Tilly’s (NYSE:TLYS) Updates Q2 2026 Earnings Guidance

Tilly’s (NYSE:TLYS) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 0.130-0.200 for the period, compared to the consensus earnings per share estimate of 0.140. The company issued revenue guidance of $154.0 million-$160.0 million, compared to the consensus revenue estimate of $151.3 million.

Tilly’s Trading Up 17.0%

NYSE TLYS opened at $5.20 on Friday. The firm has a market cap of $158.37 million, a price-to-earnings ratio of -47.24 and a beta of 0.13. The company has a 50 day moving average of $4.40 and a 200-day moving average of $2.69. Tilly’s has a 1-year low of $1.12 and a 1-year high of $5.90.

Tilly’s (NYSE:TLYS) last posted its quarterly earnings data on Wednesday, June 3rd. The specialty retailer reported ($0.26) earnings per share for the quarter, topping the consensus estimate of ($0.33) by $0.07. The company had revenue of $124.72 million during the quarter, compared to analyst estimates of $121.30 million. Tilly’s had a negative net margin of 0.57% and a negative return on equity of 3.92%. Tilly’s has set its Q2 2026 guidance at 0.130-0.200 EPS. On average, analysts forecast that Tilly’s will post -0.17 earnings per share for the current year.

Analysts Set New Price Targets

Separately, Wall Street Zen upgraded Tilly’s to a “hold” rating in a research report on Saturday, April 25th. Two investment analysts have rated the stock with a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Tilly’s presently has a consensus rating of “Reduce”.

Insider Buying and Selling at Tilly’s

In other news, major shareholder Shay Capital Llc sold 1,025,000 shares of Tilly’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $2.55, for a total transaction of $2,613,750.00. Following the transaction, the insider directly owned 2,335,000 shares of the company’s stock, valued at $5,954,250. This trade represents a 30.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 2.83% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Tilly’s

Hedge funds and other institutional investors have recently made changes to their positions in the company. Qube Research & Technologies Ltd bought a new stake in Tilly’s in the 2nd quarter valued at $27,000. Corient Private Wealth LLC acquired a new stake in Tilly’s in the 2nd quarter valued at $48,000. Marshall Wace LLP acquired a new stake in Tilly’s in the 2nd quarter valued at $70,000. Bank of America Corp DE increased its stake in Tilly’s by 31.4% in the 4th quarter. Bank of America Corp DE now owns 17,566 shares of the specialty retailer’s stock valued at $75,000 after buying an additional 4,193 shares during the last quarter. Finally, CIBC Bancorp USA Inc. acquired a new stake in Tilly’s in the 3rd quarter valued at $82,000. 76.38% of the stock is owned by institutional investors.

Tilly’s Company Profile

Tilly’s, Inc is an American specialty retailer of casual apparel, footwear, accessories and hardgoods. Founded in 1982 by Hezy Shaked and Tilly Levine, the company has grown from a single denim and tops store in Garden Grove, California, to a nationwide retail chain. Headquartered in Irvine, California, Tilly’s serves a youth-oriented market with an emphasis on surf, skate and streetwear brands.

The company’s merchandise assortment includes products from leading lifestyle brands such as Vans, Nike, Billabong and Quiksilver, alongside its own private-label offerings.