Tilly's (NYSE:TLYS) Releases Q3 2025 Earnings Guidance

Key Points

• Tilly's has updated its Q3 2025 earnings guidance, projecting an earnings per share range of -0.350 to -0.230, which is better than the consensus estimate of -0.370.
• The company also anticipates revenue between $134.0 million and $140.0 million, slightly below the consensus projection of $141.1 million.
• Shares of Tilly's rose by $0.24 to $2.03, with a significant trading volume of 1,399,969 shares exchanged during the day.

Tilly's (NYSE:TLYS - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of -0.350--0.230 for the period, compared to the consensus estimate of -0.370. The company issued revenue guidance of $134.0 million-$140.0 million, compared to the consensus revenue estimate of $141.1 million.

Tilly's Price Performance

TLYS stock traded up $0.08 during mid-day trading on Monday, reaching $1.98. The company had a trading volume of 282,751 shares, compared to its average volume of 274,881. The stock has a 50 day simple moving average of $1.67 and a two-hundred day simple moving average of $1.79. The company has a market capitalization of $59.79 million, a price-to-earnings ratio of -1.30 and a beta of 1.42. Tilly's has a 52 week low of $0.57 and a 52 week high of $5.35.

Tilly's (NYSE:TLYS - Get Free Report) last posted its quarterly earnings results on Wednesday, September 3rd. The specialty retailer reported $0.10 earnings per share for the quarter, beating analysts' consensus estimates of ($0.04) by $0.14. Tilly's had a negative return on equity of 48.33% and a negative net margin of 8.28%.The firm had revenue of $151.26 million during the quarter, compared to the consensus estimate of $153.22 million. Tilly's has set its Q3 2025 guidance at -0.350--0.230 EPS. On average, equities analysts predict that Tilly's will post -1.08 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on TLYS shares. Roth Capital reissued a "neutral" rating on shares of Tilly's in a report on Thursday. B. Riley dropped their price target on Tilly's from $2.50 to $2.00 and set a "neutral" rating for the company in a report on Thursday, June 5th. Finally, Zacks Research raised Tilly's to a "hold" rating in a report on Tuesday, August 12th. Four analysts have rated the stock with a Hold rating, According to data from MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $2.25.

Insider Buying and Selling

In related news, major shareholder Shay Capital Llc acquired 100,000 shares of the stock in a transaction on Thursday, June 26th. The shares were purchased at an average price of $1.30 per share, for a total transaction of $130,000.00. Following the purchase, the insider directly owned 3,067,422 shares in the company, valued at approximately $3,987,648.60. The trade was a 3.37% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. In the last 90 days, insiders acquired 367,578 shares of company stock worth $548,306. 2.83% of the stock is owned by company insiders.

Hedge Funds Weigh In On Tilly's

Hedge funds and other institutional investors have recently modified their holdings of the business. Bank of America Corp DE grew its position in Tilly's by 31.4% during the 4th quarter. Bank of America Corp DE now owns 17,566 shares of the specialty retailer's stock worth $75,000 after acquiring an additional 4,193 shares during the last quarter. Qube Research & Technologies Ltd bought a new stake in Tilly's during the 2nd quarter worth $27,000. Corient Private Wealth LLC bought a new stake in Tilly's during the 2nd quarter worth $48,000. Marshall Wace LLP bought a new stake in Tilly's during the 2nd quarter worth $70,000. Finally, Jane Street Group LLC bought a new stake in Tilly's during the 2nd quarter worth $286,000. Institutional investors own 76.38% of the company's stock.

Tilly's Company Profile

Tilly's, Inc engages in the retail of casual apparel, footwear, and accessories. Its stores are located in retail centers, including malls, lifestyle centers, power centers, community centers, outlet centers, and street-front locations. The company was founded by Hezy Shaked and Tilly Levine in 1982 and is headquartered in Irvine, CA.