earnings
confidence high
sentiment positive
materiality 0.85
TJX Q1 FY27 EPS $1.19 beats plan, comp sales +6%; raises full-year guidance
TJX COMPANIES INC /DE/
- Q1 diluted EPS $1.19 (+29% YoY) on net sales $14.3B (+9%), pretax margin 12.0% (+1.7 ppts), all well above plan.
- Consolidated comp sales +6% (Marmaxx +6%, HomeGoods +9%, Canada +7%, International +4%).
- Raised FY27 guidance: comp sales +3-4%, pretax margin 11.9-12.0%, EPS $5.08-$5.15, share buyback $2.75-$3.0B.
- Q2 FY27 outlook: comp sales +2-3%, EPS $1.15-$1.17, pretax margin 11.4-11.5%.
- Returned $1.1B to shareholders in Q1 ($604M buybacks, $471M dividends).
item 2.02item 9.01