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Tilly's TLYS Q2 2026 earnings

Reported September 2, 2026 · After market close

Revenue$163.5MBeat by $6.5M
EPS$0.27Beat by $0.11
Revenue estimate$157.0M
EPS estimate$0.17
“We maintained our positive operating momentum throughout the second quarter and the important back-to-school season. We have now produced four consecutive quarters of year-over-year comparable net sales growth and, inclusive of fiscal August to start the third quarter, thirteen consecutive months of year-over-year comparable net sales growth. We also delivered our fifth consecutive quarter of year-over-year profit improvement in the second quarter. We are now profitable on a trailing four quarters basis and on a year-to-date basis for fiscal 2026. Based on our year-to-date performance and assuming our positive momentum continues, we believe we are well positioned to produce our first profitable fiscal year since 2022.”
Nate Smith

Next report

Dec 2, 2026 (in 2 months)
Revenue estimate$152.5M
EPS estimate$0.09

Financials

Q2 2026

Income statement

See full
Revenue$163.5M+8.1%
Gross profit$58.1M+18.3%
Operating income$8.2M+205%
Net income$8.4M+165%

Balance sheet

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Cash & equivalents$52.3M+3.3%
Total debt$169.4M-5.2%
Total equity$86.9M+5.4%
Total assets$347.1M+0.5%

Cash flow

See full
Operating cash flow$22.4M+60.1%
CapEx$1.4M+173%
Free cash flow$20.9M+55.7%

Valuation & ratios

Valuation

as of 10/09/26
See full
Market cap$135.81M+158%
Enterprise value$252.89M+40.0%
P/E62.1×—
P/S0.2×+0.1×

Profitability

See full
Gross margin32.3%+5.8pp

Returns & leverage

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Debt / equity1.9×-0.2×
Current ratio1.2×0.0×

Segments

By product

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Retail stores$129.0M+5.1%
E-com$34.5M+20.9%

By segment

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Reportable Segment$163.5M+8.1%

FAQ

When did Tilly's report Q2 2026 earnings?
Tilly's (TLYS) reported Q2 2026 earnings on September 2, 2026 after market close.
What were Tilly's's Q2 2026 revenue and EPS?
Tilly's reported revenue of $163.5M and eps of $0.27 for Q2 2026.
Did Tilly's beat estimates in Q2 2026?
Revenue beat the consensus estimate of $157.0M by $6.5M. EPS beat the consensus estimate of $0.17 by $0.11.
How did Tilly's's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 8.1% from $151.3M a year earlier and eps grew 170.0% from $0.10.
Where can I find Tilly's's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-060088) and the 10-Q periodic report (0001628280-26-060403) directly on SEC EDGAR. The filing index links above go to sec.gov.