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Omnicom Group (NYSE: OMC) Q2 2026 earnings surge after IPG merger

(High)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Omnicom Group Inc. reported strong second‑quarter 2026 results following its merger with IPG. Reported revenue was $6,562.5 million, up $2.5 billion year over year, while Core Operations revenue reached $6.0 billion with 6.1% organic growth and a 7.2% total increase.

GAAP operating income was $922.5 million and GAAP diluted EPS was $2.08, compared with $1.31 a year earlier. Non‑GAAP Adjusted diluted EPS rose to $2.65, up 29.3%. Adjusted EBITA was $1,127.3 million (17.2% margin), and Adjusted EBITA from Core Operations was $1,068.8 million with a 17.8% margin, reflecting cost‑reduction synergies.

For the first half of 2026, Omnicom generated $1,502.0 million of Free Cash Flow and repurchased $2,988.2 million of stock as part of a planned $5 billion program. Management highlights integration risks from the IPG merger, higher leverage, and macroeconomic uncertainty alongside the improved operating performance.

Positive

  • Core Operations revenue $6.0 billion with 6.1% organic growth and a 17.8% Adjusted EBITA margin, supported by $339.0 million organic revenue increase and merger‑related cost synergies.
  • Profitability improved materially: Non‑GAAP Adjusted diluted EPS rose to $2.65, up 29.3% from $2.05, while Adjusted EBITA increased 83.7% to $1,127.3 million and margin expanded to 17.2%.
  • Cash generation and capital returns were robust, with Free Cash Flow of $1,502.0 million in the first half of 2026 and $2,988.2 million of share repurchases toward a $5 billion program.

Negative

  • Leverage increased significantly: long‑term debt/EBITDA rose to 6.2x and Net Debt/EBITDA to 4.1x, with gross long‑term debt of $10,183.4 million and Net Debt of $6,617.0 million.
  • Merger and restructuring costs remain sizable: Q2 2026 integration, severance, repositioning and related items reduced operating income by $87.1 million ($73.3 million after tax) and diluted EPS by $0.26, and the company cites ongoing IPG integration and synergy‑realization risks.

Filing Explained

The completed IPG merger expanded the share base, while six-month cash uses exceeded free cash flow by $2,135.8 million.

With the IPG merger completed, Omnicom reports weighted-average diluted shares of 281.0 million for the second quarter, up from 196.0 million, changing the ownership base for existing common holders.

The filing says the increase primarily came from shares issued for the IPG acquisition, partly offset by net repurchases; issuing additional shares increases total share count and reduces an existing holder’s percentage ownership absent offsetting changes.

For the six months ended June 30, 2026, free cash flow was $1,502.0 million, while listed primary uses of cash were $3,637.8 million, producing negative net free cash flow of $2,135.8 million.

At June 30, 2026, the filing reported long-term debt of $9,953.2 million, net debt of $6,617.0 million, and long-term debt equal to 6.2 times trailing twelve-month EBITDA, versus 2.6 times a year earlier.

Item 2.02 Results of Operations and Financial Condition Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Revenue Q2 2026 $6,562.5 million Three months ended June 30, 2026; up $2.5 billion versus Q2 2025
Core Operations organic growth Q2 2026 6.1% Increase in revenue from Core Operations versus Q2 2025
Adjusted EBITA Q2 2026 $1,127.3 million Non-GAAP; margin 17.2% compared with 15.3% in Q2 2025
Net Income – Omnicom Group Inc. Q2 2026 $584.8 million Increased $327.2 million versus the second quarter of 2025
Non-GAAP Adjusted diluted EPS Q2 2026 $2.65 Up from $2.05; increase of $0.60 or 29.3% year over year
Free Cash Flow first half 2026 $1,502.0 million Six months ended June 30, 2026; compared with $835.0 million in 2025
Gross long-term debt $10,183.4 million As of June 30, 2026; includes debt assumed from IPG
Net Debt $6,617.0 million Long-term debt less cash and equivalents as of June 30, 2026
Core Operations financial
"Core Operations: calculated from the consolidated revenue, adjusted operating income and adjusted EBITA"
EBITA financial
"We define EBITA as earnings before interest, taxes, and amortization, principally of acquired intangible assets"
EBITA stands for Earnings Before Interest, Taxes and Amortization and measures a company’s profit from operations after removing the effects of financing, tax rules and amortization charges. Investors use it to compare underlying business performance across firms by focusing on the company’s core ability to generate cash, like judging a car’s engine power before accounting for fuel costs, loan payments and bookkeeping adjustments.
Free Cash Flow financial
"Free Cash Flow(5) $ 1,502.0 $ 835.0"
Free cash flow is the amount of money a company has left over after paying all its expenses and investing in its business, like buying equipment or updating facilities. It shows how much cash is available to reward shareholders, pay down debt, or save for future growth. This helps investors understand if a company is financially healthy and able to grow.
Net Debt financial
"Net Debt(7) $ 6,617.0 $ 2,982.3"
Net debt is the total amount a company owes after subtracting the cash and assets it has that can be used to pay off that debt. It shows how much debt is truly a burden, helping investors understand if a company is financially healthy or heavily borrowed. Think of it like calculating how much money you owe after using your savings to pay part of it.
organic growth financial
"Organic growth: calculated by subtracting the foreign exchange rate impact from total revenue growth"
Organic growth is the increase in a company's sales or profits that comes from its own activities, such as selling more products or services, rather than through acquisitions or mergers. It is like a plant growing taller on its own, without needing outside help. For investors, it indicates the company's ability to expand steadily and sustainably through its existing business efforts.
agentic marketing transformation technical
"integrated growth partner for clients through agentic marketing transformation and helping them win"
Revenue Q2 2026 $6,562.5 million increased $2.5 billion compared to the second quarter of 2025
Core Operations revenue Q2 2026 $6.0 billion up $403.1 million, or 7.2%, with 6.1% organic growth versus the second quarter of 2025
Net Income Q2 2026 $584.8 million increased $327.2 million from the second quarter of 2025
Diluted EPS Q2 2026 $2.08 up $0.77 from $1.31 in the prior-year period
Non-GAAP Adjusted diluted EPS Q2 2026 $2.65 increased $0.60, or 29.3%, from $2.05 in the prior-year period
Adjusted EBITA Q2 2026 $1,127.3 million increased $513.5 million, or 83.7%, compared to the second quarter of 2025
Free Cash Flow first half 2026 $1,502.0 million compared with $835.0 million in the first half of 2025

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How did Omnicom (OMC) perform financially in the second quarter of 2026?

Omnicom reported Q2 2026 revenue of $6,562.5 million, up $2.5 billion year over year, and Net Income – Omnicom Group Inc. of $584.8 million. Diluted EPS was $2.08, compared with $1.31 in the prior‑year quarter.

What were Omnicom (OMC) Core Operations results in Q2 2026?

Core Operations revenue reached $6.0 billion in Q2 2026, an increase of $403.1 million, or 7.2%, versus 2025. Organic growth was 6.1%, and Adjusted EBITA from Core Operations was $1,068.8 million with a 17.8% margin.

What key non-GAAP metrics did Omnicom (OMC) highlight for Q2 2026?

Omnicom reported Adjusted EBITA of $1,127.3 million with a 17.2% margin in Q2 2026, up from $613.8 million. Non‑GAAP Adjusted Net Income per Share – Diluted was $2.65, an increase of $0.60, or 29.3%, from $2.05 a year earlier.

How did the IPG merger affect Omnicom (OMC) Q2 2026 results and costs?

Revenue increased by $2.5 billion to $6,562.5 million, primarily due to the IPG acquisition and constant‑currency growth. Q2 operating expenses included $40.1 million of integration and transaction costs and $47.0 million of severance and repositioning costs related to the merger.

What was Omnicom’s (OMC) cash flow and shareholder-return profile in early 2026?

For the six months ended June 30, 2026, Omnicom generated Free Cash Flow of $1,502.0 million. Primary uses of cash included $481.5 million of dividends to common shareholders and $2,988.2 million of stock repurchases, with a $5 billion program targeted for completion by April 2027.

What is Omnicom’s (OMC) leverage and liquidity position as of June 30, 2026?

Twelve‑month EBITDA was $1,613.8 million. Gross long‑term debt totaled $10,183.4 million, with Net Debt of $6,617.0 million. Long‑term debt/EBITDA stood at 6.2x and Net Debt/EBITDA at 4.1x, and the company reports compliance with its leverage covenant.
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, DC 20549
FORM 8-K
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(d) OF THE
SECURITIES EXCHANGE ACT OF 1934
Date of Report (Date of earliest event reported): July 28, 2026

OMNICOM GROUP INC.
(Exact Name of Registrant as Specified in its Charter)

New York
1-10551
13-1514814
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)

280 Park Avenue, New York, NY
10017
(Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code: (212) 415-3600
Not Applicable
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading SymbolName of each exchange on which registered
Common Stock, par value $0.15 per shareOMCNew York Stock Exchange
0.800% Senior Notes due 2027OMC/27New York Stock Exchange
1.400% Senior Notes due 2031OMC/31New York Stock Exchange
3.700% Senior Notes due 2032OMC/32New York Stock Exchange
2.250% Senior Notes due 2033OMC/33New York Stock Exchange
3.850% Senior Notes due 2034OMC/34New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐



Item 2.02. Results of Operations and Financial Condition.
On July 28, 2026, Omnicom Group Inc. ("Omnicom," the "Company," "we," "our" or "us") published an earnings release reporting its financial results for the three and six months ended June 30, 2026. A copy of the earnings release is furnished as Exhibit 99.1 to this report and is incorporated by reference herein in its entirety.
Item 7.01. Regulation FD Disclosure.
On July 28, 2026, Omnicom hosted an earnings call and posted on its website a related investor presentation in connection with publishing its financial results for the three and six months ended June 30, 2026. A copy of the presentation is furnished as Exhibit 99.2 to this report and is incorporated by reference herein in its entirety.
The information under Items 2.02 and 7.01 above (including Exhibits 99.1 and 99.2 hereto) is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as expressly set forth by specific reference in such filing.
Forward-Looking Statements.
Certain statements in the exhibits to this Current Report on Form 8-K contain forward-looking statements, including statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. In addition, from time to time, we or our representatives have made, or may make, forward-looking statements, orally or in writing. These statements, other than statements of historical fact, may discuss goals, intentions, and expectations as to future plans, trends, events, results of operations or financial condition, or otherwise, based on current beliefs of our management as well as assumptions made by, and information currently available to, our management. Forward-looking statements may be accompanied by words such as “aim,” “anticipate,” “believe,” “plan,” “could,” “should,” “would,” “estimate,” “expect,” “forecast,” “future,” “guidance,” “intend,” “may,” “will,” “possible,” “potential,” “predict,” “project” or similar words, phrases or expressions. These forward-looking statements are subject to various risks and uncertainties, many of which are outside our control. Therefore, you should not place undue reliance on such statements. Factors that could cause actual results to differ materially from those in the forward-looking statements include:
risks relating to the completed merger (the “Merger”) between us and The Interpublic Group of Companies, Inc. ("IPG"), including risks related to the integration of IPG’s business, such as, among others: uncertainties associated with retaining key management and other employees; potential disruptions to client, vendor, and business partner relationships; the risk that integration activities may be more time-consuming, complex, or costly than expected; the possibility that anticipated synergies, efficiencies, and other benefits of the Merger may not be realized, or may be realized more slowly than anticipated; and risks associated with managing a larger, more complex combined organization and effectively integrating systems, processes, operations, and cultures;
adverse economic conditions, including geopolitical events, international hostilities, acts of terrorism, public health crises, inflation or stagflation, tariffs and other trade barriers, central bank interest rate policies in countries that comprise our major markets, labor and supply chain issues affecting the distribution of our clients’ products, or a disruption in the credit markets;
international, national, or local economic conditions that could adversely affect the Company or our clients;
reductions in client spending, a slowdown in client payments or a deterioration or disruption in the credit markets;
the ability to attract new clients and retain existing clients in the manner anticipated;
changes in client marketing and communications services requirements;
failure to manage potential conflicts of interest between or among clients;
unanticipated changes related to competitive factors in the marketing and communications services industries;
unanticipated changes to, or an inability to hire and retain, key personnel;
currency exchange rate fluctuations;
reliance on information technology systems and risks related to cybersecurity incidents;
effective management of the risks, challenges, and efficiencies presented by utilizing artificial intelligence, or AI, technologies and related partnerships in our business, and their use by our competitors;
failure to adapt to technological developments;
our liquidity, long-term financing needs, credit ratings, and access to capital markets;



changes in legislation or governmental regulations affecting the Company or our clients;
losses on media purchases and production costs incurred on behalf of clients;
risks associated with assumptions the Company makes in connection with our acquisitions, critical accounting estimates, and legal proceedings;
the Company’s international operations, which are subject to the risks of currency repatriation restrictions, social or political conditions and an evolving regulatory environment in high-growth markets and developing countries;
risks related to our environmental, social, and governance goals and initiatives, including impacts from regulators and other stakeholders, and the impact of factors outside of our control on such goals and initiatives;
changes in tax rates, tax laws, regulations or interpretations, or adverse outcomes of tax audits or proceedings; and
other business, financial, operational, and legal risks and uncertainties detailed from time to time in our filings with the Securities and Exchange Commission ("SEC").
The foregoing list of factors is not exhaustive. You should carefully consider the foregoing factors and the other risks and uncertainties that may affect the Company’s business, including those described in Item 1A, “Risk Factors” and Item 7, “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in our Annual Report on Form 10-K and in other documents filed from time to time with the Securities and Exchange Commission. Except as required under applicable law, the Company does not assume any obligation to update these forward-looking statements.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits.

Exhibit NumberDescription
99.1
Earnings release dated July 28, 2026.
99.2
Investor presentation materials dated July 28, 2026.
104The cover page from this Current Report on Form 8-K, formatted in Inline XBRL



SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Omnicom Group Inc.
 
By:/s/ Louis F. Januzzi
Name: Louis F. Januzzi
Title:
Senior Vice President, General Counsel and Secretary
Date: July 28, 2026



omnicom-logoxblue.jpg


OMNICOM REPORTS SECOND QUARTER 2026 RESULTS

2026 Second Quarter - Core Operations:
Revenue of $6.0 billion, 6.1% organic growth
Non-GAAP Adjusted EBITA of $1.1 billion, 17.8% margin

2026 Second Quarter - Reported:
Revenue of $6.6 billion
Diluted earnings per share of $2.08; $2.65 Non-GAAP Adjusted, up 29%
Operating Income of $922.5 million; $1.1 billion Non-GAAP Adjusted EBITA, 17.2% margin


NEW YORK, July 28, 2026 - Omnicom (NYSE: OMC) today announced results for the quarter ended June 30, 2026.

"Our second quarter results reflect the momentum of the new Omnicom. Revenue in our Core Operations grew 6.1% organically and we had strong margin expansion," said John Wren, Chairman and Chief Executive Officer of Omnicom. "We are built for an era where speed, integration, and scale matter most. Our wins this quarter demonstrate that. Clients are consolidating more work with us because they see the competitive advantage our connected capabilities deliver. Looking ahead, we will strengthen our position as an integrated growth partner by focusing on three key areas: leading in agentic marketing transformation, expanding and deepening our partnerships with existing and new clients, and helping clients win across the new consumer engagement models in sports & entertainment, social & creator, connected commerce, and AI-driven discovery.”

Second Quarter 2026 Results - Core Operations
Three Months Ended June 30,
$ in millions, except per share amounts20262025
OmnicomCombined (OMC + IPG)
2026 Consolidated
Less: Dispositions & Held for SaleCore Operations (Net of Dispositions & Held for Sale)
2025
Combined
Less: Dispositions & Held for SaleCore Operations (Net of Dispositions & Held for Sale)
Revenue$6,562.5 $567.5 $5,995.0 $6,552.4 $960.5 $5,591.9 
Adjusted EBITA$1,127.3 $58.5 $1,068.8 $1,007.5 $120.1 $887.4 
Adj EBITA Margin17.2 %10.3 %17.8 %15.4 %12.5 %15.9 %
See notes on pages 2 and 12.

Revenue from Core Operations
Revenue from Core Operations in the second quarter of 2026 increased $403.1 million, or 7.2%, to $6.0 billion as compared to the second quarter of 2025, primarily due to an increase in organic revenue of $339.0 million, or 6.1%, and an increase due to foreign currency translation of $61.7 million, or 1.1%.
280 Park Avenue, New York, NY 10017, www.omc.com



Revenue contribution by discipline as a percentage of revenue from Core Operations of $6.0 billion in the second quarter of 2026 was as follows: $3.1 billion, or 52.5%, for Integrated Media; $942.6 million, or 15.7%, for Advertising; $555.9 million, or 9.3%, for Health; $679.1 million, or 11.3%, for Public Relations; and $669.2 million, or 11.2%, for Experiential & Other. Revenue from dispositions and assets held for sale was $567.5 million.
Revenue contribution by region as a percentage of revenue from Core Operations of $6.0 billion in the second quarter of 2026 was as follows: $3.5 billion, or 59.0%, for the United States; $826.4 million, or 13.8%, for Euro Markets & Other Europe; $554.8 million, or 9.3%, for the United Kingdom; $537.6 million, or 9.0%, for Asia Pacific; $227.9 million, or 3.8%, for Latin America; $127.6 million, or 2.1%, for the Middle East & Africa; and $180.9 million, or 3.0%, for Other North America.

Adjusted EBITA from Core Operations
Adjusted EBITA from Core Operations in the second quarter of 2026 increased $181.4 million to $1.1 billion as compared to the second quarter of 2025, and the related margin increased to 17.8% from 15.9%, primarily due to cost reduction synergies. For the second quarters of 2026 and 2025, Adjusted EBITA excluded repositioning costs, primarily related to severance actions in connection with the acquisition of The Interpublic Group of Companies, Inc. ("IPG") and integration and acquisition-related costs of $87.1 million ($73.3 million after tax) and $154.8 million ($128.8 million after tax), respectively.

Core Operations
Core Operations: calculated from the consolidated revenue, adjusted operating income and adjusted EBITA of Omnicom, excluding businesses that have been disposed of or are classified as held for sale. Amounts for 2025 are calculated on a combined basis for Omnicom and IPG.

Second Quarter 2026 Results - Reported
$ in millions, except per share amounts
Three Months Ended June 30,
Reported 2026Non-GAAP AdjustmentsNon-GAAP 2026 Adj.Reported 2025Non-GAAP AdjustmentsNon-GAAP 2025 Adj.
Revenue$6,562.5 $— $6,562.5 $4,015.6 $— $4,015.6 
Operating Income
922.5 87.1 1,009.6 439.2 154.8 594.0 
Operating Income Margin14.1 %15.4 %10.9 %14.8 %
Net Income1
584.8 160.4 745.2 257.6 143.5 401.1 
Net Income per Share - Diluted1
$2.08 $2.65 $1.31 $2.05 
Non-GAAP Measures:1
EBITA$1,040.2 $87.1 $1,127.3 $459.0 $154.8 $613.8 
EBITA Margin15.9 %17.2 %11.4 %15.3 %
1) See notes on page 12.
Revenue
Revenue in the second quarter of 2026 increased $2.5 billion to $6.6 billion as compared to the second quarter of 2025, primarily due to the acquisition of IPG, which closed on November 26, 2025, and constant currency revenue growth. The impact of foreign currency translation increased revenue by $69.0 million, or 1.7%. Revenue in the second quarter of 2026 includes $567.5 million from dispositions and assets held for sale.
Page 2



Expenses
Operating expenses increased $2.1 billion to $5.6 billion in the second quarter of 2026 compared to the second quarter of 2025, primarily due to the acquisition of IPG. Included in operating expenses in the second quarter of 2026 are $40.1 million of integration and transaction costs related to the acquisition of IPG, and $47.0 million of repositioning costs.
Salary and service costs increased $1.8 billion to $4.7 billion, primarily due to the IPG acquisition and constant currency revenue growth. These costs tend to fluctuate with changes in revenue and are comprised of salary and related costs, which include employee compensation and benefits costs, freelance labor, third-party service costs, and third-party incidental costs. Salary and related costs increased $1.1 billion to $3.0 billion, due to the revenue growth and the acquisition of IPG. Third-party service costs increased $604.0 million to $1.5 billion, primarily due to growth in our Integrated Media discipline and the acquisition of IPG. Third-party incidental costs increased $37.9 million to $224.3 million, primarily due to revenue growth and the acquisition of IPG.
Occupancy and other costs, which are less directly linked to changes in revenue than salary and service costs, increased $178.5 million to $504.4 million, primarily due to the acquisition of IPG.
SG&A expenses increased $38.6 million to $209.0 million, primarily due to the acquisition of IPG. Included in SG&A expenses in the second quarter of 2026 are $40.1 million of integration and transaction costs related to the acquisition of IPG, compared to $66.0 million in the second quarter of 2025.

Operating Income
Operating income increased $483.3 million to $922.5 million in the second quarter of 2026 compared to the second quarter of 2025, primarily as a result of revenue growth and the IPG acquisition, partially offset by costs primarily related to the integration of IPG.

Interest Expense, net
Net interest expense in the second quarter of 2026 increased $52.6 million to $93.3 million compared to the second quarter of 2025, primarily due to debt assumed as part of the IPG acquisition and the refinancing activities in the first quarter of 2026. Interest expense increased $60.6 million to $123.2 million. Interest income increased $8.0 million to $29.9 million.

Income Taxes
Our effective tax rate for the second quarter of 2026 was 27.1% compared to 30.2% for the second quarter of 2025. The effective tax rates for 2026 and 2025 reflect the impact of the lower tax benefit associated with integration costs, severance, and repositioning charges related to the acquisition of IPG. Excluding these items, our Non-GAAP adjusted effective tax rate for the second quarter of 2026 was 26.0% compared to 26.5% for the second quarter of 2025.

Net Income – Omnicom Group Inc. and Diluted Net Income per Share
Net Income - Omnicom Group Inc. for the second quarter of 2026 increased $327.2 million to $584.8 million compared to the second quarter of 2025. Weighted-average diluted shares outstanding for the second quarter of 2026 increased to 281.0 million from 196.0 million, primarily as a result of shares issued for the IPG acquisition, partially offset by net share repurchases, including shares purchased pursuant to the accelerated stock repurchase agreement. Diluted net income per share of $2.08 increased by $0.77 from $1.31 in the prior year period.

Non-GAAP Adjusted Net Income per Share - Diluted for the second quarter of 2026 increased $0.60, or 29.3%, to $2.65 from $2.05. Non-GAAP Adjusted Net Income per Share - Diluted for the second quarters of 2026 and 2025 excluded $87.1 million and $14.7 million, respectively, of after-tax amortization expense. Non-GAAP Adjusted Net Income per Share - Diluted for the second quarter of 2026 also excluded $38.0
Page 3



million of after-tax integration and transaction costs, and $35.3 million of after-tax severance and repositioning costs. In 2025, Non-GAAP Adjusted Net Income per Share - Diluted excluded $61.6 million of costs related to the acquisition of IPG and $67.2 million of after-tax severance and repositioning costs. We present Non-GAAP Adjusted Net Income per Share - Diluted to allow for comparability with the prior year period.

EBITA
EBITA increased $581.2 million to $1,040.2 million in the second quarter of 2026 compared to the second quarter of 2025. Adjusted EBITA increased $513.5 million, or 83.7%, to $1,127.3 million in the second quarter of 2026 compared to the second quarter of 2025, and the related margin increased to 17.2% from 15.3%. EBITA and Adjusted EBITA excluded amortization expense of $117.7 million and $19.8 million in the second quarters of 2026 and 2025, respectively. Adjusted EBITA also excluded $40.1 million of costs related to the integration of IPG, and severance and repositioning costs of $47.0 million. Adjusted EBITA in the second quarter of 2025 also excluded $66.0 million of costs related to the acquisition of IPG and $88.8 million of severance and repositioning costs.
Risks and Uncertainties
Global economic conditions and disruptions, including geopolitical events, international hostilities, acts of terrorism, public health crises, inflation or stagflation, tariffs and other trade barriers, central bank interest rate policies in countries that comprise our major markets, labor and supply chain issues affecting the distribution of our clients’ products, or a disruption in the credit markets could cause economic uncertainty and volatility. The impact of these issues on our business will vary by geographic market and discipline. We monitor economic conditions and disruptions closely, as well as client revenue levels and other factors. In response to reductions in revenue, we can take actions to align our cost structure with changes in client demand and manage our working capital. However, there can be no assurance as to the effectiveness of our efforts to mitigate any impact of the current and future adverse economic conditions and disruptions, reductions in client revenue, changes in client creditworthiness, and other developments.
Definitions - Components of Revenue Change
We use certain terms in describing the components of the change in revenue above.
Core Operations: Revenue from Core Operations excludes businesses that have been disposed of or are classified as held for sale. Amounts for 2025 are calculated on a combined basis for Omnicom and IPG.
Organic growth: calculated by subtracting the foreign exchange rate impact from total revenue growth, which is equal to the current period revenue from Core Operations minus the prior period revenue from Core Operations.
Foreign exchange rate impact on core operations: calculated by translating the current period’s local currency revenue using the prior period average exchange rates to derive current period constant currency revenue. The foreign exchange rate impact is the difference between the current period revenue in U.S. Dollars and the current period constant currency revenue.
Percentage change: Calculated by dividing the individual component amount by the prior period Core Operations revenue base.
Conference Call
Omnicom will host a conference call to review its financial results on July 28, 2026 starting at 4:30 p.m. Eastern Time. A live webcast of the call, along with the related slide presentation, will be available at Omnicom’s investor relations website, investor.omc.com, and a webcast replay will be made available after the call concludes.
Page 4



About Omnicom
Omnicom (NYSE: OMC) is the world’s leading marketing and sales company, built for intelligent growth in the next era. Powered by Omni and its proprietary data and identity, Omnicom’s Connected Capabilities unite the company’s world‑class agency brands, exceptional talent, and deep domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients’ most critical growth priorities. For more information, visit omc.com.    

Contact
Investors:Gregory Lundberggreg.lundberg@omc.com
Media:Joanne Troutjoanne.trout@omc.com
Non-GAAP Financial Measures
We present financial measures determined in accordance with generally accepted accounting principles in the United States (“GAAP”) and adjustments to the GAAP presentation (“Non-GAAP”), which we believe are meaningful for understanding our performance. We believe these measures are useful in evaluating the impact of certain items on operating performance and allow for comparability between reporting periods. We define EBITA as earnings before interest, taxes, and amortization, principally of acquired intangible assets and internally developed strategic platform assets, and EBITA margin is defined as EBITA divided by revenue. We use EBITA and EBITA margin as additional operating performance measures, which exclude the non-cash amortization expense principally from acquired intangible assets and internally developed strategic platform assets. We also use Adjusted Operating Income, Adjusted Operating Income Margin, Adjusted EBITA, Adjusted EBITA Margin, Adjusted Income Tax Expense, Adjusted Net Income – Omnicom Group Inc., Adjusted Net Income per share – Omnicom Group Inc. - Diluted, and organic growth as additional operating performance measures. For 2025, we also used Combined Adjusted EBITA, which was calculated using the combined adjusted EBITA of Omnicom and IPG. Non-GAAP financial measures should not be considered in isolation from, or as a substitute for, financial information presented in accordance with GAAP. Non-GAAP financial measures as reported by us may not be comparable to similarly titled amounts reported by other companies.
Forward-Looking Statements
Certain statements in this document contain forward-looking statements, including statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. In addition, from time to time, we or our representatives have made, or may make, forward-looking statements, orally or in writing. These statements may discuss goals, intentions, and expectations as to future plans, trends, events, results of operations or financial condition, or otherwise, based on current beliefs of management as well as assumptions made by, and information currently available to management. Forward-looking statements may be accompanied by words such as “aim”, “anticipate”, “believe”, “plan”, “could”, “should”, “would”, “estimate”, “expect”, “forecast”, “future”, “guidance”, “intend”, “may”, “will”, “possible”, “potential”, “predict”, “project” or similar words, phrases, or expressions. These forward-looking statements are subject to various risks and uncertainties, many of which are outside of our control. Therefore, you should not place undue reliance on such statements. Factors that could cause actual results to differ materially from those in the forward-looking statements include:
risks relating to the completed merger (the “Merger”) between us and IPG, including risks related to the integration of IPG’s business, such as, among others: uncertainties associated with retaining key management and other employees; potential disruptions to client, vendor, and business partner relationships; the risk that integration activities may be more time-consuming, complex, or costly than expected; the possibility that anticipated synergies, efficiencies, and other benefits of the Merger may not be realized, or may be realized more slowly than anticipated; and risks associated with managing a larger, more complex combined organization and effectively integrating systems, processes, operations, and cultures;
Page 5



adverse economic conditions, including geopolitical events, international hostilities, acts of terrorism, public health crises, inflation or stagflation, tariffs and other trade barriers, central bank interest rate policies in countries that comprise our major markets, labor and supply chain issues affecting the distribution of our clients’ products, or a disruption in the credit markets;
international, national, or local economic conditions that could adversely affect us or our clients;
reductions in client spending, a slowdown in client payments or a deterioration or disruption in the credit markets;
the ability to attract new clients and retain existing clients in the manner anticipated;
changes in client marketing and communications services requirements;
failure to manage potential conflicts of interest between or among clients;
unanticipated changes related to competitive factors in the marketing and communications services industries;
unanticipated changes to, or an inability to hire and retain, key personnel;
currency exchange rate fluctuations;
reliance on information technology systems and risks related to cybersecurity incidents;
effective management of the risks, challenges, and efficiencies presented by utilizing artificial intelligence, or AI, technologies and related partnerships in our business, and their use by our competitors;
failure to adapt to technological developments;
our liquidity, long-term financing needs, credit ratings, and access to capital markets;
changes in legislation or governmental regulations affecting us or our clients;
losses on media purchases and production costs incurred on behalf of clients;
risks associated with assumptions we make in connection with our acquisitions, critical accounting estimates, and legal proceedings;
our international operations, which are subject to the risks of currency repatriation restrictions, social or political conditions and an evolving regulatory environment in high-growth markets and developing countries;
risks related to our environmental, social and governance goals and initiatives, including impacts from regulators and other stakeholders, and the impact of factors outside of our control on such goals and initiatives;
changes in tax rates, tax laws, regulations or interpretations, or adverse outcomes of tax audits or proceedings; and
other business, financial, operational and legal risks and uncertainties detailed from time to time in our filings with the Securities and Exchange Commission ("SEC").
The foregoing list of factors is not exhaustive. You should carefully consider the foregoing factors and the other risks and uncertainties that may affect our business, including those described in Item 1A., “Risk Factors” and Item 7., “Management’s Discussion and Analysis of Financial Condition and Results of Operations”, in our Annual Report on Form 10-K, in this document and in other documents filed from time to time with the SEC. Except as required under applicable law, we do not assume any obligation to update these forward-looking statements.
Page 6



OMNICOM GROUP INC. AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF INCOME
(Unaudited)
(In millions, except per share amounts)

Three Months Ended June 30,
Six Months Ended June 30,
2026202520262025
Revenue$6,562.5 $4,015.6 $12,805.4 $7,706.0 
Operating Expenses:
Salary and service costs4,713.3 2,932.6 9,352.9 5,678.9 
Occupancy and other costs504.4 325.9 1,031.7 640.5 
Severance and repositioning costs1
47.0 88.8 51.1 88.8 
Loss on disposition of subsidiaries1
 — 34.3 — 
Cost of services5,264.7 3,347.3 10,470.0 6,408.2 
Selling, general and administrative expenses1
209.0 170.4 433.5 288.3 
Depreciation and amortization166.3 58.7 333.2 117.7 
Total Operating Expenses1
5,640.0 3,576.4 11,236.7 6,814.2 
Operating Income
922.5 439.2 1,568.7 891.8 
Interest Expense123.2 62.6 242.2 121.7 
Interest Income29.9 21.9 76.9 51.6 
Income Before Income Taxes and Income (Loss) From Equity Method Investments829.2 398.5 1,403.4 821.7 
Income Tax Expense1
224.8 120.5 379.4 241.2 
Income (Loss) From Equity Method Investments
1.1 (0.2)0.2 0.7 
Net Income1
605.5 277.8 1,024.2 581.2 
Net Income Attributed To Noncontrolling Interests20.7 20.2 34.2 35.9 
Net Income - Omnicom Group Inc.1
$584.8 $257.6 $990.0 $545.3 
Net Income Per Share - Omnicom Group Inc.:1
Basic$2.09 $1.32 $3.43 $2.78 
Diluted$2.08 $1.31 $3.41 $2.77 
Dividends Declared Per Common Share$0.80 $0.70 $1.60 $1.40 
Operating income margin
14.1 %10.9 %12.3 %11.6 %
Non-GAAP Measures:4
EBITA2
$1,040.2 $459.0 $1,803.8 $933.4 
EBITA Margin2
15.9 %11.4 %14.1 %12.1 %
EBITA - Adjusted1,2
$1,127.3 $613.8 $1,988.7 $1,122.0 
EBITA Margin - Adjusted1,2
17.2 %15.3 %15.5 %14.6 %
Non-GAAP Adjusted Net Income Per Share - Omnicom Group Inc. - Diluted1,3
$2.65 $2.05 $4.53 $3.74 

1)    See Note 3 on page 12.
2)     See Note 4 on page 12 for the definition of EBITA.
3)     Adjusted Net Income per Share - Diluted for the three and six months ended June 30, 2026 and 2025 excludes after-tax amortization expense principally from acquired intangible assets and internally developed strategic platform assets, after-tax severance and repositioning costs, after-tax loss on disposition of subsidiaries and after-tax integration and acquisition costs related to the acquisition of IPG. We believe these measures are useful in evaluating the impact of these items on operating performance and allow for comparability between reporting periods.
4) See Non-GAAP reconciliations starting on page 9.








Page 7







OMNICOM GROUP INC. AND SUBSIDIARIES
DETAIL OF OPERATING EXPENSES
(Unaudited)
(In millions)


Three Months Ended June 30,
Six Months Ended June 30,
2026202520262025
Revenue$6,562.5 $4,015.6 $12,805.4 $7,706.0 
Operating Expenses:
Salary and service costs:
Salary and related costs2,966.6 1,827.8 6,028.2 3,608.3 
Third-party service costs1
1,522.4 918.4 2,888.1 1,715.2 
Third-party incidental costs2
224.3 186.4 436.6 355.4 
Total salary and service costs4,713.3 2,932.6 9,352.9 5,678.9 
Occupancy and other costs504.4 325.9 1,031.7 640.5 
Severance and repositioning costs3
47.0 88.8 51.1 88.8 
Loss on disposition of subsidiaries3
 — 34.3 — 
    Cost of services5,264.7 3,347.3 10,470.0 6,408.2 
Selling, general and administrative expenses3
209.0 170.4 433.5 288.3 
Depreciation and amortization166.3 58.7 333.2 117.7 
Total operating expenses3
5,640.0 3,576.4 11,236.7 6,814.2 
Operating Income$922.5 $439.2 $1,568.7 $891.8 

1)     Third-party service costs include third-party supplier costs when we act as principal in providing services to our clients.
2)     Third-party incidental costs primarily consist of client-related travel and incidental out-of-pocket costs, which we bill back to the client directly at our cost and which we are required to include in revenue.
3)     See Note 3 on page 12.


Page 8




OMNICOM GROUP INC. AND SUBSIDIARIES
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES
(Unaudited)
(In millions)
Three Months Ended June 30,
Six Months Ended June 30,
2026202520262025
Net Income - Omnicom Group Inc.
$584.8 $257.6 $990.0 $545.3 
Net Income Attributed To Noncontrolling Interests20.7 20.2 34.2 35.9 
Net Income
605.5 277.8 1,024.2 581.2 
Income (Loss) From Equity Method Investments
1.1 (0.2)0.2 0.7 
Income Tax Expense
224.8 120.5 379.4 241.2 
Income Before Income Taxes and Income (Loss) From Equity Method Investments829.2 398.5 1,403.4 821.7 
Interest Expense123.2 62.6 242.2 121.7 
Interest Income29.9 21.9 76.9 51.6 
Operating Income
922.5 439.2 1,568.7 891.8 
Add back: amortization principally from acquired intangible assets and internally developed strategic platform assets1
117.7 19.8 235.1 41.6 
Earnings before interest, taxes and amortization of intangible assets (“EBITA”)1
$1,040.2 $459.0 $1,803.8 $933.4 
Depreciation and other48.6 38.9 98.1 76.1 
EBITDA$1,088.8 $497.9 $1,901.9 $1,009.5 
EBITA1
$1,040.2 $459.0 $1,803.8 $933.4 
Severance and repositioning costs2
47.0 88.8 51.1 88.8 
Loss on disposition of subsidiaries2
 — 34.3 — 
Acquisition related costs2
40.1 66.0 99.5 99.8 
EBITA - Adjusted1,2
$1,127.3 $613.8 $1,988.7 $1,122.0 
Revenue$6,562.5 $4,015.6 $12,805.4 $7,706.0 
Non-GAAP Measures:
EBITA1
$1,040.2 $459.0 $1,803.8 $933.4 
EBITA Margin1
15.9 %11.4 %14.1 %12.1 %
EBITA - Adjusted1,2
$1,127.3 $613.8 $1,988.7 $1,122.0 
EBITA Margin - Adjusted1,2
17.2 %15.3 %15.5 %14.6 %

1)    See Note 4 on page 12.
2)     See Note 3 on page 12.
The above table reconciles the Non-GAAP financial measures of EBITDA, EBITA, EBITA - Adjusted, EBITA Margin and EBITA Margin-Adjusted to the GAAP financial measure of Net Income-Omnicom Group Inc. We use EBITA and EBITA Margin as additional operating performance measures, which exclude the non-cash amortization expense principally from acquired intangible assets and internally developed strategic platform assets. Accordingly, we believe EBITDA, EBITA, EBITA Margin, EBITA - Adjusted, and EBITA Margin - Adjusted are useful measures for investors to evaluate the comparability of the performance of our business year to year.




Page 9




OMNICOM GROUP INC. AND SUBSIDIARIES
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES - Combined
(Unaudited)
(In millions)
Three Months Ended June 30, 2025
Six Months Ended June 30, 2025
OMCIPGCOMBINEDOMCIPGCOMBINED
Net Income - Omnicom Group Inc.
$257.6$162.5$420.1$545.3$77.1$622.4
Net Income Attributed To Noncontrolling Interests20.21.121.335.91.237.1
Net Income
277.8163.6441.4581.278.3659.5
Income (Loss) From Equity Method Investments
(0.2)0.20.70.10.8
Income Tax Expense
120.554.6175.1241.245.4286.6
Income Before Income Taxes and Income (Loss) From Equity Method Investments398.5218.0616.5821.7123.6945.3
Interest Expense62.650.5113.1121.7100.6222.3
Interest Income21.924.846.751.622.574.1
Other Expense, Net— 1.4 1.4 — 38.3 38.3 
Operating Income
439.2243.7682.9891.8201.71,093.5
Add back: amortization principally from acquired intangible assets and internally developed strategic platform assets1
19.821.140.941.641.583.1
Earnings before interest, taxes and amortization of intangible assets (“EBITA”)1
$459.0$264.8$723.8$933.4$243.2$1,176.6
EBITA1
$459.0$264.8$723.8$933.4$243.2$1,176.6
Severance and repositioning costs2
88.8118.0206.888.8321.3410.1
Acquisition related costs2
66.010.976.999.815.7115.5
EBITA - Adjusted1,2
$613.8$393.7$1,007.5$1,122.0$580.2$1,702.2
Revenue$4,015.6$2,536.8$6,552.4$7,706.0$4,859.4$12,565.4
Non-GAAP Measures:
EBITA Margin - Adjusted1,2
15.4 %13.5 %

1)    See Note 4 on page 12.
2)     See Note 3 on page 12.
The above table reconciles the Non-GAAP financial measures of EBITA, EBITA - Adjusted, EBITA Margin and EBITA Margin-Adjusted to the GAAP financial measure of Net Income-Omnicom Group Inc. We use EBITA and EBITA Margin as additional operating performance measures, which exclude the non-cash amortization expense principally from acquired intangible assets and internally developed strategic platform assets. Accordingly, we believe EBITA, EBITA Margin, EBITA - Adjusted, and EBITA Margin - Adjusted are useful measures for investors to evaluate the comparability of the performance of our business year to year.






Page 10



OMNICOM GROUP INC. AND SUBSIDIARIES
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES
(Unaudited)
(In millions)

Three Months Ended June 30,
Reported 2026
Non-GAAP Adj. (1)
Non-GAAP 2026 Adj.Reported 2025
Non-GAAP Adj. (1)
Non-GAAP 2025 Adj.
Revenue$6,562.5 $ $6,562.5 $4,015.6 $— $4,015.6 
Operating Expenses1
5,640.0 (87.1)5,552.9 3,576.4 (154.8)3,421.6 
Operating Income922.5 87.1 1,009.6 439.2 154.8 594.0 
Operating Income Margin14.1 %15.4 %10.9 %14.8 %

Six Months Ended June 30,
Reported 2026
Non-GAAP Adj. (1)
Non-GAAP 2026 Adj.Reported 2025
Non-GAAP Adj. (1)
Non-GAAP 2025 Adj.
Revenue$12,805.4$ $12,805.4 $7,706.0 $— $7,706.0 
Operating Expenses1
11,236.7 (184.9)11,051.8 6,814.2 (188.6)6,625.6 
Operating Income1,568.7 184.9 1,753.6 891.8 188.6 1,080.4 
Operating Income Margin12.3 %13.7 %11.6 %14.0 %
Three Months Ended June 30,
Six Months Ended June 30,
2026202520262025
Net IncomeNet Income per Share- DilutedNet IncomeNet Income per Share- DilutedNet IncomeNet Income per Share- DilutedNet IncomeNet Income per Share- Diluted
Net Income - Omnicom Group Inc. - Reported
$584.8 $2.08 $257.6 $1.31 $990.0 $3.41 $545.3 $2.77 
Severance and repositioning costs (after-tax)2
35.3 0.13 67.2 0.34 38.3 0.13 67.2 0.34 
Loss on disposition of subsidiaries1
  — — 27.8 0.10 — — 
Acquisition related costs (after-tax)1,2
38.0 0.13 61.6 0.32 84.8 0.29 94.3 0.48 
Amortization expense (after-tax)2
87.1 0.31 14.7 0.08 174.0 0.60 30.8 0.15 
Non-GAAP Net Income - Omnicom Group Inc. - Adjusted2,3
$745.2 $2.65 $401.1 $2.05 $1,314.9 $4.53 $737.6 $3.74 
1)    See Note 3 on page 12.
2)    Adjusted Net Income per Share - Diluted for the three and six months ended June 30, 2026 excludes after-tax amortization expense principally from acquired intangible assets and internally developed strategic platform assets, after-tax severance and repositioning costs, after-tax loss on disposition of subsidiaries and after-tax integration costs related to the acquisition of IPG. We believe these measures are useful in evaluating the impact of these items on operating performance and allow for comparability between reporting periods. Adjusted Net Income per Share - Diluted for the three and six months ended June 30, 2025 excludes after-tax amortization expense principally from acquired intangible assets and internally developed strategic platform assets and after-tax integration costs related to the acquisition of IPG.
3)     Weighted-average diluted shares for the three months ended June 30, 2026 and 2025 were 281.0 million and 196.0 million, respectively. Weighted-average diluted shares for the six months ended June 30, 2026 and 2025 were 290.2 million and 197.1 million, respectively. The above tables reconcile the Non-GAAP financial measures of Non-GAAP Operating Income - Adjusted, Non-GAAP Net Income-Omnicom Group Inc. - Adjusted and Non-GAAP Adjusted Net Income per Share - Diluted to the GAAP financial measures of Operating Income, Net Income - Omnicom Group Inc. and Net Income per Share - Diluted. Management believes these Non-GAAP measures are useful for investors to evaluate the comparability of the performance of our business year to year.

Page 11




NOTES:

1)    Net Income and Net Income per Share for Omnicom Group Inc.
2)     See Non-GAAP reconciliations starting on page 9.
3)    For the three and six months ended June 30, 2026, operating expenses included $47.0 million ($35.3 million after-tax) and $51.1 million ($38.3 million after-tax), respectively, related to repositioning costs, primarily related to severance actions in connection with the Merger, respectively, and $34.3 million ($27.8 million after-tax) for the six months ended June 30, 2026 of losses on dispositions of certain businesses in connection with the Merger. In addition, included in selling, general and administrative expenses for the three and six months ended June 30, 2026 are integration and acquisition related costs of $40.1 million ($38.0 million after-tax) and $99.5 million ($84.8 million after-tax), respectively, related to the Merger. The net impact of these items reduced operating income for the three and six months ended June 30, 2026 by $87.1 million ($73.3 million after-tax) and $184.9 million ($150.9 million after-tax), respectively, which reduced diluted net income per share - Omnicom Group Inc. by $0.26 and $0.52, respectively.
For both the three and six months ended June 30, 2025, operating expenses included $88.8 million ($67.2 million after-tax) of repositioning costs recorded in the second quarter of 2025, primarily related to severance actions related to efficiency initiatives. In addition, included in selling, general and administrative expenses for the three and six months ended June 30, 2025, are acquisition related costs of $66.0 million ($61.6 million after-tax) and $99.8 million ($94.3 million after-tax), respectively, related to the Merger. The net impact of these items reduced operating income for the three and six months ended June 30, 2025 by $154.8 million ($128.8 million after-tax) and $188.6 million ($161.5 million after-tax), respectively, which reduced diluted net income per share - Omnicom Group Inc. by $0.66 and $0.82, respectively.
4)    We define EBITA as earnings before interest, taxes and amortization, principally of acquired intangible assets and internally developed strategic platform assets.
5)    Combined (OMC + IPG) represents combined results from Omnicom and IPG as previously reported on a separate company basis during the prior year period. Combined results exclude pro-forma adjustments included in our results for Core Operations. See Note 6 below.
6)    Core Operations: calculated from the consolidated revenue, adjusted operating income and adjusted EBITA of Omnicom, excluding businesses that have been disposed of or are classified as held for sale. Amounts for 2025 are calculated on a combined basis for Omnicom and IPG.


Page 12
July 28, 2026 2026 SECOND QUARTER


 

2 HIGHLIGHTS ◦ Core Operations performed well in Q2 2026 ◦ +6.1% organic revenue growth ◦ +20.4% Adj. EBITA growth ◦ Adj. EBITA margin expansion to 17.8% from 15.9% driven primarily by acquisition synergies ◦ Strong operational momentum ◦ Competitive advantages of our connected capabilities are resulting in the consolidation of more client work ◦ We are strengthening our position as an integrated growth partner for clients through agentic marketing transformation and helping them win across new consumer engagement models ◦ Q2 2026 Non-GAAP Adjusted Diluted EPS of $2.65, up 29.3% ◦ Significant capital returns ◦ $3 billion of total share repurchases year-to-date, with $200 million of share repurchases in Q2 and the entire $5 billion program planned to be completed by April 2027 See Definitions on page 13, Non-GAAP reconciliations on pages 17 - 21.


 

3 CORE OPERATIONS (QTD) (Net of Dispositions and Held for Sale) Note: Core Operations, net of dispositions and held for sale: calculated from the consolidated revenue, adjusted operating income and adjusted EBITA of Omnicom, excluding results of businesses that have been disposed of up to the date of disposition in 2026 and businesses classified as held for sale. Amounts for 2025 are calculated on a combined basis for Omnicom and IPG. Second Quarter 2026 2025 Omnicom Combined (OMC + IPG) 2026 Consolidated Less: Dispositions & Held for Sale Core Operations (Net of Dispositions & Held for Sale) 2025 Combined Less: Dispositions & Held for Sale Core Operations (Net of Dispositions & Held for Sale) Revenue $ 6,562.5 $ 567.5 $ 5,995.0 $ 6,552.4 $ 960.5 $ 5,591.9 Adjusted Operating Income $ 1,009.6 56.0 953.6 $ 966.6 114.0 852.6 Adjusted Operating Income Margin % 15.4 % 9.9 % 15.9 % 14.8 % 11.9 % 15.2 % Adjusted EBITA $ 1,127.3 $ 58.5 $ 1,068.8 $ 1,007.5 $ 120.1 $ 887.4 Adjusted EBITA Margin % 17.2 % 10.3 % 17.8 % 15.4 % 12.5 % 15.9 % In millions. See Definitions on page 13, Non-GAAP reconciliations on pages 17 - 21, and page 19 for OMC and IPG combined.


 

4CORE OPERATIONS (YTD) (Net of Dispositions and Held for Sale) Note: Core Operations, net of dispositions and held for sale: calculated from the consolidated revenue, adjusted operating income and adjusted EBITA of Omnicom, excluding results of businesses that have been disposed of up to the date of disposition in 2026 and businesses classified as held for sale. Amounts for 2025 are calculated on a combined basis for Omnicom and IPG. Year to Date 2026 2025 Omnicom Combined (OMC + IPG) 2026 Consolidated Less: Dispositions & Held for Sale Core Operations (Net of Dispositions & Held for Sale) 2025 Combined Less: Dispositions & Held for Sale Core Operations (Net of Dispositions & Held for Sale) Revenue $ 12,805.4 $ 1,194.7 $ 11,610.7 $ 12,565.4 $ 1,708.8 $ 10,856.6 Adjusted Operating Income $ 1,753.6 81.0 1,672.6 $ 1,619.1 150.0 1,469.1 Adjusted Operating Income Margin % 13.7 % 6.8 % 14.4 % 12.9 % 8.8 % 13.5 % Adjusted EBITA $ 1,988.7 $ 86.4 $ 1,902.3 $ 1,702.2 $ 161.7 $ 1,540.5 Adjusted EBITA Margin % 15.5 % 7.2 % 16.4 % 13.5 % 9.5 % 14.2 % In millions. See Definitions on page 13, Non-GAAP reconciliations on pages 17 - 21, and page 19 for OMC and IPG combined.


 

5 Second Quarter Reported 2026 Non-GAAP Adjustments Non-GAAP Adj. 2026 Reported 2025 Non-GAAP Adjustments Non-GAAP Adj. 2025 Revenue $ 6,562.5 $ 6,562.5 $ 4,015.6 $ 4,015.6 Operating Expenses: Severance and repositioning costs(a) 47.0 (47.0) — 88.8 (88.8) — Loss on dispositions — — — — — Selling, general and administrative(a) 209.0 (40.1) 168.9 170.4 (66.0) 104.4 Operating Expenses(a) 5,640.0 (87.1) 5,552.9 3,576.4 (154.8) 3,421.6 Operating Income(a) 922.5 87.1 1,009.6 439.2 154.8 594.0 Operating Income Margin % 14.1 % 15.4 % 10.9 % 14.8 % Net Interest Expense 93.3 93.3 40.7 40.7 Income Tax Expense (b) 224.8 13.8 238.6 120.5 26.0 146.5 Income Tax Rate 27.1 % 26.0 % 30.2 % 26.5 % Income (Loss) from Equity Method Investments 1.1 1.1 (0.2) (0.2) Net Income Attributed to Noncontrolling Interests 20.7 20.7 20.2 20.2 Amortization of intangible assets (after- tax) — 87.1 87.1 — 14.7 14.7 Net Income - Omnicom Group Inc.(a)(b) $ 584.8 $160.4 $ 745.2 $ 257.6 $143.5 $ 401.1 Net Income per Share - Diluted(a)(b)(6) $ 2.08 $ 2.65 $ 1.31 $ 2.05 Non-GAAP Measures: EBITA(6) $ 1,040.2 $87.1 $ 1,127.3 $ 459.0 $154.8 $ 613.8 EBITA Margin % 15.9 % 17.2 % 11.4 % 15.3 % INCOME STATEMENT SUMMARY - Reported and Non-GAAP Adjusted Ÿ In millions except per share amounts. See Definition (6), Notes on page 13, and Non-GAAP reconciliations on pages 17 - 21. Ÿ Operating expenses for the three months ended June 30, 2026 increased compared to the prior year period, primarily due to the acquisition of IPG. Amortization of acquired intangible assets are already reflected in the "Non-GAAP Adj." column of the income statement and included within reported EBITA. It is presented in the net income section to show its impact on Adjusted Net Income – Omnicom Group Inc. and Adjusted Net Income per Share – Diluted. Ÿ Weighted-average diluted shares for the three months ended June 30, 2026 and 2025 were 281.0 million and 196.0 million, respectively.


 

6 Year To Date Reported 2026 Non-GAAP Adjustments Non-GAAP Adj. 2026 Reported 2025 Non-GAAP Adjustments Non-GAAP Adj. 2025 Revenue $ 12,805.4 $ 12,805.4 $ 7,706.0 $ 7,706.0 Operating Expenses: Severance and repositioning costs(a) 51.1 (51.1) — 88.8 (88.8) — Loss on disposition 34.3 (34.3) — — — — Selling, general and administrative(a) 433.5 (99.5) 334.0 288.3 (99.8) 188.5 Operating Expenses(a) 11,236.7 (184.9) 11,051.8 6,814.2 (188.6) 6,625.6 Operating Income(a) 1,568.7 184.9 1,753.6 891.8 188.6 1,080.4 Operating Income Margin % 12.3 % 13.7 % 11.6 % 14.0 % Net Interest Expense 165.3 165.3 70.1 70.1 Income Tax Expense(b) 379.4 34.0 413.4 241.2 27.1 268.3 Income Tax Rate 27.0 % 26.0 % 29.4 % 26.6 % Income from Equity Method Investments 0.2 0.2 0.7 0.7 Net Income Attributed to Noncontrolling Interests 34.2 34.2 35.9 35.9 Amortization of intangible assets (after- tax) — 174.0 174.0 — 30.8 30.8 Net Income - Omnicom Group Inc.(a)(b) $ 990.0 $324.9 $ 1,314.9 $ 545.3 $192.3 $ 737.6 Net Income per Share - Diluted(a)(b)(6) $ 3.41 $ 4.53 $ 2.77 $ 3.74 Non-GAAP Measures: EBITA(6) $ 1,803.8 $184.9 $ 1,988.7 $ 933.4 $188.6 $ 1,122.0 EBITA Margin % 14.1 % 15.5 % 12.1 % 14.6 % INCOME STATEMENT SUMMARY - Reported and Non-GAAP Adjusted Ÿ In millions except per share amounts. See Definition (6), Notes on page 13, and Non-GAAP reconciliations on pages 17 - 21. Ÿ Operating expenses for the six months ended June 30, 2026 increased compared to the prior year period, primarily due to the acquisition of IPG. Amortization of acquired intangible assets are already reflected in the "Non-GAAP Adj." column of the income statement and included within reported EBITA. It is presented in the net income section to show its impact on Adjusted Net Income – Omnicom Group Inc. and Adjusted Net Income per Share – Diluted. Ÿ Weighted-average diluted shares for the six months ended June 30, 2026 and 2025 were 290.2 million and 197.1 million, respectively.


 

7 2026 2026 Second Quarter Year to Date $ % Δ(4) $ % Δ(4) Prior period combined revenue from Core Operations(1) $ 5,591.9 $ 10,856.6 Foreign exchange rate impact(2) 61.7 1.1 % 206.0 1.9 % Acquisitions 2.4 — % 2.4 — % Organic growth(3) 339.0 6.1 % 545.7 5.0 % Current period revenue from Core Operations $ 5,995.0 7.2 % $ 11,610.7 6.9 % In millions. See Definitions (1) through (4) on page 13. Numbers may not sum due to rounding. REVENUE CHANGE Core Operations Notes: (1) Revenue from Core Operations excludes businesses that have been disposed of or are classified as held for sale. (2) Foreign exchange rate impact: calculated by translating the current period’s local currency revenue using the prior period average exchange rates to derive current period constant currency revenue. The foreign exchange rate impact is the difference between the current period revenue in U.S. Dollars and the current period constant currency revenue. (3) Organic growth: calculated by subtracting the foreign exchange rate impact from total revenue growth, which is equal to the current period revenue from Core Operations minus the prior period revenue from Core Operations. (4) The percentage change is calculated by dividing the individual component amount by the prior period Core Operations revenue base.


 

8 REVENUE BY DISCIPLINE Core Operations In millions. Numbers may not sum due to rounding. See Definition (1) on page 13. 2026 2026 Second Quarter Year to Date Revenue % of Rev Revenue % of Rev Integrated Media $ 3,148.2 52.5 % $ 6,042.4 52.0 % Advertising 942.6 15.7 % 1,886.0 16.2 % Health 555.9 9.3 % 1,091.4 9.4 % Public Relations 679.1 11.3 % 1,338.9 11.5 % Experiential & Other 669.2 11.2 % 1,252.0 10.8 % $ 5,995.0 100.0 % $ 11,610.7 100.0 % 2026 Second Quarter 53% 16% 9% 11% 11% Integrated Media Advertising Health PR Experiential & Other


 

9 REVENUE BY REGION Core Operations 2026 2026 Second Quarter Year to Date Revenue % of Rev Revenue % of Rev United States $ 3,539.8 59.0 % $ 6,987.6 60.2 % Other North America 180.9 3.0 % 358.7 3.1 % United Kingdom 554.8 9.3 % 1,047.1 9.0 % Euro Markets & Other Europe 826.4 13.8 % 1,516.5 13.1 % Asia Pacific 537.6 9.0 % 1,041.0 8.8 % Latin America 227.9 3.8 % 402.3 3.5 % Middle East & Africa 127.6 2.1 % 257.5 2.3 % $ 5,995.0 100.0 % $ 11,610.7 100.0 % In millions. Numbers may not sum due to rounding. See Definition (1) on page 13. 2026 Second Quarter 59% 3% 9% 14% 9% 4%2% US Other North America UK Euro Markets & Other Europe Asia Pacific Latin America Middle East & Africa


 

10 Second Quarter Year to Date 2026 2025 2026 2025 Pharma & Health 18% 15% 19% 15% Food & Beverage 13% 15% 13% 15% Auto 10% 13% 10% 13% Financial Services 10% 8% 10% 8% Consumer Products 9% 9% 9% 9% Retail 8% 7% 8% 7% Technology 7% 8% 7% 8% Travel & Entertainment 6% 8% 6% 8% Services 3% 3% 4% 3% Government 3% 4% 3% 3% Telecommunications 3% 3% 3% 3% Oil, Gas & Utilities 2% 2% 2% 2% Not-for-Profit 1% 2% 1% 1% Education 1% 1% 1% 1% Other 6% 2% 4% 4% Total 100% 100% 100% 100% REVENUE BY INDUSTRY SECTOR Note: Prior year amounts conform to the current period presentation. Amounts are calculated based on total reported Revenue.


 

11 CASH FLOW PERFORMANCE Six Months Ended June 30, 2026 2025 Free Cash Flow(5) $ 1,502.0 $ 835.0 Primary Uses of Cash: Dividends paid to Common Shareholders 481.5 277.4 Dividends paid to Noncontrolling Interest Shareholders 33.5 34.3 Capital Expenditures 115.1 71.6 Net cash paid for acquisitions, including payment of contingent purchase price obligations, and acquisition of additional noncontrolling interests 45.4 48.2 Stock Repurchases 2,988.2 223.0 Proceeds from Stock Plans (25.9) (12.9) Primary Uses of Cash(5) 3,637.8 641.6 Net Free Cash Flow(5) $ (2,135.8) $ 193.4 In millions. See Definition (5) on page 13 and Non-GAAP reconciliations on pages 17 - 21.


 

12 CREDIT & LIQUIDITY Twelve Months Ended June 30, 2026 2025 EBITDA(6) $ 1,613.8 $ 2,416.6 Long-Term Debt / EBITDA 6.2 x 2.6 x Net Debt(7) / EBITDA 4.1 x 1.2 x Total Debt / EBITDA - per debt covenant 2.4 x 2.6 x Pro Forma: (i) Total Debt / Pro forma Adj. EBITDA(i) 2.3 x Net Debt / Pro forma Adj. EBITDA(i) 1.5 x Debt Bank Loans (Due Less Than 1 Year) $ 48.8 $ 22.3 CP & Borrowings Issued Under Revolver — — USD-denominated Senior Notes 4,300.0 4,000.0 Assumed from IPG 2,950.0 — EUR-denominated Senior Notes 2,504.4 1,872.8 GBP-denominated Senior Notes 429.0 445.4 Long-Term Debt, Gross $ 10,183.4 $ 6,318.2 Unamortized discount and issuance costs (230.2) (35.5) Long-Term Debt $ 9,953.2 $ 6,282.7 Cash and Equivalents 3,336.2 3,300.4 Short Term Investments — — Net Debt(7) $ 6,617.0 $ 2,982.3 In millions. See Definitions (6) and (7) on page 13 and Non-GAAP reconciliations on pages 17 - 21. (i) Pro forma Adj. EBITDA calculated according to the definition used in our credit agreement. At June 30, 2026, we were in compliance with the Leverage Ratio covenant in our credit facility.


 

13 NOTES (a) For the three and six months ended June 30, 2026, operating expenses included $47.0 million ($35.3 million after-tax) and $51.1 million ($38.3 million after-tax), respectively, related to repositioning costs, primarily related to severance actions in connection with the IPG merger (the "Merger") and $34.3 million ($27.8 million after-tax) for the six months ended June 30, 2026 of losses on dispositions of certain businesses in connection with the Merger. In addition, included in selling, general and administrative expenses for the three and six months ended June 30, 2026, are integration and acquisition related costs of $40.1 million ($38.0 million after-tax) and $99.5 million ($84.8 million after-tax), respectively, related to the Merger. The net impact of these items reduced operating income for the three and six months ended June 30, 2026 by $87.1 million ($73.3 million after-tax) and $184.9 million ($150.9 million after-tax), respectively, which reduced diluted net income per share - Omnicom Group Inc. by $0.26 and $0.52, respectively. For both the three and six months ended June 30, 2025, operating expenses included $88.8 million ($67.2 million after-tax) of repositioning costs recorded in the second quarter of 2025, primarily related to severance actions related to efficiency initiatives. In addition, included in selling, general and administrative expenses for the three and six months ended June 30, 2025, are acquisition related costs of $66.0 million ($61.6 million after-tax) and $99.8 million ($94.3 million after-tax), respectively, related to the Merger. The net impact of these items reduced operating income for the three and six months ended June 30, 2025, by $154.8 million ($128.8 million after-tax) and $188.6 million ($161.5 million after-tax), respectively, which reduced diluted net income per share - Omnicom Group Inc. by $0.66 and $0.82, respectively. (b) Our effective tax rate for the second quarter of 2026 was 27.1% compared to 30.2% for the second quarter of 2025. Our effective tax rate for the six months ended June 30, 2026 was 27.0% compared to 29.4% for the same prior year period. Income tax expense for the six months ended June 30, 2026 included impacts of the severance and repositioning costs, losses on assets held for sale and dispositions of certain business and integration and acquisition-related costs; the three months ended June  30, 2026 included all of these impacts, except that there were no losses on assets held for sale and dispositions of certain businesses. Income tax expense for the three and six months ended June 30, 2025 included impacts related to severance and repositioning costs and acquisition-related costs. (c) Third-party service costs include third-party supplier costs when we act as principal in providing services to our clients. (d) Third-party incidental costs primarily consist of client-related travel and incidental out-of-pocket costs, which we bill back to the client directly at our cost and which we are required to include in revenue. Financial Notes Definitions (1) Core Operations, net of dispositions and held for sale: calculated from the consolidated revenue, adjusted operating income and adjusted EBITA of Omnicom, excluding results of businesses that have been disposed up to the date of disposition in 2026 and businesses classified as held for sale. Amounts for 2025 are calculated on a combined basis for Omnicom and IPG. (2) Foreign exchange rate impact: calculated by translating the current period’s local currency revenue using the prior period average exchange rates to derive current period constant currency revenue. The foreign exchange rate impact is the difference between the current period revenue in U.S. Dollars and the current period constant currency revenue. (3) Organic growth: calculated by subtracting the foreign exchange rate impact from total revenue growth, which is equal to the current period revenue from Core Operations minus the prior period revenue from Core Operations. (4) The percentage change is calculated by dividing the individual component amount by the prior period Core Operations revenue base. (5) See page 17 for the reconciliation of Non-GAAP financial measures, which reconciles Free Cash Flow to the Net Cash Provided by (Used in) Operating Activities and Net Free Cash Flow to the Net Increase (Decrease) in Cash and Cash Equivalents for the periods presented on page 11. The Free Cash Flow, Primary Uses of Cash and Net Free Cash Flow amounts presented on page 11 are Non-GAAP liquidity measures. See page 22 for the definition of Net Free Cash Flow. (6) EBITA, EBITDA, and Non-GAAP Adjusted Net Income per share - Diluted are Non-GAAP performance measures. See page 22 for the definition of these measures and pages 18 and 21 for the reconciliation of Non-GAAP financial measures. (7) Net Debt is a Non-GAAP liquidity measure. See page 22 for the definition of this measure, which is reconciled in the table on page 12. (8) The Free Cash Flow amounts presented on page 15 are Non-GAAP liquidity measures. See page 22 for the definition of this measure and page 17 for the reconciliation of the Non-GAAP financial measures, which reconciles Free Cash Flow to the Net Cash Provided by (Used in) Operating Activities for the periods presented on page 15.


 

14 APPENDIX


 

15 In millions. See Definition (8) on page 13 and Non-GAAP reconciliations on pages 17 - 21. Six Months Ended June 30, 2026 2025 Net Income $ 1,024.2 $ 581.2 Depreciation and Amortization of Intangible Assets 333.2 117.7 Share-Based Compensation 52.9 44.2 Severance and repositioning costs 51.1 88.8 Loss on disposition of subsidiaries 34.3 — Other Items to Reconcile to Net Cash Provided by (Used in) Operating Activities, net 6.3 3.1 Free Cash Flow(8) $ 1,502.0 $ 835.0 FREE CASH FLOW


 

16 OPERATING EXPENSE DETAIL (QTD) Second Quarter 2026 Non-GAAP Adjustments Non-GAAP Adjusted % of Rev 2025 Non-GAAP Adjustments Non-GAAP Adjusted % of Rev Revenue $ 6,562.5 $ 6,562.5 $ 4,015.6 $ 4,015.6 Operating expenses: Salary and related costs 2,966.6 2,966.6 45.2 % 1,827.8 1,827.8 45.5 % Third-party service costs(c) 1,522.4 1,522.4 23.2 % 918.4 918.4 22.9 % Third-party incidental costs(d) 224.3 224.3 3.4 % 186.4 186.4 4.6 % Total salary and service costs 4,713.3 4,713.3 71.8 % 2,932.6 2,932.6 73.0 % Occupancy and other costs 504.4 504.4 7.7 % 325.9 325.9 8.1 % Severance and repositioning costs(a) 47.0 (47.0) — 88.8 (88.8) — Loss on disposition — — — — — Cost of services 5,264.7 (47.0) 5,217.7 79.5 % 3,347.3 (88.8) 3,258.5 81.1 % SG&A expenses(a) 209.0 (40.1) 168.9 2.6 % 170.4 (66.0) 104.4 2.6 % Depreciation and amortization 166.3 166.3 58.7 58.7 Total operating expenses 5,640.0 (87.1) 5,552.9 84.6 % 3,576.4 (154.8) 3,421.6 85.2 % Operating Income(a) $ 922.5 $ 87.1 $ 1,009.6 15.4 % $ 439.2 $ 154.8 $ 594.0 14.8 % Amortization 117.7 117.7 19.8 19.8 EBITA $ 1,040.2 $ 87.1 $ 1,127.3 $ 459.0 $ 154.8 $ 613.8 EBITA Margin 15.9 % 17.2 % 11.4 % 15.3 % In millions. See Notes on page 13.


 

17 NON-GAAP RECONCILIATIONS Six Months Ended June 30, 2026 2025 Net Cash Provided by (Used in) Operating Activities $ (932.4) $ (576.7) Operating Activities items excluded from Free Cash Flow: Changes in Operating Capital (2,434.4) (1,411.7) Free Cash Flow $ 1,502.0 $ 835.0 Net Increase (Decrease) in Cash and Cash Equivalents $ (3,544.9) $ (1,039.0) Cash Flow items excluded from Net Free Cash Flow: Changes in Operating Capital (2,434.4) (1,411.7) Proceeds from borrowings 2,384.9 — Repayment of Long-term Debt (1,400.0) — Proceeds from assets held for sale 168.2 — Other investing, net — 51.8 Changes in Short-term Debt, net (0.5) (0.6) Other financing, net (37.8) (33.1) Effect of foreign exchange rate changes on cash and cash equivalents (89.5) 161.2 Net Free Cash Flow $ (2,135.8) $ 193.4 Twelve Months Ended June 30, 2026 2025 Reported Operating Income $ 1,121.6 $ 2,177.2 Effective Tax Rate for the applicable period 44.2 % 27.7 % Income Taxes on Reported Operating Income 495.7 603.1 After Tax Reported Operating Income $ 625.9 $ 1,574.1 In millions.


 

18 NON-GAAP RECONCILIATIONS In millions. See Definition (5) and Notes on page 13. The above table reconciles to the Non-GAAP financial measures of EBITA, and EBITA - Adjusted to the GAAP financial measures of Net Income - Omnicom Group Inc. for the periods presented. See page 22 for definition of Non-GAAP financial measures. Second Quarter Year to Date 2026 2025 2026 2025 Net Income - Omnicom Group Inc.(a)(b) $ 584.8 $ 257.6 $ 990.0 $ 545.3 Net Income Attributed to Noncontrolling Interests 20.7 20.2 34.2 35.9 Income (Loss) From Equity Method Investments 1.1 (0.2) 0.2 0.7 Income Tax Expense 224.8 120.5 379.4 241.2 Income Before Income Taxes and Income (Loss) From Equity Method Investments 829.2 398.5 1,403.4 821.7 Net Interest Expense 93.3 40.7 165.3 70.1 Operating Income(a)(b) 922.5 439.2 1,568.7 891.8 Amortization principally from acquired intangible assets and internally developed strategic platform assets 117.7 19.8 235.1 41.6 EBITA(6) 1,040.2 459.0 1,803.8 933.4 Depreciation and other 48.6 38.9 98.1 76.1 EBITDA(6) $ 1,088.8 $ 497.9 $ 1,901.9 $ 1,009.5 EBITA(6) $ 1,040.2 $ 459.0 $ 1,803.8 $ 933.4 Severance and repositioning costs(a) 47.0 88.8 51.1 88.8 Loss on disposition of subsidiaries(a) — — 34.3 — Acquisition related costs(a) 40.1 66.0 99.5 99.8 EBITA - Adjusted(6) $ 1,127.3 $ 613.8 $ 1,988.7 $ 1,122.0 Revenue $ 6,562.5 $ 4,015.6 $ 12,805.4 $ 7,706.0 EBITA(6) $ 1,040.2 $ 459.0 $ 1,803.8 $ 933.4 EBITA Margin % 15.9 % 11.4 % 14.1 % 12.1 % EBITA - Adjusted(a)(6) $ 1,127.3 $ 613.8 $ 1,988.7 $ 1,122.0 EBITA Margin % - Adjusted(a) 17.2 % 15.3 % 15.5 % 14.6 %


 

19 NON-GAAP RECONCILIATIONS - 2025 COMBINED In millions. See Definition (6) and Notes on page 13. Three Months Ended June 30, 2025 Six Months Ended June 30, 2025 OMC IPG COMBINED OMC IPG COMBINED Net Income $ 257.6 $ 162.5 $ 545.3 $ 77.1 Net Income Attributed to Noncontrolling Interests 20.2 1.1 35.9 1.2 Income (Loss) From Equity Method Investments (0.2) 0.2 0.7 0.1 Income Tax Expense 120.5 54.6 241.2 45.4 Income Before Income Taxes and Income From Equity Method Investments 398.5 218.0 821.7 123.6 Net Interest Expense 40.7 24.3 70.1 39.8 Other Expense, Net — 1.4 — 38.3 Operating Income 439.2 243.7 891.8 201.7 Severance and repositioning costs 88.8 118.0 88.8 321.3 Acquisition related costs 66.0 10.9 99.8 15.7 Adjusted Operating Income 594.0 372.6 966.6 1,080.4 538.7 1,619.1 Operating Income % 14.8 % 12.9 % Amortization principally from acquired intangible assets and internally developed strategic platform assets 19.8 21.1 41.6 41.5 EBITA - Adjusted(6) $ 613.8 $ 393.7 $ 1,007.5 $ 1,122.0 $ 580.2 $ 1,702.2 EBITA Margin % 15.4 % 13.5 % Revenue $ 4,015.6 $ 2,536.8 6,552.4 $ 7,706.0 $ 4,859.4 $ 12,565.4


 

20 NON-GAAP RECONCILIATIONS In millions. See Notes on page 13. The above table reconciles the adjusted Non-GAAP financial measure of Non-GAAP Operating Income - Adjusted to the GAAP financial measure of Operating Income for the periods presented. Management believes excluding the acquisition related costs, losses on disposition of subsidiaries and repositioning costs is useful for investors to evaluate the comparability of the performance of our business between reporting periods. Second Quarter Year to Date 2026 2025 2026 2025 Net Income - Omnicom Group Inc.- Reported $ 584.8 $ 257.6 $ 990.0 $ 545.3 Net Income Attributed To Noncontrolling Interests 20.7 20.2 34.2 35.9 Net Income 605.5 277.8 1,024.2 581.2 Income (Loss) From Equity Method Investments 1.1 (0.2) 0.2 0.7 Income Tax Expense(b) 224.8 120.5 379.4 241.2 Income Before Income Taxes and Income (Loss) From Equity Method Investments 829.2 398.5 1,403.4 821.7 Net Interest Expense 93.3 40.7 165.3 70.1 Operating Income - Reported 922.5 439.2 1,568.7 891.8 Severance and repositioning costs(a) 47.0 88.8 51.1 88.8 Loss on disposition of subsidiaries(a) — — 34.3 — Acquisition related costs(a) 40.1 66.0 99.5 99.8 Non-GAAP Operating Income - Adjusted $ 1,009.6 $ 594.0 $ 1,753.6 $ 1,080.4


 

21 Second Quarter Year to Date 2026 2025 2026 2025 Net Income - Omnicom Group Inc. - Reported $ 584.8 $ 257.6 $ 990.0 $ 545.3 Impact on Net Income related to: Severance and Repositioning costs(a) 35.3 67.2 38.3 67.2 Loss on disposition of subsidiaries(a) — — 27.8 — Acquisition related costs(a) 38.0 61.6 84.8 94.3 Amortization principally from acquired intangible assets and internally developed strategic platform assets 87.1 14.7 174.0 30.8 Non-GAAP Net Income - Omnicom Group Inc. - Adjusted(6) $ 745.2 $ 401.1 $ 1,314.9 $ 737.6 Diluted Shares 281.0 196.0 290.2 197.1 Reported Net Income (Loss) per Share - Diluted $ 2.08 $ 1.31 $ 3.41 $ 2.77 Severance and repositioning costs(a) 0.13 0.34 0.13 0.34 Loss on disposition of subsidiaries(a) — — 0.10 — Acquisition related costs(a) 0.13 0.32 0.29 0.48 Amortization expense 0.31 0.08 0.60 0.15 Non-GAAP Adjusted Net Income per Share - Omnicom Group Inc. - Diluted (6) $ 2.65 $ 2.05 $ 4.53 $ 3.74 NON-GAAP RECONCILIATIONS In millions. See Definition (6) and Notes on page 13. The above table reconciles the adjusted Non-GAAP financial measures of Non-GAAP Net Income-Omnicom Group Inc.-Adjusted and Non-GAAP Adjusted Net Income per Share - Omnicom Group Inc. - Diluted to the GAAP financial measures of Net Income - Omnicom Group Inc. and Net income per share - Omnicom Group Inc. - Diluted for the periods presented. Management believes these Non-GAAP measures are useful for investors to evaluate the comparability of the performance of our business between reporting periods.


 

22 DISCLOSURES The preceding materials have been prepared for use in the July 28, 2026 conference call on Omnicom’s results of operations for the three and six months ended June 30, 2026. The call will be archived on the internet at http://investor.omc.com Forward-Looking Statements Certain statements in this document contain forward-looking statements, including statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. In addition, from time to time, we or our representatives have made, or may make, forward-looking statements, orally or in writing. These statements may discuss goals, intentions, and expectations as to future plans, trends, events, results of operations or financial condition, or otherwise, based on current beliefs of management as well as assumptions made by, and information currently available to management. Forward-looking statements may be accompanied by words such as “aim”, “anticipate”, “believe”, “plan”, “could”, “should”, “would”, “estimate”, “expect”, “forecast”, “future”, “guidance”, “intend”, “may”, “will”, “possible”, “potential”, “predict”, “project” or similar words, phrases or expressions. These forward-looking statements are subject to various risks and uncertainties, many of which are outside of our control. Therefore, you should not place undue reliance on such statements. Factors that could cause actual results to differ materially from those in the forward-looking statements include: risks relating to the completed merger (the “Merger”) between us and The Interpublic Group of Companies, Inc. ("IPG"), including risks related to the integration of IPG’s business, such as, among others: uncertainties associated with retaining key management and other employees; potential disruptions to client, vendor, and business partner relationships; the risk that integration activities may be more time-consuming, complex, or costly than expected; the possibility that anticipated synergies, efficiencies, and other benefits of the Merger may not be realized, or may be realized more slowly than anticipated; and risks associated with managing a larger, more complex combined organization and effectively integrating systems, processes, operations, and cultures; adverse economic conditions, including geopolitical events, international hostilities, acts of terrorism, public health crises, inflation or stagflation, tariffs and other trade barriers, central bank interest rate policies in countries that comprise our major markets, labor and supply chain issues affecting the distribution of our clients’ products, or a disruption in the credit markets; international, national, or local economic conditions that could adversely affect us or our clients; reductions in client spending, a slowdown in client payments or a deterioration or disruption in the credit markets; the ability to attract new clients and retain existing clients in the manner anticipated; changes in client marketing and communications services requirements; failure to manage potential conflicts of interest between or among clients; unanticipated changes related to competitive factors in the marketing and communications services industries; unanticipated changes to, or an inability to hire and retain, key personnel; currency exchange rate fluctuations; reliance on information technology systems and risks related to cybersecurity incidents; effective management of the risks, challenges and efficiencies presented by utilizing artificial intelligence, or AI, technologies and related partnerships in our business, and their use by our competitors; failure to adapt to technological developments; our liquidity, long-term financing needs, credit ratings, and access to capital markets; changes in legislation or governmental regulations affecting us or our clients; losses on media purchases and production costs incurred on behalf of clients; risks associated with assumptions we make in connection with our acquisitions, critical accounting estimates, and legal proceedings; our international operations, which are subject to the risks of currency repatriation restrictions, social or political conditions and an evolving regulatory environment in high-growth markets and developing countries; risks related to our environmental, social, and governance goals and initiatives, including impacts from regulators and other stakeholders, and the impact of factors outside of our control on such goals and initiatives; changes in tax rates, tax laws, regulations or interpretations, or adverse outcomes of tax audits or proceedings; and other business, financial, operational and legal risks and uncertainties detailed from time to time in our filings with the Securities and Exchange Commission ("SEC"). The foregoing list of factors is not exhaustive. You should carefully consider the foregoing factors and the other risks and uncertainties that may affect our business, including those described in Item 1A., “Risk Factors” and Item 7., “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” in our Annual Report on Form 10-K and in other documents filed from time to time with the SEC. Except as required under applicable law, we do not assume any obligation to update these forward-looking statements. Non-GAAP Financial Measures We present financial measures determined in accordance with generally accepted accounting principles in the United States (“GAAP”) and adjustments to the GAAP presentation (“Non-GAAP”), which we believe are meaningful for understanding our performance. We believe these measures are useful in evaluating the impact of certain items on operating performance and allow for comparability between reporting periods. EBITA is defined as earnings before interest, income taxes, and amortization, principally from acquired intangible assets and internally developed strategic platform assets, and EBITA margin is defined as EBITA divided by revenue. We use EBITA and EBITA margin as additional operating performance measures, which exclude the non-cash amortization expense of acquired intangible assets and internally developed strategic platform assets. We also use Adjusted Operating Income, Adjusted Operating Income Margin, Adjusted EBITA, Adjusted EBITA Margin, Adjusted Income Tax Expense, Adjusted Net Income – Omnicom Group Inc., Adjusted Net Income per diluted share – Omnicom Group Inc. and Pro Forma Adjusted EBITDA as additional operating performance measures. Free Cash Flow is defined as net income plus depreciation, amortization, share based compensation expense plus/(less) other items to reconcile to net cash (used in) provided by operating activities. We believe Free Cash Flow is a useful measure of liquidity to evaluate our ability to generate excess cash from our operations. Primary Uses of Cash is defined as dividends to common shareholders, dividends paid to non-controlling interest shareholders, capital expenditures, cash paid on acquisitions, payments for additional interest in controlled subsidiaries and stock repurchases, net of the proceeds from our stock plans, and excludes changes in operating capital and other investing and financing activities, including commercial paper issuances and redemptions used to fund working capital changes. We believe this liquidity measure is useful in identifying the significant uses of our cash. Net Free Cash Flow is defined as Free Cash Flow less the Primary Uses of Cash. Net Free Cash Flow is one of the metrics used by us to assess our sources and uses of cash and was derived from our consolidated statements of cash flows. We believe that this liquidity measure is meaningful for understanding our primary sources and primary uses of that cash flow. EBITDA is defined as earnings before interest, taxes, depreciation and amortization of intangible assets. Net Debt is defined as total debt less cash, cash equivalents and short-term investments. We believe net debt, together with the comparable GAAP measures, reflects one of the liquidity metrics used by us to assess our cash management. Non-GAAP financial measures should not be considered in isolation from, or as a substitute for, financial information presented in accordance with GAAP. Non-GAAP financial measures as reported by us may not be comparable to similarly titled amounts reported by other companies. Other Information All dollar amounts are in millions except for per share figures. The information contained in this document has not been audited, although some data has been derived from Omnicom’s historical financial statements, including its audited financial statements. In addition, industry, operational, and other non-financial data contained in this document have been derived from sources that we believe to be reliable, but we have not independently verified such information, and we do not, nor does any other person, assume responsibility for the accuracy or completeness of that information. Certain amounts in prior periods have been reclassified to conform to our current presentation. The inclusion of information in this presentation does not mean that such information is material or that disclosure of such information is required.


 

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