Omnicell (NASDAQ:OMCL) reported a record top-line performance for the full year 2025 on Thursday, though shares faced pressure as fourth-quarter earnings fell short of Wall Street's expectations due to higher-than-anticipated operating costs.
The Fort Worth, Texas-based healthcare technology leader posted fourth-quarter revenue of $314 million, a 2% increase that narrowly edged past the $313.5 million analyst consensus.
However, adjusted earnings per share (EPS) of $0.40 missed the $0.47 mark expected by the Street.
The company’s bottom line was impacted by a shift in its business mix and continued investments in its cloud transition.
For the full year 2025, Omnicell crossed a major milestone with $1.185 billion in total revenue, up 7% year-over-year, as health systems increasingly prioritize the "Autonomous Pharmacy" model to combat labor shortages.
Despite the quarterly earnings miss, Omnicell’s recurring revenue engine showed significant strength.
The company’s SaaS and Expert Services and Technical Services segments were primary growth drivers, highlighting a successful transition away from one-time hardware sales toward steady, high-margin service contracts.