DILLARDS 2026 Q3 Earnings Strong Performance with 4.2% Net Income Growth

Dillard’s reported fiscal 2026 Q3 earnings on Dec 5, 2025, with revenue rising 2.7% to $1.49 billion and EPS increasing 7.5% to $8.31. The results exceeded expectations, though the company provided no forward guidance.

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Revenue**

Dillard’s total revenue for Q3 2026 reached $1.49 billion, a 2.7% increase from $1.45 billion in the prior year. Net sales contributed $1.47 billion, while service charges and other income added $22.20 million. The performance reflected improved customer engagement and inventory optimization, as highlighted by management.

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Earnings/Net Income**

Earnings per share (EPS) surged 7.5% to $8.31 in Q3 2026, driven by a 4.2% rise in net income to $129.81 million. The company’s profitability strengthened year-over-year, underscoring effective cost management and operational efficiency.

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Price Action**

The stock price of Dillard’s rose 1.55% in the latest trading day, 4.20% for the week, and 17.33% month-to-date, reflecting positive market sentiment.

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Post-Earnings Price Action Review**

A strategy of buying DDS when revenues beat expectations and holding for 30 days delivered a 982.23% return, far outpacing the benchmark’s 85.52%. The approach generated an 896.71% excess return, with a CAGR of 61.38%, zero maximum drawdown, and a Sharpe ratio of 1.12. This highlights the strategy’s robust growth potential and low volatility (54.77%) compared to traditional buy-and-hold methods.

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[CEO Commentary]**

The CEO attributed Q3’s success to strong customer engagement and inventory optimization, noting revenue and EPS outperformed expectations. Strategic investments in digital transformation and store experience enhancements were emphasized, alongside cautious optimism about navigating regional challenges and evolving consumer preferences.

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[Guidance]**

No forward-looking guidance was provided during the earnings call. The reported figures ($8.31 EPS, $1.49 billion revenue, $129.81 million net income) reflect Q3 2026 results and are not indicative of future performance.

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[Additional News]**

No material non-earnings-related news for Dillard’s was disclosed in the provided content.