Every 10-Q that Oxford Industries, Inc. (OXM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow OXM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OXM filings page.
Oxford Industries, Inc. (OXM) reported lower sales but sharply higher profitability for the Second Quarter and First Half of Fiscal 2026. Second-quarter net sales were $394.4 million, down 2.2% year over year, while net earnings rose to $49.0 million from $16.7 million, and diluted EPS increased to $3.25 from $1.12.
Profitability surged largely due to tariff recoveries and stronger merchandise margins. Consolidated gross margin in the quarter expanded to 73.8% from 61.4%, helped by recognizing $42 million of IEEPA tariff refund claims as a reduction of cost of goods sold, higher initial mark-ups, and less off-price wholesale mix. First-half net sales were $785.8 million (down 1.3%), but gross margin improved to 68.1%, lifting net earnings to $64.0 million and EPS to $4.25.
Direct-to-consumer channels remained dominant, with second-quarter sales mix of 41% retail, 38% e-commerce and 8% food and beverage, while wholesale fell to 13% of sales amid softer demand. Segment EBITDA improved across all brands, including a turnaround at Johnny Was. Operating cash flow for the first half increased to $97.3 million, enabling a reduction of long-term debt to $73.2 million and supporting dividends of $1.40 per share. The company also highlighted continuing uncertainty and incremental costs from new Section 301 tariffs of generally 10–12.5% on many sourced products.
Oxford Industries reported softer results for the First Quarter of Fiscal 2026 as higher tariffs and cost pressures weighed on margins. Net sales were $391.4 million, essentially flat year over year, but net earnings fell to $15.0 million from $26.2 million, and diluted EPS declined to $1.00 from $1.70.
Gross margin compressed to 62.3% from 64.2%, driven largely by about $11 million of additional cost of goods sold from tariffs and a higher LIFO charge. EBITDA decreased to $38.7 million from $53.2 million. Tommy Bahama grew sales and improved margins, but Lilly Pulitzer and Johnny Was saw double‑digit sales declines, and Corporate costs increased.
Operating cash flow improved to $7.9 million from a use of $3.9 million, while capital expenditures remained high at $22.8 million, mainly for the new Lyons, Georgia distribution center. Debt under the U.S. Revolving Credit Agreement rose to $143 million, with $177 million of remaining availability. The company paid about $5 million of IEEPA tariffs in the quarter and has filed for roughly $25 million of refunds, but potential recovery and timing remain uncertain.
Oxford Industries, Inc. reported a sharp downturn for the Third Quarter and First Nine Months of Fiscal 2025, driven mainly by large non-cash impairment charges and softer performance at key brands. Third Quarter net sales were $307.3 million, essentially flat with $308.0 million a year ago, but the company posted an operating loss of $85.1 million and a net loss of $63.7 million, or $4.28 per diluted share. For the First Nine Months, net sales declined to $1.10 billion from $1.13 billion, with an operating loss of $23.5 million and a net loss of $20.8 million, or $1.39 per diluted share, compared to strong profitability last year. Results reflect $61 million of goodwill and intangible asset impairments, primarily at the Johnny Was and Jack Rogers businesses, higher SG&A and interest expense, and about $18 million of additional tariffs in cost of goods sold despite mitigation efforts. The company also increased capital spending, including a new distribution center, and repurchased $55 million of stock, ending the period with $140 million of debt and $7.98 million of cash.
Oxford Industries, Inc. (OXM) reported interim results highlighting portfolio brand operations across Tommy Bahama, Lilly Pulitzer, Johnny Was and Emerging Brands. The company repurchased 956,484 shares for $55 million in the first half of fiscal 2025 under a $100 million authorization and declared a $0.69 per share cash dividend payable October 31, 2025 to holders of record on October 17, 2025. Borrowings under the U.S. Revolving Credit Agreement increased to $81 million as of August 2, 2025, with $239 million of unused availability; the facility matures March 2028 and the weighted average interest rate was about 6% at period end. Operating lease expense rose to $33 million in Q2 FY2025 from $31 million a year earlier. Capital expenditures were $55 million for the first half, primarily for a new distribution center in Lyons, Georgia and select retail and food & beverage openings. The company noted lower full-price retail sales (-$9 million) and margin pressure at Lilly Pulitzer and Johnny Was due to additional tariffs; management is reassessing operating costs and evaluating new FASB ASUs for future disclosures.