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Tjx Companies (TJX)
NYSE:TJX
Earnings Data
Report Date
May 27, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.01Last Year’s EPS
0.92Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights a strong quarter and full-year performance with double-digit EPS growth, margin expansion, robust cash generation, record annual sales above $60 billion, broad-based comp strength across divisions, ambitious store growth and shareholder return plans. Risks noted include tariff uncertainty, elevated inventory levels, some SG&A volatility (incentive accruals and higher store payroll), and litigation adjustments excluded from adjusted results. On balance, the positives substantially outweigh the challenges, with management confident in execution, marketing initiatives, inventory availability and the ability to capture additional market share.Company Guidance
Quarterly Sales and Same-Store Sales Strength
Q4 net sales of $17.7 billion, up 9% year-over-year; consolidated comparable store sales (comps) up 5% in Q4 (on top of +5% prior year).
Strong Quarterly Profitability and EPS
Q4 adjusted pretax profit margin 12.2%, up 60 basis points from 11.6% prior year; Q4 adjusted diluted EPS $1.43, up 16% from $1.23 and well above plan.
Record Full-Year Net Sales and Comp Performance
Full-year net sales surpassed $60 billion to $60.4 billion, up 7% versus prior year; full-year consolidated comps +5%.
Full-Year Margin and EPS Improvement
Full-year adjusted gross margin 31.0%, up 40 basis points from 30.6% (includes a 20 basis point benefit from shrink); full-year adjusted pretax profit margin 11.7%, up 20 basis points; full-year adjusted diluted EPS $4.73, up 11% from $4.26.
Shrink Recovery
Shrink favorability contributed meaningfully to margins; company reports shrink is essentially back to pre-COVID levels, contributing ~20 bps benefit to gross margin.
Inventory Availability and Positioning
Balance sheet inventory up 14% and inventory per store up 10%; management states availability of quality branded merchandise is 'outstanding' and buyers have strong access to vendors (~21,000 vendors).
Strong Cash Generation and Shareholder Returns
Generated $6.9 billion of operating cash flow and ended year with $6.2 billion in cash; returned $4.3 billion to shareholders in fiscal '26 through buybacks and dividends.
Divisional Milestones and Broad-Based Strength
Marmaxx sales $36.6B with comps +4% and adjusted segment margin 14.4%; HomeGoods topped $10B in sales with comps +5% and segment margin 12%; TJX Canada comps +7% with sales $5.6B and segment margin 13.8% (constant currency); TJX International sales $8B with comps +4% and margin 7.3% (constant currency).
Growth and Capital Plans
Fiscal '27 guidance: consolidated sales $62.7B–$63.3B (up 4%–5%), comps +2%–3%, EPS guidance $4.93–$5.02 (up 4%–6%); capex $2.2B–$2.3B; plan to add ~146 net new stores (~3% growth) and ~540 remodels.
Commitment to Returning Capital and Dividend Increase
Board expected to increase quarterly dividend by 13% to $0.48/share for fiscal '27 and plans $2.5B–$2.75B in share repurchases.
TJX Earnings History
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 |
|---|---|---|---|
Feb 25, 2026 | $157.66 | $155.82 | -1.17% |
Aug 20, 2025 | $133.85 | $137.48 | +2.71% |
May 21, 2025 | $133.74 | $129.87 | -2.89% |
Feb 26, 2025 | $121.22 | $123.38 | +1.78% |
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.
FAQ
When does Tjx Companies (TJX) report earnings?
Tjx Companies (TJX) is schdueled to report earning on May 27, 2026, Before Open (Confirmed).
What is Tjx Companies (TJX) earnings time?
Tjx Companies (TJX) earnings time is at May 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TJX EPS forecast?
TJX EPS forecast for the fiscal quarter 2027 (Q1) is 1.01.
