Omada Health, Inc., together with its subsidiary, Physera, Inc., provides a range of virtual care programs in the United States. The company ...
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Est. EPS $0.08 · Revenue $85.47M · 3 analysts
Est. EPS $0.10 · Revenue $87.17M · 3 analysts
Est. EPS $0.36 · Revenue $338.63M · 3 analysts
Est. EPS $-0.01 · Revenue $95.20M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $260.2M | +53.2% | +12.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-12.8M | +72.9% | +278.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +65.7% | +8.4% | +16.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -4.6% | +82.1% | +166.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -4.9% | +82.3% | +258.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $16.9M | +144.5% | +144.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +6.5% | +129.0% | +139.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.0% | -100.0% | — |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.60x | +72.0% | -0.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $305.4M | +102.4% | +8.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.22 vs -0.03 | -711.6% | 0.08 vs 0.08 | +1.9% |
| Revenue Surprise | $260.2M vs $253.9M | +2.5% | $87.8M vs $85.5M | +2.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Cook Steven L. | officer: Chief Financial Officer | Stock Option (Right to Buy) | D | 1,108 | $8.28 |
| Aug 27, 2026 | Cook Steven L. | officer: Chief Financial Officer | Common Stock | A | 1,108 | $8.28 |
| Aug 27, 2026 | Cook Steven L. | officer: Chief Financial Officer | Common Stock | D | 1,108 | $25.00 |
| Aug 12, 2026 | Shao Wei-Li | officer: President | Common Stock | D | 8,866 | $25.02 |
| Aug 11, 2026 | Cook Steven L. | officer: Chief Financial Officer | Stock Option (Right to Buy) | D | 1,607 | $8.28 |
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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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.
| Report Date | Employees | Form Type | Filing Date | SEC Filing |
|---|---|---|---|---|
| Dec 31, 2025 | 916 | 10-K | Mar 6, 2026 | View |
