Tilly's Q2 Beats: $0.27 EPS, 12.1% Comp Growth, Guides Q3 Profit
TLYS has more than doubled off its 52-week low of $1.14 on elevated volume (2.5× avg).
Summary
Tilly's reported strong Q2 FY2026 results with 12.1% comparable sales growth and net income of $8.4 million, and guided to continued profitability in Q3.
Key Events · Earnings and Guidance · TLYS
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Q2 Net Income $8.4M, EPS $0.27
Net income improved $5.2M year-over-year to $8.4M, or $0.27 per diluted share, versus $3.2M ($0.10) in Q2 FY2025.
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Comparable Sales Up 12.1%
Total comparable net sales rose 12.1% — the fourth consecutive quarter of double-digit comp growth and 13th consecutive month of YoY comp increases.
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Q3 Guidance: Profit of $2.2M-$3.7M
Company expects Q3 net sales of $150M-$155M (comp +10% to +14%) and net income of $2.2M-$3.7M, or $0.07-$0.12 per diluted share.
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Liquidity at $125.5M
Total available liquidity of $125.5M as of August 1, 2026, comprised of $62.2M cash/investments and $63.3M undrawn credit facility capacity.
Analysis · TLYS · Trade & Services
Tilly's delivered its fifth consecutive quarter of year-over-year profit improvement, with Q2 net income of $8.4 million ($0.27 per diluted share) versus $3.2 million a year ago. Comparable net sales rose 12.1%, marking the fourth straight quarter of double-digit comp growth. Management guided Q3 to net income of $2.2 million to $3.7 million, which would be a sixth consecutive quarter of profit improvement and positions the company for its first profitable fiscal year since 2022. The balance sheet remains solid with $125.5 million in total liquidity.
How filings like this one have moved
In the 30 days to Sep 14, 2026, 29.9% of the 1594 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.24%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, TLYS was trading at $4.48 on NYSE in the Trade & Services sector, with a market capitalization of approximately $116.2M. The 52-week trading range was $1.14 to $5.90. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.