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Nov 01, 2025
Dillard's Q3 2025 Earnings Report
Dillard's delivered strong Q3 2025 results with higher retail sales, improved EPS, and solid gross margin performance.
Key Takeaways
Dillard's posted $1.47B in Q3 revenue and $129.8M in net income, with EPS rising to $8.31. Retail sales and margins both improved year-over-year.
Net income rose to $129.8M from $124.6M in the prior-year quarter.
EPS increased to $8.31 from $7.73.
Total retail sales grew 3% year-over-year to $1.401B.
Retail gross margin expanded to 45.3% from 44.5%.
Revenue by Segment
Forward Guidance
Dillard’s continues to focus on disciplined cost management and inventory control heading into the holiday season, while maintaining strong gross margins.
Positive Outlook
- Retail gross margin improvement supports profitability.
- Comparable store sales grew 3% year-over-year.
- Ending inventory well managed with 2% growth.
- Strong EPS growth despite higher SG&A expenses.
- Cash and short-term investments remain robust at $1.15B.
Challenges Ahead
- Operating expenses increased to 30.0% of sales, up from 29.4%.
- CDI revenue slightly declined year-over-year.
- Inventory growth may pressure margins if sales slow.
- Slight decline in other income (service charges and misc).
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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