🏢 公司NewsroomOMCCodex · 实盘不做把握 6/10
北京时间·🕒 发布 04:05:00·⟳ 抓取 04:05:17 +17s·⚡ 决策 07-29 04:06:19 +1m02s·90.9 天前
宏盟集团公布2026年二季度业绩，收入和调整后EPS小幅高于预期
公司披露二季度收入66亿美元、调整后EPS 2.65美元，略高于市场预期收入约64.4亿至64.9亿美元、EPS约2.62至2.64美元。
📄 原文OMC↗ 原文
Omnicom Reports Second Quarter 2026 Results
2026 Second Quarter – Core Operations: Revenue of $6.0 billion, 6.1% organic growth Non-GAAP Adjusted EBITA of $1.1 bil…
不做 宏盟集团（OMC.US）
排期内财报仅小幅超预期，且缺少盘后真实报价确认未定价edge；不追财报兑现，等待电话会指引或次日承接再由新信号判断。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司提前公告将于2026-07-28美股收盘后发布二季度业绩，财报时间本身并非突发。
- 公司发布二季度业绩，收入66亿美元、调整后EPS 2.65美元、核心有机增长6.1%。
- 第三方财报预期显示市场此前预期EPS约2.62至2.64美元、收入约64.4亿至64.9亿美元，实际仅小幅超预期。
关键理由
- 公司披露二季度收入66亿美元、调整后EPS 2.65美元，略高于市场预期收入约64.4亿至64.9亿美元、EPS约2.62至2.64美元。
- 核心业务有机增长6.1%、调整后EBITA利润率17.8%，说明整合后经营表现偏稳，但惊喜幅度不大。
- 这是排期内盘后财报，且OMC.US在财报前已有连续反弹，追多需要更明确的超预期指引或盘后强反应确认。
主要风险
- 财报利好幅度偏小，若电话会未给出更强全年指引，次日容易按预期内兑现处理。
- 缺少真实盘后报价和完整市场反应，无法验证是否存在未定价的可执行跳空机会。
原文全文
展开原文 · 1,302 字
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 – 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.”
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 – 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.”
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