TJX Q2 FY27 EPS $1.36 beats, comps +4%; raises FY27 EPS and margin guidance

TJX COMPANIES INC /DE/

Q2 net sales $15.2B (+5% YoY); comp sales +4% above plan; diluted EPS $1.36 (+24%), adjusted $1.22 (+11%).
Pretax margin 13.3% (up 1.9 pts); adjusted 11.9% (up 0.5 pts); gross margin 33.4% (up 2.7 pts).
Received $331M IEEPA tariff refunds; net pretax benefit $219M; adjusted EPS excludes $.14 net benefit.
Raised FY27 EPS guidance to $5.31-5.36 (adjusted $5.15-5.20) and pretax margin to 12.3-12.4% (adjusted 12.0-12.1%).
Plans to accelerate store growth to 4% in FY28; long-term global store target raised to 7,500 stores.

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