TJX Q4 2026

Q1 2027 Q4 2026 Q3 2026 Q2 2026 Q1 2026

Earnings

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.