The earnings call presented a strong quarter with significant sales and profit growth across various divisions, particularly internationally and in the home and apparel segments. Despite ongoing tariff challenges and minor weather impacts, the company showed resilience with effective mitigation strategies.

Company Guidance

In the recent conference call for The TJX Companies, Inc., the guidance for the fiscal year 2026 was notably optimistic, reflecting strong second-quarter results. The company reported a consolidated comp sales growth of 4%, exceeding expectations, with a pre-tax profit margin of 11.4%, up 50 basis points from the previous year. Diluted earnings per share increased by 15% to $1.10. As a result of this performance, TJX raised its full-year guidance, projecting a 3% increase in overall comp sales and a consolidated sales range of $59.3 billion to $59.6 billion. The company expects full-year profitability to be between 11.4% and 11.5%, with a gross margin of 30.5% to 30.6%. For the third quarter, TJX anticipates comp sales growth of 2% to 3%, with a pre-tax profit margin forecasted at 12% to 12.1%. The company remains confident in its ability to offset tariff pressures and manage operational efficiencies, positioning itself strongly for continued growth and market share expansion.

Exceeding Second Quarter Expectations

Second quarter comp sales increased by 4%, exceeding expectations and driven by customer transactions across all divisions. Profit results also surpassed targets, leading to raised full-year guidance for pre-tax profit margin and earnings per share.

Strong International Performance

TJX Canada's comp sales increased by 9% with a segment profit margin up by 100 basis points. TJX International saw a 5% increase in comp sales with a segment profit margin up by 80 basis points.

HomeGoods and Apparel Sales Growth

HomeGoods comp sales grew 5%, with a segment profit margin up 90 basis points. Apparel categories also showed significant growth, contributing to overall sales strength.

Improved Profit Margins

Pre-tax profit margin for the second quarter was 11.4%, up 50 basis points from the previous year. Gross margin increased by 30 basis points due to favorable hedges.

Successful Cost Mitigation Strategies

Despite higher tariff costs, merchandise margin remained flat due to effective mitigation strategies. SG&A decreased by 30 basis points due to operational efficiencies.

TJX Companies (TJX) 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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TJX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 19, 2025	2026 (Q3)	1.22 / -	1.14	―	―	―
Aug 20, 2025	2026 (Q2)	1.01 / 1.10	0.96	14.58% (+0.14)	―
May 21, 2025	2026 (Q1)	0.92 / 0.92	0.93	-1.08% (-0.01)	―
Feb 26, 2025	2025 (Q4)	1.16 / 1.23	1.22	0.82% (+0.01)	―
Nov 20, 2024	2025 (Q3)	1.09 / 1.14	1.03	10.68% (+0.11)	―
Aug 21, 2024	2025 (Q2)	0.92 / 0.96	0.85	12.94% (+0.11)	―
May 22, 2024	2025 (Q1)	0.88 / 0.93	0.76	22.37% (+0.17)	―
Feb 28, 2024	2024 (Q4)	1.12 / 1.22	0.89	37.08% (+0.33)	―
Nov 15, 2023	2024 (Q3)	0.99 / 1.03	0.86	19.77% (+0.17)	―
Aug 16, 2023	2024 (Q2)	0.77 / 0.85	0.69	23.19% (+0.16)	―

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

TJX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 20, 2025	$134.62	$138.27	+2.71%
May 21, 2025	$134.50	$130.61	-2.89%
Feb 26, 2025	$121.92	$124.09	+1.78%
Nov 20, 2024	$118.44	$118.62	+0.15%

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.