)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Oxford Industries (OXM) investor relations material
Oxford Industries Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary10 Sep, 2025
Executive summary
Q2 FY25 net sales were $403 million, down 4% year-over-year, with adjusted EPS of $1.26, exceeding guidance despite macroeconomic pressures, tariffs, and promotional activity.
Operating income fell 52% to $25 million, and net earnings dropped 59% to $16.7 million, reflecting lower sales, higher SG&A, and increased tariffs.
Positive comparable sales in Q3 to date, driven by traffic recovery and brand engagement, especially at Lilly Pulitzer; Tommy Bahama and emerging brands showed improvement.
Inventory and capital allocation strategies focused on mitigating tariff impacts and supporting long-term investments, including a new distribution center and store expansion.
Gross margin declined to 61.4% GAAP (61.7% adjusted) due to $9 million in incremental tariffs, partially offset by sourcing and pricing actions.
Financial highlights
Q2 FY25 consolidated net sales were $403 million, down from $420 million in Q2 FY24, near the midpoint of guidance.
Adjusted operating profit was $28 million (7% margin), down from $57 million (13.5% margin) last year.
SG&A expenses rose to $226 million, driven by new store openings, higher employment, occupancy, and technology costs.
Net earnings for Q2 FY25 were $16.7 million, down from $40.6 million in Q2 FY24; adjusted net EPS was $1.26.
Cash from operations in H1 FY25 was $80 million, down from $122 million year-over-year.
Outlook and guidance
FY25 net sales expected between $1.475 billion and $1.515 billion, a 3% to flat decline from FY24.
Adjusted EPS forecasted at $2.80–$3.20, down from $6.68 in FY24, reflecting tariffs, higher SG&A, interest, and tax rate.
Gross margin to contract ~200 bps, with net tariff impact of $25 million–$35 million after mitigation.
Q3 FY25 sales expected at $295 million–$310 million, with adjusted loss per share of $1.05–$0.85.
Management remains cautious due to macroeconomic uncertainty, ongoing tariff risks, and heightened promotional activity.
What specific Tommy Bahama product changes drove Q3 comp improvement?
How are new tariffs on Vietnam/India affecting sourcing shifts?
Post-Lyons DC, what is the ongoing CapEx target?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Oxford Industries earnings date
Q3 202610 Dec, 2025
Next Oxford Industries earnings date
Q3 202610 Dec, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
Frequently asked questions
Oxford Industries, Inc., designs, sources, markets, and distributes products of lifestyle brands. It offers men's non-iron dress shirts, sportswear, swimwear, sweaters, skirts and dresses, outerwear, jeans and casual pants, golf apparel, polo shirts and tees; swimwear for women; and girls' dresses, bottoms, skirts and jumpers.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage