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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.
EXELIXIS, INC. is the larger business by last-quarter revenue ($598.7M vs $307.3M, roughly 1.9× OXFORD INDUSTRIES INC). EXELIXIS, INC. runs the higher net margin — 40.8% vs -20.7%, a 61.6% gap on every dollar of revenue. On growth, EXELIXIS, INC. posted the faster year-over-year revenue change (5.6% vs -0.2%). EXELIXIS, INC. produced more free cash flow last quarter ($332.4M vs $-47.9M). Over the past eight quarters, EXELIXIS, INC.'s revenue compounded faster (18.7% CAGR vs -3.0%).
Exelixis, Inc. is a genomics-based drug discovery company located in Alameda, California, and the producer of Cometriq, a treatment approved by the U.S. Food and Drug Administration (FDA) for medullary thyroid cancer with clinical activity in several other types of metastatic cancer.
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.
EXEL vs OXM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $307.3M |
| Net Profit | $244.5M | $-63.7M |
| Gross Margin | 95.6% | 60.3% |
| Operating Margin | 39.3% | -27.7% |
| Net Margin | 40.8% | -20.7% |
| Revenue YoY | 5.6% | -0.2% |
| Net Profit YoY | 74.8% | -1517.6% |
| EPS (diluted) | $0.89 | $-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.
| Q1 26 | $598.7M | — | ||
| Q4 25 | $597.8M | $307.3M | ||
| Q3 25 | $568.3M | $403.1M | ||
| Q2 25 | $555.4M | $392.9M | ||
| Q1 25 | $566.8M | — | ||
| Q4 24 | — | $308.0M | ||
| Q3 24 | $539.5M | $419.9M | ||
| Q2 24 | $637.2M | $398.2M |
| Q1 26 | $244.5M | — | ||
| Q4 25 | $193.6M | $-63.7M | ||
| Q3 25 | $184.8M | $16.7M | ||
| Q2 25 | $159.6M | $26.2M | ||
| Q1 25 | $139.9M | — | ||
| Q4 24 | — | $-3.9M | ||
| Q3 24 | $118.0M | $40.6M | ||
| Q2 24 | $226.1M | $38.4M |
| Q1 26 | 95.6% | — | ||
| Q4 25 | 96.9% | 60.3% | ||
| Q3 25 | 96.6% | 61.4% | ||
| Q2 25 | 96.5% | 64.2% | ||
| Q1 25 | 96.5% | — | ||
| Q4 24 | — | 63.1% | ||
| Q3 24 | 96.8% | 63.1% | ||
| Q2 24 | 97.2% | 64.9% |
| Q1 26 | 39.3% | — | ||
| Q4 25 | 39.6% | -27.7% | ||
| Q3 25 | 37.6% | 6.3% | ||
| Q2 25 | 33.6% | 9.2% | ||
| Q1 25 | 28.8% | — | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | 25.2% | 12.5% | ||
| Q2 24 | 43.3% | 13.2% |
| Q1 26 | 40.8% | — | ||
| Q4 25 | 32.4% | -20.7% | ||
| Q3 25 | 32.5% | 4.1% | ||
| Q2 25 | 28.7% | 6.7% | ||
| Q1 25 | 24.7% | — | ||
| Q4 24 | — | -1.3% | ||
| Q3 24 | 21.9% | 9.7% | ||
| Q2 24 | 35.5% | 9.6% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.69 | $-4.28 | ||
| Q3 25 | $0.65 | $1.12 | ||
| Q2 25 | $0.55 | $1.70 | ||
| Q1 25 | $0.47 | — | ||
| Q4 24 | — | $-0.25 | ||
| Q3 24 | $0.40 | $2.57 | ||
| Q2 24 | $0.77 | $2.42 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $8.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $528.0M |
| Total Assets | $2.8B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $988.5M | $8.0M | ||
| Q3 25 | $791.1M | $6.9M | ||
| Q2 25 | $1.0B | $8.2M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | — | $7.0M | ||
| Q3 24 | $1.2B | $18.4M | ||
| Q2 24 | $1.0B | $7.7M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $528.0M | ||
| Q3 25 | $2.0B | $597.1M | ||
| Q2 25 | $2.1B | $592.4M | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | — | $612.2M | ||
| Q3 24 | $2.3B | $621.6M | ||
| Q2 24 | $2.1B | $592.9M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $1.3B | ||
| Q3 25 | $2.7B | $1.3B | ||
| Q2 25 | $2.8B | $1.3B | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $3.0B | $1.2B | ||
| Q2 24 | $2.8B | $1.2B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $333.5M | $-9.1M |
| Free Cash FlowOCF − Capex | $332.4M | $-47.9M |
| FCF MarginFCF / Revenue | 55.5% | -15.6% |
| Capex IntensityCapex / Revenue | 0.2% | 12.6% |
| Cash ConversionOCF / Net Profit | 1.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | $-79.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $-9.1M | ||
| Q3 25 | $49.0M | $83.5M | ||
| Q2 25 | $211.4M | $-3.9M | ||
| Q1 25 | $240.3M | — | ||
| Q4 24 | — | $-18.2M | ||
| Q3 24 | $271.3M | $88.8M | ||
| Q2 24 | $119.5M | $32.9M |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | $-47.9M | ||
| Q3 25 | $46.2M | $52.3M | ||
| Q2 25 | $208.5M | $-27.4M | ||
| Q1 25 | $236.3M | — | ||
| Q4 24 | — | $-56.9M | ||
| Q3 24 | $263.1M | $47.2M | ||
| Q2 24 | $113.0M | $21.0M |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | -15.6% | ||
| Q3 25 | 8.1% | 13.0% | ||
| Q2 25 | 37.5% | -7.0% | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | — | -18.5% | ||
| Q3 24 | 48.8% | 11.2% | ||
| Q2 24 | 17.7% | 5.3% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 12.6% | ||
| Q3 25 | 0.5% | 7.7% | ||
| Q2 25 | 0.5% | 6.0% | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | — | 12.6% | ||
| Q3 24 | 1.5% | 9.9% | ||
| Q2 24 | 1.0% | 3.0% |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | — | ||
| Q3 25 | 0.27× | 5.00× | ||
| Q2 25 | 1.32× | -0.15× | ||
| Q1 25 | 1.72× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.30× | 2.19× | ||
| Q2 24 | 0.53× | 0.86× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EXEL
| Cabometyx | $544.7M | 91% |
| Collaboration | $52.1M | 9% |
| Collaborative Arrangementwith Takeda | $5.9M | 1% |
| Cometriq | $1.8M | 0% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
