OXM · Oxford Industries Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Sep 3, 2026TL;DR. Oxford reported Q2 net sales of $394M and adjusted EPS of $1.34 (vs. guidance of $1.20–$1.40), with $42M in tariff refunds enabling a $70M reduction in long-term debt. However, ongoing softness at Lilly Pulitzer and a cautious consumer led the company to lower its full-year sales guidance to $1.43B–$1.47B and adjusted EPS guidance to $1.60–$2.00.
- + Received $42M in tariff refunds during the quarter, excluded from adjusted results.
- + Long-term debt reduced by $70M to $73M from $143M at end of Q1.
- + Adjusted gross margin expanded 140 bps to 63.1% on higher IMUs and favorable mix.
- − Lowered full-year sales guidance to $1.43B–$1.47B from prior slightly negative to slightly positive comp range.
- − Lowered full-year adjusted EPS guidance to $1.60–$2.00 from $2.11 last year.
- − Weaker discretionary consumer and travel-cost pressure cited as headwind to apparel demand.
- − Q3 adjusted loss guidance of $(1.40)–$(1.20) worse than prior-year loss of $(0.92).
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Corporate and Other EBITDA | -$6.19M | Second Quarter of Fiscal 2026 filing | — |
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| EBITDA | $86.01M | Second Quarter of Fiscal 2026 filing | — |
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| EBITDA as a % of net sales | 21.8% | Second Quarter of Fiscal 2026 filing | — |
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| Emerging Brands Segment EBITDA as % of net sales non-GAAP | 17.8% | Second Quarter of Fiscal 2026 filing | — |
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| Johnny Was Segment EBITDA as % of net sales non-GAAP | 22.6% | Second Quarter of Fiscal 2026 filing | — |
| Lilly Pulitzer Segment EBITDA as % of net sales non-GAAP | 29.3% | Second Quarter of Fiscal 2026 filing | — |
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| Tommy Bahama Segment EBITDA as % of net sales | 22.2% | Second Quarter of Fiscal 2026 filing | — |
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| Adjusted gross margin non-GAAP | 63.1% | the second quarter of fiscal 2026 | — |
| As adjusted net earnings per diluted share non-GAAP | $2.73 | First Half Fiscal 2026 | — |
| Corporate EBITDA non-GAAP | -$20M | First Half Fiscal 2026 | — |
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| Emerging Brands Segment EBITDA non-GAAP | $4.5M | First Half Fiscal 2026 | — |
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| Johnny Was Segment EBITDA non-GAAP | $0.5M | First Half Fiscal 2026 | — |
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| Johnny Was Segment EBITDA margin non-GAAP | 0.6% | First Half Fiscal 2026 | — |
| Lilly Pulitzer Segment EBITDA non-GAAP | $28.4M | First Half Fiscal 2026 | — |
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| Lilly Pulitzer Segment EBITDA margin non-GAAP | 16.2% | First Half Fiscal 2026 | — |
| Tommy Bahama Segment EBITDA non-GAAP | $77M | First Half Fiscal 2026 | — |
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| Tommy Bahama Segment EBITDA margin non-GAAP | 16.9% | First Half Fiscal 2026 | — |
| Total Oxford Direct to Consumer Location Count | 353 | End of Q2 Fiscal 2026 | — |
| Total Tommy Bahama Direct to Consumer Location Count | 171 | End of Q2 Fiscal 2026 | — |
| Consolidated gross margin | 62.3% | First Quarter Fiscal 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Apparel Manufacturing — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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OXM
this stock
Oxford Industries Inc
|
$388.69M | -25.8% | -2.6% | — | 24.4% |
|
HMRZF
H&M Hennes & Mauritz AB
|
$29.63B | -7.7% | — | — | 1.3% |
|
RL
Ralph Lauren Corp
|
$21.28B | +3.4% | +14.6% | 22.5 | 4.7% |
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MONRF
Moncler S.p.A./ADR
|
$13.29B | -22.6% | — | — | 1.0% |
|
LEVI
Levi Strauss & Co
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$7.59B | -2.3% | +4.1% | 12.3 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OXM | -1.8% | -17.8% | -42.6% | +3.9% | -25.8% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -3.0% | -18.4% | -54.2% | +2.3% | -39.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.