Oxford Industries
Runs a portfolio of acquired lifestyle apparel brands with direct-to-consumer reach.
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Profile
Designs, sources, markets, and distributes apparel and related lifestyle products under Tommy Bahama, Lilly Pulitzer, Johnny Was, and emerging brands. Most sales come through direct-to-consumer channels, so performance depends on store, e-commerce, food-and-beverage, and discretionary apparel execution.
Owns and operates lifestyle apparel brands led by Tommy Bahama, Lilly Pulitzer, Johnny Was, and the Emerging Brands group of Southern Tide, TBBC, Duck Head, and Jack Rogers. The portfolio sells apparel, accessories, and related lifestyle products through brand stores, e-commerce sites, outlets, wholesale partners, and Tommy Bahama restaurants and bars.
The business is concentrated in the United States, with a smaller international footprint. Execution centers on designing, sourcing, marketing, and distributing distinct brand assortments while keeping customer traffic moving through stores, digital channels, and food-and-beverage locations.
Its structure depends on discretionary apparel demand, direct-to-consumer operations, and competitive digital retail standards. Recent Johnny Was and Jack Rogers impairments also make acquired-brand integration a live operating dependency.
Company facts
Categories
Key statistics
Year to date +6.8% · Average volume (30d) 287.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jun 12, 2026 | UBS | Target | $42 | $40 | |
| Jun 11, 2026 | Telsey Advisory | Target | $36 | $44 | |
| Jun 11, 2026 | Truist Financial | Target | $43 | $40 | |
| Jun 4, 2026 | Truist Financial | Target | $32 | $43 | |
| Jun 2, 2026 | UBS | Reiterate | Neutral | $36 | $42 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 10, 2026Q1 FY26 | $1.27 | $1.39 | +9.4% | $391.8M | $391.4M | −0.1% | −17.01% |
| Mar 26, 2026Q4 FY25 | $0.05 | −$0.09 | −280.0% | $371.9M | $374.5M | +0.7% | +8.69% |
| Dec 10, 2025Q3 FY25 | −$0.95 | −$0.92 | +3.2% | $372.3M | $307.3M | −17.4% | −21.24% |
| Sep 10, 2025Q2 FY25 | $1.21 | $1.26 | +4.1% | $308.9M | $403.1M | +30.5% | +27.64% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $390.5M | $392.9M | $403.1M | $307.3M | $374.5M | $391.4M | |
| Gross profit | $236.7M | $252.3M | $247.6M | $185.3M | $212.6M | $243.9M | |
| Operating income | $20.3M | $36.2M | $25.4M | −$85.1M | −$7.8M | $22.4M | |
| Net income | $17.9M | $26.2M | $16.7M | −$63.7M | −$7.1M | $15.0M | |
| Diluted EPS | $1.13 | $1.70 | $1.12 | −$4.28 | −$0.48 | $1.00 | |
| Gross margin | 60.6% | 64.2% | 61.4% | 60.3% | 56.8% | 62.3% | |
| Operating margin | 5.2% | 9.2% | 6.3% | -27.7% | -2.1% | 5.7% |
Fiscal years (4-quarter sums)FY21 $1.14B · FY22 $1.41B · FY23 $1.57B · FY24 $1.52B · FY25 $1.48B
Revenue by product · Q1 FY26
Revenue by geography · Q1 FY26
Balance sheet, May 2, 2026Cash & short-term investments $9.4M · Total debt $592.4M · Total assets $1.34B · Shareholders' equity $523.4M
Dividends
Raised for 5 straight years — most recently to $0.70 from $0.69 in Apr 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 17, 2026 | Jul 17 | Jul 31 | $0.70 | |
| Apr 17, 2026 | Apr 17 | May 1 | $0.70 | raised from $0.69 |
| Jan 16, 2026 | Jan 16 | Jan 30 | $0.69 | |
| Oct 17, 2025 | Oct 17 | Oct 31 | $0.69 | |
| Jul 18, 2025 | Jul 18 | Aug 1 | $0.69 | |
| Apr 17, 2025 | Apr 17 | May 2 | $0.69 | raised from $0.67 |
| Jan 17, 2025 | Jan 17 | Jan 31 | $0.67 | |
| Oct 18, 2024 | Oct 18 | Nov 1 | $0.67 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 14.93M · Float 13.78M · 92.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 1.50M | 10.04% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 1.18M | 7.89% | 13F | Aug 7, 2026 |
| American Century Companies Inc | 736.9K | 4.94% | 13F | Aug 12, 2026 |
| Sixth Street Partners Management Company, L.P. | 709.1K | 4.75% | 13F | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | 709.1K | 4.75% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 12, 2026 | Thomas Caldecot III Chubb | director, officer: CEO and President | +2,500 | $36.90 |
| Dec 12, 2025 | Thomas Caldecot III Chubb | director, officer: CEO and President | +5,000 | $35.12 |
Peers
- Ralph Lauren
Premium lifestyle apparel across resort, casual, and preppy channels
- Urban Outfitters
Women's lifestyle retail, boho apparel, and digital specialty channels
- PVH
Global casual-apparel brands with large Tommy Hilfiger and Calvin Klein scale
- G-III Apparel Group
Owned and licensed apparel portfolio across dresses, sportswear, and swimwear
- Abercrombie & Fitch
Omnichannel casual apparel for younger lifestyle shoppers
- J.Jill
Women's lifestyle apparel with a balanced store and direct channel mix
- Lands' End
Digital-first casual apparel, swimwear, outerwear, and uniforms
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Oxford Industries | $38.31 | −0.07% | $572.0M | — | 14.0 | 0.4 | −0.4% |
| Ralph Lauren | $354.11 | +0.02% | $21.60B | 22.3 | 18.1 | 2.6 | +14.0% |
| Urban Outfitters | $81.09 | −0.04% | $6.94B | 12.7 | 12.5 | 1.1 | +10.4% |
| PVH | $75.79 | +0.04% | $3.49B | 22.9 | 6.2 | 0.4 | +2.1% |
| G-III Apparel Group | $33.46 | 0.00% | $1.41B | 11.8 | 14.5 | 0.5 | −8.2% |
| Abercrombie & Fitch | $148.54 | +0.09% | $6.59B | 12.7 | 12.3 | 1.2 | +4.8% |
| J.Jill | $20.15 | +0.70% | $224.4M | 14.5 | 8.7 | 0.4 | −6.0% |
| Lands' End | $12.05 | 0.00% | $370.4M | 1.1 | 30.7 | 0.3 | −8.5% |
| Median | 12.7 | 12.5 | 0.5 | +2.1% |