TJX COMPANIES INC /DE/ (TJX) Company Report

Q4 2026 net sales of $17.7 billion (+9%), comparable sales up 5%, and adjusted EPS of $1.43 (+16%).
FY 2026 net sales of $60.4 billion (+7%), comp sales +5%, and adjusted EPS of $4.73 (+11%).
FY 2027 guidance: comp sales growth of 2–3%, sales of $62.7–63.3 billion (+4–5%), and EPS of $4.93–5.02 (+4–6%).
Capital plans include adding 146 net new stores (5,300+ total), capex of $2.2–2.3 billion, a 13% dividend increase to $0.48/share, and share buybacks of $2.5–2.75 billion.

7 days ago

Transcript

TJX reports Q4 2026 results

TJX

Earnings

Guidance Update

Q4 net sales of $17.7 B (+9% YoY) with comp sales up 5%, adjusted pre-tax margin of 12.2% and EPS of $1.43 (+16%)
FY 2026 net sales $60.4 B (+7%), comp sales +5%, adjusted EPS $4.73 (+11%) and gross margin expansion with shrink back to pre-COVID levels
FY 2027 guidance calls for comp sales +2–3%, sales of $62.7–63.3 B, EPS $4.93–5.02, capex $2.2–2.3 B and 146 net new stores
Plans include a 13% dividend increase to $0.48/share, $2.5–2.75 B in share buybacks and long-term runway to 7,000 global stores

7 days ago

Transcript

TJX announces Q4 2026 results and FY 2027 guidance

TJX

Earnings

Guidance Update

Reported Q4 comp sales +5%, with Q4 profitability and EPS “well above” expectations; full-year net sales surpassed $60 billion and comp sales grew 5%, driving double-digit EPS growth.
FY 2026 divisional sales: Marmaxx $36.6 B (comp +4%), HomeGoods >$10 B (comp +5%), TJX Canada $5.6 B (comp +7%), TJX International $8 B (comp +4%); all divisions expanded segment profit margins materially.
FY 2027 guidance: consolidated sales $62.7 B–$63.3 B (+4–5%), comp sales 2–3%, pre-tax margin 11.7–11.8%, gross margin 31.1–31.2%, SG&A 19.5%, and EPS $4.93–$5.02 (+4–6%).
Q1 FY 2027 outlook: sales $13.8 B–$13.9 B (+5–6%), comp sales 2–3%, pre-tax margin 10.3–10.4%, gross margin 29.9–30.0%, and EPS $0.97–$0.99 (+5–8%).
Planned capital expenditures of $2.2 B–$2.3 B to support new stores, remodels, and distribution/infrastructure growth.

7 days ago

Transcript

TJX reports Q4 FY26 results and FY27 guidance

TJX

Earnings

Dividends

Share Buyback

In Q4 FY26, net sales rose to $17.7 billion (+9%), comparable sales +5%, and diluted EPS reached $1.58 (+28% vs. Q4 FY25); for FY26, net sales were $60.4 billion (+7%) with EPS $4.87 (+14%).
The Board approved a 13% dividend increase to $0.48 per share and a $2.5–$2.75 billion share repurchase plan for FY27; in FY26, TJX returned $4.3 billion to shareholders.
Q1 FY27 guidance: comparable sales +2–3%, pretax margin 10.3–10.4%, EPS $0.97–$0.99; FY27 outlook: comps +2–3%, pretax margin 11.7–11.8%, EPS $4.93–$5.02.

7 days ago

8-K

TJX reports stronger-than-expected Q4 results

TJX

Earnings

Guidance Update

Share Buyback

Adjusted EPS of $1.43 beat estimates by 3.3% and net sales were near $17.7 billion in Q4
Holiday comparable sales rose about 5%, underscoring continued off-price strength
Full-year net sales reached $60.4 billion with double-digit EPS growth and margin expansion
Fiscal 2027 guidance calls for 2–3% comparable sales growth, significant store expansion and increased shareholder returns; ended Q4 with $6.2 billion in cash and fresh buybacks

7 days ago

Morningstar

TJX Reports Q4 and FY26 Earnings and Capital Return Plan

TJX

Earnings

Dividends

Share Buyback

For Q4 FY26, TJX achieved 5% consolidated comparable sales growth, a 13.5% pretax profit margin (up 1.9 pp), and $1.58 diluted EPS, up 28% YoY.
In FY26, net sales rose 7% to $60.4 billion, pretax margin increased to 12.1% (up 0.6 pp), and diluted EPS reached $4.87, up 14%.
Returned $4.3 billion to shareholders in FY26 via share repurchases and dividends.
Plans to boost the quarterly dividend by 13% to $0.48 per share and repurchase $2.50 to $2.75 billion of stock in FY27.

7 days ago

Press Release

TJX Companies reports Q3 Fiscal 2026 results

TJX

Earnings

Guidance Update

Share Buyback

Consolidated comparable sales increased 5%, with strength across all divisions, leading management to raise full-year guidance for sales and profitability.
Third quarter pre-tax profit margin was 12.7%, gross margin improved 100 bps, and diluted EPS of $1.28 reflected 12% growth year-over-year.
Returned $1.1 billion to shareholders in the quarter through share buybacks and dividends.
Fourth quarter guidance: comp sales up 2–3%, consolidated sales of $17.1–17.3 billion, and diluted EPS of $1.33–$1.36.

Nov 19, 2025, 4:00 PM

Transcript

TJX reports Q3 FY2026 results and raises guidance

TJX

Earnings

Guidance Update

In Q3 FY2026, comparable sales rose 5%, pre-tax margin improved to 12.7%, and diluted EPS reached $1.28, a 12% year-over-year gain.
Divisional comps: Marmaxx +6% with a 14.9% margin, HomeGoods +5% at 13.5% margin, and Canada +8% (constant currency) with a 14.9% margin.
For Q4, TJX guides comps of +2–3%, sales of $17.1–$17.3 B, pre-tax margin of 11.7–11.8%, and EPS of $1.33–$1.36; FY26 comps are expected at +4%, sales of $59.7–$59.9 B, pre-tax margin of 11.6%, and EPS of $4.63–$4.66.

Nov 19, 2025, 4:00 PM

Transcript

TJX reports Q3 fiscal 2026 results

TJX

Earnings

Guidance Update

Share Buyback

Comp sales rose 5%, diluted EPS was $1.28 (up 12% y/y); pre-tax profit margin reached 12.7% (+40 bps), driven by 100 bps gross margin improvement and expense leverage
Strong division performance: Marmaxx comp +6% (14.9% margin), HomeGoods comp +5% (13.5% margin), TJX Canada comp +8% cc (14.9% margin), International comp +3% (9.2% margin cc)
Inventory grew 12% overall and 8% per store; returned $1.1 billion to shareholders via buybacks and dividends in Q3
Raised FY 2026 guidance: consolidated sales $59.7–$59.9 billion, EPS $4.63–$4.66 (+9%), Q4 comp sales +2–3%, Q4 EPS $1.33–$1.36

Nov 19, 2025, 4:00 PM

Transcript

TJX reports Q3 FY26 results and raises guidance

TJX

Earnings

Guidance Update

Share Buyback

TJX’s Q3 FY26 net sales were $15.1 billion (up 7%), consolidated comparable sales grew 5%, and diluted EPS was $1.28 (up 12%).
Pretax profit margin reached 12.7%, a 0.4 percentage-point increase versus Q3 FY25.
Returned $1.1 billion to shareholders in Q3 through share repurchases ($594 million) and dividends ($472 million).
Raised full-year FY26 outlook to 4% comparable sales growth, 11.6% pretax profit margin, and $4.63–$4.66 EPS.

Nov 19, 2025, 2:12 PM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for TJX COMPANIES INC /DE/.

Q4 2026

Feb 25, 2026

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Q3 2026

Nov 19, 2025

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Q2 2026

Aug 20, 2025

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TJX COMPANIES INC /DE/ (TJX)

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