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Company

OXFORD INDUSTRIES INC

Ticker
OXM
Sector
Industry
Report date
March 27, 2026
Valye AI Score

93

Very high visibility
Recent developments
Recent developments summary

Recent developments include the release of the company's fiscal year 2026 earnings report and ongoing analyst coverage maintaining neutral or hold recommendations.

Recent developments:
  • Oxford Industries released its fiscal year 2026 earnings report on March 26, 2026, detailing financial results and operational updates [N1][S1].
  • The Strait of Hormuz blockade has been noted as a geopolitical factor potentially impacting the company and related stocks in 2026 [N2].
  • Notable option activity involving Oxford Industries was reported in January 2026 [N4].
  • Analysts from Citigroup, UBS, Telsey Advisory Group, and Truist Securities maintained neutral or hold recommendations on Oxford Industries in late 2025 [N6][N7].
  • Oxford Industries was included in Validea's top consumer discretionary stocks list based on Kenneth Fisher's strategy in December 2025 [N5].
Overview

Oxford Industries Inc is a publicly traded company listed on the New York Stock Exchange under the ticker OXM. The company filed its latest annual report (10-K) for the fiscal year ended January 31, 2026, disclosing financial results including a net loss and liquidity metrics. The company operates in a competitive and rapidly changing environment with various operational and geopolitical risks. Recent news coverage includes earnings reports and analyst recommendations maintaining neutral or hold ratings.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. Oxford Industries Inc reported a net loss of $27.89 million USD and negative earnings per share of $1.86 for the fiscal year ended January 31, 2026. The company had $8.13 million in cash and cash equivalents and a current ratio of 1.1 as of the same date. The company operates in a competitive environment with multiple risks disclosed including supply chain, inflation, geopolitical tensions, and execution risks [S1][S2].

Scenarios for OXM

Bull case model:

Oxford Industries has maintained liquidity with a current ratio above 1.0 and continues to operate with strategic initiatives aimed at realigning costs and managing supply chain challenges. The company has received neutral analyst recommendations and remains included in consumer discretionary stock discussions, indicating ongoing market relevance.

Bear case model:

The company reported a net loss and negative earnings per share for the fiscal year ended January 31, 2026. Risks include supply chain constraints, inflationary pressures, geopolitical tensions, and potential impairment of goodwill and intangible assets. Execution risks and competitive pressures in a rapidly changing environment may impact financial performance.

Moat:

The company faces competitive pressures and operates in a dynamic market environment with risks related to supply chain, inflation, and geopolitical factors. There is no explicit disclosure of unique competitive advantages or proprietary assets in the available data, suggesting moderate visibility into its moat.

Risks overview
Risks summary
The most significant risks involve supply chain and inflationary pressures combined with geopolitical uncertainties and execution challenges that could materially affect the company's financial condition and operations.
Risks details:

• Supply Chain and Inflation Risks: The company faces risks from global supply chain constraints, inflationary pressures on labor and raw materials, and energy costs that may affect costs and operations.
• Geopolitical and Market Risks: Ongoing geopolitical tensions involving the United States, China, Ukraine, Gaza, and the Red Sea region present risks to operations and market conditions.
• Execution and Strategic Risks: Risks include the execution of strategic initiatives, organizational realignment, cybersecurity threats, and the effectiveness of advertising and brand communication.
• Financial and Asset Impairment Risks: The company disclosed risks related to indebtedness and potential impairment of goodwill and intangible assets, which could affect financial condition.

FINAL FORECAST FOR OXM

Final take one line
Oxford Industries shows moderate visibility with recent financial disclosures, operational risks, and consistent analyst coverage.
Final take 12 to 24 month view

Business trends: The company operates amid competitive pressures, supply chain challenges, inflationary costs, and geopolitical uncertainties.
Execution milestones: Recent strategic initiatives include organizational realignment and cost management efforts, with ongoing monitoring of financial performance and risk mitigation.
Key risks: Execution risks, supply chain disruptions, inflationary pressures, geopolitical tensions, and potential asset impairments remain significant considerations.

Valye AI Visibility Research Score

Very high visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

93
LLM visibility overview
LLM Visibility known facts
  • Oxford Industries Inc is a publicly traded company on the New York Stock Exchange under the ticker OXM.
  • The company filed a Form 10-K for the fiscal year ended January 31, 2026, with the filing date March 27, 2026, and a 10-Q for the quarter ended November 1, 2025.
  • As of January 31, 2026, Oxford Industries reported cash and cash equivalents of $8.13 million USD and current assets of $292.45 million USD, with current liabilities of $265.30 million USD, resulting in a current ratio of 1.1 and a cash ratio of 0.03.
  • For the fiscal year ended January 31, 2026, the company reported a net loss of $27.89 million USD and basic and diluted earnings per share of -$1.86.
  • The company operates in a competitive and rapidly changing environment with risks including supply chain constraints, inflationary pressures on labor and raw materials, energy costs, and geopolitical risks such as tensions involving the United States, China, Ukraine, Gaza, and the Red Sea region.
  • Oxford Industries has disclosed risks related to execution of strategic initiatives, cybersecurity, advertising effectiveness, indebtedness, and potential impairment of goodwill and intangible assets.
  • Recent news includes an after-hours earnings report on March 26, 2026, and multiple analyst recommendations maintaining neutral or hold ratings as of late 2025.
  • The company’s recent news coverage includes notable option activity and inclusion in consumer discretionary stock lists based on investment strategies.
  • The company’s senior vice president is Suraj A. Palakshappa, who signed recent SEC filings.
  • Financial figures are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.
Sources
Sources - Context summary

Generated 2026-03-27

Sources - Earning calls
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-03-27 | 10-K
  • S2 | 2025-12-11 | 10-Q
Sources - News headlines
  • N1 | 2026-03-26 | www.nasdaq.com | After-Hours Earnings Report for March 26, 2026 : AGX, OXM, VERI, BAK, ACOG, RANI, SLND, VTSI, WPRT, LSF, XOS, DARE | https://www.nasdaq.com/articles/after-hours-earnings-report-march-26-2026-agx-oxm-veri-bak-acog-rani-slnd-vtsi-wprt-lsf
  • N2 | 2026-03-25 | www.nasdaq.com | The Strait of Hormuz Blockade Is Affecting More Than Just Oil Prices. Here Are 4 Stocks That Could Get Hit in 2026. | https://www.nasdaq.com/articles/strait-hormuz-blockade-affecting-more-just-oil-prices-here-are-4-stocks-could-get-hit-2026
  • N3 | 2026-03-25 | www.nasdaq.com | Cintas (CTAS) Q3 Earnings and Revenues Beat Estimates | https://www.nasdaq.com/articles/cintas-ctas-q3-earnings-and-revenues-beat-estimates
  • N4 | 2026-01-09 | www.nasdaq.com | Notable Friday Option Activity: ABNB, TOL, OXM | https://www.nasdaq.com/articles/notable-friday-option-activity-abnb-tol-oxm
  • N5 | 2025-12-14 | www.nasdaq.com | Validea's Top Consumer Discretionary Stocks Based On Kenneth Fisher - 12/14/2025 | https://www.nasdaq.com/articles/valideas-top-consumer-discretionary-stocks-based-kenneth-fisher-12-14-2025
  • N6 | 2025-12-13 | www.nasdaq.com | Citigroup Maintains Oxford Industries (OXM) Neutral Recommendation | https://www.nasdaq.com/articles/citigroup-maintains-oxford-industries-oxm-neutral-recommendation
  • N7 | 2025-12-12 | www.nasdaq.com | UBS Maintains Oxford Industries (OXM) Neutral Recommendation | https://www.nasdaq.com/articles/ubs-maintains-oxford-industries-oxm-neutral-recommendation
  • N8 | 2025-12-12 | www.nasdaq.com | Most Stocks Recover from Oracle Sell-Off | https://www.nasdaq.com/articles/most-stocks-recover-oracle-sell
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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