The TJX Companies Earnings Call Transcripts
Fiscal Year 2027
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First-quarter results exceeded expectations with 6% comp sales growth and strong performance across all divisions. Full-year sales and EPS guidance were raised, supported by robust margins, healthy inventory, and continued market share gains in the U.S. and internationally.
Fiscal Year 2026
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Q4 and full-year results exceeded expectations, with strong comp sales, margin expansion, and double-digit EPS growth. Fiscal 2027 guidance calls for continued sales and profit growth, significant store expansion, and increased shareholder returns.
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Third quarter results exceeded expectations with 5% comp sales growth, strong profitability, and 12% EPS growth. Full-year guidance was raised for sales and margins, with all divisions contributing to gains and robust holiday momentum expected.
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Second quarter comp sales rose 4% with strong growth across all divisions, driving a 15% EPS increase and prompting raised full-year guidance. Margin expansion, robust inventory, and agile pricing strategies offset tariff and FX headwinds.
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First quarter comp sales rose 3% year-over-year, with all divisions and geographies contributing to growth. Guidance for fiscal 2026 remains unchanged, with mitigation efforts expected to offset tariff and macro pressures. Inventory and vendor relationships position the company well for continued market share gains.
Fiscal Year 2025
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Fourth quarter and full-year results exceeded expectations, with strong comp sales and EPS growth driven by increased customer transactions and robust performance across all divisions. Fiscal 2026 guidance anticipates continued sales and EPS growth, despite FX and tariff headwinds.
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Q3 delivered strong comp sales and profit growth, with all divisions contributing and EPS up 11% year-over-year. Full-year guidance was raised for profit margin and EPS, and international expansion plans were announced, including entry into Spain and new joint ventures.
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Second quarter results exceeded expectations with 4% comp sales growth and strong profitability, driven by increased customer transactions and robust performance at Marmaxx. Full-year guidance for sales, margins, and EPS was raised, and strategic global investments are expected to be accretive.