Oxford Industries, Inc. (OXM)

NYSEConsumer DiscretionaryApparel - ManufacturersSnapshot 2026-10-23

$27.77-2.05%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Oxford Industries, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q3
Revenue	$280M–$300M	304.6M
EPS	—	-1.157
FY 2026 · Annual
Revenue	$1.43B–$1.47B	1.49B
EPS	$3.07–$3.47GAAP	2.442
FY 2027 · Annual
Revenue	—	1.53B
EPS	—	2.896

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
capital expenditures reduced to $60 million	A primary condition in Oxford Industries, Inc.'s published investment case. The stated target is capex <= $60M.	Intact	capex exceeds $60M in FY2026	Capital expenditures: $8.765M FY2026-Q2; GAAP. Published target: capex <= $60M. Target period is not explicitly aligned with this observation. Source published Sep 4, 20268,765,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Aug 1, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Capital expenditures are planned at approximately $60 million in fiscal 2026, down from $108 million in fiscal 2025, reflecting fewer new store openings and completion of the Lyons, Georgia distribution center. Management is delivering on capex reduction as planned. Delivery assessment Oct 24, 2026
net income improvement to positive territory	Oxford Industries is improving profitability with net income rising to $14.9M in Q1 2026.	Intact	net income falls below $14.9M in any quarter	Net income: $48.967M FY2026-Q2; GAAP. Published target: net income > $14.9M. Target period is not explicitly aligned with this observation. Source published Sep 4, 202648,967,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Aug 1, 2026 Source: company_financial_results. Reference: c9f68ccb-08bf-40dc-95d7-d3323fbe98a9. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Operating income improved from $25 million in 2025-Q2 to $69 million in 2026-Q2. Adjusted EPS guidance for fiscal 2026 is lowered to $1.60-$2.00 from $2.11 in 2025, reflecting mixed progress. Management is delivering improved profitability but faces challenges in some brands. Delivery assessment Oct 24, 2026
revenue near $1.48 billion	A primary condition in Oxford Industries, Inc.'s published investment case. The stated target is revenue >= $1.475B.	Intact	revenue falls below $1.475B in FY2026	Revenue: $394.376M FY2026-Q2; GAAP. Published target: revenue >= $1.475B. Target period is not explicitly aligned with this observation. Source published Sep 4, 2026394,376,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Aug 1, 2026 Source: company_financial_results. Reference: c9f68ccb-08bf-40dc-95d7-d3323fbe98a9. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-01-31 · fmp

FY2028 EPSUnavailable

$3.02 → Unavailable · observed estimates

FY2028 revenueUnavailable

$1.53B → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$3.02	$1,526,988,500	6 / 6
2026-07-25	$3.02	$1,526,988,500	6 / 6
2026-07-26	Unavailable	Unavailable	3 / 4
2026-07-27	Unavailable	Unavailable	3 / 4
2026-07-28	Unavailable	Unavailable	3 / 4
2026-07-29	Unavailable	Unavailable	3 / 4
2026-07-30	Unavailable	Unavailable	3 / 4
2026-07-31	Unavailable	Unavailable	3 / 4
2026-08-01	Unavailable	Unavailable	3 / 4
2026-08-02	Unavailable	Unavailable	3 / 4
2026-08-03	Unavailable	Unavailable	3 / 4
2026-08-04	Unavailable	Unavailable	3 / 4
2026-08-05	Unavailable	Unavailable	3 / 4
2026-08-06	Unavailable	Unavailable	3 / 4
2026-08-07	Unavailable	Unavailable	3 / 4
2026-08-08	Unavailable	Unavailable	3 / 4
2026-08-09	Unavailable	Unavailable	3 / 4
2026-08-10	Unavailable	Unavailable	3 / 4
2026-08-12	Unavailable	Unavailable	3 / 4
2026-08-13	Unavailable	Unavailable	3 / 4
2026-08-14	Unavailable	Unavailable	3 / 4
2026-08-15	Unavailable	Unavailable	3 / 4
2026-08-16	Unavailable	Unavailable	3 / 4
2026-08-17	Unavailable	Unavailable	3 / 4
2026-08-18	Unavailable	Unavailable	3 / 4
2026-08-19	Unavailable	Unavailable	3 / 4
2026-08-20	Unavailable	Unavailable	3 / 4
2026-08-21	Unavailable	Unavailable	3 / 4
2026-08-22	Unavailable	Unavailable	3 / 4
2026-08-23	Unavailable	Unavailable	3 / 4
2026-08-24	Unavailable	Unavailable	3 / 4
2026-08-25	Unavailable	Unavailable	3 / 4
2026-08-26	Unavailable	Unavailable	3 / 4
2026-08-27	Unavailable	Unavailable	3 / 4
2026-08-28	Unavailable	Unavailable	3 / 4
2026-08-29	Unavailable	Unavailable	3 / 4
2026-08-30	Unavailable	Unavailable	3 / 4
2026-08-31	Unavailable	Unavailable	3 / 4
2026-09-01	Unavailable	Unavailable	3 / 4
2026-09-02	Unavailable	Unavailable	3 / 4
2026-09-03	Unavailable	Unavailable	3 / 4
2026-09-04	Unavailable	Unavailable	3 / 4
2026-09-05	Unavailable	Unavailable	3 / 4
2026-09-06	Unavailable	Unavailable	3 / 4
2026-09-07	Unavailable	Unavailable	3 / 4
2026-09-08	Unavailable	Unavailable	3 / 4
2026-09-09	Unavailable	Unavailable	3 / 4
2026-09-10	Unavailable	Unavailable	3 / 4
2026-09-11	Unavailable	Unavailable	3 / 4
2026-09-12	Unavailable	Unavailable	3 / 4
2026-09-13	Unavailable	Unavailable	3 / 4
2026-09-14	Unavailable	Unavailable	3 / 4
2026-09-15	Unavailable	Unavailable	3 / 4
2026-09-16	Unavailable	Unavailable	3 / 4
2026-09-17	Unavailable	Unavailable	3 / 4
2026-09-18	Unavailable	Unavailable	3 / 4
2026-09-19	Unavailable	Unavailable	3 / 4
2026-09-20	Unavailable	Unavailable	3 / 4
2026-09-21	Unavailable	Unavailable	3 / 4
2026-09-22	Unavailable	Unavailable	3 / 4
2026-09-23	Unavailable	Unavailable	3 / 4
2026-09-24	Unavailable	Unavailable	3 / 4
2026-09-25	Unavailable	Unavailable	3 / 4
2026-09-26	Unavailable	Unavailable	3 / 4
2026-09-27	Unavailable	Unavailable	3 / 4
2026-09-28	Unavailable	Unavailable	3 / 4
2026-09-29	Unavailable	Unavailable	3 / 4
2026-09-30	Unavailable	Unavailable	3 / 4
2026-10-01	Unavailable	Unavailable	3 / 4
2026-10-02	Unavailable	Unavailable	3 / 4
2026-10-03	Unavailable	Unavailable	3 / 4
2026-10-04	Unavailable	Unavailable	3 / 4
2026-10-05	Unavailable	Unavailable	3 / 4
2026-10-06	Unavailable	Unavailable	3 / 4
2026-10-07	Unavailable	Unavailable	3 / 4
2026-10-08	Unavailable	Unavailable	3 / 4
2026-10-09	Unavailable	Unavailable	3 / 4
2026-10-10	Unavailable	Unavailable	3 / 4
2026-10-11	Unavailable	Unavailable	3 / 4
2026-10-12	Unavailable	Unavailable	3 / 4
2026-10-13	Unavailable	Unavailable	3 / 4
2026-10-14	Unavailable	Unavailable	3 / 4
2026-10-15	Unavailable	Unavailable	3 / 4
2026-10-16	Unavailable	Unavailable	3 / 4
2026-10-17	Unavailable	Unavailable	3 / 4
2026-10-18	Unavailable	Unavailable	3 / 4
2026-10-19	Unavailable	Unavailable	3 / 4
2026-10-20	Unavailable	Unavailable	3 / 4
2026-10-21	Unavailable	Unavailable	2 / 4
2026-10-22	Unavailable	Unavailable	2 / 3
2026-10-23	Unavailable	Unavailable	1 / 1
2026-10-24	Unavailable	Unavailable	1 / 1

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	0	6	0
2026-06-01	0	6	0
2026-07-01	0	6	0
2026-08-01	0	6	0
2026-09-01	0	6	0
2026-10-01	0	6	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 0 Buy / Strong Buy · 6 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

capital expenditures reduced to $60 millionCapital expenditures: $8.765M
net income improvement to positive territoryNet income: $48.967M
revenue near $1.48 billionRevenue: $394.376M

Next proof point

Dec 9, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.6%Typical daily move · historical

Downside history

-48.4%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Oxford Industries, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a branded-apparel business with a recovery-leaning but still fragile long-term thesis. Management is stable, and recent momentum has improved, though performance remains below its industry cohort and the thesis state is watch.

What's priced into Oxford Industries, Inc.

The valuation evidence is mixed: OXM is described as cheap versus peers, yet it also carries a 32% premium versus peers, and the overall value assessment is expensive. The expectations gap is negative, while the priced-in assessment says weak execution alone is reflected, not a full combination of expensive valuation, weak execution, and turbulence.

What the fundamentals likely do

Near term, profitability has improved, with operating income rising from $25 million in 2025-Q2 to $69 million in 2026-Q2, but fiscal 2026 adjusted EPS guidance was lowered from the prior-year $2.11 to $1.60-$2.00. Lower planned capital spending and stable gross margins show progress, while challenges in some brands and a recent earnings miss keep execution risk elevated.

What Oxford Industries, Inc. hinges on

The next guidance update is a key swing factor: a cut would signal renewed execution trouble, while continued profitability progress would support the multi-year thesis. Sector signals also matter, since earnings and guidance from RL, LEVI, and VFC could either sustain or weaken the broader consumer-discretionary backdrop.