6月11日周三夜盘，美国服装制造商牛津工业（Oxford Industries，股票代码：OXM）股价大幅下跌8.43%，主要原因是公司发布的2025财年第一季度财务报告未能满足投资者预期。
根据公司公布的财报数据，牛津工业2025财年第一季度实现营收3.929亿美元，虽然略高于市场预期的3.848亿美元，但低于上一财季的3.982亿美元。调整后每股收益为1.82美元，符合分析师预期，但同样低于前一季度的2.66美元。这些数据显示公司业绩出现环比下滑，引发了投资者对公司增长前景的担忧。
更令市场失望的是，牛津工业下调了2025财年的业绩指引。公司预计2025财年调整后每股收益在2.80美元至3.20美元之间，较2024财年的6.68美元大幅下降。管理层表示，公司面临关税成本增加和消费者需求疲软等挑战。为应对这些问题，公司计划通过供应链多元化来减轻关税影响，预计到2026年春季完全缓解。尽管如此，公司预计2025财年整体销售可能持平或下降3%，这进一步加剧了投资者的担忧情绪。
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