Dillard’s Inc. (NYSE: DDS) reported third-quarter earnings that sharply exceeded analyst expectations, driven by solid sales growth and margin expansion. Shares climbed more than 20% in intra-day trading Thursday following the results.
The retailer posted earnings per share of $8.31 for the quarter ended November 1, 2025, far above analysts’ estimates of $5.80. Revenue came in at $1.47 billion, topping the $1.41 billion consensus. Total retail sales rose 3% year over year, with comparable store sales also increasing by 3%.
Net income reached $129.8 million, up from $124.6 million a year earlier. Retail gross margin improved to 45.3% of sales, compared with 44.5% in the same period last year, reflecting stronger performance across multiple product categories.
