Jul 2026 (Q2 FY27) — Sep 3, 2026
Oxford Industries Q2 FY27 — Tommy Bahama Strength Offsets Lilly Pulitzer Weakness Amidst Revised FY26 Outlook
Read the full callOxford Industries earnings: last reported Thu, 3 Sep 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 394 | −2.2% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | 17.4 | +11.1 pts YoY | Operating profit / revenue | Quarter to Aug 2026 | For the quarter; a change is in percentage points. |
| Net profit | 49.0 | +193.4% YoY | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. |
Price
1Y: $37.97 on 17 Oct 2025 → $26.63. High $47.33 (22 Apr 2026), low $24.44 (30 Sept 2026).
Overview
Call summaries
Oxford Industries Q2 FY27 — Tommy Bahama Strength Offsets Lilly Pulitzer Weakness Amidst Revised FY26 Outlook
Read the full callOxford Industries Q1 FY26 — Strong Gross Margin and Tommy Bahama Performance Offset Lilly Pulitzer Weakness
Read the full callEvery analysed call
Financials
Net profit, year on year: +193% (quarter to aug 2026 against aug 2025).
| Line item | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Jan 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 308 | 391 | 393 | 403 | 307 | 374 | 391 | 394 |
| Operating profit | -6 | 20 | 36 | 25 | -85 | -8 | 22 | 69 |
| Operating margin | −2.0% | 5.2% | 9.2% | 6.3% | −27.7% | −2.1% | 5.7% | 17.4% |
| Profit before tax | -7 | 19 | 34 | 24 | -87 | -10 | 20 | 67 |
| Tax rate | 42.5% | 7.8% | 24.1% | 30.1% | 26.6% | 27.5% | 25.4% | 27.3% |
| Net profit | -4 | 18 | 26 | 17 | -64 | -7 | 15 | 49 |
| EPS ($ per share) | -0.25 | — | 1.72 | 1.12 | -4.28 | — | 1.01 | 3.28 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 15 |
| Reserves | 324 | 367 | 236 | 331 | 370 | 369 | 420 | 296 |
| Total liabilities | 249 | 505 | 460 | 450 | 632 | 537 | 667 | 794 |
| Fixed assets | 193 | 192 | 160 | 152 | 178 | 195 | 273 | 326 |
| Investments | — | — | 0 | 165 | 0 | — | — | — |
| Total assets | 727 | 1,033 | 866 | 958 | 1,189 | 1,098 | 1,290 | 1,309 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 96 | 122 | 84 | 198 | 126 | 244 | 194 | 120 |
| Cash from investing | -37 | -37 | -35 | -182 | -152 | -84 | -143 | -108 |
| Cash from financing | -57 | -41 | -36 | -38 | -12 | -161 | -49 | -13 |
| Net cash flow | 2 | — | — | — | — | — | — | — |
| Capital expenditure | -37 | -37 | -29 | -32 | -47 | -74 | -134 | -108 |
| Free cash flow | 59 | 85 | 55 | 166 | 79 | 170 | 60 | 11 |
47 filings between Dec 12, 2025 and Sep 30, 2026.
Purchases
$471.2K
5 purchases by 2 insiders
Sales
None
No insider sold shares.
Also filed: 6 other filings.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Chubb Thomas Caldecot III | $441.5K | — | Sep 24, 2026 |
| GRASSMYER SCOTT | $29.7K | — | Sep 15, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Wood Douglas B CEO, Tommy Bahama | Award | 144 | $3.0K |
| Sep 30, 2026 | Kelly Michelle M CEO, Lilly Pulitzer | Award | 259 | $5.4K |
| Sep 30, 2026 | Palakshappa Suraj A SVP | Award | 230 | $4.8K |
| Sep 24, 2026 | Chubb Thomas Caldecot III CEO and President | Purchase | 2,500 | $65.4K |
| Sep 15, 2026 | GRASSMYER SCOTT EVP | Purchase | 1,000 | $29.7K |
| Sep 9, 2026 | Chubb Thomas Caldecot III CEO and President | Purchase | 3,500 | $108.3K |
| Jul 22, 2026 | Chubb Thomas Caldecot III CEO and President | Other | 21,660 | $0 |
| Jul 22, 2026 | Chubb Thomas Caldecot III CEO and President | Other | 21,660 | $0 |
| Jul 20, 2026 | Chubb Thomas Caldecot III CEO and President | Other | 11,785 | $0 |
| Jul 20, 2026 | Chubb Thomas Caldecot III CEO and President | Other | 11,785 | $0 |
| Jul 17, 2026 | Chubb Thomas Caldecot III CEO and President | Other | 9,875 | $0 |
| Jul 17, 2026 | Chubb Thomas Caldecot III CEO and President | Other | 9,875 | $0 |
| Jun 30, 2026 | Kelly Michelle M CEO, Lilly Pulitzer | Award | 236 | $7.0K |
| Jun 30, 2026 | Wood Douglas B CEO, Tommy Bahama | Award | 119 | $3.5K |
| Jun 30, 2026 | Palakshappa Suraj A SVP | Award | 110 | $3.3K |
| Jun 30, 2026 | GRASSMYER SCOTT EVP | Award | 160 | $4.7K |
| Jun 30, 2026 | Campbell Thomas E EVP | Award | 100 | $3.0K |
| Jun 30, 2026 | Yancey Carol B Director | Award | 3,871 | $0 |
| Jun 30, 2026 | HOLDER JOHN R Director | Award | 3,871 | $0 |
| Jun 30, 2026 | McGuirt Milford W Director | Award | 3,871 | $0 |
| Jun 30, 2026 | BALLARD HELEN Director | Award | 3,871 | $0 |
| Jun 30, 2026 | LOVE DENNIS M Director | Award | 7,025 | $0 |
| Jun 30, 2026 | LANIER STEPHEN S Director | Award | 3,871 | $0 |
| Jun 30, 2026 | Hepner Virginia A Director | Award | 3,871 | $0 |
| Jun 30, 2026 | TUGGLE CLYDE C Director | Award | 3,871 | $0 |
| Jun 12, 2026 | Chubb Thomas Caldecot III CEO and President | Purchase | 2,500 | $92.3K |
| May 29, 2026 | Campbell Thomas E EVP | Tax withheld | 766 | $34.2K |
| May 29, 2026 | Wood Douglas B CEO, Tommy Bahama | Tax withheld | 959 | $42.8K |
| May 29, 2026 | Campbell Thomas E EVP | Option exercise | 1,800 | $0 |
| May 29, 2026 | Wood Douglas B CEO, Tommy Bahama | Option exercise | 2,400 | $0 |
| May 29, 2026 | Chubb Thomas Caldecot III CEO and President | Tax withheld | 4,009 | $178.9K |
| May 29, 2026 | Palakshappa Suraj A SVP | Tax withheld | 851 | $38.0K |
| May 29, 2026 | Palakshappa Suraj A SVP | Option exercise | 2,000 | $0 |
| May 29, 2026 | Kelly Michelle M CEO, Lilly Pulitzer | Tax withheld | 816 | $36.4K |
| May 29, 2026 | Chubb Thomas Caldecot III CEO and President | Option exercise | 9,000 | $0 |
| May 29, 2026 | Kelly Michelle M CEO, Lilly Pulitzer | Option exercise | 1,920 | $0 |
| May 29, 2026 | Hernandez Tracey SVP & CHRO | Tax withheld | 766 | $34.2K |
| May 29, 2026 | Hernandez Tracey SVP & CHRO | Option exercise | 1,800 | $0 |
| May 29, 2026 | GRASSMYER SCOTT EVP | Tax withheld | 1,529 | $68.2K |
| May 29, 2026 | GRASSMYER SCOTT EVP | Option exercise | 3,500 | $0 |
| Mar 31, 2026 | Campbell Thomas E EVP | Award | 589 | $19.3K |
| Mar 31, 2026 | GRASSMYER SCOTT EVP | Award | 524 | $17.2K |
| Mar 31, 2026 | Wood Douglas B CEO, Tommy Bahama | Award | 91 | $3.0K |
| Mar 31, 2026 | Palakshappa Suraj A SVP | Award | 347 | $11.4K |
| Mar 31, 2026 | Kelly Michelle M CEO, Lilly Pulitzer | Award | 183 | $6.0K |
| Dec 31, 2025 | Wood Douglas B CEO, Tommy Bahama | Award | 121 | $3.5K |
| Dec 12, 2025 | Chubb Thomas Caldecot III CEO and President | Purchase | 5,000 | $175.6K |
| Sep 30, 2025 | Kelly Michelle M CEO, Lilly Pulitzer | Award | 80 | $2.8K |
| Sep 30, 2025 | Wood Douglas B CEO, Tommy Bahama | Award | 87 | $3.0K |
| Sep 30, 2025 | Palakshappa Suraj A SVP | Award | 245 | $8.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow OXFORD INDUSTRIES INC and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading