PSI Software reported Q2 2025 revenue of €73.0m, up 18% YoY, and a net loss of €1.70m, a 73% narrowing from Q2 2024. The company's loss per share improved to €0.11 from €0.40 in Q2 2024. Looking ahead, revenue is forecast to grow 8.6% p.a. on average during the next 3 years.
Omnicell Inc. (NASDAQ: OMCL) and Crane Co. (NYSE: CR) both reported mixed financial results for Q2 2025, with Omnicell showing signs of strategic transformation and Crane Co. benefiting from robust sales growth and acquisition.
Omnicell Inc. (NASDAQ: OMCL)
Omnicell reported a 5% year-over-year (YoY) revenue increase to $291 million, driven by a shift towards recurring revenue streams. However, Non-GAAP EBITDA declined by 4% to $38 million, and Non-GAAP diluted earnings per share fell by $0.06 to $0.45 compared to Q2 2024. The company's gross margin improved by 50 basis points to 44.7%. Omnicell expects Connected Devices and Software Licenses revenue of $625-$640 million for the full year 2025, with SaaS and Expert Services revenue projected to reach $260-$270 million, up 9% YoY. The company's strategic pivot towards recurring revenue streams is evident, with this category growing from 6% of total revenue in 2020 to a projected 23% in 2025. Omnicell's product backlog stands at $647 million, with Annual Recurring Revenue reaching $580 million as of December 31, 2024 [1].
Crane Co. (NYSE: CR)
Crane Co. reported a strong adjusted EPS of $1.49, driven by a 6.5% sales growth, particularly in Aerospace & Electronics and Process Flow Technologies. Core orders increased by nearly 20% in the quarter, showcasing robust demand, especially in the Aerospace & Electronics segment. The company announced the acquisition of Precision Sensors and Instrumentation (PSI) from Baker Hughes, which is expected to enhance Crane's technological capabilities and financial profile. Crane Co. raised its full-year adjusted earnings outlook to a range of $5.50 to $5.80. The balance sheet remains strong, with a net cash position and leverage expected to be around 1 times net debt to EBITDA post-PSI acquisition, allowing for further M&A opportunities [2].
Outlook
Omnicell expects total revenues between $1.130-$1.160 billion for the full year 2025, with Non-GAAP EBITDA ranging from $130-$145 million and Non-GAAP EPS between $1.40-$1.65. Crane Co. expects full-year adjusted earnings of $5.50 to $5.80. Both companies face challenges, including tariff impacts and macroeconomic uncertainties, but their strategic initiatives and strong balance sheets position them well for future growth.
References
[1] https://ca.investing.com/news/company-news/omnicell-q2-2025-slides-revenue-up-5-shares-jump-on-recurring-revenue-growth-93CH-4129433
[2] https://finance.yahoo.com/news/crane-co-cr-q2-2025-071333546.html
Comments
No comments yet