TJX Q3 2026 Earnings
Reported Nov 19, 2025 at 9:12 AM ET · SEC Source
Q3 26 EPS
$1.28
BEAT +4.95%
Est. $1.22
Q3 26 Revenue
$15.12B
BEAT +1.74%
Est. $14.86B
vs S&P Since Q3 26
-3.0%
TRAILING MARKET
TJX +7.5% vs S&P +10.4%
Market Reaction
Did TJX Beat Earnings? Q3 2026 Results
The TJX Companies delivered a standout third quarter of Fiscal 2026, posting earnings per share of $1.28 against a consensus estimate of $1.22, a beat of roughly 4.95%, while revenue of $15.12 billion ran 1.74% above expectations and grew 7.5% year o… Read more The TJX Companies delivered a standout third quarter of Fiscal 2026, posting earnings per share of $1.28 against a consensus estimate of $1.22, a beat of roughly 4.95%, while revenue of $15.12 billion ran 1.74% above expectations and grew 7.5% year over year, results that reinforced TJX's retail momentum in a mixed environment for the sector. The clearest driver behind the strength was a broad-based 5% rise in consolidated comparable sales, led by a 6% comp at Marmaxx and an 8% surge in TJX Canada, which combined with improved merchandise margins and lower freight costs to lift gross profit margin by a full percentage point to 32.6%. Pretax profit margin of 12.7% beat management's own plan by 0.6 percentage points, with diluted EPS rising 12% from $1.14 a year ago. Encouraged by the results and a strong start to the fourth quarter, management raised full-year FY26 guidance to diluted EPS of $4.63–$4.66, representing approximately 9% growth, while projecting Q4 comp sales up 2%–3% and continued ability to offset tariff headwinds at current levels.
Key Takeaways
- • 5% consolidated comparable sales growth with strength across every division
- • Higher merchandise margin driven by lower freight costs
- • Expense leverage on above-plan sales
- • Strong value proposition and treasure-hunt shopping experience drawing consumers
- • Outstanding merchandise availability in the marketplace
TJX YoY Financials
Q3 2026 vs Q3 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 extremely pleased with our third quarter performance and the excellent execution of our off-price business model by our teams across the Company. Sales, pretax profit margin, and earnings per share all exceeded our expectations. Overall comp sales grew 5%, with strength at every division. We believe this is a testament to our value proposition and treasure-hunt shopping experience, which continue to draw consumers to our retail banners worldwide.”
— Ernie Herrman, Q3 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% |