Oxford Industries, Inc.

NYSE:OXM 주식 리포트

시가총액: US$565.1m

Oxford Industries 향후 성장

Future 기준 점검 0/6

Oxford Industries의 수익이 증가할 것으로 예상됨입니다.

핵심 정보

n/a

이익 성장률

n/a

EPS 성장률

Luxury 이익 성장17.6%
매출 성장률2.1%
향후 자기자본이익률8.73%
애널리스트 커버리지

Good

마지막 업데이트22 Apr 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Mar 27

Oxford Industries: The Focus Shifts To FY2026

Summary Oxford Industries, Inc. reported weak Q4 financials. Sales declined across brands, and margins deteriorated. OXM's FY2026 guidance finally suggests stabilization. Tommy Bahama's momentum is expected to improve, and margins are guided to improve slightly. I estimate OXM stock to have 19% upside to a base scenario fair value of $37.9. Read the full article on Seeking Alpha
내러티브 업데이트 • Mar 19

OXM: Fair Outlook Will Balance Higher Required Returns And Softer Profit Assumptions

Analysts have slightly reduced their price target on Oxford Industries to $36.50 from $36.75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair value was trimmed slightly to $36.50 from $36.75.
내러티브 업데이트 • Mar 05

OXM: Fair Outlook Will Balance Impairment Charges And Softer Earnings Guidance

Analysts have maintained their $36.75 price target on Oxford Industries, citing only very small adjustments in assumptions for the discount rate, long-term revenue growth, profit margins, and future P/E as the basis for this consistent view. What's in the News Reported impairment of goodwill and intangible assets of $60,980,000 for the third quarter of fiscal 2025 ended November 1, 2025, affecting reported earnings for the period (Key Developments) Issued earnings guidance for the fourth quarter of fiscal 2025, with expected net sales between $365 million and $385 million and GAAP EPS in a range from a loss per share of $0.10 to earnings per share of $0.10, compared with prior year fourth quarter net sales of $391 million and GAAP EPS of $1.13 (Key Developments) Revised fiscal 2025 guidance, now expecting net sales between $1.47b and $1.49b, compared with fiscal 2024 net sales of $1.52b, and a GAAP loss per share between $1.52 and $1.32, including noncash impairment charges of $61 million, or $3.05 per share, primarily associated with Johnny Was, versus fiscal 2024 GAAP EPS of $5.87 (Key Developments) Updated share repurchase activity, with no shares bought back between August 4, 2025 and November 1, 2025, and a total of 114,477 shares, or 0.77% of shares, repurchased for $4.63 million under the buyback announced on March 27, 2025 (Key Developments) Valuation Changes Fair Value: The $36.75 fair value estimate is unchanged, indicating no adjustment to the overall valuation level.
내러티브 업데이트 • Feb 18

OXM: Fair Outlook Will Balance Impairment Charges And Softer Earnings Guidance

Analysts have maintained their fair value estimate for Oxford Industries at $36.75, while reducing assumptions related to the discount rate, revenue growth, profit margin, and future P/E. These changes have resulted in only a modest adjustment to their price target framework.
내러티브 업데이트 • Feb 03

OXM: Fair Outlook Will Balance Impairment Charges And Revised Earnings Guidance

Analysts have modestly adjusted their price targets on Oxford Industries, with updated fair value holding at $36.75. They are factoring in slightly higher assumed revenue growth, a marginally lower profit margin, a higher discount rate and a small increase in the future P/E multiple used in their models.
내러티브 업데이트 • Jan 20

OXM: Future Outlook Will Be Pressured By Goodwill Impairment And Expected Loss

Analysts have lifted their fair value estimate for Oxford Industries from US$34.50 to US$36.75, pointing to updated assumptions for revenue growth, profit margins and a slightly lower discount rate, while keeping the forward P/E estimate broadly in line. What's in the News Oxford Industries reported an impairment of goodwill and intangible assets of US$60,980,000 for the third quarter of fiscal 2025 ended November 1, 2025, including charges primarily associated with Johnny Was (Key Developments).
내러티브 업데이트 • Jan 06

OXM: Future Outlook Will Balance Impairment Charges With Stable Margin Expectations

Analysts have lifted their price target on Oxford Industries to reflect a higher assumed future P/E multiple, while keeping fair value at $34.50 as they fine tune discount rate and margin assumptions. What's in the News Oxford Industries reported a goodwill and intangible asset impairment of $60,980,000 for the third quarter of fiscal 2025, tied to noncash charges primarily associated with Johnny Was.
내러티브 업데이트 • Dec 15

OXM: Future Outlook Will Balance Impairment Risks And Margin Improvement

Analysts have reduced their price target on Oxford Industries from approximately 47.25 dollars to 34.50 dollars, citing a combination of lower expected revenue growth and valuation multiples, partly offset by higher projected profit margins and a modestly higher discount rate. What's in the News Recorded a noncash impairment charge of approximately $61 million on goodwill and intangible assets in the third quarter of fiscal 2025, primarily related to the Johnny Was brand (Key Developments) Issued revised full year fiscal 2025 guidance, now expecting net sales of $1.47 billion to $1.49 billion, compared with $1.52 billion in fiscal 2024 (Key Developments) Now projects a GAAP loss per share of $1.52 to $1.32 for fiscal 2025, including the $61 million impairment, compared with GAAP earnings per share of $5.87 in fiscal 2024 (Key Developments) Forecasts fourth quarter fiscal 2025 net sales of $365 million to $385 million, down from $391 million in the prior year quarter.
분석 기사 • Nov 20

Is Oxford Industries, Inc. (NYSE:OXM) Worth US$31.7 Based On Its Intrinsic Value?

Key Insights Oxford Industries' estimated fair value is US$25.62 based on 2 Stage Free Cash Flow to Equity Oxford...
분석 기사 • Jul 02

Returns At Oxford Industries (NYSE:OXM) Are On The Way Up

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
분석 기사 • Jun 13

Investors Don't See Light At End Of Oxford Industries, Inc.'s (NYSE:OXM) Tunnel And Push Stock Down 26%

Oxford Industries, Inc. ( NYSE:OXM ) shareholders that were waiting for something to happen have been dealt a blow with...
분석 기사 • May 22

Is Oxford Industries (NYSE:OXM) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Apr 09

Oxford Industries, Inc. (NYSE:OXM) Not Doing Enough For Some Investors As Its Shares Slump 26%

To the annoyance of some shareholders, Oxford Industries, Inc. ( NYSE:OXM ) shares are down a considerable 26% in the...
분석 기사 • Apr 01

Oxford Industries' (NYSE:OXM) Upcoming Dividend Will Be Larger Than Last Year's

Oxford Industries, Inc. ( NYSE:OXM ) has announced that it will be increasing its dividend from last year's comparable...
Seeking Alpha • Mar 21

Oxford Industries: Q4 Is Unlikely To Be As Bad As Q3

Summary Oxford Industries has seen a disastrous 42% stock price decline over the past year, underperforming both small-caps and small-cap discretionary stocks quite significantly. OXM could take baby steps in changing the script with its Q4 results due to be announced on the 27th of March post market hours. We touch upon the major expectations from that event, which could also include a potential dividend hike. Oxford Industries P/E valuations are cheap, but that is a function of a weak earnings outlook, while the current FCF yield of the stock is sub-par. OXM has been in the grip of the bears for quite some time now, although there are signs that they are losing interest, with the stock potentially poised to see a bounce, even if it is unlikely to last for too long. Read the full article on Seeking Alpha
분석 기사 • Mar 14

A Look At The Fair Value Of Oxford Industries, Inc. (NYSE:OXM)

Key Insights Oxford Industries' estimated fair value is US$65.29 based on 2 Stage Free Cash Flow to Equity Oxford...
분석 기사 • Feb 06

Investor Optimism Abounds Oxford Industries, Inc. (NYSE:OXM) But Growth Is Lacking

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Luxury industry in the United States, you could...
분석 기사 • Jan 24

Is Oxford Industries (NYSE:OXM) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Jan 04

Oxford Industries Challenges Are Worsening, The Name Is Not Attractive.

Summary Oxford Industries' 3Q24 results show worsening sales trends across major brands, with internal factors likely contributing more than macroeconomic conditions. Despite trading at 12x FY24 earnings, the stock isn't attractive due to deteriorating margins and the need for product and assortment improvements. Management's focus on cost control is crucial, but significant investments and rising SG&A expenses pose challenges to margin recovery. Stable balance sheet, but growth in sales and earnings is essential for a sensible valuation; I maintain a Hold rating on OXM. Read the full article on Seeking Alpha
분석 기사 • Dec 28

Oxford Industries (NYSE:OXM) Has Some Way To Go To Become A Multi-Bagger

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Seeking Alpha • Dec 16

Earnings Slip As Oxford Industries Stitches Together A Recovery Story

Summary Oxford Industries, Inc. missed Q3 earnings and revenue expectations, highlighting challenges like reduced consumer spending, inflation, and hurricane impacts in key markets. Despite a YTD performance of -17%, Oxford's strong brand lineup and focus on innovation offer potential for a high-risk, high-reward investment. Financial health shows manageable debt but tight cash flow, with profitability metrics under pressure due to rising costs and capital expenditures. Valuation suggests upside potential, but growth depends on leveraging strategic investments; I recommend a “hold” rating amid operational and market uncertainties. Read the full article on Seeking Alpha
분석 기사 • Nov 19

What Is Oxford Industries, Inc.'s (NYSE:OXM) Share Price Doing?

While Oxford Industries, Inc. ( NYSE:OXM ) might not have the largest market cap around , it received a lot of...
분석 기사 • Oct 17

Oxford Industries, Inc.'s (NYSE:OXM) Business Is Yet to Catch Up With Its Share Price

There wouldn't be many who think Oxford Industries, Inc.'s ( NYSE:OXM ) price-to-sales (or "P/S") ratio of 0.8x is...
분석 기사 • Oct 02

Is Oxford Industries, Inc. (NYSE:OXM) Trading At A 35% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Oxford Industries fair value estimate is US$129 Current share...
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새로운 내러티브 • Sep 14

Revitalizing Brand Appeal And Expanding Consumer Reach To Secure Future Growth

Strategic brand initiatives and efficiency in operations point towards an emphasis on brand enhancement and operational cost reduction, aiming to boost net margins.
Seeking Alpha • Sep 12

Oxford Industries: Weak Q2 Results, But Future Stability Expected

Summary Based on weak revisions, I am downgrading my rating on Oxford Industries stock to a Hold despite possible near-term alpha due to its potential undervaluation. Oxford faces ongoing contraction in H2, but 2025 will be much stronger based on the consensus estimates. However, growth beyond this looks only moderate. If management strategically refocuses on higher-value fashion products, it could face significant inhibition from established luxury powerhouses. As macroeconomic conditions ease and OXM's near-term investments begin to provide long-term benefits, I expect a short-term return of 20% or more. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:OXM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
1/31/20291,571N/AN/AN/A2
1/31/20281,545N/A38N/A6
1/31/20271,505N/A65N/A6
1/31/20261,478-2811120N/A
11/1/20251,494-326161N/A
8/2/20251,4955717152N/A
5/3/20251,5118111157N/A
2/1/20251,5179360194N/A
11/2/20241,5311567178N/A
8/3/20241,54930117214N/A
5/4/20241,55041155225N/A
2/3/20241,57161170244N/A
10/28/20231,550153140209N/A
7/29/20231,536162129187N/A
4/29/20231,479167102156N/A
1/28/20231,41216679126N/A
10/29/20221,32915988127N/A
7/30/20221,264165104140N/A
4/30/20221,229160143179N/A
1/29/20221,142131166198N/A
10/30/20211,06494186218N/A
7/31/202199157177209N/A
5/1/20218540145171N/A
1/30/2021749-965584N/A
10/31/2020825-683769N/A
8/1/2020891-564479N/A
5/2/20201,001-204482N/A
2/1/20201,1236885122N/A
11/2/20191,12470N/A107N/A
8/3/20191,11670N/A106N/A
5/4/20191,11767N/A97N/A
2/2/20191,10766N/A96N/A
11/3/20181,10273N/A118N/A
8/4/20181,10473N/A93N/A
5/5/20181,08668N/A98N/A
2/3/20181,08665N/A119N/A
10/28/20171,05453N/A131N/A
7/29/20171,04050N/A129N/A
4/29/20171,03952N/A130N/A
1/28/20171,02354N/A119N/A
10/29/20161,02160N/A90N/A
7/30/201699760N/A106N/A
4/30/201696557N/A102N/A
1/30/201696959N/A105N/A
10/31/201595957N/A123N/A
8/1/201596160N/A108N/A

애널리스트 향후 성장 전망

수입 대 저축률: OXM 의 예상 수익 증가율이 절약률(3.5%)보다 높은지 판단하기에는 데이터가 부족합니다.

수익 vs 시장: OXM 의 수익이 US 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.

고성장 수익: OXM 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.

수익 대 시장: OXM 의 수익(연간 2.1%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: OXM 의 수익(연간 2.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: OXM의 자본 수익률은 3년 후 8.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 17:24
종가2026/05/21 00:00
수익2026/01/31
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

Oxford Industries, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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