NYSE$DDS
Dillards Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Dillard's reported Q4 net income of $203.7M, or $13.05 per share, on net sales of $1.96B.
13-week quarter ended Jan 31, 2026: net sales $1.96 billion (-3% retail); comparable store sales -1%. Net income $203.7 million ($13.05 EPS) vs $214.4 million ($13.48). Retail gross margin 36.1%. FY 2025 net income $570.2 million ($36.42 EPS); cash and short-term investments ~$1.1B at year-end.
- Q4 net sales $1.96B; EPS $13.05.
- Comp sales -1%; retail gross margin 36.1%.
- FY EPS $36.42; retail gross margin 40.8%.
- Cash ~$1.1B at year-end.
Headline financials
Revenue & EPS history
Dillard's · Revenue · Quarterly
$1.96B
Revenue by segment
Dillard's · $1.3B total across 1 segment · Q1 2021
- Retail sales$1.3B+72.7%100.0%
Forward guidance
Management cites resilient margins in a challenging merchandising environment, large special dividend history, and strong cash position without quantitative FY 2026 EPS guide in the release.
Tailwinds
- FY retail gross margin 40.8%.
- Substantial cash and investments.
- Largest dividend in company history paid in year.
Headwinds
- Q4 comp sales declined 1%.
- Winter storm hurt late January traffic.
- Net income down slightly FY YoY.
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 Q4 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
| Quarter | Report date | Reaction (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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