earnings
confidence high
sentiment negative
materiality 0.80
Oxford Industries posts Q3 adjusted loss $0.92; cuts FY2025 guidance on tariffs and Johnny Was impairment
OXFORD INDUSTRIES INC
2025-Q3 EPS reported
-$1.39
revenue$1,103,348,000
- GAAP loss per share $4.28 (includes $61M Johnny Was impairment); adjusted loss $0.92 vs loss $0.11 a year ago.
- Q3 net sales $307M vs $308M; Tommy Bahama -4.4%, Lilly Pulitzer +7.3%, Johnny Was -8.4%.
- FY2025 guidance cut: net sales $1.47-1.49B, adjusted EPS $2.20-2.40 vs $6.68 prior year.
- Tariff impact estimated $25-30M (~$1.25-1.50/share); borrowings outstanding rose to $140M.
- Quarterly dividend declared $0.69/share payable Jan 30, 2026; CapEx expected ~$120M.