earnings
confidence high
sentiment positive
materiality 0.80
TJX Q3 FY26 beats: comp +5%, EPS $1.28 (+12%); raises full-year guidance
TJX COMPANIES INC /DE/
2026-Q3 EPS reported
$3.30
revenue$42,629,000,000
- Q3 consolidated comp sales +5%, net sales $15.1B (+7% YoY); diluted EPS $1.28 vs $1.14 (+12%).
- Pretax profit margin 12.7%, above plan and +0.4pp YoY; gross margin up 1.0pp to 32.6%.
- Raised FY26 guidance: comp +4%, pretax margin ~11.6%, EPS $4.63-$4.66 (9% YoY growth).
- Returned $1.1B to shareholders in Q3: $594M share repurchases, $472M dividends.
- Q4 guidance: comp +2-3%, EPS $1.33-$1.36; inventory per-store up 8% for holiday.