Oxford Industries, Inc.

NYSE:OXM 주식 리포트

시가총액: US$520.8m

Oxford Industries 경영진

경영진 기준 점검 2/4

Oxford Industries CEO는 Tom Chubb, Jun2009 에 임명되었습니다 의 임기는 17.08 년입니다. 총 연간 보상은 $5.53M, 16.3% 급여 및 83.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $5.97M 가치에 해당하는 회사 주식의 1.15% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.5 년과 14.6 년입니다.

핵심 정보

Tom Chubb

최고경영자

US$5.5m

총 보수

CEO 급여 비율16.28%
CEO 재임 기간17.1yrs
CEO 지분 보유율1.1%
경영진 평균 재임 기간6.5yrs
이사회 평균 재임 기간14.6yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Jun 11

Oxford Industries Remains Expensive After Q1 Earnings And Price Fall

Summary Oxford Industries, Inc. reported weak Q1 '26 results, with flat sales, falling margins, and underperformance in two core brands. OXM's FY26 guidance calls for flat to modestly up sales and adjusted EPS of $2.30–$2.70, with sales guidance lowered due to softness in key months. Tommy Bahama and Emerging Brands showed growth, but Lilly Pulitzer and Johnny Was remain challenged, with negative comps and margin pressure. I maintain a Hold rating, as OXM still trades at a mid-teens multiple despite operational and financial headwinds, lack of growth, and margin erosion. 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...

CEO 보수 분석

Tom Chubb의 보수는 Oxford Industries의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
May 02 2026n/an/a

-US$39m

Jan 31 2026US$6mUS$900k

-US$28m

Nov 01 2025n/an/a

-US$3m

Aug 02 2025n/an/a

US$57m

May 03 2025n/an/a

US$81m

Feb 01 2025US$5mUS$900k

US$93m

Nov 02 2024n/an/a

US$15m

Aug 03 2024n/an/a

US$30m

May 04 2024n/an/a

US$41m

Feb 03 2024US$6mUS$935k

US$61m

Oct 28 2023n/an/a

US$153m

Jul 29 2023n/an/a

US$162m

Apr 29 2023n/an/a

US$167m

Jan 28 2023US$5mUS$897k

US$166m

Oct 29 2022n/an/a

US$159m

Jul 30 2022n/an/a

US$165m

Apr 30 2022n/an/a

US$160m

Jan 29 2022US$5mUS$850k

US$131m

Oct 30 2021n/an/a

US$94m

Jul 31 2021n/an/a

US$57m

May 01 2021n/an/a

-US$440k

Jan 30 2021US$2mUS$702k

-US$96m

Oct 31 2020n/an/a

-US$68m

Aug 01 2020n/an/a

-US$56m

May 02 2020n/an/a

-US$20m

Feb 01 2020US$3mUS$880k

US$68m

보상 대 시장: Tom의 총 보수(USD5.53M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.46M)보다 높습니다.

보상과 수익: Tom의 보상은 회사가 적자임에도 증가했습니다.


CEO

Tom Chubb (62 yo)

17.1yrs
재임 기간
US$5,529,136
보수

Mr. Thomas Caldecot Chubb, III, also known as Tom, J.D., served as Independent Director at Flowers Foods, Inc. since August 14, 2020 until June 04, 2026 also served as Lead Director since May 25, 2023 unti...


리더십 팀

이름직위재임 기간보수지분
Thomas Chubb
Chairman17.1yrsUS$5.53m1.15%
$ 6.0m
K. Grassmyer
Executive VP18.5yrsUS$2.13m0.25%
$ 1.3m
Thomas Campbell
EVP & Chief Information Officer5.3yrsUS$1.29m0.20%
$ 1.0m
Janice Tanner
Vice President of Corporate Accounting & Assistant Controller4.6yrs데이터 없음데이터 없음
Jonathan Leptich
General Counsel & Corporate Secretaryno data데이터 없음데이터 없음
Tracey Hernandez
Senior VP & Chief Human Resources Officer6.5yrs데이터 없음0.030%
$ 154.2k
Suraj Palakshappa
Senior Vice President of Finance & Legalno data데이터 없음0.11%
$ 555.2k
6.5yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 관리: OXM의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.5 년).


이사회 구성원

이름직위재임 기간보수지분
Thomas Chubb
Chairman14.1yrsUS$5.53m1.15%
$ 6.0m
Dennis Love
Independent Director18.1yrsUS$257.21k0.20%
$ 1.0m
Helen Weeks
Independent Director28.5yrsUS$225.31k0.16%
$ 858.3k
E. Wood
Presiding Independent Director31.5yrsUS$257.81k0.16%
$ 837.8k
Clyde Tuggle
Independent Director15.1yrsUS$225.31k0.16%
$ 823.8k
John Holder
Independent Director17.3yrsUS$226.68k0.30%
$ 1.5m
Carol Yancey
Independent Director3.9yrsUS$225.31k0.075%
$ 389.7k
Virginia Hepner
Independent Director10.1yrsUS$249.06k0.11%
$ 593.9k
Stephen Lanier
Independent Director8.1yrsUS$225.31k3.22%
$ 16.8m
Milford McGuirt
Independent Director5.9yrsUS$225.31k0.096%
$ 502.5k
14.6yrs
평균 재임 기간
68.5yo
평균 나이

경험이 풍부한 이사회: OXM의 이사회는 노련하고 경험이 풍부합니다(평균 재임 14.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/05 13:02
종가2026/07/02 00:00
수익2026/05/02
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.

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분석가 소스

Oxford Industries, Inc.는 14명의 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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