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Side-by-side financial comparison of OXFORD INDUSTRIES INC (OXM) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
WillScot Holdings Corp is the larger business by last-quarter revenue ($566.0M vs $307.3M, roughly 1.8× OXFORD INDUSTRIES INC). OXFORD INDUSTRIES INC runs the higher net margin — -20.7% vs -33.1%, a 12.4% gap on every dollar of revenue. On growth, OXFORD INDUSTRIES INC posted the faster year-over-year revenue change (-0.2% vs -6.1%). WillScot Holdings Corp produced more free cash flow last quarter ($149.7M vs $-47.9M). Over the past eight quarters, WillScot Holdings Corp's revenue compounded faster (-1.8% 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.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
OXM vs WSC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $307.3M | $566.0M |
| Net Profit | $-63.7M | $-187.3M |
| Gross Margin | 60.3% | 50.4% |
| Operating Margin | -27.7% | -32.5% |
| Net Margin | -20.7% | -33.1% |
| Revenue YoY | -0.2% | -6.1% |
| Net Profit YoY | -1517.6% | -310.0% |
| EPS (diluted) | $-4.28 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $403.1M | $566.8M | ||
| Q2 25 | $392.9M | $589.1M | ||
| Q1 25 | — | $559.6M | ||
| Q4 24 | $308.0M | $602.5M | ||
| Q3 24 | $419.9M | $601.4M | ||
| Q2 24 | $398.2M | $604.6M | ||
| Q1 24 | $404.4M | $587.2M |
| Q4 25 | $-63.7M | $-187.3M | ||
| Q3 25 | $16.7M | $43.3M | ||
| Q2 25 | $26.2M | $47.9M | ||
| Q1 25 | — | $43.1M | ||
| Q4 24 | $-3.9M | $89.2M | ||
| Q3 24 | $40.6M | $-70.5M | ||
| Q2 24 | $38.4M | $-46.9M | ||
| Q1 24 | $-60.1M | $56.2M |
| Q4 25 | 60.3% | 50.4% | ||
| Q3 25 | 61.4% | 49.7% | ||
| Q2 25 | 64.2% | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | 63.1% | 55.8% | ||
| Q3 24 | 63.1% | 53.5% | ||
| Q2 24 | 64.9% | 54.1% | ||
| Q1 24 | 60.9% | 54.0% |
| Q4 25 | -27.7% | -32.5% | ||
| Q3 25 | 6.3% | 21.0% | ||
| Q2 25 | 9.2% | 21.5% | ||
| Q1 25 | — | 21.3% | ||
| Q4 24 | -2.0% | 28.9% | ||
| Q3 24 | 12.5% | -5.9% | ||
| Q2 24 | 13.2% | -0.9% | ||
| Q1 24 | -20.1% | 22.1% |
| Q4 25 | -20.7% | -33.1% | ||
| Q3 25 | 4.1% | 7.6% | ||
| Q2 25 | 6.7% | 8.1% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | -1.3% | 14.8% | ||
| Q3 24 | 9.7% | -11.7% | ||
| Q2 24 | 9.6% | -7.7% | ||
| Q1 24 | -14.9% | 9.6% |
| Q4 25 | $-4.28 | $-1.02 | ||
| Q3 25 | $1.12 | $0.24 | ||
| Q2 25 | $1.70 | $0.26 | ||
| Q1 25 | — | $0.23 | ||
| Q4 24 | $-0.25 | $0.48 | ||
| Q3 24 | $2.57 | $-0.37 | ||
| Q2 24 | $2.42 | $-0.25 | ||
| Q1 24 | $-3.72 | $0.29 |
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 | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $528.0M | $856.3M |
| Total Assets | $1.3B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.0M | $14.6M | ||
| Q3 25 | $6.9M | $14.8M | ||
| Q2 25 | $8.2M | $12.8M | ||
| Q1 25 | — | $10.7M | ||
| Q4 24 | $7.0M | $9.0M | ||
| Q3 24 | $18.4M | $11.0M | ||
| Q2 24 | $7.7M | $5.9M | ||
| Q1 24 | $7.6M | $13.1M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | $29.0M | $3.5B |
| Q4 25 | $528.0M | $856.3M | ||
| Q3 25 | $597.1M | $1.1B | ||
| Q2 25 | $592.4M | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $612.2M | $1.0B | ||
| Q3 24 | $621.6M | $1.1B | ||
| Q2 24 | $592.9M | $1.2B | ||
| Q1 24 | $560.9M | $1.3B |
| Q4 25 | $1.3B | $5.8B | ||
| Q3 25 | $1.3B | $6.1B | ||
| Q2 25 | $1.3B | $6.1B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | $1.2B | $6.0B | ||
| Q3 24 | $1.2B | $6.0B | ||
| Q2 24 | $1.2B | $6.0B | ||
| Q1 24 | $1.1B | $6.2B |
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | 0.05× | 2.63× |
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 | $158.9M |
| Free Cash FlowOCF − Capex | $-47.9M | $149.7M |
| FCF MarginFCF / Revenue | -15.6% | 26.5% |
| Capex IntensityCapex / Revenue | 12.6% | 1.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-79.9M | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-9.1M | $158.9M | ||
| Q3 25 | $83.5M | $191.2M | ||
| Q2 25 | $-3.9M | $205.3M | ||
| Q1 25 | — | $206.6M | ||
| Q4 24 | $-18.2M | $178.9M | ||
| Q3 24 | $88.8M | $-1.6M | ||
| Q2 24 | $32.9M | $175.6M | ||
| Q1 24 | $74.9M | $208.7M |
| Q4 25 | $-47.9M | $149.7M | ||
| Q3 25 | $52.3M | $186.9M | ||
| Q2 25 | $-27.4M | $199.0M | ||
| Q1 25 | — | $202.0M | ||
| Q4 24 | $-56.9M | $176.6M | ||
| Q3 24 | $47.2M | $-4.9M | ||
| Q2 24 | $21.0M | $169.4M | ||
| Q1 24 | $55.3M | $202.1M |
| Q4 25 | -15.6% | 26.5% | ||
| Q3 25 | 13.0% | 33.0% | ||
| Q2 25 | -7.0% | 33.8% | ||
| Q1 25 | — | 36.1% | ||
| Q4 24 | -18.5% | 29.3% | ||
| Q3 24 | 11.2% | -0.8% | ||
| Q2 24 | 5.3% | 28.0% | ||
| Q1 24 | 13.7% | 34.4% |
| Q4 25 | 12.6% | 1.6% | ||
| Q3 25 | 7.7% | 0.7% | ||
| Q2 25 | 6.0% | 1.1% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | 12.6% | 0.4% | ||
| Q3 24 | 9.9% | 0.6% | ||
| Q2 24 | 3.0% | 1.0% | ||
| Q1 24 | 4.8% | 1.1% |
| Q4 25 | — | — | ||
| Q3 25 | 5.00× | 4.41× | ||
| Q2 25 | -0.15× | 4.28× | ||
| Q1 25 | — | 4.80× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | 2.19× | — | ||
| Q2 24 | 0.86× | — | ||
| Q1 24 | — | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
