earnings
confidence high
sentiment positive
materiality 0.75
TJX Q3 FY25 EPS $1.14 beats plan; comps +3% at high-end; raises full-year guidance
TJX COMPANIES INC /DE/
2025-Q3 EPS
reported $3.03
vs consensus $1.02
▲ beat
(+196.0%)
- Net sales $14.1B (+6% YoY); consolidated comp store sales +3% driven entirely by customer transactions.
- Diluted EPS $1.14 (+11% YoY) well above plan; pretax profit margin 12.3% (+0.3 ppt).
- Raises FY25 EPS guidance to $4.15-$4.17 and pretax profit margin outlook to 11.3%.
- Returned $997M to shareholders in Q3 ($574M buybacks, $423M dividends); expects ~$2.25-$2.5B in FY buybacks.
- Completed $179M JV investment in Mexico (49% stake) and post-Q3 $344M for 35% stake in Brands For Less.