Compared to Estimates, Omnicom (OMC) Q4 Earnings: A Look at Key Metrics

Core Insights - Omnicom reported revenue of $4.32 billion for Q4 2024, a year-over-year increase of 6.4%, with EPS of $2.41 compared to $2.20 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - The reported revenue of $4.32 billion surpassed the Zacks Consensus Estimate of $4.29 billion, resulting in a surprise of +0.70% [1] - EPS also exceeded expectations with a surprise of +3.88%, against a consensus estimate of $2.32 [1] Key Metrics - Total Organic Revenue Growth was 5.2%, slightly above the three-analyst average estimate of 4.9% [4] - Organic Revenue Growth in Healthcare was -4.3%, underperforming the average estimate of 1.6% [4] - Organic Revenue Growth in Commerce & Branding was -11.6%, significantly below the average estimate of 0.3% [4] - Organic Revenue Growth in Experiential was 4.9%, below the estimated 9.3% [4] Geographic Revenue Breakdown - Revenue from Latin America was $131.10 million, slightly below the average estimate of $134.16 million, with a year-over-year change of +1.8% [4] - Revenue from Asia Pacific was $523 million, compared to the average estimate of $544.13 million, reflecting a +3.2% year-over-year change [4] - Revenue from the Middle East and Africa was $110.70 million, slightly above the average estimate of $109.74 million, with a +0.2% year-over-year change [4] Segment Revenue Performance - Revenue from Commerce & Branding was $194.40 million, significantly below the average estimate of $226.73 million, representing a year-over-year decline of -12.4% [4] - Revenue from Execution & Support was $211.90 million, slightly below the average estimate of $213.90 million, with a +2.1% year-over-year change [4] - Revenue from Healthcare was $339.30 million, exceeding the average estimate of $317.80 million, but showing a year-over-year decline of -3.9% [4] - Revenue from Public Relations was $456.30 million, above the average estimate of $448.80 million, with a year-over-year increase of +9.3% [4] - Revenue from Experiential was $208.50 million, below the average estimate of $228.73 million, with a +1.3% year-over-year change [4] Stock Performance - Omnicom shares returned +3.1% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]