OMCLHIGH SIGNALFINANCIAL10-K

OMCL experienced a dramatic 84% decline in net income despite strong operating income growth, accompanied by significant debt reduction and cash consumption.

The massive drop in net income from $12.5M to $2.1M, combined with a 32% decline in operating cash flow and nearly 50% reduction in cash reserves, signals potential financial stress or major one-time charges that require immediate investor attention. The company appears to be using its cash position to aggressively pay down debt (64% reduction) while struggling to maintain profitability despite operational improvements.

Comparing 2026-02-26 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

OMCL shows a mixed financial picture with operating income surging 1,431% to $5.2M while net income collapsed 84% to $2.1M, suggesting significant non-operating charges or tax impacts. The company substantially deleveraged by reducing total debt 64% to $50M but consumed nearly half its cash reserves in the process, dropping from $369M to $197M. Operating cash flow declined 32% to $127M while inventory increased 14%, indicating potential working capital challenges alongside the aggressive debt reduction strategy.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+1450%
$4K$62K

Interest expense surged 1450% — significant debt increase or rising rates materially impacting earnings.

Operating Income
P&L
+1431.2%
$337K$5.2M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Net Income
P&L
-83.6%
$12.5M$2.1M

Net income declined 83.6% — review whether driven by operations, interest costs, or non-recurring items.

Total Debt
Balance Sheet
-64.3%
$140.0M$50.0M

Debt reduced 64.3% — deleveraging strengthens balance sheet and reduces financial risk.

Cash & Equivalents
Balance Sheet
-46.8%
$369.2M$196.5M

Cash declined 46.8% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Operating Cash Flow
Cash Flow
-32.2%
$187.7M$127.3M

Operating cash flow fell 32.2% — earnings quality concerns; investigate working capital changes and non-cash items.

Current Liabilities
Balance Sheet
-20%
$595.7M$476.6M

Current liabilities reduced — improved short-term financial position and working capital health.

Current Assets
Balance Sheet
-16.6%
$815.5M$680.1M

Current assets declined 16.6% — monitor working capital adequacy and short-term liquidity.

Total Liabilities
Balance Sheet
-15.4%
$877.6M$742.9M

Liabilities reduced 15.4% — deleveraging improves balance sheet strength and financial flexibility.

Inventory
Balance Sheet
+13.8%
$88.7M$100.9M

Inventory built 13.8% — monitor whether demand supports this build or if write-downs may follow.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-02-27
ADDED
As of February 18, 2026, there were 45,435,918 shares of the registrant s common stock, $0.001 par value, outstanding.
BUSINESS Overview Omnicell, a leading healthcare technology provider focused on empowering autonomous medication management, is committed to solving the critical challenges inherent in medication management and elevating the role of clinicians within healthcare as an essential component of care delivery.
We are doing this with an industry-leading medication management infrastructure which includes storage and dispensing automation powered by an intelligence ecosystem.
Our comprehensive set of solutions provides the critical foundation for customers to realize the Autonomous Pharmacy, an industry-wide vision defined by pharmacy leaders for improving operational efficiencies and ultimately targeting zero-error medication management alongside 5 other outcomes laid out in the Autonomous Pharmacy framework.
Business Strategy In 2024, the United States spent $806 billion on prescription drugs, a 10.2% increase from 2023.
+7 more — sign up free →
REMOVED
As of February 19, 2025, there were 46,759,414 shares of the registrant s common stock, $0.001 par value, outstanding.
BUSINESS Overview Omnicell, a leader in transforming the pharmacy and nursing care delivery model, is committed to solving the critical challenges inherent in medication management and elevating the role of clinicians within healthcare as an essential component of care delivery.
We are doing this with an industry-leading medication management infrastructure which includes robotics and smart devices, software workflows, expert services, and operational and optimization analytics.
This comprehensive set of solutions provides the critical foundation for customers to realize the Autonomous Pharmacy, an industry-wide vision defined by pharmacy leaders for improving operational efficiencies and ultimately targeting zero-error medication management.
Business Strategy In 2023, the United States spent $723 billion on prescription drugs, a 13.6% increase from 2022.
+7 more — sign up free →
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