earnings
confidence high
sentiment positive
materiality 0.85
TJX Q4 comps +5%, EPS $1.23 beat; guides FY26 EPS $4.34-$4.43, raises dividend 13%
TJX COMPANIES INC /DE/
2025-FY EPS
reported $4.26
vs consensus $1.23
▲ beat
(+245.1%)
- Q4 diluted EPS $1.23, up 10% vs. prior-year adjusted $1.12; FY25 EPS $4.26, up 13% vs. adjusted $3.76.
- Q4 consolidated comparable store sales +5%, above plan, driven by customer transaction gains across all divisions.
- Q4 pretax profit margin 11.6%, up 0.7pp vs. adjusted 10.9%; lower inventory shrink expense helped.
- Plans to increase quarterly dividend 13% to $0.425/share; plans $2.0-$2.5B share repurchases in FY26.
- FY26 guidance: comp sales +2-3%, EPS $4.34-$4.43; Q1 EPS guided $0.87-$0.89 (down 4-6% YoY).