Zacks Investment Research·Jun 18, 2026
OXM Q1 Earnings Call Takeaways: Margin Gains Offset Demand SoftnessOxford Industries beats Q1 EPS estimates as margin gains offset soft demand and brand divergence.
Oxford Industries, Inc.(OXM)Earnings, Financials & Key Ratios
OXM•NYSE
$36.05
Price updated Jul 7, 2026
SectorConsumer CyclicalIndustryApparel ManufacturingSub-IndustryLifestyle and multi-brand apparel groups
AboutOxford Industries, Inc., an apparel company, designs, sources, markets, and distributes products of lifestyle and other brands worldwide. The company offers men's and women's sportswear and related products under the Tommy Bahama brand; women's and girl's dresses and sportswear, scarves, bags, jewelry, and belts, as well as footwear and children's apparel and swimwear under the Lilly Pulitzer brand; and men's shirts, pants, shorts, outerwear, ties, swimwear, footwear, and accessories, as well as women and youth products under the Southern Tide brand. It also designs, sources, markets, and distributes premium childrenswear, including bonnets, hats, apparel, swimwear, and accessories through thebeaufortbonnetcompany.com and wholesale specialty retailers; men's apparel, which include pants, shorts, and tops through duckhead.com and wholesale specialty retailers. In addition, the company licenses Tommy Bahama brand for various products, such as indoor and outdoor furniture, beach chairs, bedding and bath linens, fabrics, leather goods and gifts, headwear, hosiery, sleepwear, shampoo, toiletries, fragrances, cigar accessories, distilled spirits, and other products; Lilly Pulitzer for stationery and gift products, home furnishing products, and eyewear; and Southern Tide trademark for bed and bath product. Oxford Industries, Inc. offers products through its retail stores, department stores, specialty stores, multi-branded e-commerce retailers, off-price retailers, and other retailers, as well as e-commerce sites. As of January 29, 2022, it operated 186 brand-specific full-price retail stores; 21 Tommy Bahama food and beverage locations; and 35 Tommy Bahama outlet stores. Oxford Industries, Inc. was founded in 1942 and is headquartered in Atlanta, Georgia.Show more
- Revenue$1.48B-2.6%
- EBITDA$80M-57.3%
- Net Income-$28M-130.0%
- EPS (Diluted)-1.86-131.7%
- Gross Margin56.29%-10.6%
- EBITDA Margin5.4%-56.2%
- Operating Margin0.94%-88.0%
- Net Margin-1.89%-130.8%
- ROE-4.9%-131.2%
OXM Price & Volume
Oxford Industries, Inc. (OXM) stock price & volume — 10-year historical chart
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Persistent Margin Compression Strains Capital Intensive Model
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Decelerating
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:Operating margin volatility
Key Thesis Takeaways
- Oxford Industries faces a challenging outlook as its experiential retail model struggles with structural margin compression and rising debt levels.
- The company's inability to scale SG&A expenses efficiently, evidenced by a collapse in operating margins to -2.8% in 2025Q4, suggests significant execution risks in its current retail and hospitality strategy.
- Investors should monitor the sustainability of the firm's capital-intensive footprint, as the recent surge in total debt to $592.4M limits financial flexibility in a volatile consumer environment.
Verdict Logic
the company's inability to maintain consistent profitability, highlighted by a negative net margin of -1.89% in the most recent period, suggests that the current capital-intensive business model may continue to erode shareholder value.
OXM Growth Metrics
Oxford Industries, Inc. (OXM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years4.31%
5 Years14.56%
3 Years1.54%
TTM-2.31%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-148.38%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-151.26%
Return on Capital
10 Years12.68%
5 Years14.63%
3 Years7.66%
Last Year1.33%
OXM Recent Earnings
Oxford Industries, Inc. (OXM) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 4/12 qtrs (33%)
Q3 2026Latest
Jun 10, 2026Metric
Actual
Est
EPS
$1.39+9.4%
$1.27
Rev
$391M-0.1%
$392M
Q2 2026
Mar 26, 2026Metric
Actual
Est
EPS
$0.09-280.0%
$0.05
Rev
$374M+0.7%
$372M
Q4 2025
Dec 10, 2025Metric
Actual
Est
EPS
$0.92+3.2%
$0.95
Rev
$307M-17.4%
$372M
Q4 2025
Sep 10, 2025Metric
Actual
Est
EPS
$1.26+4.1%
$1.21
Rev
$403M+30.5%
$309M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 10, 2026 | $1.39vs $1.27+9.4% | $391Mvs $392M-0.1% |
| Q2 2026 | Mar 26, 2026 | $0.09vs $0.05-280.0% | $374Mvs $372M+0.7% |
| Q4 2025 | Dec 10, 2025 | $0.92vs $0.95+3.2% | $307Mvs $372M-17.4% |
| Q4 2025 | Sep 10, 2025 | $1.26vs $1.21+4.1% | $403Mvs $309M+30.5% |
Based on last 12 quarters of dataView full earnings history →
Latest OXM News
Recent stock market news and headlines for Oxford Industries, Inc. (OXM)
Peers Comparison
Key metrics vs top competitors for Oxford Industries, Inc. (OXM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $36.05 | $538.26M | -19.38 | -2.56% | -1.89% | -4.9% | 7.81% | |
| $395.31 | $24.11B | 26.16 | 14.63% | 11.6% | 34.77% | — | |
| $77.05 | $3.55B | 145.38 | 3.44% | 0.25% | 0.45% | — | |
| $6.47 | $2.29B | -7.11 | -3.63% | 9.59% | 73.92% | — | |
| $162.92 | $21.6B | -49.07 | 32.88% | -40.1% | — | — | |
| $39.82 | $1.47B | 15.37 | 1.91% | 3.07% | 10.14% | — |
Compare OXM vs Peers
Oxford Industries, Inc. (OXM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
OXM SEC Filings & Documents
Oxford Industries, Inc. (OXM) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 10, 2026·SEC
Material company update
Mar 26, 2026·SEC
Material company update
Jan 12, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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OXM Frequently Asked Questions
Oxford Industries, Inc. (OXM) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Oxford Industries, Inc.'s revenue?
Oxford Industries, Inc. (OXM) reported $1.48B in revenue for fiscal year 2025. This represents a 110% increase from $703.2M in 1996.
How fast is Oxford Industries, Inc. growing?
Oxford Industries, Inc. (OXM) saw revenue decline by 2.6% over the past year.
Is OXM profitable?
Oxford Industries, Inc. (OXM) reported a net loss of $39.1M for fiscal year 2025.
Dividend & Returns
Does OXM pay dividends?
Yes, Oxford Industries, Inc. (OXM) pays a dividend with a yield of 7.81%. This makes it attractive for income-focused investors.
What is OXM's return on equity?
Oxford Industries, Inc. (OXM) has a return on equity (ROE) of -4.9%. Negative ROE indicates the company is unprofitable.
What is Oxford Industries, Inc.'s free cash flow?
Oxford Industries, Inc. (OXM) generated $23.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.