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Randall Lipps on 2026 Guidance

From $OMCL Omnicell Q1 2026 Earnings Conference Call · · EARNMOAR

“For the full year 2026, we are maintaining our previously provided guidance for product bookings, ARR, and total revenue, while increasing our guidance ranges for non-GAAP EBITDA and non-GAAP earnings per share. Non-GAAP EBITDA is now expected to be between 153 million and 168 million, compared to previous guidance of 145 million to 160 million. Non-GAAP earnings per share are now expected to be between $1.80 and $2, compared to $1.65 to $1.85 previously.”

Randall Lipps
Founder, Executive Chairman, President & Chief Executive Officer, OMNICELL INC
Policy Impact 2026 GuidanceEarnings OutlookProfitability

On , Randall Lipps, Founder, Executive Chairman, President & Chief Executive Officer at OMNICELL INC, spoke about 2026 Guidance during $OMCL Omnicell Q1 2026 Earnings Conference Call on EARNMOAR.

$OMCL Omnicell Q1 2026 Earnings Conference Call
Watch on YouTube at 20:21
$OMCL Omnicell Q1 2026 Earnings Conference Call
EARNMOAR
Watch on YouTube at 20:21
04/28/2026 Q&A: 25:56 Omnicell, Inc., together with its subsidiaries, provides healthcare technology in the United States and internationally. It offers hospital and health systems solutions, such as points of care for clinician workflows in patient care areas of the healthcare system; Titan XT, an automated dispensing system; XTExtend, a console swap for its XT cabinets; and Central Pharmacy Dispensing Service for the medication dispensing process. The company also provides Central Med Automation Service for medication dispensing; IV Compounding Service, an in-house compounding system; specialty pharmacy services, including turnkey solution to help health systems establish, manage, and optimize an entity-owned specialty pharmacy; EnlivenHealth platform to digitally enable retail and community pharmacies; medication adherence solutions comprising consumables and medication packaging systems; and technology implementation, customer education and training, program management, and related offerings to professional services. In addition, it offers post-installation support and maintenance via phone and/or web, on-site service, parts, and access to software upgrades; software and hardware products for full traceability of medicines and medical supplies throughout the healthcare system; OmniSphere, a cloud-based platform. The company was formerly known as Omnicell Technologies, Inc. and changed its name to Omnicell, Inc. in 2001. Omnicell, Inc. was incorporated in 1992 and is headquartered in Fort Worth, Texas. #omnicell #earningscall #fundamentalanalysis #omcl #Investing
Randall Lipps

About Randall Lipps

Founder, Executive Chairman, President & Chief Executive Officer · OMNICELL INC

Randall Lipps, founder, executive chairman, president, and CEO of Omnicell, said on the company’s first-quarter 2026 earnings call that the company delivered results at the high end or above its previously issued guidance ranges across all key metrics. He reported total revenue of $310 million, non-GAAP EBITDA of $45 million, and non-GAAP earnings per share of 55 cents. Lipps stated that the company expects modest incremental Titan XT revenue in 2026, with initial hardware shipments in the second half of the year and a phased rollout of Omnisphere functionality in the first half of 2027. Lipps noted that customers considering an XTExtend upgrade are now evaluating Titan XT, which he said is increasing the size of deals. He also stated that a larger portion of future bookings is expected to come from competitive conversions, some of which may be sole-source agreements. In his closing remarks, Lipps expressed excitement about the company’s platform, which he described as empowered by AI, enterprise agents, and new robotics, and said these innovations are accelerating progress toward an autonomous pharmacy.

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