Dillard's Q2 net income rises to $97.7 million, or $6.25 a share, on tariff refunds
Dillard's reported net income of $97.7 million, or $6.25 per share, for the 13 weeks ended August 1, 2026, up from $72.8 million, or $4.66 per share, a year earlier. The results include $37.2 million in IEEPA tariff refunds, and total retail sales rose 1%, so both sales and profit improved for shareholders.
Key points
- Net income was $97.7 million, or $6.25 per share, versus $72.8 million, or $4.66 per share, in the prior-year second quarter.
- Total retail sales rose 1% to $1.455 billion, and comparable store sales also rose 1%.
- Net income includes $37.2 million in IEEPA tariff refunds ($1.82 per share after tax); the company does not expect additional significant refunds.
- Retail gross margin was 40.9% of sales, compared with 38.1% a year earlier; operating expenses rose to $443.6 million from $434.2 million.
The filing
Written by AI on Nov 9, 2026, 8:51 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 13, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.