TJX Q1 2026 Earnings
Reported May 21, 2025 at 9:16 AM ET · SEC Source
Q1 26 EPS
$0.92
BEAT +0.79%
Est. $0.91
Q1 26 Revenue
$13.11B
BEAT +0.64%
Est. $13.03B
vs S&P Since Q1 26
-3.0%
TRAILING MARKET
TJX +20.6% vs S&P +23.6%
Market Reaction
Did TJX Beat Earnings? Q1 2026 Results
TJX Companies posted a clean beat to open fiscal 2026, with first-quarter diluted EPS of $0.92 edging past the $0.91 consensus estimate by 0.79% and net sales of $13.11 billion topping expectations by 0.64% on 5.1% year-over-year growth. The off-pric… Read more TJX Companies posted a clean beat to open fiscal 2026, with first-quarter diluted EPS of $0.92 edging past the $0.91 consensus estimate by 0.79% and net sales of $13.11 billion topping expectations by 0.64% on 5.1% year-over-year growth. The off-price retailer's consolidated comparable sales rose 3%, at the high end of management's own plan, driven by higher customer transaction counts across all four divisions, with HomeGoods, TJX Canada, and TJX International each posting 4%-5% comps. A pretax profit margin of 10.3% came in above internal targets despite contracting 0.8 percentage points year-over-year, weighed down by mark-to-market inventory hedge adjustments and incremental store wage costs. The results reinforce the off-price model's resilience even as tariff pressure looms; CEO Ernie Herrman noted the company's flexibility to shift across product categories as a key offset. Full-year guidance was maintained at $4.34–$4.43 in diluted EPS on 2%-3% comp growth, assuming current tariff levels hold.
Key Takeaways
- • Comparable sales growth of 3% driven by increase in customer transactions across all divisions
- • Outstanding marketplace availability enabling inventory investments
- • Treasure-hunt shopping experience driving customer traffic
- • Strong value proposition with prices 20%-60% below full-price retailers
TJX YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
TJX Revenue by Segment
With YoY comparisons, source: SEC Filings
TJX Revenue by Geography
With YoY comparisons, source: SEC Filings
“I am very pleased with our first quarter performance. Overall comp sales increased 3%, at the high end of our plan, and both profitability and earnings per share were above our expectations. Our teams across the Company delivered consumers exciting values on great brands and fashions and a treasure-hunt shopping experience, every day.”
— Ernie Herrman, Q1 2026 Earnings Press Release
TJX Earnings Trends
TJX vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TJX EPS Trend
Earnings per share: estimate vs actual
TJX Revenue Trend
Quarterly revenue: estimate vs actual
TJX Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $1.39 | $1.43 | +2.88% | $17.74B | — |
| FY Full Year | $4.68 | $4.73 | +1.03% | $60.37B | +0.61% |
| Q3 26 BEAT | $1.22 | $1.28 | +4.95% | $15.12B | +1.74% |
| Q2 26 BEAT | $1.01 | $1.10 | +8.45% | $14.40B | +1.66% |
| Q1 26 BEAT | $0.91 | $0.92 | +0.79% | $13.11B | +0.64% |