Oxford Industries

OXM

Market cap $668M

Oxford Industries Inc (NYSE: OXM) posted mixed fourth-quarter results on Thursday.

Oxford Industries, Inc. reported weak Q4 financials. Sales declined across brands, and margins deteriorated. OXM's FY2026 guidance finally suggests stabilization. Tommy Bahama's momentum is expected to improve, and margins are guided to improve slightly. I estimate OXM stock to have 19% upside to a base scenario fair value of $37.9.

Oxford Industries, Inc. (OXM) Q4 2025 Earnings Call Transcript

Initiates fiscal 2026 guidance reflecting meaningfully improved profitability on modest sales growth driven by improvement at Tommy Bahama. Fiscal 2026 guidance includes revenues of $1.475 billion to $1.530 billion, GAAP EPS of $1.83 to $2.43 and adjusted EPS of $2.10 to $2.70; EPS expectations assume IEEPA tariff rates continued for balance of year.

Oxford Industries, Inc. (NYSE: OXM) will release earnings for its fourth quarter after the closing bell on Thursday, March 26.

The closure of the Strait of Hormuz creates a broad supply chain shock for companies reliant on Asian manufacturing. Apparel-heavy retailers like Carter's, Oxford Industries, Kontoor Brands, and Gap Inc. already face margin pressure due to existing tariffs.

ATLANTA, March 09, 2026 (GLOBE NEWSWIRE) -- Oxford Industries, Inc. (NYSE: OXM) today announced that it plans to release its fourth quarter fiscal 2025 financial results after the market close on Thursday, March 26, 2026. Following the news release, the company will also hold a conference call starting at 4:30 p.m.

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

ATLANTA, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Oxford Industries, Inc. (NYSE: OXM) today announced the Company will be presenting at the ICR Conference 2026 being held at the JW Marriott Orlando Grande Lakes in Orlando, Florida. Tom Chubb, Chairman, CEO and President of Oxford will present at 9:00 a.m.

Oxford Industries (OXM) reported weak 3Q25 results, with declining profitability and worsening trends in key brands Tommy Bahama and Johnny Was. Despite moderate sales growth and strong e-commerce, OXM faces margin compression from tariffs, higher promotionality, and deteriorating store productivity. Capital allocation is aggressive—high CAPEX, dividends, and buybacks—leading to increased leverage as operational cash flow weakens.