What move does the options market price into Oxford Industries's report?

Implied ±18.4%, either direction.

How often does Oxford Industries move more than the options market prices?

5 of the last 8 reports moved at least as far as the implied move.

OXMNYSEMen's & Boys' Furnishgs, Work Clothg, & Allied Garments

Oxford Industries Inc (OXM) earnings date, market-implied expected move, and options open interest by expiry

30.85

+0.37 · +1.22%

Regular session09:39 ET

Open30.60Volume529,984Mkt cap$456.5MEPS-0.41Div yield9.15%

Day30.50 – 30.85100%52-wk23.59 – 47.5130%

OXM

Oxford Industries Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±18.4%implied · report alone

8Q avg ±14.8%·×1.24·rich

24.8836.08

straddle ±22.2%

spot 30.48exp Dec 18ATM strike 30ATM straddle 7.95IV 96%

Nov 4 closereport share · term structure

Expected move

Inputs

Next report

Dec 9

after close · in 34 days

est.Q3 FY26

Calendar

Next report

Last report

−15.72%

vs ±12.6% implied · ×1.24

shaded = implied · ▲▼ = realized

Sep 3 '26 · confirmed

Implied vs realized

Largest filed tie

—

13F top-10 QoQ

−15.88%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

193 managers

Top fund weight

0.02%

OXM weight · IWM

N-PORTJun 30 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Oxford Industries (OXM) is expected to report on Dec 9 after close (estimated date).

Implied vs realized

8 reports

5 of 8≥ implied

avg implied: ±11.5%
avg realized: ±14.8%

Dec 11 '24Dec 11 '24confirmed±8.8%▼−8.61%×0.98

Mar 27 '25Mar 27 '25confirmed±8.8%▼−5.72%×0.65

Jun 11 '25Jun 11 '25confirmed±9.7%▼−13.91%×1.43

Sep 10 '25Sep 10 '25confirmed±13.7%▲+27.64%×2.02

Q3 FY25Dec 10 '25confirmed±9.4%▼−21.24%×2.26

Q1 FY26Mar 26 '26confirmed±14.7%▲+8.69%×0.59

Jun 10 '26Jun 10 '26confirmed±14.4%▼−17.01%×1.18

Q2 FY26Sep 3 '26confirmed±12.6%▼−15.72%×1.24

quarterimplied−30%0+30%realized×

Q2 FY26±12.6%▼−15.72%×1.24

Jun '26±14.4%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Nov 4 close

121.08OI · 4 expiries · Nov 4 closeP/C open interest · Dec 18 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

2860%Nov 2015d2.60110+6%2.60

report · Dec 9 · after close · est.

11,260+398%Dec 1843d93+18%

1,428−2%Jan 1571d1.101,2970%1.10

2530%Apr 16162d3.89650%3.89

ExpiryPutsCallsP/C

Nov 2015d2860%110+6%2.60

report · Dec 9 · after close · est.

Dec 1843d11,260+398%93+18%121.08

Jan 1571d1,428−2%

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±22.2%

Funds 4

IWM±0.0%

SCHD±0.0%

UWM±0.0%

VTI±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

12.42%as filednet margin · revenue +0.76% QoQ · −2.17% YoY

Revenue

$394M+0.76% QoQ

Gross profit

$291M+19.37% QoQ

73.82% margin

Operating income

$69M+207.72% QoQ

17.45% margin

Pre-tax income

$67M+235.28% QoQ

Net income

$49M+226.71% QoQ

12.42% margin

Cost of revenue

$103M−30.01% QoQ

Operating expenses

$222M−2.18% QoQ

SG&A $212M

Depreciation $17M

Other expense

$1M

Tax

$18M+260.49% QoQ

Revenue$394M+0.76%

Gross profit

$291M+19.37%

73.82% margin

Operating income

$69M+207.72%

17.45% margin

Pre-tax income

$67M+235.28%

Net income

$49M+226.71%

12.42% margin

Cost of revenue

$103M−30.01%

Operating expenses

$222M−2.18%

SG&A $212M

Depreciation $17M

Other expense

$1M

Tax$18M+260.49%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Aug 1 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 4 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 09:30 ET

Intraday

Event sensitivity

PPI ×2.00· ±4.5% vs ±2.3% · 10 releases

eventrelease day|move|up · n×base

PPIproducer prices±4.5%6 of 10×2.00

NFPjobs report±3.7%2 of 10×1.63

PCEpersonal income & outlays±2.8%7 of 19×1.24

GDPgross domestic product±2.6%7 of 19×1.14

FOMCrate decision±2.5%5 of 24×1.12

CPROFcorporate profits±2.4%5 of 12×1.07

CPIconsumer prices±1.8%5 of 10×0.81

Bar = avg |move| to ±5% · tick = ±2.3% avg day · ×base = |move| ÷ ±2.3% · min 6 releases

Earnings history

EPS 3.25 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Sep 3 '26 · confirmed	3.25	—
Q1 FY26	Mar 26 '26 · confirmed	1.00	—
Q3 FY25	Dec 10 '25 · confirmed	-4.28	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod