Hermès posted a better than expected revenue growth in Q2 2025 results, standing out compared with peers like LVMH. The pickup in demand in the Asia-Pacific ex-Japan is especially encouraging, given its size. The gross margin also expanded and operating margin was also sustained. However, a smaller net profit and a downward revision in my estimates for 2025 indicate that its market multiples stay too high to make it one to Buy.
Hermès International Société en commandite par actions (OTCPK:HESAY) Q2 2025 Earnings Conference Call July 30, 2025 3:00 AM ET Company Participants Axel Olivier Dumas - Executive Chairman & CEO Eric du Halgouët - Executive Vice President of Finance Conference Call Participants Adrien Duverger - Goldman Sachs Group, Inc. Anne-Laure Bismuth - HSBC Global Investment Research Charles-Louis Scotti - Kepler Cheuvreux Edouard Aubin - Morgan Stanley Luca Giuseppe Solca - Sanford C. Bernstein & Co., LLC.
Luxury-goods giant Hermes International has been passing along tariff increases to its U.S. customers.
![]() HESAY In 2 months Estimated | Other | $1.08 Per Share |
![]() HESAY 3 months ago Paid | Other | $1.08 Per Share |
![]() HESAY 5 months ago Paid | Other | $0.37 Per Share |
![]() HESAY 2 May 2024 Paid | Other | $2.32 Per Share |
![]() HESAY 16 Feb 2024 Paid | Other | $0.38 Per Share |
![]() HESAY 25 Apr 2023 Paid | Other | $1.01 Per Share |
23 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
30 Jul 2025 Date | | - Cons. EPS | 21.39 EPS |
30 Apr 2025 Date | | - Cons. EPS | - EPS |
14 Feb 2025 Date | | - Cons. EPS | - EPS |
25 Jul 2024 Date | | - Cons. EPS | - EPS |
![]() HESAY In 2 months Estimated | Other | $1.08 Per Share |
![]() HESAY 3 months ago Paid | Other | $1.08 Per Share |
![]() HESAY 5 months ago Paid | Other | $0.37 Per Share |
![]() HESAY 2 May 2024 Paid | Other | $2.32 Per Share |
![]() HESAY 16 Feb 2024 Paid | Other | $0.38 Per Share |
![]() HESAY 25 Apr 2023 Paid | Other | $1.01 Per Share |
23 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
30 Jul 2025 Date | | - Cons. EPS | 21.39 EPS |
30 Apr 2025 Date | | - Cons. EPS | - EPS |
14 Feb 2025 Date | | - Cons. EPS | - EPS |
25 Jul 2024 Date | | - Cons. EPS | - EPS |
Luxury Goods Industry | Consumer Cyclical Sector | Mr. Axel Olivier Dumas CEO | OTC PINK Exchange | US42751Q1058 ISIN |
FR Country | 24,203 Employees | 6 May 2025 Last Dividend | - Last Split | - IPO Date |
Hermès International Société en commandite par actions is a prestigious global brand with a rich history dating back to 1837. Based in Paris, France, the company specializes in a wide range of luxury goods, including leather goods, ready-to-wear, silk and textiles, and more. Hermès sets itself apart through its commitment to quality, craftsmanship, and style, offering an expansive array of products for discerning customers worldwide. As a subsidiary of H51 SAS, Hermès continues to uphold its legacy while expanding its reach through a network of stores globally, as well as specialized outlets for certain product lines.