Inter Parfums, Inc. (IPAR)
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-09
$111.62-1.23%
Close 2026-09-09 · 1-day change
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-09
Warn: Management is running behind on a stated commitment.
Inter Parfums keeps its 2026 revenue target near $1.48 billion. Earnings per share guidance is steady at $4.85 for 2026. The company has beaten earnings estimates recently despite a small revenue growth of 2% in Q1. Profit margins and cash flow remain stable, supporting steady growth.
Revenue growth is slow at 2% year-over-year and the company cut guidance recently. Profit margins could weaken if costs rise or demand softens. Legal and regulatory changes, such as the recent auditor change, may add uncertainty.
The stock price is about 51% above our valuation level, reflecting expectations of roughly 5% revenue growth. Our view is cautious as recent guidance cuts and slow revenue growth suggest risks to meeting these expectations.
Breaks if: EPS falls below $4.85 in FY26
Management is maintaining the full-year 2026 diluted EPS guidance of $4.85, reflecting stable earnings expectations despite external pressures.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a stable management team. The current thesis state is cautious, given recent earnings misses and a fragile earnings quality outlook.
The market appears to be pricing in a neutral valuation, with a slight premium compared to peers. There is an expectations gap, indicating that investors may not fully account for the fragility in earnings quality.
Fundamentals are likely to show mixed results in the near term, with management maintaining revenue and EPS guidance despite recent pressures. Operating cash flow has improved, reflecting better cash conversion and efficiency.
The thesis hinges on management's ability to maintain guidance and improve execution quality. Additionally, external factors like inflation trends and performance of sector bellwethers will play a crucial role.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The company maintained its 2026 revenue outlook of $1.48 billion. However, there are earnings concerns that may impact its EPS guidance of $4.85 for 2026.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated as a priority in 4 of last 4 quarters. Management has maintained the 2026 EPS guidance at $4.85 despite a 2% decline from 2025's actual diluted EPS of $5.24. Quarterly EPS in 2026 were $1.35 in Q1 and $0.95 in Q2, reflecting some pressure but consistent with guidance. The trajectory is mixed but management is holding steady on the EPS target.
“We are maintaining our 2026 outlook of $4.85 EPS.”
“We are maintaining our 2026 outlook of $4.85 EPS.”
“We are maintaining our 2026 outlook of $4.85 EPS.”
“We expect earnings per diluted share of $4.85 for full year 2026.”
Breaks if: profit margins decline significantly below recent levels
Breaks if: annual revenue falls below $1.48 billion in FY26
Management is maintaining the full-year 2026 sales guidance of $1.48 billion, reflecting confidence in the brand portfolio and market opportunities despite macroeconomic and geopolitical challenges.
Stated as a priority in 4 of last 4 quarters. Management has consistently maintained the 2026 revenue guidance at $1.48 billion, supported by reported net sales of $1.49 billion in 2025. Quarterly revenues in 2026 show modest growth with $345M in Q1 and $341M in Q2, reflecting steady execution. The trajectory matches management's stated confidence and cautious optimism for 2026.
“We are maintaining our 2026 outlook of $1.48 billion in sales and EPS of $4.85.”
“We are maintaining our 2026 outlook of $1.48 billion in sales and EPS of $4.85.”
“We are maintaining our 2026 outlook of $1.48 billion in sales and EPS of $4.85.”
“We expect to see the full impact of our efforts reflected in our sales in the 2025 fourth quarter and through 2026.”
Over the next 1 to 3 years, IPAR's performance will depend on execution and external economic conditions. Not investment advice.