Omnicom has said it will exit $2.5 billion worth of non-strategic businesses over the next 12 months as part of its portfolio simplification plan, according to Chairman and CEO John Wren. The announcement has come alongside the company’s fourth quarter and full-year 2025 financial results following the closure of its acquisition of The Interpublic Group of Companies on November 26, 2025.
The company has reported revenue of $5.5 billion for the fourth quarter of 2025, up 27.9% from $4.3 billion in the same period last year, primarily driven by constant currency revenue growth and the inclusion of one month of IPG revenue. For the full year ended December 31, 2025, revenue has increased 10.1% to $17.3 billion from $15.7 billion in 2024.
However, Omnicom has posted a net loss of $941.1 million in the fourth quarter, compared to net income of $448 million a year earlier. For the full year, the company has reported a net loss of $54.5 million versus net income of $1.48 billion in 2024. Operating income for the year has declined to $444.7 million from $2.27 billion, largely due to IPG acquisition-related costs, repositioning charges and losses on planned dispositions.
Operating expenses in 2025 have risen 25.4% to $16.8 billion, including $347.3 million in acquisition-related costs, $1.2 billion in repositioning costs and $547.1 million in losses on planned dispositions following the IPG deal. In the fourth quarter alone, operating expenses have increased to $6.5 billion, reflecting transaction costs, repositioning costs and one month of IPG operations.
Despite the GAAP losses, Omnicom has reported Non-GAAP Adjusted EBITA of $928.9 million in the fourth quarter, up 28.6% year-on-year, with a margin of 16.8%. For the full year, adjusted EBITA has risen 11% to $2.7 billion, with margin improving to 15.6% from 15.5%. Non-GAAP adjusted diluted earnings per share for 2025 have increased to $8.65 from $8.06 in 2024.
Revenue contribution in the fourth quarter has been led by Media & Advertising at 60.1%, followed by Precision Marketing at 10.3% and Public Relations at 9.1%. Regionally, 51.9% of revenue has come from the United States, with contributions from Europe, Asia Pacific, Latin America, the Middle East & Africa and other North America markets.
The company’s board has also authorized a $5 billion share repurchase program, including a $2.5 billion accelerated share repurchase.
Speaking on the results and strategy, John Wren said,“Since the successful closing of the Interpublic acquisition on November 26, we made key leadership and brand announcements, refreshed our enterprise growth strategy, and launched the next generation of our Omni data and technology platform. We have also executed on three key priorities. First, we are simplifying and aligning our portfolio of businesses to prioritize Connected Capability delivery, growth, and profitability. Second, we are doubling our total cost synergy target to $1.5 billion, including $900 million in 2026. And third, our Board has authorized a $5.0 billion share buyback, including a $2.5 billion Accelerated Share Repurchase. We expect these catalysts to positively transform our business performance this year and beyond.”
