TJX
The TJX Companies, Inc.155.09
-1.62-1.03%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Q&A reveals offense acceleration
Q&A unpacked TJX's sharpened offense to grab share amid disruptions: new marketing campaigns at HomeGoods and T.J. Maxx, aggressive brand chases across good-better-best, and store prototypes plus payroll boosts. Strong Q1 start showed balanced demographics skewing younger versus population, with traffic and basket both healthy. Pricing stays selective and mix-driven; value perception improved per surveys. Shrink hits pre-COVID levels, now neutral with smaller wins ahead. HomeGoods margins narrowed gap via leverage and buys in rivals' vacated categories. Management shrugged off tariffs, assuming offsets. Confident tone; watch marketing punch and execution.
Key Stats
Market Cap
172.61BP/E (TTM)
34.24Basic EPS (TTM)
4.53Dividend Yield
0.01%Recent Filings
8-K
TJX beats on sales, EPS
10-Q
Q3 FY2026 results
TJX posted Q3 FY2026 net sales of $15.1B, up 7% y/y from $14.1B, with 5% comps fueling the gain amid 3% store growth. Gross margin expanded 1.0pp to 32.6% on favorable merchandise margins and lower freight, lifting pre-tax margin to 12.7% despite SG&A up 0.6pp to 20.1%; diluted EPS hit $1.28, up 12% y/y on 1,126M shares. All segments grew, Marmaxx leading at 7% sales rise and 14.9% profit margin. Cash sits at $4.6B with $1.5B revolver availability and $2.9B debt (2.25% notes due 2026); OCF reached $3.7B YTD, funding $1.7B buybacks. Tariffs stir import volatility.
8-K
TJX Q3 crushes estimates
10-Q
Q2 FY2026 results
TJX posted solid Q2 FY2026 results ended August 2, 2025, with net sales up 7% y/y to $14.4B on 4% comps, while diluted EPS climbed 15% y/y to $1.10 (reconciles to 1,128M diluted shares). Gross margin expanded 0.3pp y/y to 30.7% thanks to favorable hedge marks, yet SG&A dipped 0.3pp to 19.5% on store efficiencies; pre-tax margin hit 11.4%, up 0.5pp. All segments grew, HomeGoods strongest at 9% y/y sales. Cash sits at $4.6B with $2.9B long-term debt and $1.5B revolver availability; ops cash YTD $2.2B funded $1.1B buybacks. Tariffs stir volatility.
8-K
TJX Q2 beats, raises FY26 outlook
TJX beat Q2 FY26 expectations with $14.4B net sales up 7%, 4% comp sales growth, 11.4% pretax margin, and $1.10 diluted EPS, up 15%. Divisions shone: Canada +11%, International +13%. Raised FY26 guidance to 11.4-11.5% pretax margin, $4.52-4.57 EPS. Returned $1B to shareholders. Tariffs pressure ahead.
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