Omnicell, Inc. · NASDAQ:OMCL

Omnicell — Q4 2025 Earnings Presentation

36 slides from Omnicell's earnings presentation, Feb 5, 2026

  1. Slide 1: Investor Presentation

    Investor Presentation February 5, 2026

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of federal securities laws. These forward-looking statements include statements with respect to 2026 guidance, strategic and growth opportunities, other expectations and other non-historical informa

  3. Slide 3: Our Purpose and Guiding Principles

    Investor Presentation – February 5, 2026 Our Purpose Our Guiding Principles To be the healthcare Our Guiding Principles represent what we providers’ most trusted stand for as a company, guiding us in every partner to enable the aspect of how we do business. Autonomous Pharmacy transformation o Passi

  4. Slide 4: Omnicell Investment Highlights

    Investor Presentation – February 5, 2026 Omnicell Investment Highlights A recognized leader in medication management with a 30-year track record and an installed base that includes more than one-half of the top 300 U.S. health systems* With Titan XT, powered by OmniSphere, Omnicell is investing in a

  5. Slide 5: Omnicell's Growth Strategy: Connect, Disrupt, Grow

    Investor Presentation – February 5, 2026 Omnicell’s Growth Strategy is to: CONNECT the health network DISRUPT Pharmacy care with innovation GROW where care is being delivered © 2026 Omnicell, Inc. 5

  6. Slide 6: Our Strategy

    Investor Presentation – February 5, 2026 Our Strategy Omnicell is defining and delivering the outcomes-centric innovation that is transforming medication management across all settings of care. We’re working to help healthcare facilities worldwide make the industry-defined vision of the autonomous p

  7. Slide 7: The Autonomous Pharmacy

    Investor Presentation – February 5, 2026 The Autonomous Pharmacy Industry-Defined Vision Replace manual, error-prone activities with automated processes that are designed to be safer and more efficient. o Zero medication errors o Zero medication waste o Zero human touches until delivery to patient o

  8. Slide 8: Delivering Solutions Designed to Support Customer Operational and Economic Environments

    Investor Presentation – February 5, 2026 Delivering Solutions Designed to Support Customer Operational and Economic Environments CHALLENGE OUTCOME DELIVERED Barcode scanning through Central 25,000 Errors Annually in Hospitals 1 100% Pharmacy robotics supports enhanced safety and accuracy 5 $4.5B Net

  9. Slide 9: Revenue Growth Drivers

    Investor Presentation – February 5, 2026 Revenue Growth Drivers Deep Customer Relationships Multiple Growth and Robust Backlog Drivers o Strong position with more than one- o Expanding Our Market Presence half of the top 300 U.S. health Expanding our footprint within our existing systems customer ba

  10. Slide 10: Why We Believe Omnicell is Positioned to Win

    Investor Presentation – February 5, 2026 Why We Believe Omnicell is Positioned to Win Omnicell has the right Omnicell has a proven Omnicell is scaling SaaS Continued investment in solutions and the right track record of innovation and Expert Services to new products and business model to solve as th

  11. Slide 11: Omnicell Innovation

    Omnnicell Innovation - @ ()

  12. Slide 12: Introducing Titan XT on OmniSphere

    Investor Presentation – February 5, 2026 Introducing Titan XT on OmniSphere Built for the modern needs of Health Systems Titan XT Automated Dispensing System (ADS) is engineered to streamlines pharmacy workflows, enhance nursing safeguards, and simplify IT operations through intelligent, enterprise-

  13. Slide 13: Titan XT – Reimagined Smart Workflows

    Investor Presentation – February 5, 2026 Titan XT – Reimagined Smart Workflows Cabinet interactions are streamlined through user-specific guided workflows, which should enable staff to focus on high-priority tasks with greater efficiency and reduced cognitive load. Automated Workflows should remove

  14. Slide 14: Titan XT – Focused on Improving Outcomes and User Experience

    Investor Presentation – February 5, 2026 Titan XT – Focused on Improving Outcomes and User Experience FiveRights DynamicRestock Intended to ensure the five rights of medication Give technicians clear task visibility and managers administration are easy for nurses with specific prompts real-time comp

  15. Slide 15: Powered by OmniSphere

    Investor Presentation – February 5, 2026 Powered by OmniSphere Safe with leading security and compliance standards As Omnicell’s secure cloud platform, OmniSphere is designed to be the connected backbone of medication management, providing scalability, Smart one source of truth, interoperability dec

  16. Slide 16: Omnicell 2024 Innovation

    Investor Presentation – February 5, 2026 Omnicell 2024 Innovation XTExtend Central Med Automation Service April 2024 August 2024 A complete solution combining A comprehensive solution designed robotics and smart devices, to give Pharmacy enhanced control of intelligent software, and expert automated

  17. Slide 17: Product Overview

    Product Overview

  18. Slide 18: Points of Care

    Investor Presentation – February 5, 2026 Points of Care As the final step in the pharmaceutical administration process, the bedside exchange of medication from nurse to patient is critical to care success. However, countbacks, restocks, reconciliation, and other manual tasks may force nurses to spen

  19. Slide 19: Central Pharmacy

    Investor Presentation – February 5, 2026 Central Pharmacy Central pharmacy is the medication dispensing hub of most hospitals. Roadblocks that surface here have the potential to impact patient safety, care, and clinical workflows throughout the health system. Omnicell automates manual dispensing tas

  20. Slide 20: IV Room

    Investor Presentation – February 5, 2026 IV Room Accuracy and sterility in IV compounding are paramount to patient safety, but an overreliance on 503B outsourcing and manual in-house systems often creates unnecessary risk and expense. Omnicell’s advanced automation tools including sterile compoundin

  21. Slide 21: Specialty Pharmacy

    Investor Presentation – February 5, 2026 Specialty Pharmacy As medical innovations create new, more complex drugs, many pharmacies need specialized tools and expertise to help manage the patient’s treatment journey. Opening or optimizing an in-house specialty pharmacy often requires unique capabilit

  22. Slide 22: EnlivenHealth

    Investor Presentation – February 5, 2026 EnlivenHealth® Optimizing a patient’s medication journey often means extending care beyond the inpatient setting and enhancing the processes of retail and community pharmacies. Through EnlivenHealth®, Omnicell provides patient engagement software and omnichan

  23. Slide 23: Medication Adherence

    Investor Presentation – February 5, 2026 Medication Adherence Through industry-leading packaging and automation solutions, Omnicell Medication Adherence helps to empower pharmacies to work more efficiently as they seek to and improve medication safety and effectiveness for customers and patients. Pa

  24. Slide 24: Omnicell's Suite of SaaS and Expert Services

    Investor Presentation – February 5, 2026 Omnicell’s Suite of SaaS and Expert Services Varying combinations of robotics and smart devices, software workflows, expert services, and analytics that are designed to deliver outcomes in each setting of care where medications are managed Points of Care Cent

  25. Slide 25: Fourth Quarter 2025 Financial Highlights

    Fourth Quarter 2025 Financial Highlights

  26. Slide 26: Financial Snapshot

    Investor Presentation – February 5, 2026 Financial Snapshot Q4 ’25 YoY Change Total Revenues $314 million 2% Non-GAAP Gross Margin % 43.2% (420 bps) Non-GAAP Operating Expenses $113 million 0% Non-GAAP EBITDA $37 million (21%) Non-GAAP Diluted Earnings Per Share $0.40 ($0.20) See Appendix for a reco

  27. Slide 27: Total Year Revenue Composition

    Investor Presentation – February 5, 2026 Total Year Revenue Composition FY2025 Recurring vs Actual Actual GAAP ($Million) Category Actual 2Q25 Actual 3Q25 Actual 4Q25 YoY Non-Recurring 1Q25 FY2025 Change % Connected Devices and Software $120 $139 $152 $154 $565 5% 1 Non-Recurring Product Licenses Co

  28. Slide 28: 2026 Guidance

    Investor Presentation – February 5, 2026 Long-Term Value Creation 2026 Guidance Opportunities o Omnicell’s Titan XT is designed to Q1–2026 TY–2026 combine proven automation and powerful intelligence to deliver an Product bookings1 Not guided $510–$560 million enhanced medication management experienc

  29. Slide 29: An Outcomes-Based Approach to ESG

    2024 Investor Presentation – February 5, 2025 An Outcomes-Based Approach to ESG ESG Report Environmental Published fifth annual o Continued our efforts to reduce our environmental footprint and energy consumption, realizing decreases in both ESG Report in April 2025 emissions and energy use o Comple

  30. Slide 30: Appendix

    Appendix

  31. Slide 31: Reconciliation of GAAP to Non-GAAP

    Omnicell, Inc. Reconciliation of GAAP to Non-GAAP audited, in thousands, except per share data and percentage) Three Months Ended December 31, 2025 2024 Reconciliation of GAAP gross profit to non-GAAP gross profit: GAAP gross profit $ 130,325 $ 141,761 GAAP gross margin 41.5% 46.2% Share-based compe

  32. Slide 32: Tax effects footnote

    © 2026 Omnicell, Inc. (a) Tax effects calculated for all adjustments except share-based compensation expense, using an estimated annual effective tax rate of 21% for both fiscal years 2025 and 2024. 32

  33. Slide 33: EBITDA definition footnote

    © 2026 Omnicell, Inc. (b) Defined as earnings before interest income and expense, taxes, depreciation, amortization, and share-based compensation, as well as excluding certain other non-GAAP adjustments. 33

  34. Slide 34: Glossary of Terms

    Investor Presentation – February 5, 2026 Glossary of Terms Product Bookings: We define product bookings generally as the value of non-cancelable contracts for our connected devices and software licenses. We typically exclude freight revenue and other less significant items ancillary to our products

  35. Slide 35: Glossary of Terms Continued

    Investor Presentation – February 5, 2026 Glossary of Terms Continued Product Backlog: Product backlog is the dollar amount of product bookings that have not yet been recognized as revenue. A majority of our connected devices and software license products are installable and recognized as revenues wi

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Omnicell — Q4 2025 Earnings Presentation on 6ix