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Side-by-side financial comparison of OXFORD INDUSTRIES INC (OXM) and VARONIS SYSTEMS INC (VRNS). Click either name above to swap in a different company.
OXFORD INDUSTRIES INC is the larger business by last-quarter revenue ($307.3M vs $173.1M, roughly 1.8× VARONIS SYSTEMS INC). On growth, VARONIS SYSTEMS INC posted the faster year-over-year revenue change (26.9% vs -0.2%). VARONIS SYSTEMS INC produced more free cash flow last quarter ($49.0M vs $-47.9M). Over the past eight quarters, VARONIS SYSTEMS INC's revenue compounded faster (15.2% CAGR vs -3.0%).
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.
Varonis Systems, Inc. is a software company based in Miami, Florida with R&D offices in Herzliya, Israel. The company’s Data Security Platform analyzes data and data activity using the insights to identify data exposure risks stemming from access permissions and software-as-a-service (SaaS) app configurations, triggering automated remediation capabilities in response.
OXM vs VRNS — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $307.3M | $173.1M |
| Net Profit | $-63.7M | — |
| Gross Margin | 60.3% | 76.0% |
| Operating Margin | -27.7% | -1.7% |
| Net Margin | -20.7% | — |
| Revenue YoY | -0.2% | 26.9% |
| Net Profit YoY | -1517.6% | — |
| EPS (diluted) | $-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 | — | $173.1M | ||
| Q4 25 | $307.3M | $173.4M | ||
| Q3 25 | $403.1M | $161.6M | ||
| Q2 25 | $392.9M | $152.2M | ||
| Q1 25 | — | $136.4M | ||
| Q4 24 | $308.0M | $158.5M | ||
| Q3 24 | $419.9M | $148.1M | ||
| Q2 24 | $398.2M | $130.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-63.7M | $-27.8M | ||
| Q3 25 | $16.7M | $-29.9M | ||
| Q2 25 | $26.2M | $-35.8M | ||
| Q1 25 | — | $-35.8M | ||
| Q4 24 | $-3.9M | $-13.0M | ||
| Q3 24 | $40.6M | $-18.3M | ||
| Q2 24 | $38.4M | $-23.9M |
| Q1 26 | — | 76.0% | ||
| Q4 25 | 60.3% | 78.9% | ||
| Q3 25 | 61.4% | 78.2% | ||
| Q2 25 | 64.2% | 79.5% | ||
| Q1 25 | — | 78.7% | ||
| Q4 24 | 63.1% | 83.6% | ||
| Q3 24 | 63.1% | 83.8% | ||
| Q2 24 | 64.9% | 82.8% |
| Q1 26 | — | -1.7% | ||
| Q4 25 | -27.7% | -17.5% | ||
| Q3 25 | 6.3% | -22.2% | ||
| Q2 25 | 9.2% | -24.0% | ||
| Q1 25 | — | -32.1% | ||
| Q4 24 | -2.0% | -11.1% | ||
| Q3 24 | 12.5% | -16.0% | ||
| Q2 24 | 13.2% | -22.1% |
| Q1 26 | — | — | ||
| Q4 25 | -20.7% | -16.0% | ||
| Q3 25 | 4.1% | -18.5% | ||
| Q2 25 | 6.7% | -23.5% | ||
| Q1 25 | — | -26.2% | ||
| Q4 24 | -1.3% | -8.2% | ||
| Q3 24 | 9.7% | -12.4% | ||
| Q2 24 | 9.6% | -18.4% |
| Q1 26 | — | — | ||
| Q4 25 | $-4.28 | $-0.23 | ||
| Q3 25 | $1.12 | $-0.26 | ||
| Q2 25 | $1.70 | $-0.32 | ||
| Q1 25 | — | $-0.32 | ||
| Q4 24 | $-0.25 | $-0.12 | ||
| Q3 24 | $2.57 | $-0.16 | ||
| Q2 24 | $2.42 | $-0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $8.0M | $179.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $528.0M | $453.5M |
| Total Assets | $1.3B | $1.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $179.3M | ||
| Q4 25 | $8.0M | $883.7M | ||
| Q3 25 | $6.9M | $671.3M | ||
| Q2 25 | $8.2M | $770.9M | ||
| Q1 25 | — | $567.6M | ||
| Q4 24 | $7.0M | $529.0M | ||
| Q3 24 | $18.4M | $844.8M | ||
| Q2 24 | $7.7M | $582.5M |
| Q1 26 | — | $453.5M | ||
| Q4 25 | $528.0M | $598.7M | ||
| Q3 25 | $597.1M | $604.8M | ||
| Q2 25 | $592.4M | $341.5M | ||
| Q1 25 | — | $367.7M | ||
| Q4 24 | $612.2M | $455.7M | ||
| Q3 24 | $621.6M | $428.6M | ||
| Q2 24 | $592.9M | $458.6M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.2B | $1.1B |
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 | $55.0M |
| Free Cash FlowOCF − Capex | $-47.9M | $49.0M |
| FCF MarginFCF / Revenue | -15.6% | 28.3% |
| Capex IntensityCapex / Revenue | 12.6% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-79.9M | $118.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $55.0M | ||
| Q4 25 | $-9.1M | $24.7M | ||
| Q3 25 | $83.5M | $33.4M | ||
| Q2 25 | $-3.9M | $21.3M | ||
| Q1 25 | — | $68.0M | ||
| Q4 24 | $-18.2M | $24.3M | ||
| Q3 24 | $88.8M | $22.5M | ||
| Q2 24 | $32.9M | $11.7M |
| Q1 26 | — | $49.0M | ||
| Q4 25 | $-47.9M | $20.7M | ||
| Q3 25 | $52.3M | $30.4M | ||
| Q2 25 | $-27.4M | $18.0M | ||
| Q1 25 | — | $65.7M | ||
| Q4 24 | $-56.9M | $19.9M | ||
| Q3 24 | $47.2M | $21.3M | ||
| Q2 24 | $21.0M | $10.9M |
| Q1 26 | — | 28.3% | ||
| Q4 25 | -15.6% | 12.0% | ||
| Q3 25 | 13.0% | 18.8% | ||
| Q2 25 | -7.0% | 11.8% | ||
| Q1 25 | — | 48.1% | ||
| Q4 24 | -18.5% | 12.6% | ||
| Q3 24 | 11.2% | 14.4% | ||
| Q2 24 | 5.3% | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 2.3% | ||
| Q3 25 | 7.7% | 1.8% | ||
| Q2 25 | 6.0% | 2.2% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 12.6% | 2.7% | ||
| Q3 24 | 9.9% | 0.8% | ||
| Q2 24 | 3.0% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 5.00× | — | ||
| Q2 25 | -0.15× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.19× | — | ||
| Q2 24 | 0.86× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
