Apparel firm Oxford Industries' Q3 revenue slightly beats expectations

Oxford Industries

10/12/2025 21:17

Overview

Apparel company's fiscal Q3 revenue slightly beat analyst expectations

Adjusted loss per share for fiscal Q3 comes in better than analyst expectations

Company's GAAP EPS loss includes $61 mln noncash impairment charges related to Johnny Was

Outlook

Oxford Industries revises fiscal 2025 net sales to $1.47 bln-$1.49 bln

Company expects fiscal 2025 adjusted EPS between $2.20 and $2.40

Oxford Industries sees Q4 net sales at $365 mln-$385 mln

Result Drivers

PROMOTIONAL ENVIRONMENT - Co faced a highly competitive and promotional retail environment, impacting sales and margins

TARIFF IMPACT - Increased tariffs in fiscal 2025 raised cost of goods sold, affecting gross margins

JOHNNY WAS IMPAIRMENT - Significant noncash impairment charges for Johnny Was due to negative sales trends and organizational changes

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$307 mln
$305.60 mln (6 Analysts)
Q3 Adjusted EPS
Beat
-$0.92
-$0.94 (6 Analysts)
Q3 EPS
-$4.28
Q3 Gross Margin
60.3%
Q3 Adjusted Gross Margin
61.0%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the apparel & accessories peer group is "buy."

Wall Street's median 12-month price target for Oxford Industries Inc is $48.50, about 21.9% above its December 9 closing price of $39.78

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX4ZNNXs

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)