OMCL at a glance
OMNICELL, INC. (OMCL, SEC CIK 926326) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as August 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), OMNICELL, INC. (OMCL) reported revenue of $1.2 billion (up 6.5% from FY2024) and net income of $2.1 million. Diluted EPS was $0.04.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding OMNICELL, INC. (OMCL) shares worth $1.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Njoku Nnamdi on August 17, 2026 of 3,083 shares at $36.85 per share.
- In the last 90 days, OMCL insiders reported 0 open-market purchases ($0) and 2 open-market sales ($584K) on Form 4, a net sale of $584K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.2B
- +6.5% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$584K
- 13F holders
- 32 funds
- $1.1B · +3 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: medication management solutions and adherence tools primarily for healthcare systems and pharmacies in the U.S. market
- No new product lines or segments introduced; company continues managing as a single operating and reporting segment
- Strategic focus remains on integrated hardware, software, and services contracts with emphasis on identifying distinct performance obligations for revenue recognition
- Revenue $1.185B, up 6.5% YoY driven by product revenues $665.7M (+5.6%) and service revenues $519.1M (+7.8%)
- Noteworthy: net income sharply decreased to $2.1M from $12.5M in prior year, reflecting narrowed operating income $5.2M vs $0.3M prior and ongoing investment in R&D ($88.7M)
Risk Factors
- Regulatory risk under privacy and data protection laws with potential compliance cost and liability exposure
- Cybersecurity disruption risk involving information system breaches impacting business operations
- Third-party service provider dependency creating information security vulnerabilities from cloud and cybersecurity vendors
- Key-person risk from reliance on Chief Information Security Officer with 20+ years experience overseeing cybersecurity
- Audit Committee oversight risk with reliance on post-incident remediation and monitoring to mitigate cybersecurity incidents
Management Discussion & Analysis
- Revenue $1.185B in 2025, up $72.6M or 7% YoY from $1.112B in 2024; product revenues $665.7M (+6%), service revenues $519.1M (+8%)
- ARR $636M in 2025, up from $580M in 2024; product bookings $535M in 2025, down from $558M in 2024
- Operating segment: Single reporting segment; best performing area includes XTExtend product revenue growth; worst impacted includes XT Series dispensing systems due to lifecycle timing and Central Pharmacy Dispensing Service product revenue decline
- No segment-level profitability or margin % given; CODM evaluates consolidated net income (loss)
- Forward outlook: Anticipates healthcare fiscal headwinds including $910B Medicaid cut, rising tariffs, and labor shortages pressuring margins; expects shift to flexible payment models (leasing, subscriptions) and investment in pharmacy automation and analytics
AI summary of the OMCL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Single operating segment managed at consolidated level; no best or worst product-line performance disclosed
- Q2 tariff refunds $14.5 million, recorded primarily as reduced product-revenue costs
- Replacement tariffs 10%–12.5%; management expects no material near-term impact, but cost and supply-chain risks remain
- Expected headwinds: $910 billion Medicaid reduction, tariffs, labor shortages, and compressed operating margins
Risk Factors
- No risk-factors section provided; submitted text contains Items 2–6 only
- No newly added risk factor or 10-K comparison disclosed
- No regulatory, legal, operational, competitive, market, liquidity, debt, currency, or concentration risks stated
- No share repurchases during quarter, limiting disclosed capital-return activity
AI summary of the OMCL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results announced for quarter ended June 30, 2026
- Full-year 2026 guidance updated, potentially affecting valuation and expectations
Item EX-99.1: Item EX-99.1
- Q2 revenue $312M, up 7% year over year; connected devices, SaaS, Expert Services, and technical services drove growth
- GAAP net income rose to $24M from $6M; non-GAAP EPS increased to $0.94 from $0.45
Item EX-99.1: Item EX-99.1
- Nnamdi Njoku appointed President effective July 1, 2026, while retaining COO responsibilities
- Randall Lipps remains CEO and Chairman, refocusing on strategic relationships, solution portfolio evolution, and long-term vision
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Nnamdi Njoku appointed President effective July 1, 2026, retaining Chief Operating Officer responsibilities
- Randall Lipps relinquished President role but remains CEO and Board Chairman, preserving leadership continuity
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Item 5.02 references officer and director changes, but the provided text contains no specific appointments, departures, or compensation terms
- Omnicell’s 2009 Equity Incentive Plan amendment may affect future equity awards and employee compensation
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Certificate of Amendment adopted, formally changing Omnicell’s governing charter
- Full amendment text in Exhibit 3.1 determines the specific shareholder-rights and governance impacts
Item 5.07: Submission of Matters to a Vote of Security Holders
- Three Class I directors elected through 2029: Joanne B. Bauer, Robin G. Seim and Eileen J. Voynick
- Executive compensation approved on advisory basis, with 35,277,398 votes for
AI summaries of OMCL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OMCL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Njoku Nnamdi | Sell | Aug 17, 2026 | 3,083 | $36.85 |
| NUTT BRIAN H. | F | Aug 15, 2026 | 937 | $37.30 |
| LIPPS RANDALL A | F | Aug 15, 2026 | 12,350 | $37.30 |
| Njoku Nnamdi | F | Aug 15, 2026 | 3,670 | $37.30 |
| Manley Corey J | F | Aug 15, 2026 | 4,025 | $37.30 |
| LIPPS RANDALL A | Sell | Jul 15, 2026 | 10,000 | $47.00 |
| Njoku Nnamdi | A | Jul 1, 2026 | 12,309 | - |
| PARRISH MARK W | A | Jun 1, 2026 | 4,845 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.2B |
| Gross Profit | - | $471.0M | $503.4M |
| Operating Income | - | $337K | $5.2M |
| Net Income | - | $12.5M | $2.1M |
| Gross Margin | - | 42.3% | 42.5% |
| Op. Margin | - | 0.0% | 0.4% |
| Net Margin | - | 1.1% | 0.2% |
| Balance Sheet | |||
| Total Assets | $2.2B | $2.1B | $2.0B |
| Equity | $1.2B | $1.2B | $1.2B |
| ROE | - | 1.0% | 0.2% |
| Per Share | |||
| EPS | - | $0.27 | $0.04 |
| Cash Flow | |||
| Operating CF | - | $187.7M | $127.3M |
| CapEx | - | $36.5M | $40.4M |
Source: XBRL data in OMNICELL, INC. (OMCL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OMCL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.08B |
| Q1 2026 | 29 | $849.5M |
| Q4 2025 | 28 | $1.15B |
| Q3 2025 | 29 | $770.9M |
| Q2 2025 | 28 | $724.8M |
| Q1 2025 | 25 | $558.8M |
| Q4 2024 | 23 | $627.8M |
| Q3 2024 | 22 | $344.2M |
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- Goldman Sachs Group+187.0K (+53%)
- State Street Corp+135.2K (+7%)
- Millennium Management−554.2K (-24%)
- Two Sigma Investments−257.0K (-24%)
- D.E. Shaw & Co−247.2K (-46%)
- Vanguard Portfolio Management LLC−63.4K (-2%)
- JPMorgan Chase & Co−50.0K (-13%)
- Citadel Advisors LLC+205.4K
- Bridgewater Associates LP+57.7K
- Mangrove Partners+33.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 216 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OMCL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | May 26, 2026 | - | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 30, 2026 | - | - |
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OMCL SEC filings: frequently asked questions
Are OMCL insiders buying or selling?
In the last 90 days, OMNICELL, INC. (OMCL) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $583,609 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold OMCL stock?
As of June 30, 2026, the largest OMNICELL, INC. (OMCL) holders among the 13F filers tracked by SignalX were BlackRock ($313.0 million), Vanguard Portfolio Management LLC ($130.8 million), Dimensional Fund Advisors ($101.8 million), State Street Corp ($86.6 million), Vanguard Capital Management LLC ($81.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OMCL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), OMNICELL, INC. (OMCL) reported revenue of $1.2 billion (up 6.5% from FY2024) and net income of $2.1 million. Diluted EPS was $0.04. The figures come from the XBRL data in the 10-K.
What are the main risks in OMCL's latest 10-K?
In the 10-K filed February 26, 2026, OMNICELL, INC. (OMCL) flagged: Regulatory risk under privacy and data protection laws with potential compliance cost and liability exposure. Cybersecurity disruption risk involving information system breaches impacting business operations. (AI summary of the Risk Factors section.)
What did OMCL report in its latest 8-K?
OMNICELL, INC. (OMCL) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results announced for quarter ended June 30, 2026.
What are the latest OMCL SEC filings?
OMNICELL, INC. (OMCL) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on August 18, 2026.
What is OMCL's SEC CIK number?
OMNICELL, INC. (OMCL)'s SEC Central Index Key (CIK) is 926326. EDGAR lists every OMCL filing under that number.
Ask anything about OMCL
The research agent reads OMCL's filings, financials, insider trades and 13F holders, then answers with sources.