The earnings call reflects strong financial performance with significant sales growth, improved profit margins, and successful market expansions. However, there are challenges related to increased SG&A expenses and foreign exchange impacts. Despite these challenges, the overall outlook remains positive with raised full-year guidance.

Company Guidance

During the third quarter of Fiscal Year 2026, The TJX Companies, Inc. reported a robust financial performance, marked by a 5% increase in comparable sales, driven by higher average basket size and increased customer transactions. The company achieved a pre-tax profit margin of 12.7%, a 40 basis point increase from the previous year, with a gross margin rise of 100 basis points due to lower freight costs and expense efficiencies. Diluted earnings per share grew by 12% to $1.28. The company also saw strong segment performance, with Marmaxx achieving a 6% comp sales growth and a 14.9% profit margin, while HomeGoods reported a 5% comp sales growth and a 13.5% profit margin. TJX Canada and TJX International also showed strength, with comp sales increases of 8% and 3%, respectively. For the fourth quarter, TJX projects a 2% to 3% increase in comp sales and an earnings per share range of $1.33 to $1.36. Looking ahead, TJX raised its full-year guidance, expecting a 4% increase in overall comp sales and consolidated sales between $59.7 billion and $59.9 billion, with a pre-tax profit margin of 11.6%.

Strong Overall Comp Sales Increase

Comp sales increased by 5%, driven by higher average basket size and increased customer transactions. This growth was consistent across all divisions, including apparel and home categories.

Improved Profit Margins

Third quarter pre-tax profit margin increased to 12.7%, up 40 basis points compared to last year, with gross margin increasing 100 basis points due to lower freight costs and expense efficiencies.

Earnings Per Share Growth

Third quarter diluted earnings per share increased by 12% to $1.28, significantly surpassing expectations.

Successful Market Expansion

Plans for entry into Spain in 2026 and continued growth in existing countries, including the U.S., Canada, Europe, and Australia.

Increased Full-Year Guidance

Raising full-year guidance for sales and profitability, expecting comp sales to increase by 4% and full-year diluted EPS to be between $4.63 and $4.66.

Robust Inventory Management

Inventory increased by 12% with a strong position to meet holiday demand, supported by excellent availability of quality branded merchandise.

Significant Shareholder Returns

Returned $1.1 billion to shareholders in the third quarter through buybacks and dividends.

TJX Companies (IT:1TJX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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IT:1TJX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 25, 2026	2026 (Q4)	1.19 / -	1.062	―	―	―
Nov 01, 2025	2026 (Q3)	1.06 / 1.10	0.984	12.28% (+0.12)	―	―
Aug 20, 2025	2026 (Q2)	0.88 / 0.95	0.829	14.58% (+0.12)	―
May 21, 2025	2026 (Q1)	0.79 / 0.79	0.803	-1.08% (>-0.01)	―
Feb 26, 2025	2025 (Q4)	1.00 / 1.06	1.053	0.82% (<+0.01)	―
Nov 20, 2024	2025 (Q3)	0.94 / 0.98	0.889	10.68% (+0.09)	―
Aug 21, 2024	2025 (Q2)	0.80 / 0.83	0.734	12.94% (+0.09)	―
May 22, 2024	2025 (Q1)	0.76 / 0.80	0.656	22.37% (+0.15)	―
Feb 28, 2024	2024 (Q4)	0.97 / 1.05	0.768	37.08% (+0.28)	―
Nov 15, 2023	2024 (Q3)	0.85 / 0.89	0.742	19.77% (+0.15)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IT:1TJX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 20, 2025	€114.92	€119.09	+3.63%
May 21, 2025	€119.09	€115.77	-2.79%
Feb 26, 2025	€115.80	€119.44	+3.15%
Nov 20, 2024	€111.34	€111.93	+0.53%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.