financetom
Business
financetom
/
Business
/
Research Alert: Omc: Q3 Eps Miss Driven By Acquisition Costs, Core Business Shows Growth
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: Omc: Q3 Eps Miss Driven By Acquisition Costs, Core Business Shows Growth
Oct 21, 2025 3:46 PM

06:15 PM EDT, 10/21/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

Q3 GAAP EPS of $1.75 (-10%) missed $2.17 consensus, though revenue of $4,037.1M (+4%) beat $4,019M consensus, driven by 2.6% organic growth. Non-GAAP adjusted EPS rose 10.3% to $2.24, demonstrating core business strength despite $60.8M in IPG acquisition costs and $38.6M in repositioning expenses. We view the 9.1% organic growth in Advertising & Media (OMC's largest segment at 57% of revenue) as encouraging given acquisition-related disruption. OMC reiterated its 2025 outlook of 2.5%-4.5% organic growth and 15.5% adjusted EBITA margins. The IPG acquisition is expected to close in late November, with EU antitrust approval as the final step after filing on October 20. We think the deal bolsters OMC's Advertising & Media, Precision Marketing, and Healthcare segments. We see the growth targets as achievable, as OMC has delivered roughly 3% organic growth YTD, while YTD adjusted EBITA margins of 15.1% suggest management expects improvements ahead.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Kontoor Brands Sees Higher Q4 Earnings, Revenue
Kontoor Brands Sees Higher Q4 Earnings, Revenue
Feb 19, 2025
08:34 AM EST, 02/19/2025 (MT Newswires) -- Kontoor Brands ( KTB ) reported preliminary Q4 adjusted earnings Wednesday of $1.38 per diluted share, compared with $1.28 per share a year earlier. Analysts polled by FactSet expect $1.33 per share. Preliminary adjusted net revenue for the quarter ended Dec. 31 was $699 million, up from $670 million a year earlier. Analysts...
Camping World Signs $300 Million Floor Plan Credit Agreement
Camping World Signs $300 Million Floor Plan Credit Agreement
Feb 19, 2025
08:30 AM EST, 02/19/2025 (MT Newswires) -- Camping World ( CWH ) said Wednesday that it has signed an amended and restated a floor plan credit agreement. The company said the agreement increases its committed borrowing capacity by $300 million to a total of $2.15 billion. It also said the agreement resets an accordion feature that provides Camping World (...
Planemakers to make gains in jet output in 2025, Howmet CEO says
Planemakers to make gains in jet output in 2025, Howmet CEO says
Feb 19, 2025
Feb 19 (Reuters) - Planemakers should make strides on single and double aisle jet output in 2025 despite supply chain problems that have weighed on production in recent years, Howmet Aerospace ( HWM ) CEO John Plant said on Wednesday. Planemakers Boeing and Airbus have found it difficult to meet production targets on new jets, despite healthy order books and...
APi Group Raises 2024 Revenue Guidance, Reprices Term Loan
APi Group Raises 2024 Revenue Guidance, Reprices Term Loan
Feb 19, 2025
08:32 AM EST, 02/19/2025 (MT Newswires) -- APi Group ( APG ) said Wednesday it expects its 2024 net revenue to exceed its October guidance for about $7.0 billion. Analysts surveyed by FactSet expect $7.0 billion. For 2025, the company said it expects net revenue at current foreign exchange rates to be in the range of $7.3 billion to $7.5...
Copyright 2023-2026 - www.financetom.com All Rights Reserved