Dillard's Q2 net income jumps 34% to $97.7M on tariff refunds and litigation gain

Filed September 4, 2026 · Period ending August 1, 2026 · Compared to 10-Q Sep 5, 2025 · ~1 min read

Key Changes

• high

  Net income rose 34.1% to $97.7M ($6.25 per share) from $72.8M ($4.66) a year ago, boosted by a $37.2M IEEPA tariff refund and a $104.1M credit card litigation settlement.

  MD&A: Net income verify on EDGAR →
• high

  Retail gross margin improved to 40.9% from 38.1%, but 260 basis points of the increase came from the one-time tariff refund.

  MD&A: Gross margin verify on EDGAR →
• medium

  Construction segment sales fell 22% ($14.4M) due to lower construction activity, reversing a 5% increase in the prior-year quarter.

  MD&A: Construction verify on EDGAR →