Oxford Industries, Inc.
NYSE•OXM
CEO: Mr. Thomas Caldecot Chubb III
セクター: Consumer Cyclical
業種: Apparel - Manufacturers
上場日: 1980-03-17
Oxford Industries, Inc., an apparel company, designs, sources, markets, and distributes products of lifestyle and other brands worldwide. The company offers men's and women's sportswear and related products under the Tommy Bahama brand; and women's and girl's dresses and sportswear, scarves, bags, jewelry, and belts, as well as children's apparel, swim, footwear, and licensed products under the Lilly Pulitzer brand. In addition, the company licenses Tommy Bahama brand for various products, such as indoor and outdoor furniture, beach chairs, bedding and bath linens, fabrics, leather goods and gifts, headwear, hosiery, sleepwear, shampoo, toiletries, fragrances, cigar accessories, distilled spirits, and other products; and Lilly Pulitzer for stationery and gift products, home furnishing products, and eyewear. The company distribute its products through southerntide.com, thebeaufortbonnetcompany.com, and duckhead.com; and specialty retailers. It offers products through its retail stores, department stores, specialty stores, multi-branded e-commerce retailers, off-price retailers, and other retailers, as well as e-commerce sites. The company operates brand-specific full-price retail stores; Tommy Bahama food and beverage locations; and Tommy Bahama outlet stores. Oxford Industries, Inc. was founded in 1942 and is headquartered in Atlanta, Georgia.
連絡先情報
時価総額
$579.77M
PER (TTM)
-198.8
23.3
配当利回り
7.1%
52週高値
$73.31
52週安値
$30.57
52週レンジ
順位38Top 36.9%
4.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2025 データ
売上高
$307.34M-0.22%
直近4四半期の推移
EPS
-$4.28+1612.00%
直近4四半期の推移
フリーCF
-$47.92M-15.83%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Q3 Net Sales Slightly Down Net sales $307.344M, down $681K (-0.2%) for the quarter; Tommy Bahama sales decreased 4.4% year-over-year.
Major Impairment Charges Taken Recorded $61M non-cash impairment charges in Q3, including $57M for Johnny Was trademark and Jack Rogers unit.
Operating Loss Significantly Worsened Q3 operating loss reached $(85.098M), a $78.858M deterioration from prior year's $(6.240M) operating loss.
Nine Months Sales Declined First Nine Months net sales totaled $1.103B, down 2.0% versus prior year period, driven by segment softness.
リスク要因
Tariff Impact on COGS Tariffs enacted in Fiscal 2025 increased COGS by approximately $8M in Q3, pressuring gross margins across segments.
Gross Margin Compression Consolidated gross margin fell to 60.3% in Q3, impacted by tariffs and sales mix favoring promotional events.
Brand Value Impairment Confirmed Triggering events led to $61M impairment charges for Johnny Was trademark and Jack Rogers reporting unit assets.
Macroeconomic Spending Slowdown Demand for apparel impacted by macroeconomic factors, inflationary pressures, and uncertain consumer discretionary spending levels.
見通し
Liquidity Position Remains Strong $179M unused availability remains on $325M revolving credit facility to fund operations and capital expenditures.
Strategic Cost Realignment Efforts Proactively reassessing and realigning operating expenses to drive long-term operating margin expansion across all businesses.
Capital Expenditures Focused Capital expenditures of $93M for nine months focused on Lyons distribution center project and new Marlin Bar locations.
Share Repurchase Authorization Active $95M remains authorized for common stock repurchases; $55M spent in first nine months at average price $57.12.
同業比較
売上高 (TTM)
$14.22B
$3.58B
$2.74B
粗利益率 (最新四半期)
70.4%
68.5%
ETD60.9%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| VFS | $7.65B | -2.1 | 54.9% | 47.9% |
| PSNY | $1.18B | -0.5 | 59.8% | 155.0% |
| CPS | $769.50M | -187.8 | 4.2% | 68.9% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-7.7%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
50%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年3月25日
EPS:-
|売上高:-
財務レポート
財務データ
ニュース
全年度
Form 10-Q - Q3 2025
会計期末: 2025年11月1日|提出日: 2025年12月11日|売上高: $307.34M-0.2%|EPS: $-4.28+1612.0%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年8月2日|提出日: 2025年9月11日|売上高: $403.14M-4.0%|EPS: $1.12-56.8%予想を下回るForm 10-Q - Q1 2025
会計期末: 2025年5月3日|提出日: 2025年6月12日|売上高: $392.86M-1.3%|EPS: $1.72-30.1%予想を下回るForm 10-K - FY 2024
会計期末: 2025年2月1日|提出日: 2025年3月31日|売上高: $1.52B-3.5%|EPS: $5.94+52.7%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年11月2日|提出日: 2024年12月12日|売上高: $308.03M-5.7%|EPS: $-0.25-136.2%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年8月3日|提出日: 2024年9月12日|売上高: $419.89M-0.1%|EPS: $2.59-21.8%予想を下回るForm 10-Q - Q1 2024
会計期末: 2024年5月4日|提出日: 2024年6月13日|売上高: $398.18M-5.2%|EPS: $2.46-34.4%予想を下回るForm 10-K - FY 2023
会計期末: 2024年2月3日|提出日: 2024年4月1日|売上高: $1.57B+11.3%|EPS: $3.89-62.7%予想を上回る