Oxford Industries stock fell 1.77 percent as guidance was cut

Published on 10/04/2026 at 22:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Oxford Industries stock faces fiscal 2026 adjusted EPS guidance of USD 1.60-2.00 after Q2 revenue reached USD 394.4 million. The average analyst target is USD 35.25.

OXM, US6914973093, Illustration mit AI erstellt.

Oxford Industries stock (ISIN US6914973093) was last at USD 24.93 on the NYSE on October 2, 2026 at 4:00 p.m. ET, down 1.77 percent from USD 25.38. The key driver remains the company’s reduced fiscal 2026 outlook after second-quarter results showed a narrow adjusted earnings beat but weaker brand demand.

Guidance falls below prior earnings

According to Investing.com on September 3, 2026, Oxford Industries reported fiscal Q2 adjusted EPS of USD 1.34, which exceeded the USD 1.30 consensus by USD 0.04. Revenue reached USD 394.4 million against a USD 393.41 million forecast, a USD 0.99 million difference.

The improvement in adjusted earnings did not prevent a more cautious full-year view. The company reduced fiscal 2026 sales guidance to USD 1.43-1.47 billion and adjusted EPS guidance to USD 1.60-2.00, compared with fiscal 2025 adjusted EPS of USD 2.11, according to Investing.com.

Lilly Pulitzer weighs on the portfolio

Management attributed the pressure chiefly to Lilly Pulitzer, where product and pricing choices weakened demand. The company said spring 2027 is the first season that can reflect a substantial assortment reset, while Tommy Bahama delivered positive comparable sales and Johnny Was improved profitability.

Oxford Industries also reported adjusted EBITDA of USD 45 million in fiscal Q2 2026, up from USD 43 million a year earlier, with adjusted EBITDA margin rising to 11.4 percent from 10.7 percent. Operating cash flow reached USD 89.4 million in the quarter, supporting debt reduction and preserving room for brand investments.

Analyst target stays above the stock

Citigroup cut its Oxford Industries price target from USD 36 to USD 33 and retained a Neutral rating in a September 4, 2026 report, as MarketBeat reported. MarketBeat also listed a Reduce consensus from eight analysts and an average price target of USD 35.25, which lies 41.4 percent above USD 24.93.

The analyst picture therefore reflects two competing signals: margin and cash flow improved in fiscal Q2 2026, while the sales outlook and brand execution remain the central pressure points. The guidance range places the lower end of expected adjusted EPS below the prior-year USD 2.11 result.

Oxford Industries stock remains near yearly low

Oxford Industries stock was last at USD 24.93 on the NYSE on October 2, 2026 at 4:00 p.m. ET. The session range was USD 24.82-25.57, the 52-week range was USD 24.20-49.58, and market capitalization stood at USD 372.2 million.