Revenue growth accelerated to 69.2% in 2026Q1, yet net margins remain unstable, evidenced by a sharp contraction to -17.0% in 2025Q4.
| Metric | TTM | Dec'25 | Dec'24 | Dec'23 | Dec'22 | Dec'21 | Dec'20 | Dec'19 | Dec'18 | Dec'17 | Dec'16 | Dec'15 | Dec'14 | Dec'13 | Dec'12 | Dec'11 | Dec'10 | Dec'09 | Dec'08 | Dec'07 | Dec'06 | Dec'05 | Dec'04 | Dec'03 | Dec'02 | Dec'01 | Dec'00 | Dec'99 | Dec'98 | Dec'97 | Dec'96 |
|---|
| Sales/Revenue | 19.82B | 17.27B | 15.69B | 14.69B | 14.29B | 14.29B | 13.17B | 14.95B | 15.29B | 15.27B | 15.42B | 15.13B | 15.32B | 14.58B | 14.22B | 13.87B | 12.54B | 11.72B | 13.36B | 12.69B | 11.38B | 10.48B | 9.75B | 8.62B | 7.54B | 6.89B | 6.15B | 5.13B | 4.09B | 3.12B | 2.64B |
| Revenue Growth % | 25.88% | 10.09% | 6.79% | 2.82% | -0% | 8.49% | -11.92% | -2.2% | 0.11% | -0.93% | 1.87% | -1.2% | 5.03% | 2.57% | 2.5% | 10.6% | 7.01% | -12.27% | 5.25% | 11.58% | 8.55% | 7.53% | 13.06% | 14.4% | 9.39% | 11.95% | 19.95% | 25.38% | 30.95% | 18.29% | 17.02% |
| Cost of Goods Sold | 16.5B | 14.29B | 12.95B | 12.19B | 11.71B | 11.76B | 11.1B | 12.43B | 12.73B | 12.75B | 12.96B | 11.65B | 11.64B | 11.01B | 10.66B | 10.43B | 9.47B | 8.69B | 9.8B | 9.22B | 8.28B | 7.59B | 7.02B | 0 | 0 | 0 | -225.67M | -195.7M | -154.4M | -120.1M | -99.7M |
| COGS % of Revenue | - | 82.72% | 82.53% | 83% | 81.98% | 82.31% | 84.25% | 83.09% | 83.27% | 83.48% | 84.09% | 77% | 76.02% | 75.49% | 74.99% | 75.2% | 75.48% | 74.17% | 73.32% | 72.61% | 72.76% | 72.4% | 72.01% | - | - | - | -3.67% | -3.81% | -3.77% | -3.84% | -3.77% |
| Gross Profit | 3.32B | 2.98B | 2.74B | 2.5B | 2.58B | 2.53B | 2.07B | 2.53B | 2.56B | 2.52B | 2.45B | 3.48B | 3.67B | 3.58B | 3.56B | 3.44B | 3.08B | 3.03B | 3.56B | 3.48B | 3.1B | 2.89B | 2.73B | 8.62B | 7.54B | 6.89B | 6.38B | 5.33B | 4.25B | 3.24B | 2.74B |
| Gross Margin % | 16.76% | 17.28% | 17.47% | 17% | 18.02% | 17.69% | 15.75% | 16.91% | 16.73% | 16.52% | 15.91% | 23% | 23.98% | 24.51% | 25.01% | 24.8% | 24.52% | 25.83% | 26.68% | 27.39% | 27.24% | 27.6% | 27.99% | 100% | 100% | 100% | 103.67% | 103.81% | 103.77% | 103.84% | 103.77% |
| Gross Profit Growth % | - | 8.9% | 9.69% | -2.98% | 1.9% | 21.81% | -17.94% | -1.15% | 1.36% | 2.88% | -29.55% | -5.23% | 2.74% | 0.54% | 3.34% | 11.89% | 1.59% | -15.05% | 2.49% | 12.2% | 7.12% | 6.04% | -68.35% | 14.4% | 9.39% | 7.99% | 19.78% | 25.43% | 30.86% | 18.37% | 17.04% |
| Operating Expenses | 606.2M | 398.4M | 393.5M | 393.7M | 378.5M | 379.7M | 360.5M | 405.9M | 453.2M | 439.7M | 443.9M | 1.56B | 1.72B | 1.71B | 1.75B | 1.76B | 1.63B | 1.65B | 1.87B | 1.82B | 1.62B | 1.56B | 1.53B | 7.46B | 6.43B | 5.92B | 5.5B | 4.6B | 3.69B | 2.84B | 2.41B |
| OpEx % of Revenue | - | 2.31% | 2.51% | 2.68% | 2.65% | 2.66% | 2.74% | 2.71% | 2.96% | 2.88% | 2.88% | 10.32% | 11.23% | 11.72% | 12.32% | 12.7% | 12.98% | 14.1% | 14.03% | 14.32% | 14.2% | 14.88% | 15.66% | 86.49% | 85.35% | 85.95% | 89.4% | 89.7% | 90.09% | 90.93% | 91.41% |
| Selling, General & Admin | 606.2M | 398.4M | 393.5M | 393.7M | 378.5M | 379.7M | 360.5M | 405.9M | 453.2M | 439.7M | 443.9M | 1.56B | 1.72B | 1.71B | 1.75B | 1.76B | 1.63B | 1.65B | 1.87B | 1.82B | 1.62B | 1.56B | 1.53B | 7.46B | 6.43B | 5.92B | 5.28B | 4.41B | 3.53B | 2.72B | 2.32B |
| SG&A % of Revenue | - | 2.31% | 2.51% | 2.68% | 2.65% | 2.66% | 2.74% | 2.71% | 2.96% | 2.88% | 2.88% | 10.32% | 11.23% | 11.72% | 12.32% | 12.7% | 12.98% | 14.1% | 14.03% | 14.32% | 14.2% | 14.88% | 15.66% | 86.49% | 85.35% | 85.95% | 85.73% | 85.89% | 86.31% | 87.08% | 87.64% |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| R&D % of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Other Operating Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 225.67M | 195.7M | 154.4M | 120.1M | 99.7M |
| Operating Income | 2.72B | 2.59B | 2.35B | 2.1B | 2.2B | 2.15B | 1.71B | 2.12B | 2.1B | 2.08B | 2.01B | 1.92B | 1.95B | 1.87B | 1.8B | 1.68B | 1.45B | 1.37B | 1.69B | 1.66B | 1.48B | 1.33B | 1.2B | 1.16B | 1.1B | 968.18M | 878.09M | 724.1M | 560.1M | 403.6M | 326.6M |
| Operating Margin % | 13.7% | 14.97% | 14.96% | 14.33% | 15.37% | 15.03% | 13.01% | 14.19% | 13.76% | 13.64% | 13.03% | 12.69% | 12.75% | 12.8% | 12.69% | 12.1% | 11.54% | 11.73% | 12.65% | 13.07% | 13.04% | 12.72% | 12.33% | 13.51% | 14.65% | 14.05% | 14.27% | 14.11% | 13.69% | 12.92% | 12.36% |
| Operating Income Growth % | - | 10.19% | 11.51% | -4.19% | 2.3% | 25.28% | -19.23% | 0.85% | 0.99% | 3.73% | 4.62% | -1.68% | 4.62% | 3.46% | 7.46% | 16.02% | 5.26% | -18.62% | 1.83% | 11.8% | 11.34% | 10.86% | 3.23% | 5.48% | 14.04% | 10.26% | 21.27% | 29.28% | 38.78% | 23.58% | 20.56% |
| EBITDA | 3.1B | 2.86B | 2.59B | 2.32B | 2.42B | 2.36B | 1.94B | 2.35B | 2.37B | 2.37B | 2.3B | 2.21B | 2.06B | 2.15B | 2.09B | 1.77B | 1.7B | 1.62B | 1.98B | 1.94B | 1.75B | 1.6B | 1.49B | 1.39B | 1.31B | 1.23B | 1.1B | 919.8M | 714.5M | 523.7M | 426.3M |
| EBITDA Margin % | 15.64% | 16.57% | 16.5% | 15.76% | 16.91% | 16.51% | 14.7% | 15.74% | 15.49% | 15.49% | 14.93% | 14.61% | 13.45% | 14.75% | 14.68% | 12.76% | 13.56% | 13.8% | 14.85% | 15.25% | 15.34% | 15.22% | 15.3% | 16.07% | 17.37% | 17.8% | 17.94% | 17.93% | 17.46% | 16.76% | 16.14% |
| EBITDA Growth % | 21.07% | 10.59% | 11.78% | -4.15% | 2.4% | 21.83% | -17.72% | -0.62% | 0.11% | 2.78% | 4.1% | 7.34% | -4.25% | 3.1% | 17.88% | 4.13% | 5.1% | -18.49% | 2.49% | 10.96% | 9.4% | 6.94% | 7.63% | 5.88% | 6.74% | 11.1% | 20% | 28.73% | 36.43% | 22.85% | 19.85% |
| D&A (Non-Cash Add-back) | 384.6M | 276.7M | 241.7M | 211.1M | 219.4M | 212.1M | 222.6M | 231.5M | 264M | 282.1M | 292.9M | 291.1M | 107.1M | 284.8M | 282.7M | 91.4M | 253M | 242.8M | 295.2M | 277.3M | 261.1M | 262.2M | 289.3M | 221.19M | 204.81M | 258.04M | 225.67M | 195.7M | 154.4M | 120.1M | 99.7M |
| EBIT | 810.3M | 549.3M | 2.38B | 2.21B | 2.15B | 2.2B | 1.62B | 2.18B | 2.17B | 2.11B | 2.05B | 1.96B | 1.99B | 1.86B | 1.84B | 1.71B | 1.49B | 1.4B | 1.74B | 1.69B | 1.52B | 1.36B | 1.23B | 1.09B | 985.1M | 968.18M | 878.09M | 724.1M | 562.2M | 411.7M | 326.6M |
| Net Interest Income | -209.1M | -166.5M | -147M | -111.8M | -137.9M | -182.5M | -181.8M | -177.8M | -184.7M | -174.8M | -167.1M | -141.5M | -134.1M | -164.4M | -144.6M | -122.1M | -109.8M | -100.7M | -74.3M | -74M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Interest Income | 114.2M | 96.9M | 100.9M | 106.7M | 70.7M | 27.3M | 32.3M | 60.3M | 57.2M | 49.7M | 42.6M | 39.6M | 43.1M | 32.8M | 35.1M | 36M | 0 | 0 | 50.3M | 32.9M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Interest Expense | 323.3M | 263.4M | 247.9M | 218.5M | 208.6M | 209.8M | 214.1M | 238.1M | 241.9M | 224.5M | 209.7M | 181.1M | 177.2M | 197.2M | 179.7M | 158.1M | 109.8M | 100.7M | 124.6M | 106.9M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Income/Expense | -2.28B | -2.3B | -212.5M | -106.6M | -246.1M | -151.1M | -311.6M | -182M | -171.3M | -195.4M | -161.7M | -133.1M | -126.7M | -189.9M | -159.6M | -112.8M | -63.3M | -69.9M | -32.3M | -35.6M | -62.5M | -24.7M | -23.5M | -42.8M | -30.5M | -112.91M | -10.15M | -88M | -64.3M | -27.9M | -26.7M |
| Pretax Income | 435.1M | 285.9M | 2.13B | 2B | 1.95B | 2B | 1.4B | 1.94B | 1.93B | 1.89B | 1.85B | 1.79B | 1.83B | 1.68B | 1.64B | 1.57B | 1.38B | 1.3B | 1.66B | 1.62B | 1.42B | 1.31B | 1.18B | 1.06B | 1.02B | 855.27M | 867.93M | 636.1M | 500.9M | 378.9M | 299.9M |
| Pretax Margin % | 2.19% | 1.66% | 13.61% | 13.6% | 13.65% | 13.97% | 10.65% | 12.98% | 12.64% | 12.36% | 11.98% | 11.81% | 11.92% | 11.5% | 11.57% | 11.29% | 11.03% | 11.13% | 12.4% | 12.79% | 12.49% | 12.48% | 12.09% | 12.26% | 13.52% | 12.41% | 14.1% | 12.4% | 12.24% | 12.13% | 11.35% |
| Income Tax | 276.1M | 242.2M | 560.5M | 524.9M | 546.8M | 488.7M | 381.7M | 504.4M | 492.7M | 696.2M | 600.5M | 583.6M | 593.1M | 565.2M | 527.1M | 505.8M | 460.2M | 433.6M | 542.7M | 536.9M | 466.9M | 435.3M | 396.3M | 380.93M | 375.64M | 352.13M | 369.14M | 273.2M | 215.8M | 156.5M | 123.6M |
| Effective Tax Rate % | 63.46% | 84.71% | 26.26% | 26.27% | 28.03% | 24.48% | 27.22% | 26% | 25.49% | 36.87% | 32.51% | 32.66% | 32.48% | 33.71% | 32.05% | 32.29% | 33.25% | 33.23% | 32.75% | 33.07% | 32.85% | 33.27% | 33.62% | 36.04% | 36.86% | 41.17% | 42.53% | 42.95% | 43.08% | 41.3% | 41.21% |
| Net Income | 63M | -54.5M | 1.48B | 1.39B | 1.3B | 1.4B | 951.2M | 1.34B | 1.33B | 1.09B | 1.15B | 1.09B | 1.1B | 991.1M | 998.3M | 952.6M | 827.7M | 793M | 1B | 975.7M | 864M | 790.7M | 723.5M | 675.88M | 643.46M | 503.14M | 498.8M | 362.9M | 285.1M | 222.4M | 176.3M |
| Net Margin % | 0.32% | -0.32% | 9.44% | 9.47% | 9.09% | 9.77% | 7.22% | 8.96% | 8.67% | 7.13% | 7.45% | 7.23% | 7.21% | 6.8% | 7.02% | 6.87% | 6.6% | 6.77% | 7.49% | 7.69% | 7.59% | 7.54% | 7.42% | 7.84% | 8.54% | 7.3% | 8.1% | 7.07% | 6.97% | 7.12% | 6.67% |
| Net Income Growth % | -95.65% | -103.68% | 6.41% | 7.08% | -6.89% | 46.72% | -28.97% | 0.96% | 21.87% | -5.24% | 5% | -0.91% | 11.39% | -0.72% | 4.8% | 15.09% | 4.38% | -20.72% | 2.52% | 12.93% | 9.27% | 9.29% | 7.05% | 5.04% | 27.89% | 0.87% | 37.45% | 27.29% | 28.19% | 26.15% | 25.93% |
| Net Income (Continuing) | 159M | 43.7M | 1.57B | 1.47B | 1.4B | 1.51B | 1.02B | 1.44B | 1.44B | 1.19B | 1.25B | 1.2B | 1.23B | 1.11B | 1.12B | 1.06B | 923.7M | 871.4M | 1.11B | 1.09B | 954.6M | 872.9M | 782.5M | 631M | 570.5M | 503.14M | 498.8M | 362.9M | 278.8M | 217.3M | 176.3M |
| Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Minority Interest | 635M | 1.01B | 981.4M | 1.02B | 907.2M | 503.5M | 492.5M | 519.8M | 559.8M | 537.1M | 497.6M | 437M | 471.3M | 485.5M | 495.5M | 677.6M | 513.7M | 472.7M | 230.6M | 242.1M | 198.8M | 173M | 194.9M | 187.35M | 172.81M | 158.12M | 137.87M | 123.1M | 90.7M | 63.7M | 62.7M |
| EPS (Diluted) | 0.31 | -0.27 | 7.46 | 6.91 | 6.36 | 6.53 | 4.37 | 6.06 | 5.83 | 4.65 | 4.78 | 4.41 | 4.24 | 3.71 | 3.61 | 3.33 | 2.70 | 2.53 | 3.14 | 2.93 | 2.50 | 2.18 | 1.94 | 1.68 | 1.54 | 1.24 | 1.31 | 1.00 | 0.79 | 0.64 | 0.56 |
| EPS Growth % | -85.23% | -103.62% | 7.96% | 8.65% | -2.6% | 49.43% | -27.89% | 3.95% | 25.38% | -2.72% | 8.39% | 4.01% | 14.29% | 2.77% | 8.41% | 23.33% | 6.72% | -19.43% | 7.17% | 17.2% | 14.68% | 12.37% | 15.48% | 9.09% | 24.19% | -5.34% | 31% | 26.58% | 23.44% | 14.29% | 21.74% |
| EPS (Basic) | - | -0.27 | 7.54 | 6.98 | 6.40 | 6.57 | 4.39 | 6.09 | 5.85 | 4.68 | 4.80 | 4.43 | 4.27 | 3.73 | 3.64 | 3.38 | 2.74 | 2.54 | 3.17 | 2.95 | 2.52 | 2.19 | 1.95 | 1.68 | 1.54 | 1.25 | 1.36 | 1.03 | 0.81 | 0.65 | 0.57 |
| Diluted Shares Outstanding | 204.9M | 204.9M | 198.6M | 201.4M | 207M | 215.6M | 216.2M | 220.9M | 227.6M | 233.9M | 239.2M | 245.2M | 255.3M | 260.4M | 270M | 283.3M | 303.5M | 310.4M | 314.8M | 329.1M | 345.6M | 362.71M | 372.94M | 375.6M | 371.66M | 405.76M | 382.22M | 361.09M | 355.16M | 339.53M | 313.42M |
| Basic Shares Outstanding | 204.9M | 201.85M | 196.4M | 199.34M | 205.6M | 214.3M | 215.6M | 219.8M | 226.6M | 232.3M | 237.9M | 244.2M | 253.9M | 258.9M | 268.3M | 279M | 299.6M | 308.2M | 313M | 326M | 342.86M | 361.05M | 371.03M | 375.6M | 371.66M | 404.13M | 366.76M | 350.63M | 346.34M | 334.31M | 307.95M |
| Dividend Payout Ratio | - | - | 37.33% | 40.44% | 44.72% | 42.44% | 59.16% | 42.14% | 41.35% | 47.34% | 44% | 45.41% | 42.39% | 32.13% | 39.85% | 28.25% | 27.75% | 23.59% | 19.19% | 18.74% | 20.35% | 20.74% | 22.54% | 22.09% | 23.06% | 26.97% | 52.59% | 28.63% | 47.35% | 50.31% | 44.53% |
Earnings volatility from impairments
According to the latest quarterly filings, Omnicom's revenue growth surged to 69.2% in 2026Q1, marking a significant departure from the mid-single-digit growth observed throughout 2024 and 2025, suggesting a potential shift in market capture or the successful integration of recent large-scale strategic acquisitions.
The dramatic acceleration in top-line performance warrants close scrutiny to determine if this is organic client expansion or a result of inorganic consolidation. Investors should monitor whether this growth trajectory can be sustained without diluting the firm's core service quality or overextending operational capacity.
As reported in financial statements, Omnicom experienced a sharp contraction in net margin to -17.0% in 2025Q4, which contrasts with the more stable 8-10% range typically maintained, indicating that non-operating charges or significant one-time impairments are periodically disrupting the firm's underlying profitability profile.
The disparity between gross margins, which have hovered near 17-18%, and the erratic net income figures suggests that the company's core agency operations remain functional while bottom-line results are heavily influenced by external accounting events. This volatility complicates the assessment of true operational efficiency and long-term margin sustainability.
Based on the provided income statement data, operating income reached $744.0M in 2026Q1, yet the firm's ability to translate this into consistent net income appears compromised by fluctuating SG&A expenses, which rose to $165.1M in the same period, reflecting potential inefficiencies in scaling corporate overhead.
While operating income has generally trended upward, the lack of consistent operating leverage suggests that the company may be struggling to contain costs as it pursues aggressive growth. Analysts should investigate whether the recent spike in SG&A is a temporary investment in infrastructure or a permanent increase in the firm's cost base.
Data from recent filings reveals that Omnicom's EPS swung from a loss of $4.02 in 2025Q4 to a profit of $2.04 in 2026Q1, highlighting significant earnings quality concerns driven by non-operating items that mask the true recurring profitability of the agency holding company's core business.
The extreme variance in quarterly EPS suggests that investors should focus on normalized earnings metrics rather than headline GAAP figures. The persistent presence of stock-based compensation, averaging over $20M per quarter, further suggests that dilution remains a factor that could impact long-term shareholder value if not offset by buybacks.
As noted in the historical data, the sudden 69.2% revenue jump in 2026Q1 stands in stark contrast to the 1.6% to 8.5% growth range seen in previous quarters, raising questions about whether this performance is an unsustainable outlier or a fundamental change in the company's competitive positioning.
Short-term observers may argue that the recent revenue spike is an anomaly that masks underlying weakness in traditional advertising demand. If the company cannot demonstrate that this growth is repeatable and profitable, the market may continue to discount the stock despite its strong cash position.
Quick answers to the most common questions about buying OMC stock.
For fiscal year 2025, Omnicom Group Inc. (OMC) reported total revenue of $17.27B. This represents a 553.8% increase compared to $2.64B in 1996.
Omnicom Group Inc. (OMC) reported a net loss of $54.5M for the fiscal year ending 2025.
Omnicom Group Inc. (OMC) reported an operating income of $2.59B, resulting in an operating profit margin of 15.0%. This margin reflects the operational efficiency of the business before interest and taxes.
Omnicom Group Inc. (OMC) generated $2.98B in gross profit for the year, representing a gross profit margin of 17.3%. This demonstrates the company's core pricing power and production efficiency.