Oxford Industries, Inc. (OXM)
NYSE:OXM
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Earnings Data
Report Date
Aug 27, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.3Last Year’s EPS
1.26Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mixed but managed outcome: the company delivered better-than-expected earnings driven by margin actions and strong Tommy Bahama and emerging brand performances, and it has taken proactive steps on sourcing, tariff refunds and operational investments (Lyons DC). However, comparable sales were down, adjusted EBITDA declined, and two key brands (Lilly Pulitzer and Johnny Was wholesale) face notable challenges. Management narrowed revenue guidance while tightening and increasing the low end of EPS guidance, signaling confidence in margin recovery even as top-line softness and tariff uncertainty persist. Overall the narrative is cautiously constructive with tangible operating fixes underway but uneven near-term sales performance.Company Guidance
Earnings and Margin Outperformance in Q1
Reported adjusted EPS of $1.39 in Q1 FY26 and earnings were better than expectations primarily driven by stronger-than-expected gross margin performance.
Gross Margin Recovery Actions
Adjusted gross margin was 63.4% in Q1 (contracted 90 basis points YoY) but management credited sourcing shifts, pricing architecture updates, improved freight rates and a higher mix of direct-to-consumer (DTC) for offsetting tariff pressure and expects gross margin improvement of 100–200 basis points in Q2–Q4 and ~100 basis points for the full year (including Q1 headwind).
Tommy Bahama Strength
Tommy Bahama delivered the strongest performance: total sales increased YoY with mid-single-digit positive comps in DTC; women's DTC comp was ~+7.5% for the quarter; cross-gender buying increased (30% of e-comm orders included both men's and women's items, up from 25%).
Emerging Brands Momentum
Emerging brands (notably Beaufort Bonnet Company and Duckhead) posted low double-digit sales growth, contributing positive portfolio momentum.
Johnny Was Margin Improvement
Johnny Was showed meaningful progress on gross margin through tighter inventory buys, reduced promotions and improved gross margin return on investment; direct-to-consumer performance is healthier even as wholesale remains pressured.
Tariff Refund Action and Assumptions
Company paid ~$40M in tariffs in FY25 and filed ~ $25M in Phase 1 claims and has begun receiving refunds; guidance assumes a 10% tariff rate for the remainder of the year but does not include further refunds, demonstrating proactive recovery of prior tariff costs.
Working Capital and Cash Flow Improvement
Operating cash flow provided $8M in Q1 FY26 versus cash used in operations of $4M in Q1 FY25; inventory decreased $15M on a LIFO basis (9%) and $3M on a FIFO basis (1%) YoY, indicating inventory discipline.
Tightened and Improved EPS Outlook
Management tightened full-year adjusted EPS guidance to $2.30–$2.70 (versus $2.11 last year), raising the low end of the prior range based on lower tariff assumptions, expense control and inventory management.
Food & Beverage and Retail Expansion
Food and beverage sales increased 14% driven by non-comp locations; planned FY26 capex is ~$60M (including Lyons DC and new stores) to support DTC and hospitality expansion.
OXM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OXM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 10, 2026 | $43.28 | $35.92 | -17.01% |
Mar 26, 2026 | $31.39 | $34.12 | +8.69% |
Dec 10, 2025 | $39.18 | $30.86 | -21.24% |
Sep 10, 2025 | $38.43 | $49.06 | +27.64% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Oxford Industries, Inc. (OXM) report earnings?
Oxford Industries, Inc. (OXM) is schdueled to report earning on Aug 27, 2026, After Close (Confirmed).
What is Oxford Industries, Inc. (OXM) earnings time?
Oxford Industries, Inc. (OXM) earnings time is at Aug 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OXM EPS forecast?
OXM EPS forecast for the fiscal quarter 2026 (Q2) is 1.3.
