US Equity · NYSE · Earnings Dossier

TLYS earnings intelligence

Tillys Inc

Consumer Cyclical · Apparel Retail · USD reporting basis

Current earnings profile Mixed earnings transmission

Delivery and market response do not currently form a persistent directional pattern.

Evidence83/100 · Strong

Next scheduled catalyst

Wednesday 2 September 2026

Time unconfirmed · Fiscal period ending 31 Aug 2026

79event risk

High

Countdown21 dayscalendar proximity
EPS estimate0.17 USDprovider consensus
Estimate growth+70.0%versus comparable year-ago actual
Historical movement24.7%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Three-year relationship unavailable

Earnings power must be positive through the latest visible week.

Beat rate66.7%8 beats in 12 measured quarters
Average surprise+51.4%median 2.6%
Delivery streak11 consecutive beats
Average response+7.0%8 measured reactions
Result-price confirmation75%same directional sign
Surprise variability108.1 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

As of 9 Aug 2026
EPS growth-year on year
Revenue growth-3.8%year on year
Average surprise93.9%latest four quarters
SUE0.72standardised surprise
Net margin-1.8%trailing basis
Cash conversion-0.94xcash flow / net income
P/E-current snapshot
Data completeness79%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close4.19 USDcompleted week
13-week return-0.7%price momentum
Fair-value gap-2.7%price versus current fair value
Relative strength38.1exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided45.2%

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.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period3 Jun 202631 May 2026 · exact
EPS actual / estimate-0.26 / -0.33USD
Surprise+21.2%Beat
EPS growth+64.9%year on year
Revenue / growth124718000+15.9% · USD
Next close / four weeks+15.0% / -8.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / perioddate unavailable30 Apr 2026 · period only
EPS actual / estimate-0.26 / -0.33USD
Surprise+0.2%In-Line
EPS growth+64.9%year on year
Revenue / growth124718000+15.9% · USD
Next close / four weeks- / -completed weekly closes
ReadUnavailableresult versus price sign
Reported / period11 Mar 202628 Feb 2026 · exact
EPS actual / estimate0.10 / -0.15USD
Surprise+166.7%Beat
EPS growth+122.2%year on year
Revenue / growth155131000+5.3% · USD
Next close / four weeks+80.5% / +181.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / perioddate unavailable31 Jan 2026 · period only
EPS actual / estimate0.10 / -0.15USD
Surprise+1.7%Beat
EPS growth+122.2%year on year
Revenue / growth155131000+5.3% · USD
Next close / four weeks- / -completed weekly closes
ReadUnavailableresult versus price sign
Reported / period3 Dec 202530 Nov 2025 · exact
EPS actual / estimate-0.05 / -0.30USD
Surprise+83.3%Beat
EPS growth+88.4%year on year
Revenue / growth139587000- · USD
Next close / four weeks+31.4% / +33.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / perioddate unavailable31 Oct 2025 · period only
EPS actual / estimate-0.05 / -0.30USD
Surprise+0.8%Beat
EPS growth+88.4%year on year
Revenue / growth139587000- · USD
Next close / four weeks- / -completed weekly closes
ReadUnavailableresult versus price sign
Reported / period3 Sep 202531 Aug 2025 · exact
EPS actual / estimate0.10 / -0.04USD
Surprise+350.0%Beat
EPS growth+4447.8%year on year
Revenue / growth151256000- · USD
Next close / four weeks-3.6% / +5.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / perioddate unavailable31 Jul 2025 · period only
EPS actual / estimate0.10 / -0.04USD
Surprise+3.5%Beat
EPS growth+4447.8%year on year
Revenue / growth151256000- · USD
Next close / four weeks- / -completed weekly closes
ReadUnavailableresult versus price sign
Reported / period4 Jun 202531 May 2025 · exact
EPS actual / estimate-0.74 / -0.66USD
Surprise-12.1%Miss
EPS growth-year on year
Revenue / growth107611000- · USD
Next close / four weeks-5.6% / -12.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period12 Mar 202528 Feb 2025 · exact
EPS actual / estimate-0.45 / -0.28USD
Surprise-60.7%Miss
EPS growth-year on year
Revenue / growth147288000- · USD
Next close / four weeks-40.9% / -49.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period5 Dec 202430 Nov 2024 · exact
EPS actual / estimate-0.43 / -0.32USD
Surprise-34.4%Miss
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-5.6% / -12.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period5 Sep 202431 Aug 2024 · exact
EPS actual / estimate0.00 / -0.06USD
Surprise+96.2%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-15.3% / -7.1%completed weekly closes
ReadDivergedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

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.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

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.

Evidence context