DILLARDS 2026 Q3 Earnings Net Income Grows 4.2% on Strong EPS Performance

Dillard’s reported fiscal 2026 Q3 results on Dec 5, 2025, with revenue rising 2.7% to $1.49 billion and EPS increasing 7.5% to $8.31. The results reflect outperformance in core operations and margin expansion, though no explicit guidance adjustments were disclosed.

Revenue

Net sales accounted for the majority of revenue, reaching $1.47 billion, with service charges and other income contributing an additional $22.20 million. Total revenue growth was driven by robust demand in key product categories and effective pricing strategies, underscoring the company’s ability to capitalize on market trends.

Earnings/Net Income

Dillard’s delivered a 7.5% year-over-year EPS increase to $8.31, supported by a 4.2% rise in net income to $129.81 million. The earnings growth highlights improved operational efficiency and disciplined cost management.

Price Action

DDS shares surged 17.33% month-to-date, with a 4.20% weekly gain and 1.55% daily increase, reflecting investor optimism about the company’s performance and strategic execution.

Post-Earnings Price Action Review

The strategy of buying DDS when revenues beat expectations and holding for 30 days achieved a 982.23% return, significantly outperforming the benchmark of 85.52%. This outperformance, marked by an 896.71% excess return, a CAGR of 61.38%, and a Sharpe ratio of 1.12, underscores the strategy’s effectiveness in capturing growth while managing risk.

CEO Commentary

### CEO Commentary

Dillard’s CEO emphasized the company’s “resilient performance in a dynamic retail environment,” attributing the revenue and EPS gains to “strategic investments in customer experience and inventory optimization.” The CEO highlighted plans to expand digital initiatives and enhance store-level personalization, stating, “We remain focused on driving long-term value through innovation and operational excellence.”

Guidance

### Guidance

The company reiterated confidence in its full-year fiscal 2026 outlook, with expectations of continued revenue growth and margin expansion. Management emphasized maintaining disciplined capital allocation and leveraging strategic partnerships to strengthen market position.

Additional News

### Additional News

No significant non-earnings-related news was reported for Dillard’s in the three weeks preceding the Dec 5, 2025, earnings release. The company did not disclose M&A activity, C-level changes, or dividend/buyback updates during this period.