Oxford Industries Q2 revenue slightly misses estimates on Lilly Pulitzer weakness, cuts FY26 net sales outlook
OXM•Updated fiscal 2026 outlook
- Oxford Industries lowers fiscal 2026 net sales outlook to $1.43 bln-$1.47 bln
- Company expects fiscal 2026 adjusted EPS of $1.60-$2.00, down from $2.11 in fiscal 2025
- Oxford Industries sees Q3 net sales of $280 mln-$300 mln, adjusted loss per share of $1.40-$1.20
Key details and analyst coverage
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Slight Miss* | $394 mln | $394.56 mln (6 Analysts) |
| Q2 Adjusted EPS | Beat | $1.34 | $1.31 (6 Analysts) |
| Q2 EPS | $3.25 | ||
| Q2 Gross Margin | 73.8% |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
- The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"
- The average consensus recommendation for the apparel & accessories peer group is "buy"
- Wall Street's median 12-month price target for Oxford Industries Inc is $40.00, about 6% above its September 2 closing price of $37.74
- The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 17 three months ago
