earnings
confidence high
sentiment positive
materiality 0.80
TJX Q4 adj. EPS $1.43, comp +5% beat plan; dividend up 13%; FY27 buyback $2.5-$2.75B
TJX COMPANIES INC /DE/
2026-FY EPS reported
$4.87
revenue$60,372,000,000
- Q4 comp sales +5% well above plan; adj. EPS $1.43 (+16% YoY); net sales $17.7B (+9%).
- FY26 net sales $60.4B (+7%), adj. EPS $4.73 (+11%); returned $4.3B to shareholders.
- Plans to increase quarterly dividend to $0.48 per share (13% increase) subject to Board approval.
- Plans to repurchase $2.50-$2.75B of stock in FY27; Board authorized new $3B buyback program.
- Q1 FY27 guidance: comp +2-3%, EPS $0.97-$0.99; FY27 EPS guidance $4.93-$5.02.