Omnicom Q3 FY2026: core revenue up 7.2%, adjusted EPS up 21.9%
Omnicom's third quarter looks ugly at the top line of the EPS table and strong underneath: core revenue grew 7.2% organically and adjusted EPS rose 21.9% to $2.73, while GAAP EPS of $2.38 landed below the $2.6567 consensus because of merger charges. Read the core-operations and adjusted figures first, then the segment mix and working capital. Headline revenue growth is mostly the IPG deal, not demand.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS of $2.38 came in about $0.28 below the $2.6567 consensus, pulled down by $84.7 million of repositioning costs and $120.1 million of amortization tied to the merger. Adjusted EPS of $2.73 was up 21.9% from $2.24, which clears that same consensus figure. The $0.35 gap between the two numbers is the running cost of integration, and it narrowed year over year.
Reported revenue of $6.42 billion compares with $4.04 billion a year ago, a 59.1% jump that mostly reflects the IPG acquisition rather than underlying demand. Strip out $412.1 million of revenue from businesses being sold and core operations produced $6.01 billion, up 7.3%, of which 7.2% was organic. Foreign currency added only 0.1%, so this was volume, not translation.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-10-23
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