牛津工业（OXM）今日夜盘股价大幅下跌21.51%，引发市场震动。
消息面上，公司公布的2025财年第三季度财报中，因Johnny Was品牌相关资产减值计提6100万美元非现金费用（折合每股3.05美元），导致GAAP业绩显著恶化。这一重大财务调整直接冲击了投资者信心，成为股价暴跌的主因。
此外，公司整体业绩表现疲软：第三季度净销售额同比下滑，主力品牌Tommy Bahama销售额下降4.4%，Johnny Was品牌销售额减少8.4%。管理层同时下调全年指引，预计GAAP每股亏损1.32-1.52美元，反映出零售环境挑战及成本压力加剧。
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