earnings
confidence high
sentiment positive
materiality 0.75
TJX Q1 comps +3%, EPS $0.93 (+22%), raises FY25 profit margin and EPS guidance
TJX COMPANIES INC /DE/
2025-Q1 EPS reported
$0.93
revenue$12,479,000,000
- Q1 net sales $12.5B (+6% YoY); comp store sales +3% driven entirely by increased customer transactions.
- Pretax profit margin 11.1% (up 0.8pp YoY); diluted EPS $0.93 vs $0.76 last year, well above plan.
- Raises FY25 pretax profit margin outlook to 11.0%-11.1% and EPS outlook to $4.03-$4.09 (from prior $3.94-$4.02).
- Q1 returned $886M to shareholders: $509M in share repurchases (5.3M shares) and $377M in dividends.
- Comp sales by division: Marmaxx +2%, HomeGoods +4%, TJX Canada +4%, TJX International +2%.