Feed / OXM

Oxford Industries, Inc.

OXM

Consumer Cyclical · 31.53 +2.2% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Oxford Industries, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Revenue YoY-2.6%2026-01-31
Operating margin-2.1%-10.0 pts YoY
Company+2.2% todayVolume comparison unavailable
Market group0 of 1 activeApparel Brands · unavailable
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • Tariff refund claims reduced cost of goods sold and were a primary contributor to the six-month gross-margin increase.
  • Net interest expense increased 15.2%, and Oxford attributed the change to a higher average outstanding debt balance.

Invalidation: The isolated read changes if OXM's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Apparel Manufacturing

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Tariff refund claims reduced cost of goods sold and were a primary contributor to the six-month gross-margin increase.
  • Net interest expense increased 15.2%, and Oxford attributed the change to a higher average outstanding debt balance.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements332
Verified relationships0
Evidence supporting the case
  • Tariffs and trade policy has repeated favorable evidence across 6 filings.
Evidence challenging the case
  • Latest annual revenue changed -2.6% year over year.
  • Operating margin changed -10.0 percentage points in the latest annual period.
  • Net margin changed -8.0 percentage points in the latest annual period.
  • Input and raw-material costs has repeated adverse evidence across 5 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

31.53
6m-18.5%12m-29.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-29$1.1B+52.5%$7.78+1.8%
2023-01-28$1.4B+23.6%$10.19-3.6%
2024-02-03$1.6B+11.3%$3.82-2.2%
2025-02-01$1.5B-3.5%$5.87-0.5%
2026-01-31$1.5B-2.6%$-1.86-5.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 6 filings
Interest expense, net First Half Fiscal 2026 Fiscal 2025 $ Change % Change Interest expense, net 3,771 3,274 $ 497 15.2 % The increased interest expense, net in the First Half of Fiscal 2026 was primarily due to a higher average outstanding debt balance durin…
10-Q · Sep 4, 2026
Tariffs and trade policypositive · 6 filings
Net earnings First Half Fiscal 2026 Fiscal 2025 Net sales $ 785,778 $ 796,004 Operating income $ 91,179 $ 61,617 Net earnings $ 63,955 $ 42,873 Net earnings per diluted share $ 4.25 $ 2.83 Weighted average shares outstanding - diluted 15,042 15,175 Net earnin…
10-Q · Sep 4, 2026
Input and raw-material costsmixed · 5 filings
This increase was partially offset by (1) increased SG&A and (2) lower gross margin.
10-Q · Jun 11, 2026
Capital investment and capacitymixed · 3 filings
Capital Expenditures: Capital expenditures of $32 million for the First Half of Fiscal 2026 decreased from $55 million in the First Half of Fiscal 2025 due to decreased capital expenditures related to (1) the opening of food and beverage and retail store loca…
10-Q · Sep 4, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

31.53+2.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for OXM. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for OXM. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind OXM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

OXM is currently a Leader in the organic co-movement group Apparel Brands. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for OXM; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.