OXM
Oxford Industries, Inc.37.30
-0.29-0.77%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
554.93MP/E (TTM)
-Basic EPS (TTM)
-0.26Dividend Yield
0.07%Recent Filings
8-K
FY25 loss, FY26 rebound eyed
Oxford Industries reported fiscal 2025 net sales down 3% to $1.48B, with GAAP loss per share of $1.86 after $61M Johnny Was impairments, yet adjusted EPS held at $2.11. Tommy Bahama sales fell 5% but momentum strengthened late-year. Fiscal 2026 guidance eyes $1.475B-$1.530B sales and adjusted EPS $2.10-$2.70 despite $20M tariff hit. Dividend rises to $0.70/share.
8-K
Holiday sales hit guidance low-end
Oxford Industries confirmed at the ICR Conference on January 12, 2026, that holiday and resort selling seasons are tracking the low end of prior guidance. Fiscal 2025 faced tariff headwinds of $25-30 million and portfolio softness at Tommy Bahama and Johnny Was, offset by Lilly Pulitzer gains. Cost cuts and merchandising tweaks target margin gains. January drives resort sales.
10-Q
Q3 FY2025 results
Oxford Industries posted Q3 FY2025 net sales of $307M, flat y/y but down 2% YTD to $1.1B, as Lilly Pulitzer and Emerging Brands gained while Tommy Bahama and Johnny Was slipped. Gross margin contracted to 60.3% from 63.1% y/y on $8M tariff hits and promotions, fueling an operating loss of $85M versus $6M last year—driven by $61M non-cash impairments on Johnny Was ($57M) and Jack Rogers ($4M) trademarks/goodwill from sales declines and China sourcing tariffs. Operating loss matched net loss at $64M ($4.28/share), with EPS aligning to 14.9M diluted shares. Cash from operations hit $70M YTD; free cash flow not disclosed in the 10-Q. Debt climbed to $140M (6% rate) on $325M revolver with $179M availability, funding $93M capex and $55M buybacks. Tariffs pressure margins.
8-K
Q3 sales flat, big impairments
Oxford Industries posted Q3 fiscal 2025 net sales of $307M, flat year-over-year, but swung to a GAAP loss of $4.28 per share after $61M noncash impairments mainly on Johnny Was. Tariffs hiked COGS by $8M while gross margin slipped to 60.3%. Full-year sales outlook cut to $1.47B-$1.49B; adjusted EPS now $2.20-$2.40. Impairments signal Johnny Was struggles.
10-Q
Q2 FY2025 results
Oxford Industries posted Q2 FY2025 net sales of $403M, down 4.0% y/y from $420M, with gross margin slipping to 61.4% from 63.1% amid $9M in tariff-driven cost hikes net of mitigations. Operating income fell 51.6% y/y to $25M, pressured by higher SG&A from new stores and distribution builds, yet Emerging Brands grew sales 17% y/y to $39M. Diluted EPS dropped to $1.12 from $2.57 on 15,175K shares, reconciling neatly without dilution flags. Cash from operations hit $80M YTD, funding $55M capex and $55M buybacks; free cash flow stood at $25M YTD (derived). Debt climbed to $81M at 6% under a $325M revolver with $239M availability and no covenant breaches. Tariffs bit harder than expected. Johnny Was struggles persist.
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