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Oppenheimer Holdings (OPY)
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Oppenheimer Holdings Income Statement 2025-2008 | OPY
Brief overview of profit and loss at Oppenheimer Holdings
The conclusions below are based on five years of reported results. The revenue attributed to Oppenheimer Holdings moved from $1.2 billion to $1.6 billion between the two endpoints. Overall revenue changed by +36.7%, equal to an annualized rate of about 6.4%. Sales increased steadily, although without strong acceleration.
Over the period, net income shifted from $123 million to $148 million (+20.7%). The final result remained comparatively stable.
The market value of the business moved from 369 million dollars to 991 million dollars, or +168.4%. The market value rose well beyond the pace of financial improvement.
Financial takeaway
The financial direction is broadly positive, although industry context still matters. The constructive conclusion rests on net-income growth and revenue expansion. The key question is whether sales can be converted into sustainable profit.
Annual Income Statement Oppenheimer Holdings
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Market Cap |
991 M | 675 M | 415 M | 516 M | 570 M | 369 M | 337 M | 353 M | 365 M | 228 M | 209 M | 269 M | 333 M | 229 M | 242 M | 356 M | 206 M | - |
Shares |
10.5 M | 10.3 M | 10.7 M | 11.7 M | 12.6 M | 12.6 M | 12.9 M | 13.2 M | 13.2 M | 13.4 M | 13.6 M | 13.6 M | 13.6 M | 13.6 M | 13.6 M | 13.3 M | 13.1 M | - |
Historical Prices |
94.4 | 65.2 | 38.6 | 44.2 | 45.1 | 29.2 | 25 | 22.9 | 23.6 | 16 | 14.5 | 19 | 19.9 | 13.5 | 12.2 | 26.7 | 15.7 | 32 |
Net Income |
148 M | 71.6 M | 30.2 M | 32.4 M | 159 M | 123 M | 53 M | 28.9 M | 22.8 M | -1.16 M | 1.96 M | 8.83 M | 25.1 M | -3.61 M | 10.3 M | 38.5 M | 20.8 M | - |
Revenue |
1.64 B | 1.43 B | 1.25 B | 1.11 B | 1.39 B | 1.2 B | 1.03 B | 958 M | 920 M | 858 M | 928 M | 1 B | 1.02 B | 953 M | 921 M | 1.04 B | 990 M | - |
Cost of Revenue |
1.02 B | 937 M | 782 M | 741 M | 887 M | 771 M | 658 M | 607 M | 602 M | 585 M | 611 M | 654 M | 676 M | 626 M | 627 M | 676 M | 669 M | - |
Gross Profit |
- | - | - | - | - | - | 354 M | 328 M | 295 M | 248 M | 279 M | 315 M | 319 M | 302 M | - | - | - | - |
Operating Income |
211 M | 106 M | 46.8 M | 45.6 M | 225 M | 169 M | 74.9 M | 44.9 M | - | - | - | - | - | - | - | - | - | - |
Interest Expense |
- | - | - | - | 9.86 M | 15.7 M | 45.7 M | 46.4 M | 28.4 M | 19.4 M | 16.3 M | 17 M | 26.1 M | 35.1 M | 38 M | 25.8 M | 21.4 M | - |
EBITDA |
222 M | 117 M | 56.7 M | 53.2 M | 233 M | 177 M | 153 M | 98.1 M | 53.7 M | 5.62 M | 31.9 M | 54.1 M | 81.3 M | 48.9 M | 73.2 M | 12.4 M | 12.6 M | - |
Operating Expenses |
1.43 B | 1.33 B | 1.2 B | 1.07 B | 1.17 B | 1.03 B | 233 M | 237 M | 247 M | 250 M | 255 M | 272 M | 249 M | 268 M | 791 M | 968 M | 953 M | - |
General and Administrative Expenses |
- | - | - | - | - | - | 144 M | 136 M | 133 M | 131 M | 130 M | 130 M | 133 M | 126 M | 714 M | - | - | - |
Annual performance
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All numbers in USD currency
Quarterly Income Statement Oppenheimer Holdings
| 2026-Q2 | 2026-Q1 | 2025-Q3 | 2025-Q2 | 2025-Q1 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 | 2022-Q1 | 2021-Q4 | 2021-Q3 | 2021-Q2 | 2021-Q1 | 2020-Q4 | 2020-Q3 | 2020-Q2 | 2020-Q1 | 2019-Q4 | 2019-Q3 | 2019-Q2 | 2019-Q1 | 2018-Q4 | 2018-Q3 | 2018-Q2 | 2018-Q1 | 2017-Q4 | 2017-Q3 | 2017-Q2 | 2017-Q1 | 2016-Q4 | 2016-Q3 | 2016-Q2 | 2016-Q1 | 2015-Q4 | 2015-Q3 | 2015-Q2 | 2015-Q1 | 2014-Q4 | 2014-Q3 | 2014-Q2 | 2014-Q1 | 2013-Q4 | 2013-Q3 | 2013-Q2 | 2013-Q1 | 2012-Q4 | 2012-Q3 | 2012-Q2 | 2012-Q1 | 2011-Q4 | 2011-Q3 | 2011-Q2 | 2011-Q1 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Shares |
10.7 M | 10.6 M | 10.5 M | 10.5 M | 10.5 M | 10.3 M | 10.3 M | 10.4 M | 10.5 M | 11 M | 11.1 M | - | 11.3 M | 12 M | 12.5 M | - | 12.7 M | 12.7 M | 12.6 M | - | 12.6 M | 12.6 M | 12.9 M | - | 12.8 M | 13 M | 13 M | - | 13.3 M | 13.2 M | 13.2 M | - | 13.2 M | 13.3 M | 13.4 M | - | 13.4 M | 13.4 M | 13.4 M | - | 13.7 M | 13.7 M | 13.7 M | - | 13.6 M | 13.6 M | 13.5 M | - | 13.6 M | 13.6 M | 13.6 M | - | 13.6 M | 13.6 M | 13.6 M | - | 13.7 M | 13.7 M | 13.6 M |
Net Income |
27.4 M | -20.6 M | 21.7 M | 21.7 M | 30.7 M | 24.5 M | 10.3 M | 26.1 M | 13.9 M | -9.4 M | 14.6 M | - | 4.52 M | -3.87 M | 9.29 M | - | 26.2 M | 31.2 M | 38.7 M | 81.9 M | 15.6 M | 17.6 M | 7.82 M | 25.4 M | 3.95 M | 12.4 M | 11.2 M | 8.26 M | 5.07 M | 8.86 M | 6.7 M | 21.2 M | 7.79 M | -1.32 M | -4.85 M | -1.79 M | -712 K | 5.19 M | -3.85 M | -3.14 M | -908 K | 295 K | 5.72 M | 2.69 M | 4.47 M | -1.55 M | 3.22 M | 13.3 M | 5.24 M | 2.85 M | 3.66 M | -3.7 M | 2.32 M | 2.42 M | -4.66 M | 3.43 M | 2.11 M | -309 K | 5.09 M |
Revenue |
455 M | 445 M | 424 M | 373 M | 368 M | 373 M | 331 M | 353 M | 313 M | 306 M | 322 M | - | 294 M | 237 M | 266 M | - | 315 M | 8.91 M | 8.67 M | 423 M | 7.54 M | 6.22 M | 10.9 M | 296 M | 12.3 M | 13.6 M | 12.7 M | 243 M | 13.4 M | 13.1 M | 12.2 M | 265 M | 13 M | 12.8 M | 10.6 M | 219 M | 11.3 M | 12 M | 13 M | 225 M | 13.8 M | 11.3 M | 11 M | 255 M | 12.4 M | 12.5 M | 12.4 M | 293 M | 14.4 M | 13.1 M | 12.4 M | 249 M | 14.8 M | 14.2 M | 13.4 M | 229 M | 15.2 M | 13.6 M | 14.8 M |
Cost of Revenue |
307 M | 296 M | 290 M | 239 M | 227 M | 238 M | 221 M | 222 M | 196 M | 187 M | 206 M | - | 179 M | 178 M | 186 M | - | 206 M | 231 M | 256 M | - | 190 M | 180 M | 158 M | - | 151 M | 156 M | 160 M | - | 153 M | 152 M | 153 M | - | 142 M | 143 M | 144 M | - | 142 M | 142 M | 148 M | - | 139 M | 154 M | 163 M | - | 161 M | 160 M | 172 M | - | 161 M | 160 M | 159 M | - | 152 M | 151 M | 159 M | - | 149 M | 160 M | 170 M |
Operating Income |
39.4 M | -27 M | 31.6 M | 32.2 M | 41.4 M | 35.4 M | 15.9 M | 37.5 M | 21.6 M | -11.7 M | 19 M | - | 7.24 M | -6.17 M | 14.2 M | - | 37.4 M | 43.2 M | 52.1 M | 114 M | 21.7 M | 23.3 M | 10.2 M | 35 M | 6.5 M | 17.4 M | 16.1 M | - | 7.15 M | 12.5 M | 9.62 M | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Interest Expense |
- | - | - | - | - | - | 22 M | 20.5 M | 19.7 M | 17.5 M | 13.1 M | - | 7.02 M | 3.63 M | 2.51 M | - | 2.47 M | 2.45 M | 2.65 M | - | 3.46 M | 2.89 M | 6.55 M | - | 11.5 M | 13.2 M | 13 M | - | 12.9 M | 10.9 M | 8.96 M | - | 6.5 M | 6.85 M | 5.36 M | - | 4.69 M | 4.97 M | 4.87 M | - | 4.23 M | 4.1 M | 3.91 M | - | 4.13 M | 4.41 M | 5.16 M | - | 6.16 M | 7.14 M | 6.86 M | - | 8.84 M | 8.23 M | 8.79 M | - | 10.2 M | 10.7 M | 7.77 M |
EBITDA |
39.8 M | -26.8 M | 32.1 M | 32.5 M | 41.5 M | - | - | 37.5 M | - | - | 20.9 M | - | 13 M | -6.17 M | 16.2 M | - | 43.4 M | 43.2 M | 54.1 M | 114 M | 27.9 M | 27.4 M | 12.3 M | 35 M | 12.1 M | 21 M | 17.8 M | - | 12.2 M | 15.7 M | 11.2 M | - | 4.18 M | 2.78 M | 1.43 M | - | 4.37 M | 2.98 M | 1.53 M | - | 5.47 M | 3.56 M | 1.79 M | - | 5.79 M | 3.86 M | 1.94 M | - | 7.43 M | 5.04 M | 2.51 M | - | 8.02 M | 5.55 M | 2.84 M | 1.1 M | 9.3 M | 6.44 M | 3.53 M |
Operating Expenses |
415 M | 472 M | 393 M | 341 M | 326 M | 338 M | 315 M | 316 M | 291 M | 318 M | 303 M | - | 287 M | 243 M | 252 M | - | 278 M | 297 M | 321 M | 309 M | 255 M | 241 M | 225 M | 261 M | 228 M | 234 M | 236 M | 228 M | 231 M | 230 M | 225 M | 248 M | 214 M | 218 M | 220 M | 226 M | 214 M | 217 M | 222 M | 230 M | 210 M | 229 M | 231 M | - | 234 M | 250 M | 250 M | - | 235 M | 238 M | 232 M | - | 227 M | 225 M | 245 M | - | 227 M | 243 M | 244 M |
Quarterly performance
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All numbers in USD currency
The income statement is one of the three key financial reports of a company Oppenheimer Holdings (alongside the balance sheet and the cash flow statement). It shows how the company makes money and what its expenses are:
- How much revenue the company earned
- How much it spent on production, personnel, marketing, taxes, etc.
- What profit remained in the end
Analyzing the income statement helps an investor understand whether the business generates stable and growing profits, how effectively the company controls its expenses, and whether it is capable of generating income in the future. Additionally, this analysis shows how the company copes with crises and economic cycles, and allows assessing the potential for stock price growth and dividend payments.
Features- The income statement may include both recurring and one-time items (for example, profit from the sale of assets). It is necessary to separate core metrics from one-off events for accurate analysis.
- Companies often publish interim reports (e.g., quarterly), which allows for more timely tracking of trends.
- A combined analysis of the income statement with the balance sheet and cash flow statement provides a comprehensive view of the company’s financial health.
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