Dillard's stock: Q3 profit edges higher on 1% sales growth

Published on 11/13/2026 at 22:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Dillard's stock traded at 557.50 euros on Lang & Schwarz late Friday. The retailer reported steady margins and higher first-nine-month earnings.

Quarterly results and outlook

Third-quarter net income rose to 130.9 million US dollars as net sales reached 1.480 billion US dollars.
Comparable-store sales increased 1%, while retail gross margin held at 45.3%.
First-nine-month earnings included tariff refunds and a litigation-settlement gain, while Dillard's supplied fiscal-year estimates.

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Dillard's Inc. reported its third-quarter and first-nine-month results on Thursday, November 12, for the periods ended October 31, 2026. In its earnings release, the retailer said third-quarter net income rose to 130.9 million US dollars from 129.8 million US dollars a year earlier, while earnings per share increased to 8.38 US dollars from 8.31 US dollars.

Dillard's stock traded at 557.50 euros on Lang & Schwarz at 22:21 CET on Friday, November 13.

Retail sales advance modestly

Third-quarter net sales increased to 1.480 billion US dollars from 1.469 billion US dollars. Retail sales, excluding construction business CDI Contractors, rose to 1.418 billion US dollars from 1.401 billion US dollars, and comparable-store sales increased 1%.

Retail gross margin remained at 45.3%. Consolidated gross margin improved to 43.6% from 43.4%, while operating expenses increased to 448.9 million US dollars, primarily because of higher payroll costs. Inventory rose 4% year over year.

One-off items lift nine-month profit

For the first 39 weeks, net income rose to 479.1 million US dollars from 366.5 million US dollars. The result included 37.2 million US dollars in refunds related to International Emergency Economic Powers Act tariffs and a 104.1 million US dollar pretax gain from a litigation settlement. The company said the tariff refunds contributed 80 basis points to the nine-month retail gross margin, which reached 44.0%.

Dillard's ended the period with 896.8 million US dollars in cash and 488.7 million US dollars in short-term investments. The company expects to close its 50,000-square-foot Boynton Beach Mall Clearance Center in Florida in January 2027.

Fiscal estimates remain in place

For the 52-week period ending January 30, 2027, Dillard's estimates depreciation and amortization of 175 million US dollars, rentals of 17 million US dollars, net interest and debt income of 12 million US dollars, and capital expenditures of 100 million US dollars.