earnings
confidence high
sentiment positive
materiality 0.65
TJX Q1 EPS $0.92 beats plan; comps +3%; maintains FY26 guidance
TJX COMPANIES INC /DE/
2026-Q1 EPS
reported $0.92
vs consensus $1.40
▼ miss
(-34.4%)
- Q1 net sales $13.1B (+5% YoY); consolidated comp sales +3% at high end of plan.
- Pretax profit margin 10.3% (above plan, down 0.8pp YoY); diluted EPS $0.92 vs $0.93.
- Returned $1.0B to shareholders via $613M buybacks and $420M dividends.
- Maintains FY26 guidance: comp +2-3%, pretax margin 11.3-11.4%, EPS $4.34-$4.43.
- Q2 guidance: comp +2-3%, EPS $0.97-$1.00; assumes current tariffs remain.
item 2.02item 9.01