ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The small-cap stocks experienced volatility in the second quarter. The Russell 2000 Index rebounded 10% of its November 2024 record highs just 55 days after the "Liberation Day" decline. It was driven by growth, momentum, high-beta, and low-quality stocks. Even though small-cap stocks rose, they failed to outpace the larger ...

财务表现 - 第二季度调整后每股收益为126美元 超出市场预期的118美元 [1] - 季度总收入同比下降4%至4031亿美元 略低于市场预期的40614亿美元但符合公司指引 [1] - 毛利率为617% 较去年同期的633%有所下降但高于预期水平 [2] 品牌业务 - Tommy Bahama销售额下降66%至229亿美元 [2] - Lilly Pulitzer销售额下降15%至903亿美元 [2] - Johnny Was销售额下降97%至454亿美元 [2] - 新兴品牌部门销售额增长17%至385亿美元 [2] 关税影响与成本控制 - 关税导致成本增加约900万美元 [2] - 公司通过加速收款和采购变更等措施 已抵消8000万美元关税敞口中的约50% [3] 业绩展望 - 维持全年收入预期1475亿美元至1515亿美元 [3] - 保持全年调整后每股收益280美元至320美元的指引 [3]

Smith Collection / Gado / Getty Images Tommy Bahama parent Oxford Industries exceeded earnings estimates as it took steps to offset tariff impacts Key Takeaways Oxford Industries exceeded earnings estimates as it took steps to offset tariff impacts. The parent of Tommy Bahama, Lilly Pulitzer, and Johnny Was brands got a sales lift from its Emerging Brands. CEO Tom Chubb said Oxford was encouraged by current quarter same-store sales. Shares of Oxford Industries (OXM) jumped more than 20% Thursday, ...

Oxford Industries (NYSE:OXM) shares rose sharply in premarket trading on Thursday after the company beat estimates for quarterly profit and outlined a $1.475 billion–$1.515 billion full-year sales target. CFO K. Grassmyer said sales will dip at Tommy Bahama and Johnny Was, offset ...

Oxford Industries, Inc. (NYSE:OXM) reported an EPS of $1.26, surpassing the estimated $1.21.The company's revenue was $403.1 million, slightly below the estimated $406.1 million, marking a 4% decline year-over-year.OXM's price-to-earnings (P/E) ratio is approximately 7.61, indicating a relatively low valuation compared to its earnings.Oxford Industries, Inc. (NYSE:OXM), a prominent apparel company owning popular brands like Tommy Bahama, Lilly Pulitzer, and Southern Tide, operates in the competitive fashion ...

Oxford Industries (OXM) reported $403.14 million in revenue for the quarter ended July 2025, representing a year-over-year decline of 4%. EPS of $1.26 for the same period compares to $2.77 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $407.65 million, representing a surprise of -1.11%. The company delivered an EPS surprise of +4.13%, with the consensus EPS estimate being $1.21.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Oxford Industries (OXM) came out with quarterly earnings of $1.26 per share, beating the Zacks Consensus Estimate of $1.21 per share. This compares to earnings of $2.77 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.13%. A quarter ago, it was expected that this owner of the Tommy Bahama, Lilly Pulitzer and Southern Tide clothing lines would post earnings of $1.82 per share when it actually produced earnings of $1.82, deliv ...

业绩预期 - 华尔街分析师预计公司季度每股收益为1.21美元 同比下降56.3% [1] - 预计季度收入达4.0765亿美元 同比下降2.9% [1] - 过去30天内每股收益预期保持稳定 显示分析师对初始预测的集体重新评估 [1] 细分品牌销售表现 - 新兴品牌净销售额预计达3395万美元 同比增长3.2% [4] - Lilly Pulitzer净销售额预计达9815万美元 同比增长7% [4] - Tommy Bahama净销售额预计达2.2915亿美元 同比下降6.5% [4] - Johnny Was净销售额预计达4655万美元 同比下降7.5% [5] 市场表现与评级 - 公司股价过去一个月上涨10% 同期标普500指数上涨2.8% [5] - 公司获Zacks评级3级(持有) 预计未来表现将与整体市场持平 [5]

公司业绩表现 - 季度每股亏损0 5美元 低于Zacks一致预期的0 47美元亏损 上年同期为每股收益1 41美元 [1] - 季度营收1 5414亿美元 低于预期的0 27% 上年同期为1 8607亿美元 [2] - 过去四个季度中 公司有两次超过每股收益预期 两次超过营收预期 [2] 股价与市场表现 - 本季度业绩公布后 股价变动取决于管理层在电话会议中的评论 [3] - 年初至今股价上涨13% 超过标普500指数9 6%的涨幅 [3] 未来展望 - 投资者关注公司未来盈利预期及预期变化趋势 [4] - 当前市场预期下季度每股亏损0 38美元 营收1 46亿美元 本财年每股收益1 81美元 营收9 9706亿美元 [7] - 行业前景对股价有重要影响 媒体集团行业目前在Zacks行业排名中处于前37% [8] 同行比较 - Oxford Industries预计季度每股收益1 21美元 同比下降56 3% 营收预计4 0765亿美元 同比下降2 9% [9][10]

公司概况 - Oxford Industries是一家历史悠久的美国服装公司 专注于销售与阳光、休闲和轻松财富概念相关的品牌 旗下拥有Tommy Bahama、Lilly Pulitzer和Johnny Was等品牌 [1] - 公司长期采用高利润率品牌战略 并严格控制运营 [1] 行业研究 - 该分析师主要关注中小市值公司的客观数据驱动研究 因为这些公司往往被许多投资者忽视 [1] - 偶尔也会研究大型公司 以提供更全面的股票市场概况 [1] 品牌组合 - 公司旗下品牌组合包括Tommy Bahama、Lilly Pulitzer和Johnny Was 这些品牌都体现了阳光、休闲和轻松财富的理念 [1]