S&P 500
7,226.20
+0.01%
Dow Jones
49,494.60
-0.62%
Nasdaq 100
27,685.40
+0.66%
Russell 2000
2,804.78
-0.02%
FTSE 100
10,364.50
0.00%
Nikkei 225
59,260.50
-0.78%
TJX Companies

TJX Q4 2026 Earnings

Reported Feb 25, 2026 at 9:11 AM ET · SEC Source

Q4 26 EPS

$1.43

BEAT +2.88%

Est. $1.39

Q4 26 Revenue

$17.74B

vs S&P Since Q4 26

-4.7%

TRAILING MARKET

TJX -0.2% vs S&P +4.5%

Full Year 2026 Results

FY 26 EPS

$4.73

BEAT +1.03%

Est. $4.68

FY 26 Revenue

$60.37B

BEAT +0.61%

Est. $60.01B

Market Reaction

Did TJX Beat Earnings? Q4 2026 Results

TJX Companies capped fiscal 2026 with a broad-based beat in Q4, posting adjusted EPS of $1.43 against a consensus estimate of $1.39, a 2.88% beat, while revenue climbed 8.5% year-over-year to $17.74 billion, topping the $17.38 billion Wall Street had… Read more TJX Companies capped fiscal 2026 with a broad-based beat in Q4, posting adjusted EPS of $1.43 against a consensus estimate of $1.39, a 2.88% beat, while revenue climbed 8.5% year-over-year to $17.74 billion, topping the $17.38 billion Wall Street had expected. The standout driver was a 5% consolidated comparable sales gain that exceeded management's own plan, fueled by strength across all four divisions, HomeGoods led at +6%, followed by TJX Canada at +7%, Marmaxx at +5%, and TJX International at +4%, while lower-than-expected inventory shrink expense added meaningful margin tailwind. The quarter also marked TJX's first full fiscal year above $60 billion in annual revenue, a milestone CEO Ernie Herrman called a major achievement. The company's broad off-price beat extended into the outlook, with management guiding FY2027 EPS of $4.93 to $5.02 on comparable sales growth of 2% to 3%, and announcing a 13% dividend increase alongside a new $3 billion buyback authorization.

Key Takeaways

  • • Consolidated comparable sales growth of 5% in Q4, well above plan
  • • Higher merchandise margin and expense leverage on sales drove gross profit margin expansion
  • • Lower than expected inventory shrink expense contributed to above-plan profitability
  • • All four divisions delivered comp sales growth of 4% or better for the full year
  • • HomeGoods led Q4 comp sales at +6%, TJX Canada at +7%

TJX Forward Guidance & Outlook

For Q1 FY2027, TJX plans consolidated comparable sales growth of 2% to 3%, pretax profit margin in the range of 10.3% to 10.4%, and diluted EPS of $0.97 to $0.99. For full year FY2027, the company plans consolidated comparable sales growth of 2% to 3%, pretax profit margin in the range of 11.7% to 11.8%, and diluted EPS of $4.93 to $5.02. The company intends to increase its quarterly dividend by 13% to $0.48 per share and repurchase approximately $2.50 to $2.75 billion of stock in FY2027. CEO Herrman noted that Q1 is off to a strong start and merchandise availability continues to be outstanding.

24/7 Wall St

TJX YoY Financials

Q4 2026 vs Q4 2025, source: SEC Filings

24/7 Wall St

TJX Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 26 Q4 26
24/7 Wall St

TJX Revenue by Geography

With YoY comparisons, source: SEC Filings

Q1 26 Q3 26

“I am extremely pleased with our excellent performance in 2025! Thanks to the collective efforts and sharp execution of our teams, we delivered above-plan results on both the top- and bottom-line. Annual sales surpassed $60 billion, marking a major milestone for our Company!”

— Ernie Herrman, Q4 2026 Earnings Press Release

Back to TJX Stock Page