earnings
confidence high
sentiment negative
materiality 0.75
Oxford Industries Q2 adjusted EPS $1.26, revenue $403M; tariffs add $9M COGS hit; FY guidance affirmed lower
OXFORD INDUSTRIES INC
2025-Q2 EPS reported
$2.83
revenue$796,004,000
- Q2 net sales $403M (-4% YoY); GAAP EPS $1.12 vs $2.57; adjusted EPS $1.26 vs $2.77.
- Gross margin fell to 61.4% GAAP (from 63.1%) with $9M tariff-related COGS increase.
- FY 2025 guidance affirmed: net sales $1.475-1.515B; adjusted EPS $2.80-$3.20 vs prior year $6.68.
- Q3 expected loss per share $0.85-1.05 adjusted; tariff net impact ~$25-35M for FY.
- Dividend declared $0.69 per share payable Oct 31; share repurchases $55M in H1.
item 2.02item 9.01