Omnicom发布2026年二季度业绩，核心业务有机收入增长6.1%、调整后EPS同比增长29%

2026 Second Quarter - Core Operations:
Revenue of $6.0 billion, 6.1% organic growth
Non-GAAP Adjusted EBITA of $1.1 billion, 17.8% margin
2026 Second Quarter - Reported:
Revenue of $6.6 billion
Diluted earnings per share of $2.08; $2.65 Non-GAAP Adjusted, up 29%
Operating Income of $922.5 million; $1.1 billion
Non-GAAP Adjusted EBITA, 17.2% margin
NEW YORK
,
July 28, 2026
/PRNewswire/ -- Omnicom (NYSE: OMC) today announced results for the quarter ended June 30, 2026.
"Our second quarter results reflect the momentum of the new Omnicom. Revenue in our Core Operations grew 6.1% organically and we had strong margin expansion," said John Wren, Chairman and Chief Executive Officer of Omnicom. "We are built for an era where speed, integration, and scale matter most. Our wins this quarter demonstrate that. Clients are consolidating more work with us because they see the competitive advantage our connected capabilities deliver. Looking ahead, we will strengthen our position as an integrated growth partner by focusing on three key areas: leading in agentic marketing transformation, expanding and deepening our partnerships with existing and new clients, and helping clients win across the new consumer engagement models in sports & entertainment, social & creator, connected commerce, and AI-driven discovery."
Second Quarter 2026 Results - Core Operations
Three Months Ended June
30,
$ in millions, except per share amounts
2026
2025
Omnicom
Combined (OMC + IPG)
2026
Consolidated
Less:
Dispositions &
Held for Sale
Core Operations
(Net of
Dispositions &
Held for Sale)
2025
Combined
Less:
Dispositions &
Held for Sale
Core Operations
(Net of
Dispositions &
Held for Sale)
Revenue
$   6,562.5
$     567.5
$     5,995.0
$   6,552.4
$     960.5
$     5,591.9
Adjusted EBITA
$   1,127.3
$      58.5
$     1,068.8
$   1,007.5
$     120.1
$       887.4
Adj EBITA Margin
17.2 %
10.3 %
17.8 %
15.4 %
12.5 %
15.9 %
See notes on pages 2 and 12.
Revenue from Core Operations
Revenue from Core Operations in the second quarter of 2026 increased $403.1 million, or 7.2%, to $6.0 billion as compared to the second quarter of 2025, primarily due to an increase in organic revenue of $339.0 million, or 6.1%, and an increase due to foreign currency translation of $61.7 million, or 1.1%.
Revenue contribution by discipline as a percentage of revenue from Core Operations of $6.0 billion in the second quarter of 2026 was as follows: $3.1 billion, or 52.5%, for Integrated Media; $942.6 million, or 15.7%, for Advertising; $555.9 million, or 9.3%, for Health; $679.1 million, or 11.3%, for Public Relations; and $669.2 million, or 11.2%, for Experiential & Other.  Revenue from dispositions and assets held for sale was $567.5 million.
Revenue contribution by region as a percentage of revenue from Core Operations of $6.0 billion in the second quarter of 2026 was as follows: $3.5 billion, or 59.0%, for the United States; $826.4 million, or 13.8%, for Euro Markets & Other Europe; $554.8 million, or 9.3%, for the United Kingdom; $537.6 million, or 9.0%, for Asia Pacific; $227.9 million, or 3.8%, for Latin America; $127.6 million, or 2.1%, for the Middle East & Africa; and $180.9 million, or 3.0%, for Other North America.
Adjusted EBITA from Core Operations
Adjusted EBITA from Core Operations in the second quarter of 2026 increased $181.4 million to $1.1 billion as compared to the second quarter of 2025, and the related margin increased to 17.8% from 15.9%, primarily due to cost reduction synergies. For the second quarters of 2026 and 2025, Adjusted EBITA excluded repositioning costs, primarily related to severance actions in connection with the acquisition of The Interpublic Group of Companies, Inc. ("IPG") and integration and acquisition-related costs of $87.1 million ($73.3 million after tax) and $154.8 million ($128.8 million after tax), respectively.
Core Operations
Core Operations: calculated from the consolidated revenue, adjusted operating income and adjusted EBITA of Omnicom, excluding businesses that have been disposed of or are classified as held for sale. Amounts for 2025 are calculated on a combined basis for Omnicom and IPG.
Second Quarter 2026 Results - Reported
$ in millions, except per share amounts
Three Months Ended June
30,
Reported
2026
Non-GAAP
Adjustments
Non-GAAP
2026 Adj.
Reported
2025
Non-GAAP
Adjustments
Non-GAAP
2025 Adj.
Revenue
$ 6,562.5
$         —
$ 6,562.5
$ 4,015.6
$         —
$ 4,015.6
Operating Income
922.5
87.1
1,009.6
439.2
154.8
594.0
Operating Income Margin
14.1 %
15.4 %
10.9 %
14.8 %
Net Income
1
584.8
160.4
745.2
257.6
143.5
401.1
Net Income per Share - Diluted
1
$    2.08
$    2.65
$    1.31
$    2.05
Non-GAAP Measures:
1
EBITA
$ 1,040.2
$      87.1
$ 1,127.3
$   459.0
$     154.8
$   613.8
EBITA Margin
15.9 %
17.2 %
11.4 %
15.3 %
1) See notes on page 12.
Revenue
Revenue in the second quarter of 2026 increased $2.5 billion to $6.6 billion as compared to the second quarter of 2025, primarily due to the acquisition of IPG, which closed on November 26, 2025, and constant currency revenue growth. The impact of foreign currency translation increased revenue by $69.0 million, or 1.7%.  Revenue in the second quarter of 2026 includes $567.5 million from dispositions and assets held for sale.
Expenses
Operating expenses increased $2.1 billion to $5.6 billion in the second quarter of 2026 compared to the second quarter of 2025, primarily due to the acquisition of IPG. Included in operating expenses in the second quarter of 2026 are $40.1 million of integration and transaction costs related to the acquisition of IPG, and $47.0 million of repositioning costs.
Salary and service costs increased $1.8 billion to $4.7 billion, primarily due to the IPG acquisition and constant currency revenue growth. These costs tend to fluctuate with changes in revenue and are comprised of salary and related costs, which include employee compensation and benefits costs, freelance labor, third-party service costs, and third-party incidental costs. Salary and related costs increased $1.1 billion to $3.0 billion, due to the revenue growth and the acquisition of IPG. Third-party service costs increased $604.0 million to $1.5 billion, primarily due to growth in our Integrated Media discipline and the acquisition of IPG. Third-party incidental costs increased $37.9 million to $224.3 million, primarily due to revenue growth and the acquisition of IPG.
Occupancy and other costs, which are less directly linked to changes in revenue than salary and service costs, increased $178.5 million to $504.4 million, primarily due to the acquisition of IPG.
SG&A expenses increased $38.6 million to $209.0 million, primarily due to the acquisition of IPG. Included in SG&A expenses in the second quarter of 2026 are $40.1 million of integration and transaction costs related to the acquisition of IPG, compared to $66.0 million in the second quarter of 2025.
Operating Income
Operating income increased $483.3 million to $922.5 million in the second quarter of 2026 compared to the second quarter of 2025, primarily as a result of revenue growth and the IPG acquisition, partially offset by costs primarily related to the integration of IPG.
Interest Expense, net
Net interest expense in the second quarter of 2026 increased $52.6 million to $93.3 million compared to the second quarter of 2025, primarily due to debt assumed as part of the IPG acquisition and the refinancing activities in the first quarter of 2026. Interest expense increased $60.6 million to $123.2 million. Interest income increased $8.0 million to $29.9 million.
Income Taxes
Our effective tax rate for the second quarter of 2026 was 27.1% compared to 30.2% for the second quarter of 2025. The effective tax rates for 2026 and 2025 reflect the impact of the lower tax benefit associated with integration costs, severance, and repositioning charges related to the acquisition of IPG. Excluding these items, our Non-GAAP adjusted effective tax rate for the second quarter of 2