NYSE$DDS

Dillards Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Dillard's reported Q3 net sales of $1.47B with net income of $129.8M and diluted EPS of $8.31.

Net sales increased approximately 3% to $1.47 billion for the quarter ended November 1, 2025. Net income was $129.8 million ($8.31 per share) versus $124.6 million ($7.73) a year ago. Comparable store sales rose about 3% with strength in juniors', children's, and ladies' apparel.

  • Q3 net sales ~$1.47B (+3% YoY); comps +3%.
  • Net income $129.8M; diluted EPS $8.31.
  • SG&A 30.0% of sales vs 29.4% prior year.
  • Retail and construction segments contributed to revenue mix.

Headline financials

Total Revenue

$1.49B

Previous: $1.45B+2.7%
EPS (adj)

$8.31

Previous: $7.73+7.5%
Comparable store sales

3.0%

No prior period
Retail gross margin

45.3%

No prior period
Operating expenses % of sales

30.0%

No prior period
Ending inventory growth

2.0%

No prior period
Capital Expenditures

-$73.8M

Previous: -$89.1M+17.2%
Net Income

$130M

Previous: $125M+4.2%
Operating Income

$169M

Previous: $145M+16.5%
Gross Profit

$637M

Previous: $608M+4.9%

Revenue & EPS history

Dillard's · Revenue · Quarterly

$1.49B

Q3 2025+2.7%vs Q3 2024
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Dillard's · $1.3B total across 1 segment · Q1 2021

  • Retail sales
    $1.3B+72.7%

Forward guidance

Dillard's focuses on inventory discipline, comp trends, and capital returns; no formal EPS guide in the 10-Q.

Tailwinds

  • Comparable store sales growth in key apparel categories.
  • Strong per-share profitability.

Headwinds

  • Consumer discretionary sensitivity.
  • Markdown and inventory risk into holiday season.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+2.2%

Avg return

Earnings day

+3.4%

Avg return

5 days after

+4.2%

Avg return

30 days after

63%

40 / 63 earnings

Positive

+29.0%

Q1 2021

Best reaction

-20.9%

Q2 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+3.9%-6.7%-14.5%
Q3 2025+9.1%-1.1%+12.5%
Q1 2025+5.7%+8.4%+3.3%
Q4 2024-5.1%-19.0%-23.4%
Q3 2024+9.9%+9.9%+9.1%
Q2 2024-9.6%-10.1%-10.6%
Q1 2024-4.1%-2.4%-8.9%
Q4 2023+1.3%-4.4%+6.4%
Q3 2023-5.2%+2.1%+18.3%
Q2 2023+8.3%+4.8%-5.1%
Q1 2023+0.4%-1.0%+21.5%
Q4 2022-15.0%-13.3%-25.0%
Q3 2022+12.9%+22.3%+7.6%
Q2 2022+21.3%+31.6%+26.4%
Q1 2022+14.3%+14.4%+6.9%
Q4 2021-6.8%+9.1%+13.4%
Q3 2021+11.0%+21.7%-9.6%
Q2 2021+7.7%+6.5%+6.2%
Q1 2021+29.0%+46.1%+73.9%
Q4 2020+2.9%+1.8%+10.4%
Q3 2020+3.5%+9.1%+12.0%
Q2 2020+9.6%-2.9%+25.3%
Q1 2020+7.6%+5.2%+24.4%
Q4 2019+1.7%-2.6%-27.5%
Q3 2019+13.4%+8.5%+1.6%
Q2 2019-5.9%-3.4%+14.5%
Q1 2019-11.4%-10.3%-10.6%
Q4 2018+21.5%+14.7%+11.9%
Q3 2018-12.5%-15.1%-16.7%
Q2 2018-10.1%-7.0%-6.7%
Q1 2018+7.5%+3.9%+26.2%
Q4 2017+15.0%+24.0%+13.3%
Q3 2017+12.3%+5.6%+15.2%
Q2 2017-20.9%-22.0%-23.1%
Q1 2017-18.9%-15.1%-5.1%
Q4 2016-5.4%-2.4%-19.0%
Q3 2016+11.2%+7.1%+12.6%
Q2 2016+11.4%+13.0%-5.8%
Q1 2016-4.2%
Q4 2015+9.1%
Q3 2015-5.6%
Q2 2015+1.0%
Q1 2015-8.8%
Q4 2014+3.3%
Q3 2014+2.2%
Q2 2014-6.1%
Q1 2014+12.7%
Q4 2013+0.9%
Q3 2013+0.3%
Q2 2013+5.8%
Q1 2013+3.8%
Q4 2012-8.5%
Q3 2012+3.3%
Q2 2012+6.9%
Q1 2012-5.7%
Q1 2011-5.7%
Q4 2009-0.7%
Q2 2011-0.7%
Q4 2011-0.7%
Q3 2011+2.8%
Q3 2010+2.8%
Q2 2010+4.0%
Q4 2010+4.0%

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