Omnicom’s lack of surprises in its 2025 earnings is both a good and bad thing

It was wise of Omnicom to report its fourth-quarter and full-year 2025 earnings after the market closed on Wednesday, since its stock gained in after-hours trading — unlike Publicis, which got walloped by traders after its quite positive financial results.

However, its results were neither spectacularly good nor terribly bad, with 2025 revenue up 10%, thanks in part to including one month of revenue from Interpublic Group, which it finished absorbing at the end of November. Foreign exchange values also goosed the revenue by $125 million, bringing total revenue for the year to $17.3 billion.

Media & Advertising made up 58% of that revenue (and that unit grew 15.7% in the year), while 52% was generated by U.S. operations. Margins were down considerably, but when adjusted for the IPG acquisition, they stayed level at just over 15%. 

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