NYSE$OMC

Omnicom Group Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported a revenue increase of 6.8% to $3.85 billion, driven by 5.2% organic growth and strategic investments.

Omnicom reported solid Q2 2024 results, with a 6.8% increase in revenue to $3.85 billion. Organic growth was 5.2%, driven by strong performance in larger markets and disciplines. The company's adjusted EBITA increased, and strategic investments in data, technology, and content are ongoing.

  • Revenue increased by 6.8% to $3.85 billion, with organic growth of 5.2%.
  • Net income was $328.1 million, with diluted earnings per share of $1.65.
  • Non-GAAP adjusted earnings per share were $1.95.
  • Adjusted EBITA reached $589.6 million, with a 15.3% margin.

Headline financials

Total Revenue

$3.85B

Previous: $3.61B+6.8%
EPS

$1.65

Previous: $1.81-8.8%
Operating Margin

13.2%

No prior period
Effective Income Tax Rate

26.4%

No prior period
Capital Expenditures

-$62.3M

Previous: -$40M-55.8%
Free Cash Flow

$266M

Previous: $326M-18.5%
Net Income

$328M

Previous: $366M-10.4%
Operating Income

$510M

Previous: $551M-7.3%
Gross Profit

$682M

Previous: $701M-2.7%
Total Assets

$27.3B

Previous: $25.1B+9.0%
Stock-Based Comp

$22.6M

Previous: $20.4M+10.8%

Revenue & EPS history

Omnicom · Revenue · Quarterly

$3.85B

Q2 2024+6.8%vs Q2 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Omnicom · $1.22B total across 4 segments · Q4 2021

  • Public Relations
    $369M
  • Healthcare
    $330M
  • Precision Marketing
    $322M
  • Experiential
    $201M

Forward guidance

The company is closely monitoring global economic challenges, including geopolitical events, inflation, and supply chain issues, and is prepared to align its cost structure with changes in client demand. However, there is no assurance as to the effectiveness of efforts to mitigate the impact of adverse economic conditions.

Tailwinds

  • Strategic alignment of agencies to serve clients better.
  • Continued investment in data and technology capabilities.
  • Expansion of scaled content and production.
  • Focus on e-commerce, retail, and performance media.
  • Leveraging the Omni platform for advanced capabilities.

Headwinds

  • Adverse economic conditions could cause uncertainty and volatility.
  • Geopolitical events and international hostilities may impact business.
  • High and sustained inflation in major markets could affect performance.
  • High interest rates may create financial challenges.
  • Labor and supply chain issues could disrupt operations.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.3%

Avg return

Earnings day

-0.6%

Avg return

5 days after

-0.5%

Avg return

30 days after

55%

40 / 73 earnings

Positive

+16.4%

Q4 2021

Best reaction

-10.6%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%-0.8%-5.5%
Q4 2025+10.8%+17.5%+7.0%
Q3 2025+3.1%+0.6%-4.9%
Q2 2025+1.2%+3.0%+2.4%
Q1 2025-7.3%-6.2%+0.2%
Q4 2024-2.3%-5.0%-2.2%
Q3 2024+2.2%+1.2%+1.7%
Q2 2024-2.4%-2.9%+2.6%
Q1 2024+2.1%+2.3%+6.7%
Q4 2023-2.8%-4.7%+4.4%
Q3 2023-0.9%-2.7%+1.2%
Q2 2023-10.6%-14.7%-19.9%
Q1 2023-3.7%-1.9%-1.6%
Q4 2022+2.0%+0.1%-3.4%
Q3 2022+1.3%+3.9%+12.9%
Q2 2022+7.0%+5.3%+11.8%
Q1 2022+7.4%+0.5%-4.7%
Q4 2021+16.4%+9.5%-0.6%
Q3 2021-2.2%-7.1%-11.4%
Q2 2021-3.5%-5.3%-6.9%
Q1 2021+1.6%+2.4%+4.2%
Q4 2020+0.8%+5.4%+13.9%
Q3 2020-10.1%-7.9%+25.2%
Q2 2020-5.2%-5.8%-3.6%
Q1 2020+12.9%+2.9%+1.5%
Q4 2019+2.4%+1.5%-26.6%
Q3 2019+0.5%+0.3%+4.5%
Q2 2019-3.2%-4.4%-8.2%
Q1 2019+9.0%+7.0%+2.8%
Q4 2018-0.5%+1.5%+2.4%
Q3 2018+8.9%+10.9%+10.4%
Q2 2018-9.6%-12.7%-11.2%
Q1 2018+1.0%-0.4%+0.4%
Q4 2017-4.9%-5.3%-10.6%
Q3 2017+2.1%-0.3%-8.8%
Q2 2017+2.5%-1.5%-4.9%
Q1 2017-3.0%-3.4%-4.4%
Q4 2016-2.8%-2.4%-2.7%
Q3 2016-3.0%-3.7%+5.4%
Q2 2016-2.6%-1.9%-0.8%
Q1 2016-2.2%
Q4 2015+5.4%
Q3 2015+0.8%
Q2 2015-0.5%
Q1 2015-0.0%
Q4 2014-0.2%
Q3 2014-0.5%
Q2 2014+1.3%
Q1 2014-3.8%
Q4 2013-1.8%
Q3 2013+1.0%
Q2 2013-2.1%
Q1 2013-2.1%
Q4 2012+2.4%
Q3 2012-4.9%
Q2 2012+2.3%
Q1 2012+0.5%
Q4 2011+1.3%
Q3 2011+1.8%
Q2 2011+1.0%
Q1 2011+0.6%
Q4 2010+3.7%
Q3 2010+1.3%
Q2 2010-1.3%
Q1 2009+0.3%
Q1 2010-2.6%
Q4 2007+0.5%
Q4 2009+0.5%
Q3 2009-1.3%
Q3 2008-1.3%
Q2 2009+3.2%
Q4 2008+3.2%
Q2 2008+3.2%

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