Omada Health, Inc.는 자회사인 Physera, Inc.와 함께 미국에서 다양한 원격 진료 프로그램을 제공합니다. 이 회사는 전당뇨병, 당뇨병 및 고혈압을 위한 심장대사 프로그램, ...
예상 EPS $0.08 · 매출 $85.47M · 3 명의 애널리스트
예상 EPS $0.10 · 매출 $87.17M · 3 명의 애널리스트
예상 EPS $0.36 · 매출 $338.63M · 3 명의 애널리스트
예상 EPS $-0.01 · 매출 $95.20M · 1 명의 애널리스트
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $260.2M | +53.2% | +12.5% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-12.8M | +72.9% | +278.2% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +65.7% | +8.4% | +16.4% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | -4.6% | +82.1% | +166.0% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -4.9% | +82.3% | +258.4% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $16.9M | +144.5% | +144.8% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +6.5% | +129.0% | +139.8% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 0.0% | -100.0% | — |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 3.60x | +72.0% | -0.4% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $305.4M | +102.4% | +8.4% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -0.22 vs -0.03 | -711.6% | 0.08 vs 0.08 | +1.9% |
| 매출 서프라이즈 | $260.2M vs $253.9M | +2.5% | $87.8M vs $85.5M | +2.8% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Shao Wei-Li | officer: President | Common Stock | D | 6,180 | $22.84 |
| Sep 1, 2026 | Gracey Craig | officer: Chief Accounting Officer | Common Stock | D | 385 | $22.84 |
| Sep 1, 2026 | Cook Steven L. | officer: Chief Financial Officer | Common Stock | D | 4,493 | $22.84 |
| Sep 1, 2026 | Duffy Sean P. | director, officer: Chief Executive Officer | Stock Option (Right to Buy) | D | 4,314 | $9.18 |
| Sep 1, 2026 | Duffy Sean P. | director, officer: Chief Executive Officer | Common Stock | A | 4,314 | $9.18 |
Operator: Good day. Thank you for standing by. Welcome to the Omada Health second quarter 2026 conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you'll need to press star one one on your telephone. You will hear an automated message advising that your hand is raised. To withdraw your question, please press star one one again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Craig Gracey, Vice President and Chief Accounting Officer. Please go ahead. Craig Gracey: Thank you. Good afternoon. Welcome to Omada Health second quarter 2026 earnings conference call. Joining me today are Sean Duffy, our Co-founder and CEO, Wei-Li Shao, our President, and Steve Cook, our CFO. Before we begin, I'd like to note that we will be discussing non-GAAP financial measures that we consider helpful in evaluating Omada's performance. You can find details on how these relate to our GAAP measures, along with the reconciliations in the press release that is available on our website. We will also make forward-looking statements based on our current expectations and assumptions, which are subject to risks and uncertainties, including factors listed in our press release and in the risk factors found in our filings with the SEC. Actual results could differ materially. We assume no obligation to update these forward-looking statements. With that, I'll turn the call over to Sean. Sean Duffy: Thank you, Craig. Good afternoon, everyone. Thank you for joining us. We are excited to be speaking with you today to discuss two significant points in Omada's journey to bend the curve in healthcare. First, we just reported our strongest quarter ever, reaching a record number of members and our highest revenue and gross margin to date. With more than 2 million lifetime members served, commercial relationships with the nation's three leading PBMs, a proven and profitable model, Omada is in its strongest position since the company's founding. Second, this strong foundation is why, after founding Omada over 15 years ago, I'm ready to pass the leadership baton. On January 1, 2027, Omada's President, Wei-Li Shao, will become the Chief Executive Officer. Wei-Li is known to many of you. Seven years ago, he joined Omada as Chief Commercial Officer and for over four years has served as our President. Wei-Li has cultivated the trust of the team and our partners, delivering not only reliable performance, new innovations that have put Omada on what we believe is a durable long-term trajectory. I'm excited to watch Omada accelerate into its next chapter under Wei-Li's leadership. I am equally excited to move into my new role as Executive Chair, where I will continue as part of the management team, focusing on long-term strategy, catalyzing partnerships and other opportunities …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Sean Duffy | Co-Founder, Chief Executive Officer & Director | USD 1,968,175 | Male | 1984 | Active |
Wei-Li Shao | President | USD 1,663,894 | Male | 1971 | Active |
Steven L. Cook | Chief Financial Officer | USD 887,672 | Male | 1986 | Active |
Allan Kells | Vice President of Investor Relations | — | Male | — | Active |
William Dougherty | Chief Information Security Officer | — | Male | — | Active |
Nancy Vitale | Chief People Officer | — | Female | 1971 | Active |
Sunil Kayiti | Chief Technology Officer | — | Male | — | Active |
Craig Gracey | Chief Accounting Officer | — | Male | 1991 | Active |
Jennifer Becker | Chief Care Delivery Operating Officer | — | Female | — | Active |
Lauren Fix | Senior Vice President of Corporate Strategy & Operations | — | Female | — | Active |
Nathan Salha | General Counsel | — | Male | — | Active |
Shares of Omada Health, Inc. (NASDAQ: OMDA - Get Free Report) have been given an average rating of "Moderate Buy" by the fourteen analysts that are presently covering the stock, Marketbeat.com reports. One investment analyst has rated the stock with a sell recommendation, two have given a hold recommendation and eleven have issued a buy recommendation
BlackRock Inc. bought a new position in shares of Omada Health, Inc. (NASDAQ: OMDA) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,222,074 shares of the company's stock, valued at approximately $48,775,000. BlackRock Inc. owned approximately 3.74%
Omada Health (OMDA) delivered strong Q2 results, with 43% revenue growth, margin expansion, and positive adj. EBITDA, reinforcing my buy rating. OMDA's product expansion, especially in diabetes and hypertension, is driving higher revenue per member and improving customer-lifetime-value through multi-program adoption. Channel partnerships with PBMs and health plans are lowering CAC, supporting scalable growth and better unit economics, while AI initiatives further enhance operational leverage.
Omada Health NASDAQ: OMDA highlighted record second-quarter revenue and margin performance at the Canaccord Genuity Growth Conference, while outlining its strategy to expand across cardiometabolic conditions, deepen channel partnerships and use GLP-1-related demand to broaden customer relationships.
Although the revenue and EPS for Omada Health, Inc. (OMDA) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
