OXMOXFORD INDUSTRIES INC
Men's & Boys' Furnishgs, Work Clothg, & Allied Garments
- Revenue
- $1.5B
- 2.6% YoY
- Operating margin
- -2.1%
- 127% YoY
- EBITDA
- $35M
- 81% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.9×
- $100M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear81% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear2% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.1B | $1.4B | $1.6B | $1.5B | $1.5B | 2.6% |
| Operating income | $166M | $219M | $81M | $119M | −$31M | 126% |
| Net income | $131M | $166M | $61M | $93M | −$28M | 130% |
| Operating cash flow | $198M | $126M | $244M | $194M | $120M | 38% |
| Capex | $32M | $47M | $74M | $134M | $108M | 19% |
| Stock-based comp | $8M | $11M | $14M | $17M | $16M | 6.0% |
| Buybacks | $8M | $92M | $20M | $0 | $55M | |
| Dividends | $28M | $35M | $42M | $43M | $42M | 2.6% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $203K · 3
- Open-market sells, 12 mo
- $0 · 0
- Net
- $203K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $6M | −$1M | 67 | 55 |
| FY2025 | $5M | $3M | 142 | 64 |
| FY2024 | $6M | $2M | 158 | 59 |
| FY2023 | $5M | $11M | 187 | 72 |
| FY2022 | $5M | $6M | 126 | 99 |