OXM
Oxford Industries, Inc.37.30
-0.29-0.77%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
554.93MP/E (TTM)
-Basic EPS (TTM)
-0.26Dividend Yield
0.07%Recent Filings
10-Q
8-K
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.
8-K
Q2 sales dip amid tariffs
Oxford Industries reported Q2 fiscal 2025 net sales of $403 million, down 4% from $420 million last year, with adjusted EPS at $1.26 versus $2.77. Tariffs hiked costs by $9 million, yet gross margins held at 61.7% through sourcing shifts and pricing tweaks. Teams navigated trade turbulence well. Q3 comps show modest gains, but macro headwinds persist; full-year adjusted EPS guidance stays $2.80-$3.20.
8-K
Shareholders approve directors, auditors
Oxford Industries shareholders elected Helen Ballard, Virginia A. Hepner, and Milford W. McGuirt as Class III directors at the June 24, 2025 annual meeting, each securing strong support with over 90% votes in favor. They ratified Ernst & Young as auditors for fiscal 2025 and approved executive compensation on an advisory basis. All proposals passed decisively. No major governance shifts emerged.
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