Omnicom Group Inc. stock research
FY2025 Q3
Omnicom Group (OMC) Gross Margin — Quarter Ended Sep 30, 2025
Revenue was unchanged from the prior quarter, while gross profit improved and cost of revenue remained stable, leading to a higher gross margin. Compared to the same quarter last year, revenue was higher but gross profit was slightly lower and cost of revenue was higher, resulting in a weakened gross margin.
Gross margin takeaway
Quarter ended Sep 30, 2025 · FY2025 Q3
Revenue was unchanged from the prior quarter, while gross profit improved and cost of revenue remained stable, leading to a higher gross margin. Compared to the same quarter last year, revenue was higher but gross profit was slightly lower and cost of revenue was higher, resulting in a weakened gross margin.
- The strongest observable margin driver is the improvement in gross profit relative to the prior quarter, which lifted the gross margin despite unchanged revenue. This suggests a favorable shift in the relationship between revenue and cost of revenue.
- Compared to the immediately preceding quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin weakened.
Gross margin snapshot
The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.
Gross margin
18.7%
Gross profit
$754.3M
Revenue
$4.0B
Cost of revenue
$3.3B
Quarter-over-quarter change
+2.0 pts
Year-over-year change
-0.9 pts
Quarterly gross margin trend
A four-quarter view of the revenue and direct-cost bridge behind gross margin.
| Period | Revenue | Gross profit | Cost of revenue | Gross margin |
|---|---|---|---|---|
| Dec 31, 2024 | $4.3B | $857.9M | $3.5B | 19.8% |
| Mar 31, 2025 | $3.7B | $629.5M | $3.1B | 17.1% |
| Jun 30, 2025 | $4.0B | $668.3M | $3.3B | 16.6% |
| Sep 30, 2025 | $4.0B | $754.3M | $3.3B | 18.7% |
Quarterly comparisons
Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.
Previous-quarter change
Jun 30, 2025
+2.0 pts
Year-over-year change
Sep 30, 2024
-0.9 pts
What the margin says
Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.
The strongest observable margin driver is the improvement in gross profit relative to the prior quarter, which lifted the gross margin despite unchanged revenue. This suggests a favorable shift in the relationship between revenue and cost of revenue.
Compared to the immediately preceding quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin weakened.
Monitor the trajectory of cost of revenue relative to revenue, as a higher cost base compared to last year contributed to the year-over-year margin decline.