Move decomposition
Earnings contribution and valuation offset
The market move is separated into the change in trailing earnings power and the offset from relative valuation.
US Equity · NYSE · Earnings Dossier
DDS earnings intelligence
Dillard's, Inc.Consumer Cyclical · Department Stores · USD reporting basis
Current earnings profile
Delivery strong, expectations demanding
Results have usually cleared estimates, but price has not consistently rewarded the delivery.
Evidence99/100 · Deep
Next scheduled catalyst
Thursday 13 August 2026
Time unconfirmed · Fiscal period ending 31 Jul 2026
83event risk
High
Countdown0 dayscalendar proximity
EPS estimate4.03 USDprovider consensus
Estimate growth-9.0%versus comparable year-ago actual
Historical movement9.1%average absolute next weekly close
Three-year earnings transmission
Delivered earnings power versus market price
Market price is leading earnings power; the spread is widening and has persisted through 10 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.
Market move110.7%2023-08-18 to 2026-08-07
Earnings move-22.1%trailing diluted EPS
Unresolved spread-132.8 ptsWidening
Current multiple17.1xprice divided by TTM EPS
Relationship pressure91/100Extreme
Model confidence98/100High
Relationship controls
What qualifies the headline spread
Fundamental fracture
Earnings have weakened while price has not adjusted to the same degree.
Beat rate91.7%11 beats in 12 measured quarters
Average surprise+26.0%median 22.4%
Delivery streak77 consecutive beats
Average response-0.8%12 measured reactions
Result-price confirmation58%same directional sign
Surprise variability23.3 ptspopulation dispersion
Estimate delivery
Actual EPS versus consensus
Actual and estimated EPS are displayed in reported currency on the same quarterly basis.
Price acceptance
Surprise and next weekly close
The response uses the first completed weekly close after the public report against the prior completed weekly close.
Fundamental delivery
Quarterly revenue and net income
Reported financial statements provide scale and earnings quality context around the headline EPS result.
Transmission matrix
Does price confirm delivery?
Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.
Current business context
Growth, quality and valuation
EPS growth13.9%year on year
Revenue growth0.6%year on year
Average surprise28.0%latest four quarters
SUE1.02standardised surprise
Net margin10.0%trailing basis
Cash conversion1.43xcash flow / net income
P/E14.5xcurrent snapshot
Data completeness100%alphavantage
Market context
Positioning into the event
Weekly close612.14 USDcompleted week
13-week return8.7%price momentum
Fair-value gap39.5%price versus current fair value
Relative strength-7.8exchange benchmark
Trend signalInactiveweekly architecture
Next-week statePositive56.7%
Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.
Reported evidence ledger
Quarter-by-quarter delivery and acceptance
Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period14 May 202630 Apr 2026 · exact
EPS actual / estimate10.95 / 9.86USD
Surprise+11.1%Beat
EPS growth+5.4%year on year
Revenue / growth1588600000+2.7% · USD
Next close / four weeks-4.4% / +7.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / period24 Feb 202631 Jan 2026 · exact
EPS actual / estimate12.16 / 9.14USD
Surprise+33.0%Beat
EPS growth-9.8%year on year
Revenue / growth1989400000-3.0% · USD
Next close / four weeks-10.0% / -11.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period13 Nov 202531 Oct 2025 · exact
EPS actual / estimate8.29 / 6.20USD
Surprise+33.7%Beat
EPS growth+7.2%year on year
Revenue / growth1491000000+2.7% · USD
Next close / four weeks+4.7% / +15.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period14 Aug 202531 Jul 2025 · exact
EPS actual / estimate4.43 / 3.30USD
Surprise+34.2%Beat
EPS growth-3.5%year on year
Revenue / growth1536000000+1.4% · USD
Next close / four weeks+9.5% / +22.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period15 May 202530 Apr 2025 · exact
EPS actual / estimate10.39 / 9.10USD
Surprise+14.2%Beat
EPS growth-6.4%year on year
Revenue / growth1546971000-1.6% · USD
Next close / four weeks+16.6% / +11.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period25 Feb 202531 Jan 2025 · exact
EPS actual / estimate13.48 / 9.71USD
Surprise+38.8%Beat
EPS growth-12.7%year on year
Revenue / growth2051616000-5.0% · USD
Next close / four weeks-19.4% / -26.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period14 Nov 202431 Oct 2024 · exact
EPS actual / estimate7.73 / 6.47USD
Surprise+19.5%Beat
EPS growth-14.5%year on year
Revenue / growth1451160000-3.5% · USD
Next close / four weeks+6.0% / +10.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period15 Aug 202431 Jul 2024 · exact
EPS actual / estimate4.59 / 5.88USD
Surprise-21.9%Miss
EPS growth-42.3%year on year
Revenue / growth1514646000- · USD
Next close / four weeks-9.2% / -10.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period16 May 202430 Apr 2024 · exact
EPS actual / estimate11.10 / 9.18USD
Surprise+20.9%Beat
EPS growth-year on year
Revenue / growth1572809000- · USD
Next close / four weeks+3.4% / +1.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period26 Feb 202431 Jan 2024 · exact
EPS actual / estimate15.44 / 12.80USD
Surprise+20.6%Beat
EPS growth-year on year
Revenue / growth2158861000- · USD
Next close / four weeks-4.4% / +3.9%completed weekly closes
ReadDivergedresult versus price sign
Reported / period9 Nov 202331 Oct 2023 · exact
EPS actual / estimate9.04 / 7.30USD
Surprise+23.8%Beat
EPS growth-year on year
Revenue / growth1504234000- · USD
Next close / four weeks-12.4% / +8.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / period10 Aug 202331 Jul 2023 · exact
EPS actual / estimate7.96 / 4.32USD
Surprise+84.3%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+9.5% / +5.4%completed weekly closes
ReadConfirmedresult versus price sign
Reproducible method
How the earnings dossier is measured
Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.
The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.
Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.
Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.
Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.