Highest-materiality recent filing
TJX Q1 FY27 EPS $1.19 beats plan, comp sales +6%; raises full-year guidance
Q1 diluted EPS $1.19 (+29% YoY) on net sales $14.3B (+9%), pretax margin 12.0% (+1.7 ppts), all well above plan.
TJX Q4 adj. EPS $1.43, comp +5% beat plan; dividend up 13%; FY27 buyback $2.5-$2.75B
Q4 comp sales +5% well above plan; adj. EPS $1.43 (+16% YoY); net sales $17.7B (+9%).
TJX Q3 FY26 beats: comp +5%, EPS $1.28 (+12%); raises full-year guidance
Q3 consolidated comp sales +5%, net sales $15.1B (+7% YoY); diluted EPS $1.28 vs $1.14 (+12%).
TJX Q2 EPS $1.10 beats plan, comp sales +4%, raises FY26 EPS guidance to $4.52-$4.57
Q2 net sales $14.4B (+7% YoY); consolidated comp sales +4%, above plan; diluted EPS $1.10 (+15% vs $0.96).
TJX Q1 EPS $0.92 beats plan; comps +3%; maintains FY26 guidance
Q1 net sales $13.1B (+5% YoY); consolidated comp sales +3% at high end of plan.
TJX Q4 comps +5%, EPS $1.23 beat; guides FY26 EPS $4.34-$4.43, raises dividend 13%
Q4 diluted EPS $1.23, up 10% vs. prior-year adjusted $1.12; FY25 EPS $4.26, up 13% vs. adjusted $3.76.
TJX Q3 FY25 EPS $1.14 beats plan; comps +3% at high-end; raises full-year guidance
Net sales $14.1B (+6% YoY); consolidated comp store sales +3% driven entirely by customer transactions.
TJX Q2 EPS $0.96 beats plan; comps +4%; raises full-year outlook; invests $360M in Brands For Less
Q2 diluted EPS $0.96 (vs $0.85 last year, +13%), pretax profit margin 10.9% (+0.5pp), comp store sales +4%.
TJX Q1 comps +3%, EPS $0.93 (+22%), raises FY25 profit margin and EPS guidance
Q1 net sales $12.5B (+6% YoY); comp store sales +3% driven entirely by increased customer transactions.
TJX Q4 EPS $1.22 beats plans; comps +5%; guides FY25 EPS $3.94-$4.02
Q4 diluted EPS $1.22 (+37% YoY); adjusted EPS $1.12 (+26% YoY) on $16.4B revenue (+13%).
John Klinger promoted to Senior EVP, CFO effective Feb 4, 2024; base salary $825,000, MIP target 85%, LRPIP $450k, SIP target $2.9M.
TJX Q3 beats: comp sales +6%, EPS $1.03; raises FY24 comp and EPS guidance
Net sales $13.3B (+9% YoY), comp store sales +6% driven entirely by customer traffic; Marmaxx +7%, HomeGoods +9%.
TJX Q2 FY24 EPS $0.85 (+23%) beats plan; raises full-year guidance
Q2 net sales $12.8B (+8% YoY); overall comp store sales +6%, entirely traffic-driven.
TJX Q1 pretax margin 10.3% beats plan; EPS $.76; raises FY24 guidance
Net income $891M, diluted EPS $.76, up 55% YoY; adjusted EPS up 12% vs prior year adj. EPS of $.68.
The agreements reflect Mr. Klinger’s promotion to Senior Executive Vice President, Chief Financial Officer, and Mr. Goldenberg’s transition to an executive advisory role, in each case effective February 4, 2024.
Mr. Goldenberg will no longer serve as an executive officer of TJX as of February 3, 2024
On September 20, 2023, the Board of Directors (the “Board”) of The TJX Companies, Inc. (the “Company”) elected Charles F. Wagner, Jr. as a member of the Company’s Board and of its Audit and Finance Committee, effective immediately.
On June 6, 2023, The TJX Companies, Inc. (the “Company”) entered into a letter agreement (the “Agreement”) with Richard Sherr, Senior Executive Vice President, pursuant to which Mr. Sherr agreed to provide consulting services to the Company following his scheduled retirement on July 14, 2023.
Max materiality 0.85 · Median 0.75 · Most common event earnings