$DDS

Dillard's Inc (DDS) reported Q2 2026 net sales of $1.51B, flat YoY, but net income rose to $97.7M from $72.8M. Retail gross margins improved to 40.9%, aided by $37.2M in tariff refunds. The company has a GF Score of 79/100 but is deemed overvalued at $656.69 vs. $451.49. Comparable store sales grew only 1%, and SG&A expenses increased to 29.4% of sales. DDS sees opportunities in e-commerce and store expansions but faces competition and economic uncertainties.

Dillard's Inc. (DDS) declared a $0.30 per share quarterly dividend for both Class A and B Common Stock, payable on November 2, 2026, to shareholders of record as of September 30, 2026. The company provided this update in a press release.

Dillard’s, Inc. declared a $0.30 per share cash dividend on Class A and B Common Stock. The dividend is payable November 2, 2026, to shareholders of record as of September 30, 2026, according to the company.

Dillard's Q2 EPS rose 34.1% to $6.25, beating estimates, while retail sales increased 1%. Gross margin expanded to 40.9%, aided by a $37.2M tariff refund. The company held $1.26B in cash, reducing debt. Shares gained 11.6% over three months. Risks include non-recurring tariff benefits and rising costs.

Dillard’s (DDS) reported fiscal Q2 EPS of $6.25, up 34% YoY, versus $4.04 consensus, while net sales fell 0.4% to $1.5B. A $37.2M tariff refund boosted margins. Lenovo Group (LNVGY) posted Q1 EPS $1.78 vs $0.65 consensus, revenue $26.94B (+43% YoY), with AI revenue $9.3B (+60%).

Dillard’s (NYSE:DDS) shares fell about 4% after its Q2 2026 earnings. The company reported EPS of $6.25, beating estimates, but the result included a $1.82 per share after-tax one-time tariff refund. Revenue was $1.508B, slightly below expectations, and retail sales rose 1%. Shares closed at $613.80, down 3.6%.

Stocks including Dillard’s (DDS), Camping World (CWH), and OneWater (ONEW) fell after the U.S. Census Bureau reported July retail sales dropped 0.6% versus expectations for a small increase. Motor vehicle and parts sales fell 1.8%, and non-store retailers fell 2.2%. Dillard’s shares fell 6.6% amid prior-quarter earnings details.

Ahead of Thursday trading, the article highlights earnings expectations and recent results for Applied Materials (AMAT), Cisco (CSCO), Applied Industrial Technologies (AIT), Harmonic (HLIT), and Dillard’s (DDS). It cites AMAT EPS $3.39 on $9.0B revenue; CSCO FY27 revenue $72.2B-$73.4B and adjusted EPS $5.05-$5.11; plus consensus figures for AIT, HLIT’s preliminary Q2 results, and DDS EPS $4.29 on $1.52B revenue.

Dillard’s reported Q2 results. Net sales were just under $1.51B, slightly below the $1.53B consensus. GAAP net income rose 34% to $97.7M, or $6.25/share, but included a federal government payment tied to tariff losses. Excluding the post-tax rebate, profit would be $69.3M, or $4.44/share. Shares fell about 3.5%.

Dillard’s Inc. reported Q2 net income of $97.7 million, or $6.25 per share, beating Zacks’ estimate of $4.04 per share. Revenue was nearly flat at $1.508 billion. About $28.4 million after tax, or $1.82 per share, came from IEEPA tariff refunds after a U.S. Supreme Court ruling. Retail gross margin rose to 40.9% from 38.1%.