J.Jill Q2 net income rises to $16.8 million; company raises full-year outlook
J.Jill reported second-quarter fiscal 2026 net sales up 0.5% to $154.8 million, with net income of $16.8 million versus $10.5 million a year earlier. The results include a $13.3 million pre-tax benefit from IEEPA tariff refunds, and the company raised its full-year fiscal 2026 outlook, though net sales and net income were down for the 26-week period.
Key points
- Q2 diluted EPS was $1.11 versus $0.69 a year earlier; Q2 gross margin was 76.8% including the $13.3 million tariff refund benefit (68.3% excluding it).
- For the 26 weeks ended August 1, 2026, net sales fell 2.7% to $299.3 million and net income was $21.5 million versus $22.2 million.
- Full-year fiscal 2026 outlook raised: adjusted EBITDA of $75 million to $80 million and free cash flow of approximately $40 million.
- Quarterly dividend of $0.09 per share declared September 2, 2026, payable October 7, 2026; $11.8 million remains under the $25.0 million repurchase program, which expires December 6, 2026.
The filing
Written by AI on Nov 9, 2026, 8:53 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 September 09, 2026.
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