TILLY'S, INC.(TLYS)Stock Analysis
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Rank #1,834 of 2,962 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
TLYS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for TILLY'S, INC. (TLYS), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TLYS at 46.4/100 on a 32-signal composite quality model, placing it at rank #1,834 of 2,962 stocks — the bottom half of the AI-ranked universe. TLYS scores in the top quartile across earnings quality (94.2), institutional flow (76.5). Areas of concern include revenue growth (20.6) and free cash flow (32.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), TILLY'S, INC. reports quarterly revenue of $163.5M, net income of $8.4M, free cash flow of $20.9M. Top institutional holders of TLYS by reported 13-F value include Fund 1 Investments, BML Capital Management, Shay Capital, based on the most recent SEC filings. TLYS trades on the NYSE exchange and files with the SEC under CIK 1524025. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TLYS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TILLY'S, INC. directly from SEC EDGAR. TILLY'S, INC.'s 13F Pro composite quality score has ranged between 32 and 46 since 2026, currently 46.4 — an improving long-term trajectory across 22 quarterly and live scoring snapshots.
Revenue
Q2 2026
$163.5M
Net Income
Q2 2026
$8.4M
Free Cash Flow
Q2 2026
$20.9M
ROIC
Q2 2026
37.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-2.8% YoYNet Income
+62.2% YoYOperating Income
+61.2% YoYEPS (Diluted)
+62.3% YoYTotal Assets
-9.3% YoYOp. Cash Flow
+109.8% YoYFree Cash Flow
+98.8% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $553.6M -2.8% | $569.5M -8.6% | $623.1M -7.3% | $672.3M -13.3% | $775.7M +46.0% | $531.3M |
| Net Income | $-17.5M +62.2% | $-46.2M -34.0% | $-34.5M -456.4% | $9.7M -84.9% | $64.2M +5711.3% | $-1.1M |
| Operating Income | $-19.3M +61.2% | $-49.8M -60.9% | $-31.0M -376.9% | $11.2M -87.2% | $87.6M +2981.4% | $-3.0M |
| EPS (Diluted) | $-0.58 +62.3% | $-1.54 -32.8% | $-1.16 | — | — | — |
| Total Assets | $310.8M -9.3% | $342.5M -20.3% | $429.5M -9.7% | $475.8M -5.8% | $504.8M -0.5% | $507.5M |
| Operating Cash Flow | $4.1M +109.8% | $-42.0M -524.1% | $-6.7M -375.8% | $-1.4M -102.2% | $63.4M +63.0% | $38.9M |
| Free Cash Flow | $-589.0K +98.8% | $-50.2M -142.8% | $-20.7M -25.1% | $-16.5M -133.1% | $50.0M +64.3% | $30.4M |
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Top Institutional Holders of TLYS
Fund 1 Investments, LLC
$33.8M8,058,268 shBML Capital Management, LLC
$9.0M2,150,000 shShay Capital LLC
$5.9M1,407,555 shRENAISSANCE TECHNOLOGIES LLC
$5.5M1,312,712 shHEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
$3.8M900,000 shTWO SIGMA INVESTMENTS, LP
$3.7M877,537 shSimcoe Capital LLC
$3.7M873,110 shPacific Ridge Capital Partners, LLC
$3.4M803,638 shVANGUARD CAPITAL MANAGEMENT LLC
$3.3M782,082 shNOMURA HOLDINGS INC
$2.4M566,027 sh
| Fund | Value | Shares |
|---|---|---|
| Fund 1 Investments, LLC | $33.8M | 8,058,268 |
| BML Capital Management, LLC | $9.0M | 2,150,000 |
| Shay Capital LLC | $5.9M | 1,407,555 |
| RENAISSANCE TECHNOLOGIES LLC | $5.5M | 1,312,712 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $3.8M | 900,000 |
| TWO SIGMA INVESTMENTS, LP | $3.7M | 877,537 |
| Simcoe Capital LLC | $3.7M | 873,110 |
| Pacific Ridge Capital Partners, LLC | $3.4M | 803,638 |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.3M | 782,082 |
| NOMURA HOLDINGS INC | $2.4M | 566,027 |
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Popular Research
Is TLYS a good stock to buy?
13F Pro's AI-powered analysis of TILLY'S, INC. (TLYS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TLYS are available on the TLYS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. TLYS is classified as a small company.
Which hedge funds own TLYS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TLYS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TILLY'S, INC.'s investment landscape.