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INTERPARFUMS INC（IPAR）与OPPENHEIMER HOLDINGS INC（OPY）财务数据对比。点击上方公司名可切换其他公司
OPPENHEIMER HOLDINGS INC的季度营收约是INTERPARFUMS INC的1.2倍（$472.6M vs $386.2M），OPPENHEIMER HOLDINGS INC净利率更高（15.7% vs 7.3%，领先8.5%），OPPENHEIMER HOLDINGS INC同比增速更快（25.9% vs 6.8%），OPPENHEIMER HOLDINGS INC自由现金流更多（$183.6M vs $145.0M），过去两年OPPENHEIMER HOLDINGS INC的营收复合增速更高（15.7% vs 9.2%）
Inter Parfums Inc是全球知名的高端香水企业，开发、生产并销售多款授权香水、身体护理及相关美妆产品，与多家顶级奢侈时尚生活方式品牌合作推出联名香氛系列，产品覆盖全球主要市场，通过百货、美妆专营店及官方电商渠道触达消费者。
奥本海默控股是一家美国跨国独立投资银行与金融服务企业，面向全球客户提供投资银行、财务咨询、资本市场、资产管理及财富管理等相关产品与服务，目前总部设于纽约市宽街85号。
IPAR vs OPY — 直观对比
营收规模更大
OPY
是对方的1.2倍
$386.2M
营收增速更快
OPY
高出19.1%
6.8%
净利率更高
OPY
高出8.5%
7.3%
自由现金流更多
OPY
多$38.6M
$145.0M
两年增速更快
OPY
近两年复合增速
9.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $386.2M | $472.6M |
| 净利润 | $28.1M | $74.4M |
| 毛利率 | 61.5% | — |
| 营业利润率 | 7.1% | 22.4% |
| 净利率 | 7.3% | 15.7% |
| 营收同比 | 6.8% | 25.9% |
| 净利润同比 | 16.0% | 593.1% |
| 每股收益（稀释后） | $0.88 | $6.51 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收IPAROPY
| Q4 25 | $386.2M | $472.6M | ||
| Q3 25 | $429.6M | $424.4M | ||
| Q2 25 | $333.9M | $373.2M | ||
| Q1 25 | $338.8M | $367.8M | ||
| Q4 24 | $361.5M | $375.4M | ||
| Q3 24 | $424.6M | $373.4M | ||
| Q2 24 | $342.2M | $330.6M | ||
| Q1 24 | $324.0M | $353.1M |
净利润IPAROPY
| Q4 25 | $28.1M | $74.4M | ||
| Q3 25 | $65.8M | $21.7M | ||
| Q2 25 | $32.0M | $21.7M | ||
| Q1 25 | $42.5M | $30.7M | ||
| Q4 24 | $24.2M | $10.7M | ||
| Q3 24 | $62.3M | $24.5M | ||
| Q2 24 | $36.8M | $10.3M | ||
| Q1 24 | $41.0M | $26.1M |
毛利率IPAROPY
| Q4 25 | 61.5% | — | ||
| Q3 25 | 63.5% | — | ||
| Q2 25 | 66.2% | — | ||
| Q1 25 | 63.7% | — | ||
| Q4 24 | 64.5% | — | ||
| Q3 24 | 63.9% | — | ||
| Q2 24 | 64.5% | — | ||
| Q1 24 | 62.5% | — |
营业利润率IPAROPY
| Q4 25 | 7.1% | 22.4% | ||
| Q3 25 | 25.3% | 7.5% | ||
| Q2 25 | 17.7% | 8.6% | ||
| Q1 25 | 22.2% | 11.2% | ||
| Q4 24 | 10.0% | 4.5% | ||
| Q3 24 | 25.0% | 9.5% | ||
| Q2 24 | 18.9% | 4.8% | ||
| Q1 24 | 21.0% | 10.6% |
净利率IPAROPY
| Q4 25 | 7.3% | 15.7% | ||
| Q3 25 | 15.3% | 5.1% | ||
| Q2 25 | 9.6% | 5.8% | ||
| Q1 25 | 12.5% | 8.3% | ||
| Q4 24 | 6.7% | 2.9% | ||
| Q3 24 | 14.7% | 6.6% | ||
| Q2 24 | 10.8% | 3.1% | ||
| Q1 24 | 12.7% | 7.4% |
每股收益（稀释后）IPAROPY
| Q4 25 | $0.88 | $6.51 | ||
| Q3 25 | $2.05 | $1.90 | ||
| Q2 25 | $0.99 | $1.91 | ||
| Q1 25 | $1.32 | $2.72 | ||
| Q4 24 | $0.78 | $0.92 | ||
| Q3 24 | $1.93 | $2.16 | ||
| Q2 24 | $1.14 | $0.92 | ||
| Q1 24 | $1.27 | $2.37 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $137.1M | $38.4M |
| 总债务越低越好 | $176.0M | — |
| 股东权益账面价值 | $880.7M | $983.8M |
| 总资产 | $1.6B | $3.7B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
现金及短期投资IPAROPY
| Q4 25 | $137.1M | $38.4M | ||
| Q3 25 | $77.5M | $38.3M | ||
| Q2 25 | $53.9M | $37.6M | ||
| Q1 25 | $75.3M | $36.7M | ||
| Q4 24 | $109.3M | $33.1M | ||
| Q3 24 | $78.8M | $32.2M | ||
| Q2 24 | $37.7M | $33.2M | ||
| Q1 24 | $76.1M | $27.7M |
总债务IPAROPY
| Q4 25 | $176.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $157.3M | $0 | ||
| Q3 24 | — | $112.8M | ||
| Q2 24 | — | $112.8M | ||
| Q1 24 | — | $112.7M |
股东权益IPAROPY
| Q4 25 | $880.7M | $983.8M | ||
| Q3 25 | $870.9M | $920.3M | ||
| Q2 25 | $839.4M | $896.9M | ||
| Q1 25 | $788.6M | $872.3M | ||
| Q4 24 | $744.9M | $850.4M | ||
| Q3 24 | $778.5M | $837.8M | ||
| Q2 24 | $717.1M | $812.1M | ||
| Q1 24 | $708.1M | $801.5M |
总资产IPAROPY
| Q4 25 | $1.6B | $3.7B | ||
| Q3 25 | $1.6B | $3.8B | ||
| Q2 25 | $1.6B | $3.7B | ||
| Q1 25 | $1.4B | $3.6B | ||
| Q4 24 | $1.4B | $3.4B | ||
| Q3 24 | $1.5B | $3.4B | ||
| Q2 24 | $1.4B | $3.3B | ||
| Q1 24 | $1.3B | $3.3B |
负债/权益比IPAROPY
| Q4 25 | 0.20× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.21× | 0.00× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $146.5M | $188.8M |
| 自由现金流经营现金流 - 资本支出 | $145.0M | $183.6M |
| 自由现金流率自由现金流/营收 | 37.5% | 38.8% |
| 资本支出强度资本支出/营收 | 0.4% | 1.1% |
| 现金转化率经营现金流/净利润 | 5.21× | 2.54× |
| 过去12个月自由现金流最近4个季度 | $190.5M | $191.3M |
8季度趋势，按日历期对齐
经营现金流IPAROPY
| Q4 25 | $146.5M | $188.8M | ||
| Q3 25 | $63.9M | $63.4M | ||
| Q2 25 | $11.9M | $40.1M | ||
| Q1 25 | $-7.4M | $-91.7M | ||
| Q4 24 | $138.0M | $-108.2M | ||
| Q3 24 | $76.1M | $11.4M | ||
| Q2 24 | $25.5M | $-115.3M | ||
| Q1 24 | $-52.0M | $-79.0M |
自由现金流IPAROPY
| Q4 25 | $145.0M | $183.6M | ||
| Q3 25 | $57.6M | $62.2M | ||
| Q2 25 | $-3.3M | $38.9M | ||
| Q1 25 | $-8.8M | $-93.4M | ||
| Q4 24 | $136.1M | $-113.3M | ||
| Q3 24 | $75.4M | $11.2M | ||
| Q2 24 | $24.4M | $-116.7M | ||
| Q1 24 | $-53.0M | $-79.3M |
自由现金流率IPAROPY
| Q4 25 | 37.5% | 38.8% | ||
| Q3 25 | 13.4% | 14.7% | ||
| Q2 25 | -1.0% | 10.4% | ||
| Q1 25 | -2.6% | -25.4% | ||
| Q4 24 | 37.7% | -30.2% | ||
| Q3 24 | 17.8% | 3.0% | ||
| Q2 24 | 7.1% | -35.3% | ||
| Q1 24 | -16.4% | -22.5% |
资本支出强度IPAROPY
| Q4 25 | 0.4% | 1.1% | ||
| Q3 25 | 1.5% | 0.3% | ||
| Q2 25 | 4.5% | 0.3% | ||
| Q1 25 | 0.4% | 0.5% | ||
| Q4 24 | 0.5% | 1.4% | ||
| Q3 24 | 0.2% | 0.1% | ||
| Q2 24 | 0.3% | 0.4% | ||
| Q1 24 | 0.3% | 0.1% |
现金转化率IPAROPY
| Q4 25 | 5.21× | 2.54× | ||
| Q3 25 | 0.97× | 2.92× | ||
| Q2 25 | 0.37× | 1.85× | ||
| Q1 25 | -0.17× | -2.99× | ||
| Q4 24 | 5.69× | -10.08× | ||
| Q3 24 | 1.22× | 0.47× | ||
| Q2 24 | 0.69× | -11.23× | ||
| Q1 24 | -1.27× | -3.03× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
IPAR
| European Based Operations | $232.7M | 60% |
| United States Based Operations | $155.2M | 40% |
OPY
| Advisory Fees | $166.6M | 35% |
| Capital Markets Segment | $155.5M | 33% |
| Other | $57.2M | 12% |
| Commissions From Sales And Trading | $52.9M | 11% |
| Bank Deposit Sweep Income | $27.7M | 6% |
| Mutual Fund Income | $8.9M | 2% |
| Investment Banking Capital Markets | $3.3M | 1% |
