OMC
FY2026 Q1 · Calendar Q2 2026
Omnicom Group Inc.
Omnicom's first full quarter as a combined entity with Interpublic produced a clear top- and bottom-line beat: reported revenue of $6.24 billion versus $5.85 billion estimated and EPS of $1.90 versus $1.82 estimated. Core revenue grew 6.7% (3.9% organic) and adjusted EBITDA margin expanded 240 basis points to 14.8%, providing early evidence that the IPG integration is capturing synergies on schedule. The company repurchased $2.8 billion of stock in the quarter alone, putting it on pace toward a $5 billion twelve-month target, and completed $1 billion of non-core revenue disposals with $152 million in proceeds. Product milestones were tangible rather than aspirational: the first real-world Agentic AI media buys executed through the AdCP protocol with publishers, and Acxiom data integrated into the Omni platform. Despite these results, the market reaction was negative -- an abnormal…
EPS surprise+4.4%
Market move-0.9%