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Side-by-side financial comparison of Borr Drilling Ltd (BORR) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.

OXFORD INDUSTRIES INC is the larger business by last-quarter revenue ($307.3M vs $267.7M, roughly 1.1× Borr Drilling Ltd). Borr Drilling Ltd runs the higher net margin — 13.1% vs -20.7%, a 33.8% gap on every dollar of revenue. On growth, OXFORD INDUSTRIES INC posted the faster year-over-year revenue change (-0.2% vs -1.5%).

Borr Drilling Ltd is a global offshore drilling contractor owning and operating a modern fleet of high-spec jack-up rigs. It offers drilling services to oil and gas exploration and production firms, with main operations across the North Sea, Southeast Asia, Middle East, and West Africa for shallow-water and marginal field projects.

Oxford Industries, Inc. is a publicly traded clothing company in the United States that specializes in high-end clothing and apparel. The company carries many major labels, including Tommy Bahama, Lilly Pulitzer, Johnny Was and Southern Tide.

BORR vs OXM — Head-to-Head

Bigger by revenue
OXM
OXM
1.1× larger
OXM
$307.3M
$267.7M
BORR
Growing faster (revenue YoY)
OXM
OXM
+1.3% gap
OXM
-0.2%
-1.5%
BORR
Higher net margin
BORR
BORR
33.8% more per $
BORR
13.1%
-20.7%
OXM

Income Statement — Q2 FY2025 vs Q3 FY2026

Metric
BORR
BORR
OXM
OXM
Revenue
$267.7M
$307.3M
Net Profit
$35.1M
$-63.7M
Gross Margin
60.3%
Operating Margin
36.0%
-27.7%
Net Margin
13.1%
-20.7%
Revenue YoY
-1.5%
-0.2%
Net Profit YoY
10.7%
-1517.6%
EPS (diluted)
$0.14
$-4.28

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BORR
BORR
OXM
OXM
Q4 25
$307.3M
Q3 25
$403.1M
Q2 25
$267.7M
$392.9M
Q4 24
$308.0M
Q3 24
$419.9M
Q2 24
$271.9M
$398.2M
Q1 24
$404.4M
Q4 23
$326.6M
Net Profit
BORR
BORR
OXM
OXM
Q4 25
$-63.7M
Q3 25
$16.7M
Q2 25
$35.1M
$26.2M
Q4 24
$-3.9M
Q3 24
$40.6M
Q2 24
$31.7M
$38.4M
Q1 24
$-60.1M
Q4 23
$10.8M
Gross Margin
BORR
BORR
OXM
OXM
Q4 25
60.3%
Q3 25
61.4%
Q2 25
64.2%
Q4 24
63.1%
Q3 24
63.1%
Q2 24
64.9%
Q1 24
60.9%
Q4 23
62.9%
Operating Margin
BORR
BORR
OXM
OXM
Q4 25
-27.7%
Q3 25
6.3%
Q2 25
36.0%
9.2%
Q4 24
-2.0%
Q3 24
12.5%
Q2 24
38.4%
13.2%
Q1 24
-20.1%
Q4 23
4.4%
Net Margin
BORR
BORR
OXM
OXM
Q4 25
-20.7%
Q3 25
4.1%
Q2 25
13.1%
6.7%
Q4 24
-1.3%
Q3 24
9.7%
Q2 24
11.7%
9.6%
Q1 24
-14.9%
Q4 23
3.3%
EPS (diluted)
BORR
BORR
OXM
OXM
Q4 25
$-4.28
Q3 25
$1.12
Q2 25
$0.14
$1.70
Q4 24
$-0.25
Q3 24
$2.57
Q2 24
$0.12
$2.42
Q1 24
$-3.72
Q4 23
$0.68

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BORR
BORR
OXM
OXM
Cash + ST InvestmentsLiquidity on hand
$92.4M
$8.0M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.0B
$528.0M
Total Assets
$3.4B
$1.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BORR
BORR
OXM
OXM
Q4 25
$8.0M
Q3 25
$6.9M
Q2 25
$92.4M
$8.2M
Q4 24
$7.0M
Q3 24
$18.4M
Q2 24
$195.3M
$7.7M
Q1 24
$7.6M
Q4 23
$7.9M
Total Debt
BORR
BORR
OXM
OXM
Q4 25
Q3 25
Q2 25
Q4 24
Q3 24
Q2 24
Q1 24
$29.0M
Q4 23
Stockholders' Equity
BORR
BORR
OXM
OXM
Q4 25
$528.0M
Q3 25
$597.1M
Q2 25
$1.0B
$592.4M
Q4 24
$612.2M
Q3 24
$621.6M
Q2 24
$999.2M
$592.9M
Q1 24
$560.9M
Q4 23
$627.1M
Total Assets
BORR
BORR
OXM
OXM
Q4 25
$1.3B
Q3 25
$1.3B
Q2 25
$3.4B
$1.3B
Q4 24
$1.2B
Q3 24
$1.2B
Q2 24
$3.2B
$1.2B
Q1 24
$1.1B
Q4 23
$1.2B
Debt / Equity
BORR
BORR
OXM
OXM
Q4 25
Q3 25
Q2 25
Q4 24
Q3 24
Q2 24
Q1 24
0.05×
Q4 23

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BORR
BORR
OXM
OXM
Operating Cash FlowLast quarter
$6.3M
$-9.1M
Free Cash FlowOCF − Capex
$-47.9M
FCF MarginFCF / Revenue
-15.6%
Capex IntensityCapex / Revenue
12.6%
Cash ConversionOCF / Net Profit
0.18×
TTM Free Cash FlowTrailing 4 quarters
$-79.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BORR
BORR
OXM
OXM
Q4 25
$-9.1M
Q3 25
$83.5M
Q2 25
$6.3M
$-3.9M
Q4 24
$-18.2M
Q3 24
$88.8M
Q2 24
$16.0M
$32.9M
Q1 24
$74.9M
Q4 23
$16.9M
Free Cash Flow
BORR
BORR
OXM
OXM
Q4 25
$-47.9M
Q3 25
$52.3M
Q2 25
$-27.4M
Q4 24
$-56.9M
Q3 24
$47.2M
Q2 24
$21.0M
Q1 24
$55.3M
Q4 23
$-6.2M
FCF Margin
BORR
BORR
OXM
OXM
Q4 25
-15.6%
Q3 25
13.0%
Q2 25
-7.0%
Q4 24
-18.5%
Q3 24
11.2%
Q2 24
5.3%
Q1 24
13.7%
Q4 23
-1.9%
Capex Intensity
BORR
BORR
OXM
OXM
Q4 25
12.6%
Q3 25
7.7%
Q2 25
6.0%
Q4 24
12.6%
Q3 24
9.9%
Q2 24
3.0%
Q1 24
4.8%
Q4 23
7.1%
Cash Conversion
BORR
BORR
OXM
OXM
Q4 25
Q3 25
5.00×
Q2 25
0.18×
-0.15×
Q4 24
Q3 24
2.19×
Q2 24
0.50×
0.86×
Q1 24
Q4 23
1.57×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BORR
BORR

Transferred Over Time$256.6M96%
Transferred At Point In Time$11.1M4%

OXM
OXM

Sales Channel Retail$162.9M53%
Sales Channel Wholesale$61.3M20%
Johnny Was$45.4M15%
Sales Channel Food And Beverage$29.3M10%
Other Foreign Countries$9.0M3%

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