 306.9 m | 269.7 m | 290.6 m | 310.6 m | 314.0 m | 309.9 m | 312.2 m | 307.9 m |
| Cost of revenue | 165.1 m | 158.7 m | 162.9 m | 176.1 m | 183.7 m | 169.5 m | 159.3 m | 170.0 m |
| Gross profit | 141.8 m | 110.9 m | 127.7 m | 134.5 m | 130.3 m | 140.4 m | 152.9 m | 137.8 m |
| Research & development | 26.0 m | 20.5 m | 21.6 m | 24.0 m | 22.6 m | 21.5 m | 20.3 m | 22.4 m |
| SG&A | 103.3 m | 102.0 m | 98.0 m | 102.2 m | 107.4 m | 102.0 m | 100.2 m | 100.5 m |
| Operating income | 12.4 m | -11.6 m | 8.1 m | 8.2 m | 415.0 k | 16.9 m | 32.4 m | 14.9 m |
| Depreciation & amortisation | 20.0 m | 20.0 m | 19.6 m | 19.4 m | 19.8 m | 18.6 m | 18.8 m | 18.4 m |
| Pre-tax income | 23.6 m | -9.5 m | 10.5 m | 9.7 m | 699.0 k | 16.9 m | 33.8 m | 15.8 m |
| Income tax | 7.8 m | -2.5 m | 4.8 m | 4.2 m | 2.7 m | 5.5 m | 9.5 m | 4.8 m |
| Net income | 15.8 m | -7.0 m | 5.6 m | 5.5 m | -2.0 m | 11.4 m | 24.3 m | 11.0 m |
| Diluted EPS | 0.34 ≈ | -0.15 | 0.12 | 0.12 | -0.04 ≈ | 0.25 | 0.52 | 0.24 |
| Operating cash flow | 56.3 m | 25.9 m | 42.8 m ≈ | 28.3 m ≈ | 30.4 m | 54.5 m | 68.3 m ≈ | 33.1 m ≈ |
| Capex | 9.1 m | 11.2 m | 11.8 m ≈ | 9.8 m ≈ | 7.7 m | 12.4 m | 8.9 m ≈ | 11.4 m ≈ |
| Share repurchases | 0 | — | — | 61.9 m ≈ | 0 | — | — | 0 ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 3 percentile of its own 32-quarter history (min 35.3, median 81.1, max 996.5; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 787.3 m | 897.0 m | 892.2 m | 1.1 bn | 1.3 bn | 1.1 bn | 1.1 bn | 1.2 bn |
| Revenue YoY | +10.5% | +13.9% | −0.5% | +26.9% | +14.5% | −11.5% | −3.0% | +6.5% |
| Net income | 37.7 m | 61.3 m | 32.2 m | 77.8 m | 5.6 m | -20.4 m | 12.5 m | 2.1 m |
| Net income YoY | +23.6% | +62.6% | −47.5% | +141.8% | −92.7% | −460.7% | unavailable | −83.6% |
| Diluted EPS | 0.93 | 1.43 | 0.74 | 1.62 | 0.12 | -0.45 | 0.27 | 0.04 |
| Diluted EPS YoY | +17.7% | +53.8% | −48.3% | +118.9% | −92.6% | −475.0% | unavailable | −85.2% |
| net % | 4.8% | 6.8% | 3.6% | 6.9% | 0.4% | -1.8% | 1.1% | 0.2% |
| Free cash flow | 80.3 m | 129.1 m | 163.0 m | 202.8 m | 30.2 m | 139.6 m | 151.3 m | 86.9 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 196.5 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 1.2 bn USD
- Total assets
- 2.0 bn USD
- Debt / equity
- unavailable
- Current ratio
- 1.43x
- ROE
- 0.2%
- ROA
- 0.1%
- FCF margin
- 7.3%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 892.2 m | 1.1 bn | 1.3 bn | 1.1 bn | 1.1 bn | 1.2 bn | SEC (XBRL)· 26 Feb 2026verified |
| Cost of revenue | 478.9 m | 577.4 m | 707.0 m | 650.3 m | 641.2 m | 681.4 m | SEC (XBRL)· 26 Feb 2026verified |
| Gross profit | 413.3 m | 554.7 m | 589.0 m | 496.8 m | 471.0 m | 503.4 m | SEC (XBRL)· 26 Feb 2026verified |
| Research & development | 70.2 m | 75.7 m | 105.0 m | 97.1 m | 90.4 m | 88.7 m | SEC (XBRL)· 26 Feb 2026verified |
| SG&A | 307.6 m | 389.4 m | 486.3 m | 434.6 m | 380.3 m | 409.6 m | SEC (XBRL)· 26 Feb 2026verified |
| Operating income | 35.5 m | 89.5 m | -2.3 m | -34.9 m | 337.0 k | 5.2 m | SEC (XBRL)· 26 Feb 2026verified |
| Depreciation & amortisation | 61.1 m | 73.0 m | 86.9 m | 87.3 m | 82.2 m | 78.8 m | SEC (XBRL)· 26 Feb 2026verified |
| EBITDA | 96.6 m ≈ | 162.5 m ≈ | 84.6 m ≈ | 52.5 m ≈ | 82.6 m ≈ | 84.0 m ≈ | SEC (XBRL)· 26 Feb 2026derived |
| Pre-tax income | 29.3 m | 66.0 m | -2.5 m | -20.1 m | 25.6 m | 11.3 m | SEC (XBRL)· 26 Feb 2026verified |
| Income tax | -2.8 m | -11.8 m | -8.1 m | 263.0 k | 13.1 m | 9.3 m | SEC (XBRL)· 26 Feb 2026verified |
| Net income | 32.2 m | 77.8 m | 5.6 m | -20.4 m | 12.5 m | 2.1 m | SEC (XBRL)· 26 Feb 2026verified |
| Diluted EPS | 0.74 | 1.62 | 0.12 | -0.45 | 0.27 | 0.04 | SEC (XBRL)· 26 Feb 2026verified |
| Weighted average diluted shares | 43.7 m | 47.9 m | 45.9 m | 45.2 m | 46.3 m | 46.4 m | SEC (XBRL)· 26 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 485.9 m | 349.1 m | 330.4 m | 468.0 m | 369.2 m | 196.5 m | SEC (XBRL)· 26 Feb 2026verified |
| Inventories | 96.3 m | 119.9 m | 147.5 m | 110.1 m | 88.7 m | 100.9 m | SEC (XBRL)· 26 Feb 2026verified |
| Current assets | 829.4 m | 780.7 m | 881.8 m | 927.6 m | 815.5 m | 680.1 m | SEC (XBRL)· 26 Feb 2026verified |
| Property, plant & equipment, net | 59.1 m | 71.1 m | 94.0 m | 108.6 m | 112.7 m | 120.1 m | SEC (XBRL)· 26 Feb 2026verified |
| Goodwill | 499.3 m | 738.9 m | 734.3 m | 735.8 m | 734.7 m | 737.9 m | SEC (XBRL)· 26 Feb 2026verified |
| Intangibles (excl. goodwill) | 168.2 m | 277.6 m | 242.9 m | 211.2 m | 188.3 m | 170.1 m | SEC (XBRL)· 26 Feb 2026verified |
| Total assets | 1.8 bn | 2.1 bn | 2.2 bn | 2.2 bn | 2.1 bn | 2.0 bn | SEC (XBRL)· 26 Feb 2026verified |
| Accounts payable | 40.3 m | 71.5 m | 63.4 m | 45.0 m | 51.8 m | 44.0 m | SEC (XBRL)· 26 Feb 2026verified |
| Current liabilities | 276.4 m | 876.2 m | 428.4 m | 367.8 m | 595.7 m | 476.6 m | SEC (XBRL)· 26 Feb 2026verified |
| Total liabilities | 857.0 m | 995.8 m | 1.1 bn | 1.0 bn | 877.6 m | 742.9 m | SEC (XBRL)· 26 Feb 2026verified |
| Equity | 967.5 m † | 1.1 bn † | 1.1 bn † | 1.2 bn † | 1.2 bn † | 1.2 bn † | SEC (XBRL)· 26 Feb 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 185.9 m | 231.8 m | 77.8 m | 181.1 m | 187.7 m | 127.3 m | SEC (XBRL)· 26 Feb 2026verified |
| Capex | 22.8 m | 29.0 m | 47.5 m | 41.5 m | 36.5 m | 40.4 m | SEC (XBRL)· 26 Feb 2026verified |
| Free cash flow | 163.0 m ≈ | 202.8 m ≈ | 30.2 m ≈ | 139.6 m ≈ | 151.3 m ≈ | 86.9 m ≈ | SEC (XBRL)· 26 Feb 2026derived |
| Investing cash flow | -279.9 m | -412.5 m | -58.7 m | -55.0 m | -52.8 m | -60.4 m | SEC (XBRL)· 26 Feb 2026verified |
| Financing cash flow | 456.3 m | 47.4 m | -21.0 m | 23.4 m | -235.6 m | -218.3 m | SEC (XBRL)· 26 Feb 2026verified |
| Share repurchases | 53.0 m | 0 | 52.2 m | 0 | 0 | 77.6 m | SEC (XBRL)· 26 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 1.8 bn USD
Key indicators
Coverage and freshness
Score by group
77% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · the reported interest expense is far older than the latest period (the filer changed its XBRL tag): a stale figure is not used
- Peers: EV/Salesunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 45.1% | 13 (on a fixed band) | 14% |
| EBIT margin · Quality | 5.2% | 50 (vs peers) | 11% |
| FCF margin · Quality | 11.7% | 47 (on a fixed band) | 11% |
| Revenue CAGR 3Y · Growth | -2.9% | 0 (on a fixed band) | 22% |
| Revenue growth (YoY) · Growth | 6.5% | 17 (vs peers) | 11% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.7x | 50 (on a fixed band) | 8% |
| EV/Sales · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 8.0% | 100 (on a fixed band) | 17% |
| Shareholder yield (distributions) · Returns | 0.0% | 33 (on a fixed band) | 6% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial50/100 · 1/2 factors with a value
- Growth6/100 · 2/2 factors with a value
- Quality35/100 · 3/3 factors with a value
- Returns33/100 · 1/1 factors with a value
- Valuation· partial100/100 · 1/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
OMNICELL, INC (OMCL). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 1.2 bn USD in 2025; YoY growth 6.5%; net margin 3.6%; ROE 3.5%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- FCF yield: 8.0%
What contradicts it
- Gross margin: 45.1%
- Revenue CAGR 3Y: -2.9%
- Revenue growth (YoY): 6.5%
Not assessed (insufficient data or a ratio without meaning): Net debt / EBITDA, EV/Sales.
Versus the vertical median
Electronic Computers (SIC 3571) · same industry (4-digit SIC) · compared with 6 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| AAPLApple Inc. | 5,079.1 bn | 38.9 | 142.3% | 27.6% | +15.1% | +25% / +84% |
| DELLDell Technologies Inc. | 238.3 bn | 21.6 | — | 7.5% | +18.8% | +179% / +391% |
| SMCISuper Micro Computer, Inc. | 19.4 bn | 9.1 | 21.5% | 5.7% | +77.8% | −13% / +8% |
| OMCLOmnicell, Inc | 1.8 bn | 40.8 | 3.5% | 3.6% | +6.5% | +14% / +29% |
| OSSOne Stop Systems, Inc. | 116.7 m | 369.1 | 1.3% | 1.0% | +31.2% | −23% / +126% |
| SCKTSocket Mobile, Inc. | 2.5 m | — | -155.7% | -107.5% | −19.6% | −77% / −79% |
| ZEPPZepp Health Corp | 0 | — | -17.2% | -15.5% | +41.8% | −92% / −59% |
1- and 3-year price returns: for OMCL from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 21.68 Total return -45% · Per year -45% | 38.47 Total return -2% · Per year -2% | 58.15 Total return 48% · Per year 48% |
| 3 years | 18.01 Total return -54% · Per year -23% | 36.24 Total return -8% · Per year -3% | 60.57 Total return 54% · Per year 15% |
| 5 years | 14.96 Total return -62% · Per year -18% | 34.14 Total return -13% · Per year -3% | 63.09 Total return 60% · Per year 10% |
- Exit P/E± 9.06
- Net margin± 6.34
- Annual revenue growth± 5.61
- Annual dilution± 0.53
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 05 Aug 2026; since then the company filed 10-Q (04 Nov 2026), 8-K (29 Oct 2026 · results).
In brief
Omnicell is a healthcare technology company that provides automated medication management, from central pharmacy to the bedside, together with software and services. It matters now because hospitals face workforce shortages and budget pressure, which could increase demand for automation and for flexible «as-a-service» purchasing. For 2026 management raised its non-GAAP EBITDA and EPS guidance, while total revenues are expected to fall between 1.225 and 1.245 billion USD 3.
SWOT
Strengths
- The company offers an integrated platform combining hardware, software, consumables and services, which creates long-term customer relationships.
- Recurring revenues from consumables, technical services and SaaS support a significant part of the business.
- Management raised 2026 profitability guidance, indicating operational discipline in the second half of the year.
Weaknesses
- Reliance on hospital capital spending makes revenues sensitive to delays in customer budgets.
- Substantial debt could limit financial flexibility and access to capital.
- Complex systems require lengthy implementations, which could extend the sales cycle.
Opportunities
- Pharmacy workforce shortages could accelerate automation adoption in hospitals and outpatient pharmacies.
- A shift to flexible payment models could open new recurring revenue through subscriptions and services.
- Growth in specialty pharmacy and 340B services could support expansion of outpatient offerings.
Threats
- Public funding cuts and reimbursement pressure could delay customer investments.
- Rivals with greater resources or AI-based products could erode market share.
- Tariffs and trade policy changes could raise component and equipment costs.
Risks
- Delays in customer capital spendinghigh
If hospital budgets tighten, equipment purchases could be postponed, which could affect revenue and growth pace.
- Significant indebtednessmedium
Existing debt could limit financial flexibility and impose restrictions under the credit agreement.
- Product development and market adoptionmedium
If new solutions fail to reach technical or economic feasibility, investments could fail to deliver the expected return.
- Data security and cyber attacksmedium
A disruption of information systems or a data breach could affect operations and the company's reputation.
- Regulation and compliancelow
Legislative changes, 340B rules and product liability could create additional costs.
Investment thesis
What would need to be true (bull case)
- If pharmacy workforce shortages persist, demand for automation could grow over time in favour of the company's solutions.
- Recurring revenue from ARR and SaaS services could provide a steadier base than one-off equipment sales.
- If quarterly results keep improving, margins could benefit from the cost discipline shown by management.
What would break the thesis
- If hospital budgets remain under pressure, purchases could be postponed and revenue growth could slow.
- Debt could limit the company's ability to invest in research and acquisitions during weaker periods.
- Competition from larger or more innovative rivals could reduce market share and compress prices.
What to watch
- Q3 2026 results against guidance for revenue and non-GAAP EBITDAQ3 2026
- Development of ARR and product bookings against annual guidance2026
- Effects of Medicaid reductions and tariffs on customer spendingnext 10-K
- Debt and liquidity trend following tariff refundsQ4 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 05 Aug 2026; since then the company filed 10-Q (04 Nov 2026), 8-K (29 Oct 2026 · results).
The business
Omnicell describes its business as focused on «autonomous medication management», combining storage and dispensing automation with an intelligence ecosystem called OmniSphere 1. Its products cover point-of-care dispensing systems, central pharmacy automation and robotics, IV compounding, medication adherence and professional services 1. The company reported that the United States represented 90% of total revenues in fiscal 2025 1, and ARR was 636 million USD as of December 31, 2025 1.
Revenue combines the sale of hardware, software and consumables with recurring services: consumables, technical services, SaaS and Expert Services 1. The company runs as one operating segment, so decisions are assessed on a consolidated basis 1. Key metrics are product bookings, which track non-recurring revenue, and ARR, which tracks recurring revenue 1.
In the second quarter of 2026 revenues rose 7% from the prior-year quarter, supported by connected devices, technical services and SaaS 3. Management extended its growth leadership by naming a President and Chief Operating Officer and adding executive roles for clinical pharmacy and specialty pharmacy 3.
Segments
Hospital and health system solutions
This category unifies central pharmacy automation, robotics and IV sterile compounding with point-of-care automated dispensing on nursing units and in operating rooms, including consolidated pharmacy service center operations 1. The company says the segment could benefit from workforce and medication safety pressures in hospitals 1.
Market context
The market the company describes is US hospital and health system pharmacy, where prescription drug spending reached 806 billion USD in 2024 1. Management argues that the workforce shortage, with 88% of hospitals reporting technician deficits 1, could accelerate adoption of automation. However, health policy budget pressure, including an expected 910 billion USD Medicaid spending reduction 1, could delay capital purchases.
The company observes that hospitals could shift from capital expenditure toward leasing and subscription models 1. The institutional pharmacy market, valued at 24 billion USD, is concentrated among national operators and is in transition under reimbursement and labor pressure 1.
Trends
- Pharmacy workforce shortagetailwind
Shortages of technicians and of sterile compounding expertise push hospitals toward automation, which could increase demand for Omnicell solutions 1.
- As-a-service purchasing modelsmixed
Hospitals could prefer leasing and subscriptions over large capital outlays, which could support recurring revenue but could also delay revenue recognition 1.
- Health policy budget pressureheadwind
Medicaid spending reductions and higher tariff costs could compress customer margins and delay investment projects 1.
- Drug traceability requirementstailwind
New DSCSA compliance requirements and measures against drug diversion could lead hospitals to adopt automated control solutions 1.
Competitive position
The company's risk disclosures point to continued and growing competition from current and future rivals in hospital solutions and outpatient pharmacy, including price pressure and industry consolidation 1. Competitors could have greater financial and marketing resources to respond faster to product changes 1.
The company also notes that some competitors are building AI-enabled products that could rival or replace existing solutions 1. The source documents do not name specific competitors, so no market shares can be attributed.
- Larger industry rivals driving consolidation
The company refers generically to larger competitors and industry consolidation without naming them, so no reliable ticker can be identified.
- Pharmacy automation providers with greater resources
The company says some rivals have greater financial and marketing resources, without identifying them in the supplied sources.
- AI technology developers for pharmacy
The risks cited include competing products based on artificial intelligence, with no explicit names in the texts analysed.
- Specialty pharmacy and 340B service operators
The company refers to competition in outpatient pharmacy but does not name competitors in the sources analysed.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Quarterly report04 Nov 2026
- Current report29 Oct 2026Results of operations · Financial statements and exhibits
- Quarterly report05 Aug 2026
- Current report30 Jul 2026Results of operations · Financial statements and exhibits
- Current report01 Jul 2026Departure or appointment of officers · Financial statements and exhibits
- Current report26 May 2026Departure or appointment of officers · Amendments to articles or bylaws · Shareholder vote · Financial statements and exhibits
- Quarterly report06 May 2026
- Current report28 Apr 2026Results of operations · Financial statements and exhibits
- Proxy statement13 Apr 2026
- Annual report26 Feb 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Omnicell, Inc. · 26 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Omnicell, Inc. · 05 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Omnicell, Inc. · 30 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.