earnings
confidence high
sentiment negative
materiality 0.85
Oxford Industries Q1 EPS misses; slashes FY2025 guidance on $40M tariff costs
OXFORD INDUSTRIES INC
2025-Q1 EPS reported
$1.70
revenue$392,861,000
- Q1 GAAP EPS $1.70 (vs $2.42); adjusted EPS $1.82 (vs $2.66). Net sales $393M, down 1.3% YoY.
- Lilly Pulitzer sales grew 12% to $99M; Tommy Bahama fell 4.2% to $216M; Johnny Was down 15.1%.
- FY2025 GAAP EPS guidance cut to $2.28-$2.68 (from $5.87) including $40M in tariff costs.
- Board declared $0.69 quarterly dividend, payable Aug 1, 2025 to holders of record Jul 18.
- Borrowings rose to $118M from $19M a year ago; share repurchases of $51M in Q1.
item 2.02item 9.01