Oxford Industries, Inc. (OXM)
NYSE:OXM
Want to see OXM full AI Analyst Report?
Earnings Data
Report Date
Jun 10, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.29Last Year’s EPS
1.82Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call contained a balanced mix of encouraging operational progress (Tommy Bahama momentum, Emerging Brands growth, major sourcing diversification and completion of the Lyons DC) and significant near-term financial headwinds (material tariff impacts, EBITDA contraction, Q1 EPS decline, higher debt and DC ramp costs). Management provided pragmatic mitigation plans—pricing, assortment and sourcing changes, reduced capex and a focus on data/AI—while acknowledging earnings volatility in the near term. Given roughly equal weight of meaningful positives and sizable near-term negatives, the tone is cautiously optimistic but realistic about headwinds.Company Guidance
Tommy Bahama Comparable Sales Momentum
Tommy Bahama comps turned mid-single-digit positive in late January and have remained mid-single-digit positive quarter-to-date, driving the company-level comps to modestly positive.
Emerging Brands Strong Performance
Emerging Brands Group delivered very strong results with comps well into double digits, representing a bright spot and growth engine for the portfolio.
Supply Chain and Sourcing Diversification
Sourcing from China was reduced from ~40% early in fiscal 2025 to slightly less than 30% for the year, with an annualized run rate entering fiscal 2026 of ~15%, increasing flexibility and reducing tariff exposure over time.
Completion of Lyons, Georgia Distribution Center
New state-of-the-art distribution center in Lyons, GA was completed and began receiving inventory shipments, representing the largest infrastructure investment in years and expected long-term operational benefits.
Price Increases and Gross Margin Plan
Company plans price increases of 4%–8% by brand and expects modest adjusted gross margin expansion to approximately 62% in fiscal 2026 after accounting for tariff assumptions.
Lower Capital Expenditures and Cash Deployment
Fiscal 2026 capex expected to decline to approximately $65 million (vs $108M in fiscal '25), enabling plans to increase dividends (board raised quarterly dividend by $0.01 to $0.70) and pay down debt while maintaining investments in stores and technology.
Investments in Data, Analytics and AI
Company is investing in data, analytics and AI with a phased approach focused on marketing, e-commerce, enterprise productivity and developer productivity to drive near-term returns and long-term capabilities.
Cash Flow and Capital Allocation Plan
Generated $120M of cash flow from operations in fiscal 2025; guidance expects ~ $130M in operating cash flow in fiscal 2026 and plans to pay down a meaningful portion of debt (targeted $30M–$40M reduction under current plan).
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 |
|---|---|---|---|
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% |
Jun 11, 2025 | $46.82 | $40.31 | -13.91% |
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 Jun 10, 2026, After Close (Confirmed).
What is Oxford Industries, Inc. (OXM) earnings time?
Oxford Industries, Inc. (OXM) earnings time is at Jun 10, 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 (Q1) is 1.29.
