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Oppenheimer Holdings OPY Total Operating Expenses

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Other financials

Income statement

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Revenue$445.1M+21.0%
Operating income-$27.0M-165%
Net income-$20.6M-167%
EPS (diluted)-$1.93-171%

Balance sheet

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Cash & equivalents$34.6M-5.7%
Total debt$147.5M-14.0%
Total equity$952.4M+9.2%
Total assets$3.8B+6.8%

Cash flow

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Operating cash flow-$190.0M-107%
CapEx--100%
Free cash flow-$190.0M-103%

Valuation

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Market cap$1.22B+57.9%
Enterprise value$1.34B+48.0%
P/E12.6×+3.7×
P/S0.7×+0.2×

Profitability

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Operating margin8.3%+0.7pp
Net margin5.7%+0.4pp
FCF margin5.1%

Returns & leverage

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Return on equity10.7%+1.6pp
Debt / equity0.2×0.0×

Where this comes from

Reported directly by Oppenheimer Holdings in its filing.

Tagged under the XBRL concept us-gaap:OperatingExpenses.

The source filing: Oppenheimer Holdings’s 10-Q, filed May 1, 2026.

Filed
Apr 30, 2026, 8:00 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001628280-26-029113
(Expressed in thousands, except number of shares and per share amounts)For the Three Months Ended March 31, 2026For the Three Months Ended March 31, 2025
Clearing and exchange fees6,3617,752
Interest18,68621,396
Other (1)108,70728,019
Total expenses472,096326,449
Pre-tax (loss) income(27,001)41,376
Income tax (benefit) provision(6,432)10,721
Net (loss) income$(20,569)$30,655
Net income attributable to non-controlling interest, net of tax9

Item 1. FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is Oppenheimer Holdings's total operating expenses?
Oppenheimer Holdings (OPY) reported total operating expenses of $472.1M in Q1 2026.
How has Oppenheimer Holdings's total operating expenses changed year-over-year?
Oppenheimer Holdings's total operating expenses increased by 44.6% year-over-year, from $326.45M to $472.1M.
What is the long-term trend for Oppenheimer Holdings's total operating expenses?
Over 4 years (2021 to 2025), Oppenheimer Holdings's total operating expenses has grown at a 5.1% compound annual growth rate (CAGR), from $1.17B to $1.43B.
What does total operating expenses mean?
The sum of all operating costs including COGS, SG&A, R&D, D&A, and other operating charges. Revenue minus total operating expenses equals operating income.

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