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Q2 FY2027 EarningsQ2 FY27 delivered a significant beat on the bottom line despite a slight revenue miss. Diluted EPS reached $6.25, substantially exceeding the $4.32 consensus, while GAAP Net Income of $97.7M outperformed the $63.4M estimate. Performance was heavily augmented by $37.2M in IEEPA tariff refunds, which drove retail gross margins to 40.9%. While retail sales grew 1% YoY, the construction segment saw a 22% decline, leading to total revenue of $1.51B, marginally below the $1.52B expected.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Dillards(DDS) the Revenue is 1.53 B (-0.36%), Beat estimate;the EBIT is 129.3 M (+38.59%), Beat estimate;the EPS is 6.25 (+34.12%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.53B0.36%
1.52B0.83%
+0.01B0.47%
EBITExceed expectations
0.13B38.59%
0.08B9.46%
+0.04B48.05%
EPSExceed expectations
6.2534.12%
4.32287.24%
+1.927241.36%
Upcoming earnings report - Q3 FY2027
Available dateNov 12, 2026
Estimate Revenue$1.479 B
Estimate EBIT$163.95 M
Estimate EPS$8.1019
Revenue
ActualEstimateUnit: USD
Quarterly
EBIT
ActualEstimateUnit: USD
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Net income
ActualEstimateUnit: USD
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EPS
ActualEstimateUnit: USD
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