Dillards

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.