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TJX Companies

TJX · Consumer Discretionary

Last earnings Aug 19, 2026

Key results

Net incomequarter

$1.2 billion

Net income for the second quarter of Fiscal 2026 was $1.2 billion and diluted earnings per share were $1.10, up 15% versus $.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

EPSquarter

$1.10

Net income for the second quarter of Fiscal 2026 was $1.2 billion and diluted earnings per share were $1.10, up 15% versus $.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Growthquarter

up 15%

Net income for the second quarter of Fiscal 2026 was $1.2 billion and diluted earnings per share were $1.10, up 15% versus $.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Net income for the first half of Fiscal 2026 was $2.3 billion.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

First half Fiscal 2026 diluted earnings per share were $2.02, up 7% versus $1.89 in the first half of Fiscal 2025.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

AI analysis

Q2 FY2026 · reported Aug 20, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

EPS · Q2 FY2026
$1.10
EX-99 · Aug 20, 2025
Net income · Q2 FY2026
$1.2B
EX-99 · Aug 20, 2025

Headline figures

MetricQ2 FY2026Prior qtrYear ago
Net income$1.2 billion——
EPS$1.10——
Growthup 15%——

EX-99 · Aug 20, 2025

Guidance · company-stated

Direction: Raised

Revenue$1.0 billion

“REPORTS Q2 FY26 RESULTS COMP SALES GROWTH OF 4%, PRETAX PROFIT MARGIN OF 11.4%, AND DILUTED EPS OF $1.10 ALL ABOVE PLAN RAISES FY26 PRETAX PROFIT MARGIN AND EPS GUIDANCE Q2 consolidated comparable sales increased 4%, which was above the Company s plan Q2 pretax profit margin of 11.4%, well above the Company s plan Q2 diluted earnings per share of $1.10, up 15% and well above the Company s plan Returned $1.0 billion to shareholders in Q2 through share repurchases and dividends Increases full year FY26 pretax profit margin and diluted earnings per share guidance Framingham, MA The TJX Companies, Inc.”

Margin

“The Company is increasing its outlook for pretax profit margin to be in the range of 11.4% to 11.5%, flat to down 0.1 percentage point versus the prior year s 11.5%.”

EPS

“The Company is also raising its diluted earnings per share outlook to be in the range of $4.52 to $4.57, which would represent a 6% to 7% increase over the prior year s $4.26.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

COMP revenue4%
AND EPS$1.10
Revenue4%
EPS$1.10
Growthup 15%
Dividend$515M

REPORTS Q2 FY26 RESULTS COMP SALES GROWTH OF 4%, PRETAX PROFIT MARGIN OF 11.4%, AND DILUTED EPS OF $1.10 ALL ABOVE PLAN RAISES FY26 PRETAX PROFIT MARGIN AND EPS GUIDANCE Q2 consolidated comparable sales increased 4%, which was above the Company s plan Q2 pretax profit margin of 11.4%, well above the Company s plan Q2 diluted earnings per share of $1.10, up 15% and well above the Company s plan Returned $1.0 billion to shareholders in Q2 through share repurchases and dividends Increases full year FY26 pretax profit margin and diluted earnings per share guidance Framingham, MA The TJX Companies, Inc.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Net income for the second quarter of Fiscal 2026 was $1.2 billion and diluted earnings per share were $1.10, up 15% versus $.96 in the second quarter of Fiscal 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “REPORTS Q2 FY26 RESULTS COMP SALES GROWTH OF 4%, PRETAX PROFIT MARGIN OF 11.4%, AND DILUTED EPS OF $1.10 ALL ABOVE PLAN RAISES FY26 PRETAX PROFIT MARGIN AND EPS GUIDANCE Q2 consolidated comparable sales increased 4%, which was above the Company s plan Q2 pretax profit margin of 11.4%, well above the Company s plan Q2 diluted earnings per share of $1.10, up 15% and well above the Company s plan Returned $1.0 billion to shareholders in Q2 through share repurchases and dividends Increases full year FY26 pretax profit margin and diluted earnings per share guidance Framingham, MA The TJX Companies, Inc.”

Margin: “The Company is increasing its outlook for pretax profit margin to be in the range of 11.4% to 11.5%, flat to down 0.1 percentage point versus the prior year s 11.5%.”

EPS: “The Company is also raising its diluted earnings per share outlook to be in the range of $4.52 to $4.57, which would represent a 6% to 7% increase over the prior year s $4.26.”

Revenue — Raised (“RAISES”)
“REPORTS Q2 FY26 RESULTS COMP SALES GROWTH OF 4%, PRETAX PROFIT MARGIN OF 11.4%, AND DILUTED EPS OF $1.10 ALL ABOVE PLAN RAISES FY26 PRETAX PROFIT MARGIN AND EPS GUIDANCE Q2 consolidated comparable sales increased 4%, which was above the Company s plan Q2 pretax profit margin of 11.4%, well above the Company s plan Q2 diluted earnings per share of $1.10, up 15% and well above the Company s plan Returned $1.0 billion to shareholders in Q2 through share repurchases and dividends Increases full year FY26 pretax profit margin and diluted earnings per share guidance Framingham, MA The TJX Companies, Inc.”

EPS — Raised (“raising”)
“With our strong second quarter profit results, we are raising our full-year guidance for both pretax profit margin and earnings per share.”

Margin — Raised (“increasing”)
“The Company is increasing its outlook for pretax profit margin to be in the range of 11.4% to 11.5%, flat to down 0.1 percentage point versus the prior year s 11.5%.”

EPS — Raised (“raising”)
“The Company is also raising its diluted earnings per share outlook to be in the range of $4.52 to $4.57, which would represent a 6% to 7% increase over the prior year s $4.26.”

Classified from the release's primary full-year outlook statement.

Capital allocation

REPORTS Q2 FY26 RESULTS COMP SALES GROWTH OF 4%, PRETAX PROFIT MARGIN OF 11.4%, AND DILUTED EPS OF $1.10 ALL ABOVE PLAN RAISES FY26 PRETAX PROFIT MARGIN AND EPS GUIDANCE Q2 consolidated comparable sales increased 4%, which was above the Company s plan Q2 pretax profit margin of 11.4%, well above the Company s plan Q2 diluted earnings per share of $1.10, up 15% and well above the Company s plan Returned $1.0 billion to shareholders in Q2 through share repurchases and dividends Increases full year FY26 pretax profit margin and diluted earnings per share guidance Framingham, MA The TJX Companies, Inc.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

The Company repurchased 4.1 million shares of TJX stock for a total of $515 million and paid $474 million in shareholder dividends.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

The Company repurchased 9.2 million shares of TJX stock for a total of $1.1 billion and paid $894 million in shareholder dividends.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

The Company continues to expect to repurchase approximately $2.0 to $2.5 billion of TJX stock during the fiscal year ending January 31, 2026.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

All statements that address activities, events or developments that we intend, expect or believe may occur in the future are forward-looking statements, including, among others, statements regarding the Company s anticipated operating and financial performance, the impact of tariffs on its business, business plans and prospects, dividends and share repurchases, and third quarter and full year Fiscal 2026 outlook.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

During the second quarter ended August 2, 2025, the Company returned $1 billion to shareholders, repurchasing and retiring 4.1 million shares of its common stock at a cost of $515 million and paid $474 million in shareholder dividends.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Strategy & priorities

Our teams are energized by the opportunities we see in the marketplace for excellent brands and fashions and our initiatives to keep attracting shoppers to our retail brands.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Our value mission extends to our corporate responsibility efforts, which are focused on supporting our Associates, giving back in the communities we serve, the environment, and operating responsibly.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Risks & headwinds

Merchandise margin was flat despite higher tariff costs versus last year.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

This was due to a combination of items including lower-than-expected tariff costs, expense leverage on above-plan sales, and the timing of certain expenses, partially offset by higher incentive compensation accruals and contributions to TJX s charitable foundations.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Third Quarter and Full Year Fiscal 2026 Outlook The Company s third quarter and full year Fiscal 2026 guidance below assumes that the current level of tariffs on imports into the U.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

The Company s guidance assumes that it can offset the significant pressure it expects from tariffs throughout Fiscal 2026.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

5 Forward-looking Statement Various statements made in this release are forward-looking, and are inherently subject to a number of risks and uncertainties.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

All statements that address activities, events or developments that we intend, expect or believe may occur in the future are forward-looking statements, including, among others, statements regarding the Company s anticipated operating and financial performance, the impact of tariffs on its business, business plans and prospects, dividends and share repurchases, and third quarter and full year Fiscal 2026 outlook.

SEC original ↗TJX Companies — Earnings release (8-K exhibit)EX-99Aug 20, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer Discretionary
Documents

Filings

60 documents

Earnings releases

20 documents

Presentations

none published

Checked — this company publishes no earnings presentation. Checked 2026-10-20 (browser-verified): TJX publishes no earnings deck — its quarterly results page offers only the earnings call, press release, reconciliations, and Form 10-Q.

Transcripts

0 documents

No transcripts for TJX Companies are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.