Oxford Industries: Tommy Bahama Continues To Do Most Of The Heavy Lifting, Buy

Mayank Marwah 19 Followers Follow Summary Oxford Industries posted GAAP earnings growth of roughly 191%, helped by a one-time $42 million tariff refund. The company continues to deleverage its balance sheet. My DCF valuation states the stock is undervalued by 56%. I rate OXM a buy. Monty Rakusen/DigitalVision via Getty Images Thesis Summary Oxford Industries ( OXM ), which is the parent company of Tommy Bahama, Lilly Pulitzer, and Johnny Was, came out with its second-quarter fiscal 2026 earnings on September 3 rd , 2026. Despite posting This article was written by Mayank Marwah 19 Followers Follow I am a Chartered Accountant based in India (Equivalent of a US CPA). I like covering stocks that most people don't talk about, and closely look at the numbers to find good investment ideas that the market may have missed. I am closely associated with NM Market Insights. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.