Overview
Fragrance producer's Q4 revenue rose 7% yr/yr, driven by luxury brand portfolio
Adjusted EPS for Q4 beat analysts' expectations
Operating income for Q4 missed analysts' estimates
Outlook
Inter Parfums reaffirms 2026 guidance with sales at $1.48 bln and EPS of $4.85
Company expects tariffs to be a significant headwind throughout 2026
Inter Parfums maintains annual cash dividend of $3.20 per share for 2026
Result Drivers
BRAND PERFORMANCE - Jimmy Choo and Coach brands drove sales growth with increases of 6% and 15% respectively, supported by successful product lines
TARIFF IMPACT - Tariffs increased costs by $12.8 mln, affecting gross margins despite mitigation efforts
REGIONAL CHALLENGES - Asia Pacific sales fell 4% due to distribution issues in South Korea and India, partially offset by growth in other regions
Company press release: ID:nGNX7rbvsT
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 EPS | Beat | $0.88 | $0.75 (3 Analysts) |
Q4 Net Income | Beat | $28 mln | $25.35 mln (2 Analysts) |
Q4 Operating Income | Miss | $28 mln | $40.46 mln (4 Analysts) |
Q4 Operating Margin | 7.10% |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the personal products peer group is "buy"
Wall Street's median 12-month price target for Interparfums Inc is $110.00, about 8.2% above its February 23 closing price of $101.70
The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 16 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)