J.Jill, Inc. (JILL) Form 8-K — Sep 9, 2026

$JILLForm 8-KItems 2.02, 9.01Filed Sep 9, 2026, 6:45 AM ET0001193125-26-385874Original filing

J.Jill, Inc. (NYSE: JILL) reported second quarter fiscal 2026 net sales of $154.8 million, up 0.5% year over year, with net income of $16.8 million and diluted EPS of $1.11, up from $10.5 million and $0.69 in the prior-year quarter. The quarter included a $13.3 million IEEPA tariff refund pre-tax net benefit that lifted gross margin to 76.8%; excluding the refunds, gross margin was 68.3% and adjusted EBITDA was $20.1 million versus $25.6 million a year ago. Management raised its full-year fiscal 2026 outlook, now expecting net sales flat to up 2%, adjusted EBITDA of $75 million to $80 million, and free cash flow of approximately $40 million, while guiding third-quarter net sales up 3% to 5%.

Key figures

Eps: 1.11
Revenue: 154800000
Guidance: Q3 FY26: net sales up 3%-5%, comparable sales up 1%-3%, gross margin about flat, Adjusted EBITDA $20M-$22M. FY26 (raised): net sales flat to up 2%, comparable sales down 1% to up 1%, gross margin up 100-150 bps, Adjusted EBITDA $75M-$80M, free cash flow ~$40M, capex $20M-$25M, 1-3 net new stores.
Net Income: 16800000
Revenue Yoy: +0.5%
Total Assets: 457783000
Cash Position: 76897000
Inventory: $52.6 million vs $55.3 million prior year
Store count: 255
H1 net sales: $299.3 million, down 2.7% YoY
Sga ratio q2: 61.1% of net sales vs 57.5% prior year
H1 net income: $21.5 million vs $22.2 million prior year
Adjusted eps q2: 1.24
Gross margin q2: 76.8% vs 68.4% prior year; 68.3% excluding $13.3M tariff refunds
Buyback remaining: $11.8 million of $25.0 million authorization expiring December 6, 2026
Free cash flow q2: $44.0 million vs $16.6 million prior year
Adjusted ebitda q2: $32.8 million vs $25.6 million; $20.1 million excluding tariff refunds (down from $25.6 million)
Quarterly dividend: $0.09 per share declared September 2, 2026, payable October 7, 2026
Comparable sales q2: +0.5%
H1 comparable sales: -4.2%
Share repurchases q2: 99,902 shares for $1.5 million ($2.3 million and 168,402 shares YTD)
Tariff refund benefit: $13.3 million IEEPA pre-tax net benefit
Tariff rate assumption: average 10% to 12.5% for remainder of fiscal 2026
Diluted weighted shares: 15074018

Price after filing

1 day: -0.7%7 days: +19.8%30 days: +22.5%

Close on the filing date to close N calendar days later (from $19.98). Historical, not a forecast.

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