IPAR · Interparfums Inc
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Interparfums reported 2% consolidated sales growth in Q2 and H1 2026 (to $341M and $686M), maintained its full-year guidance of ~$1.48B sales and $4.85 EPS, received $17.6M in IEPA tariff refunds boosting gross margin outlook by ~150 bps, and is preparing an unusually heavy slate of blockbuster fragrance launches across major brands for 2027 alongside the rollout of new Longchamp and Off-White licenses.
- + IEPA tariff refunds of $17.6M, with $8.7M received including a $6.9M non-recurring cost-of-sales benefit in Q2, are expected to drive ~150 bps of full-year gross margin expansion.
- + U.S.-based operations sales jumped 18% in Q2 and 10% in H1, with operating margin expanding as SG&A grew slower than sales.
- + Operating cash flow surged to $46M in H1 (49% of net income) from $5M (5%) last year, supported by working capital improvements and a 34-day reduction in inventory days.
- + First half 2026 gross margin expanded 30 bps to 65.3% and the top 20 brand-region combinations grew a healthy 7%.
- + A broad slate of blockbuster launches is lined up across all $100M+ brands for 2027, with Longchamp seen as a potential next $100M brand and first launches of Off-White planned for late Q1 2027.
- − Operating margin compressed to 17.9% in H1 2026 from 20% in the prior-year period as A&P spend rose to 18.8% of sales.
- − European-based sales fell 4% in Q2 and 1% in H1, with operating margin on European net sales dropping to 10% from 13.6% in Q2.
- − The war in the Middle East and Africa caused a 24% regional sales decline and represented a 3% Q2 / 2% H1 consolidated headwind.
- − Lacoste sales declined 19% in Q2 and 16% in H1 against very tough comparisons, with Eastern Europe also down 7%.
- − H1 2026 net income was flat at $74M and diluted EPS was essentially unchanged at $2.31 vs $2.32, with guidance implying a 3% H2 sales decline versus prior year.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Household & Personal Products — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IPAR
this stock
Interparfums Inc
|
$3.78B | +35.7% | +21.3% | 22.6 | 6.5% |
|
PG
PROCTER & GAMBLE Co
|
$339.90B | +3.5% | +3.3% | 22.1 | 1.0% |
|
UL
Unilever PLC
|
$134.67B | -6.4% | — | — | 0.2% |
|
CL
Colgate Palmolive Co
|
$69.13B | +9.4% | +1.7% | 34.3 | 2.3% |
|
RBGLY
Reckitt Benckiser Group PLC
|
$41.79B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IPAR | -2.7% | -2.0% | +27.1% | -2.0% | +35.7% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -1.5% | -1.6% | +14.1% | -1.6% | +23.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.