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Side-by-side financial comparison of IMMERSION CORP (IMMR) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.
IMMERSION CORP is the larger business by last-quarter revenue ($372.9M vs $307.3M, roughly 1.2× OXFORD INDUSTRIES INC). IMMERSION CORP runs the higher net margin — -4.6% vs -20.7%, a 16.2% gap on every dollar of revenue. On growth, IMMERSION CORP posted the faster year-over-year revenue change (750.4% vs -0.2%). Over the past eight quarters, IMMERSION CORP's revenue compounded faster (537.9% CAGR vs -3.0%).
Immersion Corporation is an Aventura, Florida based developer and licensor of touch feedback technology, also known as haptic technology. Immersion Corporation has been accused of being a patent troll. Founded in 1993 by Louis Rosenberg, it is currently headed by lawyer Francis Jose, who serves as both chief executive officer and general counsel.
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.
IMMR vs OXM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $372.9M | $307.3M |
| Net Profit | $-17.0M | $-63.7M |
| Gross Margin | — | 60.3% |
| Operating Margin | -2.8% | -27.7% |
| Net Margin | -4.6% | -20.7% |
| Revenue YoY | 750.4% | -0.2% |
| Net Profit YoY | -191.3% | -1517.6% |
| EPS (diluted) | $-0.57 | $-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.
| Q4 25 | — | $307.3M | ||
| Q3 25 | — | $403.1M | ||
| Q2 25 | $372.9M | $392.9M | ||
| Q1 25 | $471.3M | — | ||
| Q4 24 | $616.2M | $308.0M | ||
| Q3 24 | — | $419.9M | ||
| Q2 24 | $95.5M | $398.2M | ||
| Q1 24 | $43.8M | $404.4M |
| Q4 25 | — | $-63.7M | ||
| Q3 25 | — | $16.7M | ||
| Q2 25 | $-17.0M | $26.2M | ||
| Q1 25 | $24.1M | — | ||
| Q4 24 | $30.8M | $-3.9M | ||
| Q3 24 | — | $40.6M | ||
| Q2 24 | $26.4M | $38.4M | ||
| Q1 24 | $18.7M | $-60.1M |
| Q4 25 | — | 60.3% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 64.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 63.1% | ||
| Q3 24 | — | 63.1% | ||
| Q2 24 | — | 64.9% | ||
| Q1 24 | — | 60.9% |
| Q4 25 | — | -27.7% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | -2.8% | 9.2% | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 11.4% | -2.0% | ||
| Q3 24 | — | 12.5% | ||
| Q2 24 | 23.7% | 13.2% | ||
| Q1 24 | 37.9% | -20.1% |
| Q4 25 | — | -20.7% | ||
| Q3 25 | — | 4.1% | ||
| Q2 25 | -4.6% | 6.7% | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 5.0% | -1.3% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | 27.7% | 9.6% | ||
| Q1 24 | 42.5% | -14.9% |
| Q4 25 | — | $-4.28 | ||
| Q3 25 | — | $1.12 | ||
| Q2 25 | $-0.57 | $1.70 | ||
| Q1 25 | $0.73 | — | ||
| Q4 24 | $0.93 | $-0.25 | ||
| Q3 24 | — | $2.57 | ||
| Q2 24 | $0.81 | $2.42 | ||
| Q1 24 | $0.59 | $-3.72 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $161.4M | $8.0M |
| Total DebtLower is stronger | $103.1M | — |
| Stockholders' EquityBook value | $298.1M | $528.0M |
| Total Assets | $1.1B | $1.3B |
| Debt / EquityLower = less leverage | 0.35× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $8.0M | ||
| Q3 25 | — | $6.9M | ||
| Q2 25 | $161.4M | $8.2M | ||
| Q1 25 | $153.9M | — | ||
| Q4 24 | $159.3M | $7.0M | ||
| Q3 24 | — | $18.4M | ||
| Q2 24 | $133.4M | $7.7M | ||
| Q1 24 | $179.1M | $7.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $29.0M |
| Q4 25 | — | $528.0M | ||
| Q3 25 | — | $597.1M | ||
| Q2 25 | $298.1M | $592.4M | ||
| Q1 25 | $317.9M | — | ||
| Q4 24 | $305.5M | $612.2M | ||
| Q3 24 | — | $621.6M | ||
| Q2 24 | $273.4M | $592.9M | ||
| Q1 24 | $201.5M | $560.9M |
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $1.2B | $1.2B | ||
| Q1 24 | $244.7M | $1.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.05× |
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 | — | $-9.1M |
| Free Cash FlowOCF − Capex | — | $-47.9M |
| FCF MarginFCF / Revenue | — | -15.6% |
| Capex IntensityCapex / Revenue | — | 12.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-79.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-9.1M | ||
| Q3 25 | — | $83.5M | ||
| Q2 25 | — | $-3.9M | ||
| Q1 25 | $-43.7M | — | ||
| Q4 24 | — | $-18.2M | ||
| Q3 24 | — | $88.8M | ||
| Q2 24 | $-85.9M | $32.9M | ||
| Q1 24 | $29.9M | $74.9M |
| Q4 25 | — | $-47.9M | ||
| Q3 25 | — | $52.3M | ||
| Q2 25 | — | $-27.4M | ||
| Q1 25 | $-46.2M | — | ||
| Q4 24 | — | $-56.9M | ||
| Q3 24 | — | $47.2M | ||
| Q2 24 | — | $21.0M | ||
| Q1 24 | — | $55.3M |
| Q4 25 | — | -15.6% | ||
| Q3 25 | — | 13.0% | ||
| Q2 25 | — | -7.0% | ||
| Q1 25 | -9.8% | — | ||
| Q4 24 | — | -18.5% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | — | 5.3% | ||
| Q1 24 | — | 13.7% |
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | — | 12.6% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 4.8% |
| Q4 25 | — | — | ||
| Q3 25 | — | 5.00× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | -1.82× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.19× | ||
| Q2 24 | -3.25× | 0.86× | ||
| Q1 24 | 1.60× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $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% |
