earnings
confidence high
sentiment positive
materiality 0.80
TJX Q2 EPS $1.10 beats plan, comp sales +4%, raises FY26 EPS guidance to $4.52-$4.57
TJX COMPANIES INC /DE/
2026-Q2 EPS reported
$2.02
revenue$27,512,000,000
- Q2 net sales $14.4B (+7% YoY); consolidated comp sales +4%, above plan; diluted EPS $1.10 (+15% vs $0.96).
- Pretax profit margin 11.4% (up 0.5pp YoY), well above plan; gross margin 30.7% (+0.3pp).
- Raises FY26 EPS guidance to $4.52-$4.57 (from prior) vs $4.26 prior year; pretax margin now 11.4-11.5%.
- Q3 guidance: comp sales +2-3%, EPS $1.17-$1.19 (+3-4% YoY).
- Returned $1.0B to shareholders: $515M buybacks (4.1M shares) and $474M dividends; operating cash flow $1.8B.