Dillard's (DDS) Earnings: Q2 Fiscal 2026 Results and Next Report Date

The quarter ended August 1, 2026 and Dillard's published the results on August 13, 2026. Revenue and diluted EPS are shown against Q2 fiscal 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• Revenue here is net sales, which Dillard's reports separately from service charges and other income ($22.8 million in the quarter, mostly income from its Citibank credit card alliance). Including that line, total revenue was $1,530.4 million.
• Dillard's fiscal 2026 is the 52 weeks ending January 30, 2027. Q2 is the 13 weeks ended August 1, 2026.
• Q2 net income includes $37.2 million ($28.4 million after tax, or $1.82 per share) of refunded IEEPA tariffs.

Source: Dillard's Q2 fiscal 2026 results, August 13, 2026. Also in the Form 10-Q for the quarter ended August 1, 2026. Figures as reported; checked against the release on November 10, 2026.

How Dillard's splits revenue in its own release, under its own labels, for Q2 fiscal 2026 against Q2 fiscal 2025. Indented lines are parts of the line above them.

• Dillard's's Retail operations revenue was $1.5 billion in Q2 fiscal 2026, up 1% from $1.4 billion in Q2 fiscal 2025, 97% of total revenue.
• Dillard's's Construction (CDI Contractors) revenue was $52.6 million in Q2 fiscal 2026, down 21% from $67.0 million in Q2 fiscal 2025, 3% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Dillard's gives no sales or earnings outlook. Its release estimates four expense and spending lines for the year: depreciation and amortization of $175 million, rentals of $18 million, net interest and debt income of $9 million, and capital expenditures of $120 million.

In its Q2 fiscal 2026 release, Dillard's said:

“The Company is providing the following estimates for certain financial statement items for the 52-week period ending January 30, 2027 based upon current conditions.”

“The Company does not expect any additional significant IEEPA tariff refunds.”

Source: Dillard's Q2 fiscal 2026 release, Aug 13, 2026.

This is the company's own guidance as of Aug 13, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the DDS forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Net sales (excluding service charges and other income) and basic and diluted EPS, each as first reported in that quarter's release. Q1 fiscal 2026 EPS includes a $104.1 million pre-tax gain from a payment card interchange fee lawsuit settlement.

Dillard's's next report is expected around November 12, 2026, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q2 fiscal 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q2 fiscal 2026 (this page), reported Aug 13, 2026

Dillard's net sales were $1.508 billion in Q2 fiscal 2026, against $1.514 billion a year earlier. Retail sales, which exclude the CDI Contractors construction business, rose 1% to $1.455 billion, and comparable store sales also rose 1%. (Dillard's Q2 fiscal 2026 release, Aug 13, 2026)

Dillard's describes itself as one of the nation's largest fashion apparel, cosmetics and home furnishing retailers. It operates 272 stores, including 28 clearance centers, in 30 states with 46.1 million square feet, plus dillards.com. Exclusive brands such as Antonio Melani, Gianni Bini and Roundtree & Yorke sit alongside national brands. (Dillard's Q2 fiscal 2026 release, Aug 13, 2026; Dillard's Form 10-K, fiscal 2025, Mar 27, 2026)

By category, ladies' apparel was 21% of Q2 net sales, men's apparel and accessories 20%, ladies' accessories and lingerie 16%, cosmetics 15% and shoes 14%. Ladies' accessories and lingerie grew 7.8% and home and furniture 3.8%, while ladies' apparel fell 3.2% and juniors' and children's apparel fell 4.0%. (Dillard's Form 10-Q, Q2 fiscal 2026, Sep 4, 2026)

The number of sales transactions fell 6% in the quarter while the average dollars per transaction rose 7%. The construction segment's sales fell $14.4 million, or about 22%, because of lower construction activity, though its remaining performance obligations on signed contracts rose about 17% from a year earlier to $152.1 million. (Dillard's Form 10-Q, Q2 fiscal 2026, Sep 4, 2026)

Dillard's reports one EPS figure, basic and diluted, with no adjusted measure. Q2 fiscal 2026 EPS was $6.25 against $4.66, and $1.82 per share of it came from $37.2 million of refunded IEEPA tariffs. A year earlier, EPS included $0.24 per share from a gain on the sale of three properties. (Dillard's Q2 fiscal 2026 release, Aug 13, 2026)

The tariff refunds added 260 basis points to retail gross margin, which rose to 40.9% of sales from 38.1%. Operating expenses rose to $443.6 million, or 29.4% of sales, mainly from higher payroll costs. The effective tax rate was about 23.4%, against 23.0% a year earlier. (Dillard's Q2 fiscal 2026 release, Aug 13, 2026; Dillard's Form 10-Q, Q2 fiscal 2026, Sep 4, 2026)

Weighted average shares were 15.6 million in both years. Dillard's made no share repurchases in the first half of fiscal 2026, against $107.8 million a year earlier, and it repaid $96.0 million of 7.750% notes at maturity. (Dillard's Q2 fiscal 2026 release, Aug 13, 2026; Dillard's Form 10-Q, Q2 fiscal 2026, Sep 4, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Dillard's does not give a sales or earnings outlook. Its release estimates four line items for fiscal 2026: depreciation and amortization of $175 million, rentals of $18 million, net interest and debt income of $9 million and capital expenditures of $120 million. It also said it does not expect any additional significant IEEPA tariff refunds. (Dillard's Q2 fiscal 2026 release, Aug 13, 2026)

In its 10-Q, Dillard's said it expects its fiscal 2026 federal and state effective income tax rate to approximate 23%. (Dillard's Form 10-Q, Q2 fiscal 2026, Sep 4, 2026)

A consensus figure is the average of the models published by the analysts who cover Dillard's, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Dillard's's own release and filings put weight on for Q2 fiscal 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning DDS is on is DDS a buy or a sell?, what analysts expect next is on the DDS forecast, and what the company does is on the Dillard's (DDS) stock page.

Every number on this page can be traced to a document Dillard's published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.