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.
TJX YoY Financials
Q4 2026 vs Q4 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 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
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% |