Oxford Industries stock tumbles as earnings guidance disappoints

Published 11/06/2025, 21:18
Oxford Industries stock tumbles as earnings guidance disappoints

Investing.com -- Oxford Industries, Inc. (NYSE:OXM) saw its shares plummet 10.3% after the apparel company reported first quarter earnings that beat revenue expectations but fell short on earnings per share (EPS). More importantly, the company’s guidance for the upcoming quarter and full fiscal year came in well below analyst estimates, driving the sharp stock decline.

The owner of brands like Tommy Bahama and Lilly Pulitzer reported Q1 adjusted EPS of $1.82, missing the analyst consensus of $1.98. Revenue for the quarter was $393 million, surpassing expectations of $383.54 million and down 1.3% YoY.

However, Oxford’s outlook for Q2 and fiscal year 2025 disappointed investors. The company forecasts Q2 EPS of $1.05-$1.25, far below the $2.20 consensus. Q2 revenue guidance of $395-415 million also fell short of the $409.4 million estimate. For the full fiscal year 2025, Oxford projects EPS of $2.80-$3.20, significantly lower than the $4.35 analyst expectation.

"We were able to deliver sales and adjusted EPS within our guidance ranges for the first quarter despite uncertain tariff and trade dynamics that are significantly impacting our industry and operating landscape," said Tom Chubb (NYSE:CB), Chairman and CEO of Oxford Industries.

The company cited $40 million in additional tariff costs for fiscal 2025, equating to $2.00 per share after tax, as a major factor in its reduced guidance. For Q2 alone, Oxford expects $15 million in extra tariff costs, or $0.75 per share.

Despite the headwinds, Chubb expressed confidence in the company’s ability to navigate the challenges, stating, "We believe that our portfolio of differentiated lifestyle brands and strong balance sheet will enable us to navigate this uncertain period, manage the business to drive long-term shareholder value and provide an opportunity to gain market share in the current environment."

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.