Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Inter Parfums, Inc. (IPAR)
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-04
$135.28+9.48%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
5.11 → 5.11 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for IPAR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain EPS guidance of $4.85 for 2026 | Earnings per share guidance is steady at $4.85 for 2026. | Intact | EPS falls below $4.85 in FY26 | Diluted EPS: $2.13 per share FY2026-Q3; GAAP. Published target: >= $4.85 EPS. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 20262.13 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
IPAR is a consumer-staples growth business built around fragrance brands and new launches. Its long-term thesis is intact, though earnings quality is fragile and recent execution is mixed.
Valuation is stretched, with a durable premium versus peers and an expectations gap of 0.11. That premium reflects confidence in lasting brand strength, but the evidence does not show that the recent earnings misses are fully reflected in expectations.
Near term, the run of earnings misses and lower first-half operating income leave delivery uncertain, even as sales grew 2% and management reaffirmed its 2026 outlook. Cash flow and inventory measures improved, but the evidence describes progress on those priorities as mixed overall.
The near-term test is whether management maintains its reaffirmed outlook; a guidance cut would be a meaningful negative. The multi-year view also depends on whether brand extensions and fragrance launches support growth, while weaker jobs data could weigh on consumer-staples names and stronger results from sector peers could support sector momentum.
For the next 1 to 3 years, the thesis remains intact, but a stretched valuation leaves limited room for weak execution. The key evidence is mixed: sales and cash conversion improved, while operating income fell and earnings misses continued. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit margins and cash flow remain stable, supporting steady growth. |
| Broken |
| profit margins decline significantly below recent levels |
Operating margin: 27.44% FY2026-Q3; GAAP. Published target: Maintain profit margins near current levels. Target percentage unit is not explicit. Nov 4, 202627.443959 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain 2026 revenue near $1.48 billion | Inter Parfums keeps its 2026 revenue target near $1.48 billion. | Intact | annual revenue falls below $1.48 billion in FY26 | Revenue: $429.508M FY2026-Q3; GAAP. Published target: >= $1.48 billion annual revenue. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 2026429,508,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 4 supplied quarters. Management reported: “2 Increases 2026 Sales Guidance, Maintains EPS Outlook The Company is increasing its 2026 sales outlook from $1.48 billion to $1.49 billion and maintaining EPS of $4.85.” “We reduced total inventory levels by 3% compared to the prior year period, translating to a reduction of 16 days inventory on hand as we continue to drive inventory efficiencies and work to increase conversion of raw materials into finished goods.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$5.58 → $5.11 · observed estimates
$1.61B → $1.60B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $5.58 | $1,614,568,340 | 3 / 3 |
| 2026-07-25 | $5.58 | $1,614,568,340 | 3 / 3 |
| 2026-07-26 | $5.58 | $1,615,942,800 | 5 / 5 |
| 2026-07-27 | $5.58 | $1,615,942,800 | 5 / 5 |
| 2026-07-28 | $5.58 | $1,615,942,800 | 3 / 3 |
| 2026-07-29 | $5.59 | $1,617,782,800 | 5 / 5 |
| 2026-07-30 | $5.59 | $1,617,782,800 | 5 / 5 |
| 2026-07-31 | $5.59 | $1,617,782,800 | 5 / 5 |
| 2026-08-01 | $5.59 | $1,617,782,800 | 3 / 3 |
| 2026-08-02 | $5.59 | $1,617,782,800 | 5 / 5 |
| 2026-08-03 | $5.59 | $1,617,782,800 | 5 / 5 |
| 2026-08-04 | $5.59 | $1,617,782,800 | 5 / 5 |
| 2026-08-05 | $5.59 | $1,617,782,800 | 5 / 5 |
| 2026-08-06 | $5.59 | $1,617,782,800 | 5 / 5 |
| 2026-08-07 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-08 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-09 | $5.34 | $1,615,542,800 | 5 / 5 |
| 2026-08-10 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-12 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-13 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-14 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-15 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-16 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-17 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-18 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-19 | $5.47 | $1,615,547,700 | 3 / 3 |
| 2026-08-20 | $5.11 | $1,599,906,000 | 3 / 3 |
| 2026-08-21 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-08-22 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-08-23 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-08-24 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-08-25 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-08-26 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-08-27 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-08-28 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-08-29 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-08-30 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-08-31 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-01 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-02 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-03 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-04 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-05 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-06 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-07 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-08 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-09 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-10 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-11 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-12 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-13 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-14 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-15 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-16 | $5.11 | $1,599,906,000 | 3 / 4 |
| 2026-09-17 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-18 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-19 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-20 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-21 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-22 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-23 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-24 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-25 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-26 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-27 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-28 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-29 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-09-30 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-10-01 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-10-02 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-10-03 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-10-04 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-10-05 | $5.11 | $1,599,902,471 | 3 / 4 |
| 2026-10-06 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-07 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-08 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-09 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-10 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-11 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-12 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-13 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-14 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-15 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-16 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-17 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-18 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-19 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-20 | $5.11 | $1,595,876,971 | 3 / 4 |
| 2026-10-21 | $5.11 | $1,595,880,500 | 3 / 4 |
| 2026-10-22 | $5.11 | $1,596,380,500 | 3 / 4 |
| 2026-10-23 | $5.11 | $1,596,380,500 | 3 / 4 |
| 2026-10-24 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-10-25 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-10-26 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-10-27 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-10-28 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-10-29 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-10-30 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-10-31 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-11-01 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-11-02 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-11-03 | $5.11 | $1,596,383,850 | 3 / 4 |
| 2026-11-04 | $5.11 | $1,596,383,850 | 3 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 3 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.