← OPPENHEIMER HOLDINGS INC
| Annual Trend | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $857.8m | $920.3m | $891.6m | $934.8m | $1.2b | $1.4b | $1.1b | $1.2b | $1.4b | $1.6b | |
| Revenues: | |||||||||||
| Revenue Not from Contract with Customer, Other | — | — | — | — | — | $14.7m | ($18.0m) | $6.4m | $13.2m | $10.8m | |
| Operating Expenses | $879.7m | $900.6m | $913.3m | $958.5m | $1.0b | $1.2b | $1.1b | $1.2b | $1.3b | $1.4b | |
| Operating Income (Loss) | ($21.9m) | $19.7m | $44.9m | $74.9m | $169.0m | $224.6m | $45.6m | $46.8m | $105.8m | $211.2m | |
| Additional Financial Items | |||||||||||
| Interest Income, Operating | $47.6m | $48.5m | $52.5m | $50.7m | $33.5m | $36.5m | $60.7m | $104.5m | $135.5m | $153.0m | |
| Amortization of Intangible Assets | — | — | — | — | — | — | — | — | $350k | $667k | |
| Income (Loss) from Continuing Operations before Income Taxes, Domestic | — | — | — | — | — | — | — | — | — | $214.4m | |
| Income (Loss) from Continuing Operations, Per Basic Share | ($1) | $2 | $2 | $4 | — | — | — | — | — | — | |
| Income (Loss) from Continuing Operations, Per Diluted Share | ($1) | $2 | $2 | $4 | $9 | $12 | $3 | $3 | $6 | $13 | |
| Interest Income Operating Paid In Kind | — | — | — | — | — | — | — | — | — | $234k | |
| Other Income | $62.2m | $113.0m | $15.8m | $35.1m | $29.8m | $29.3m | $1.1m | $23.5m | $33.9m | $33.8m | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest | ($21.9m) | $19.7m | $44.9m | $74.9m | $169.0m | $224.6m | $45.6m | $46.8m | $105.8m | $211.2m | |
| Income (Loss) from Continuing Operations, Net of Tax, Attributable to Parent | $1.7m | $184k | $16k | $53.0m | $0 | $8k | $241k | $93k | $310k | $444k | |
| Income (Loss) from Continuing Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest | ($9.6m) | $21.9m | $28.9m | $53.0m | $0 | $8k | $241k | $93k | $310k | $444k | |
| Income (Loss) from Discontinued Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest | $10.1m | $1.1m | $0 | — | $0 | $8k | $241k | $93k | $310k | $444k | |
| Income (Loss) from Discontinued Operations, Net of Tax, Attributable to Parent | $1.7m | $184k | $16k | $0 | $0 | $8k | $241k | $93k | $310k | $444k | |
| Net Income (Loss) Attributable to Parent | ($1.2m) | $22.8m | $28.9m | $53.0m | $123.0m | $159.0m | $32.4m | $30.2m | $71.6m | $148.4m | |
| Net Income (Loss) Attributable to Noncontrolling Interest | $1.7m | $184k | ($16k) | — | $0 | $8k | ($241k) | $93k | ($310k) | ($444k) | |
| Earnings Per Share, Basic | ($0.09) | $1.72 | $2.18 | $4.10 | $9.73 | $12.57 | $2.77 | $2.81 | $6.91 | $14.13 | |
| Earnings Per Share, Diluted | ($0.09) | $1.67 | $2.05 | $3.82 | $9.30 | $11.70 | $2.57 | $2.59 | $6.37 | $13.04 | |
| Common Stock, Dividends, Per Share, Declared | ($0.09) | $1.72 | $2.18 | $4.10 | $9.73 | $12.57 | $2.77 | $2.81 | $6.91 | $1.72 | |
| Weighted Average Number of Shares Outstanding, Basic | 13.4m | 13.2m | 13.2m | 12.9m | 12.6m | 12.6m | 11.7m | 10.7m | 10.3m | 10.5m | |
| Weighted Average Number of Shares Outstanding, Diluted | 13.4m | 13.7m | 14.1m | 13.9m | 13.2m | 13.6m | 12.6m | 11.6m | 11.2m | 11.4m | |
| Labor and Related Expense | $584.7m | $602.1m | $607.2m | $657.7m | $771.0m | $886.8m | $740.8m | $782.4m | $936.8m | $1.0b | |
| Current Income Tax Expense (Benefit) | ($20.0m) | ($676k) | $13.2m | $12.1m | $24.7m | $66.5m | $28.1m | $10.0m | $31.0m | $58.4m | |
| Interest Expense | $19.4m | $28.4m | $46.4m | $45.7m | $15.7m | $9.9m | $23.8m | $68.6m | — | — | |
| Interest Expense Operating | — | — | — | — | — | — | — | — | $88.0m | $86.6m | |
| Other Expenses | $119.2m | $113.4m | $101.1m | $89.3m | $75.5m | $109.8m | $129.8m | $168.8m | $111.1m | $126.5m | |
| Income Tax Expense (Benefit) | — | — | — | — | $46.0m | $65.7m | $13.4m | $16.5m | $34.5m | $63.2m |
Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.