Dillard's FY26 Q2 net income rises 34.2% to $97.7 million; net sales fall 0.4% to $1.51 billion

• Dillard’s posted second-quarter net income of USD 97.7 million, up 34.2%, with EPS rising to USD 6.25.
• Retail sales increased 1% versus the prior-year quarter; net sales were USD 1.51 billion.
• Retail gross margin widened 2.8 percentage points to 40.9%, helped by USD 37.2 million in IEEPA tariff refunds.
• SG&A climbed to USD 443.6 million, up 2.2%, as payroll and payroll-related expenses increased.
• Cash and cash equivalents totaled USD 763.1 million at Aug. 1, 2026; total debt was USD 425.7 million after an USD 96 million maturity payment.

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