OPPENHEIMER HOLDINGS INCOPYEarnings & Financial Report
Oppenheimer Holdings Inc. is an American multinational independent investment bank and financial services company offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide. The company, which once occupied the One World Financial Center building in Manhattan, now bases its operations at 85 Broad Street in New York City.
OPY Q4 FY2025 Key Financial Metrics
Revenue
$472.6M
Gross Profit
N/A
Operating Profit
$106.0M
Net Profit
$74.4M
Gross Margin
N/A
Operating Margin
22.4%
Net Margin
15.7%
YoY Growth
25.9%
EPS
$6.51
OPPENHEIMER HOLDINGS INC Q4 FY2025 Financial Summary
OPPENHEIMER HOLDINGS INC reported revenue of $472.6M (up 25.9% YoY) for Q4 FY2025, with a net profit of $74.4M (up 593.1% YoY) (15.7% margin).
Key Financial Metrics
| Total Revenue | $472.6M |
|---|---|
| Net Profit | $74.4M |
| Gross Margin | N/A |
| Operating Margin | 22.4% |
| Report Period | Q4 FY2025 |
Revenue Breakdown
OPPENHEIMER HOLDINGS INC Q4 FY2025 revenue of $472.6M breaks down across 7 segments, led by Advisory Fees at $166.6M (35.2% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Advisory Fees | $166.6M | 35.2% |
| Capital Markets Segment | $155.5M | 32.9% |
| Other | $57.2M | 12.1% |
| Commissions From Sales And Trading | $52.9M | 11.2% |
| Bank Deposit Sweep Income | $27.7M | 5.9% |
| Mutual Fund Income | $8.9M | 1.9% |
| Investment Banking Capital Markets | $3.3M | 0.7% |
OPPENHEIMER HOLDINGS INC Revenue by Segment — Quarterly Trend
OPPENHEIMER HOLDINGS INC revenue by segment across the last 4 reported quarters, showing how each business line (such as Advisory Fees and Capital Markets Segment) has evolved quarter over quarter.
| Segment | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 |
|---|---|---|---|---|
| Advisory Fees | $166.6M | — | $125.6M | $128.8M |
| Capital Markets Segment | $155.5M | — | $96.5M | $99.7M |
| Other | $57.2M | $73.4M | $61.2M | $45.0M |
| Commissions From Sales And Trading | $52.9M | $53.5M | $47.2M | $48.8M |
| Bank Deposit Sweep Income | $27.7M | $28.3M | $28.7M | $30.1M |
OPPENHEIMER HOLDINGS INC Annual Revenue by Year
OPPENHEIMER HOLDINGS INC annual revenue history includes year-by-year totals (for example, 2025 revenue was $1.6B).
OPPENHEIMER HOLDINGS INC Quarterly Revenue & Net Profit History
OPPENHEIMER HOLDINGS INC results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q4 FY2025 | $472.6M | +25.9% | $74.4M | 15.7% |
| Q3 FY2025 | $424.4M | +13.7% | $21.7M | 5.1% |
| Q2 FY2025 | $373.2M | +12.9% | $21.7M | 5.8% |
| Q1 FY2025 | $367.8M | +4.2% | $30.7M | 8.3% |
| Q4 FY2024 | $375.4M | +21.8% | $10.7M | 2.9% |
| Q3 FY2024 | $373.4M | +19.4% | $24.5M | 6.6% |
| Q2 FY2024 | $330.6M | +8.0% | $10.3M | 3.1% |
| Q1 FY2024 | $353.1M | +9.8% | $26.1M | 7.4% |
Income Statement
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $353.1M | $330.6M | $373.4M | $375.4M | $367.8M | $373.2M | $424.4M | $472.6M |
| YoY Growth | 9.8% | 8.0% | 19.4% | 21.8% | 4.2% | 12.9% | 13.7% | 25.9% |
Balance Sheet
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $3.25B | $3.26B | $3.37B | $3.38B | $3.57B | $3.69B | $3.82B | $3.72B |
| Liabilities | $2.45B | $2.45B | $2.53B | $2.53B | $2.70B | $2.79B | $2.90B | $2.73B |
| Equity | $801.5M | $812.1M | $837.8M | $850.4M | $872.3M | $896.9M | $920.3M | $983.8M |
Cash Flow
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $-79.0M | $-115.3M | $11.4M | $-108.2M | $-91.7M | $40.1M | $63.4M | $188.8M |