Citable filing context
TJX's research view summarizes recent SEC filing context, starting with management_change from Sep 17, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 17, 2026 | management_change | Craig A. Pintoff was elected to the Board of Directors of The TJX Companies, Inc. |
| Aug 19, 2026 | earnings | TJX reported Q2 FY27 net sales of $15.2 billion, up 5%, and diluted EPS of $1.36. |
| Jun 11, 2026 | other | TJX announced results of its June 9, 2026 annual meeting, electing directors and ratifying PwC as auditor. |
| Aug 19, 2026 | Guidance: adjusted_eps | 1.30 to 1.32 |
| Aug 19, 2026 | Guidance: adjusted_eps | 5.15 to 5.20 |
| Aug 19, 2026 | Guidance: adjusted_pretax_profit_margin | 12.30 to 12.40 |
| Aug 28, 2026 | mda_quarterly | TJX's net sales for the second quarter of fiscal 2027 increased 5% to $15.2 billion, driven by a 4% increase in consolidated comparable store sales. Comp sales growth was led by the HomeGoods segment (+7% comp) and TJX International (+7% comp), with home merchandise outperforming apparel overall. Diluted earnings per share rose to $1.36 from $1.10, significantly boosted by a $0.14 per share net benefit from $331 million in IEEPA tariff refunds. This refund, recognized in cost of sales, helped expand the pre-tax profit margin to 13.3% and lower the cost of sales ratio to 66.6%, offsetting an increase in the SG&A ratio to 20.3% caused by higher store wages and $112 million in incentive accruals. Marmaxx segment profit margin rose to 15.6% on a 1% comp, while HomeGoods margin surged to 17.6%. TJX increased its long-term global store target to 7,500 locations. The company ended the quarter with $6.0 billion in cash and plans to retire $1.0 billion in maturing senior notes in the third quarter. Capital expenditures for fiscal 2027 are projected at $2.2 billion to $2.3 billion, while share repurchases are expected to reach $2.75 to $3.0 billion. |
| May 29, 2026 | mda_quarterly | Net sales for the first quarter of fiscal 2027 increased 9% to $14.3 billion, driven by a 6% rise in consolidated comparable sales resulting from higher average baskets and increased customer transactions. Pre-tax profit margins expanded to 12.0%, aided by a reduction in the cost of sales ratio to 68.7% due to higher markon and favorable hedge adjustments. Segment performance was strong, with HomeGoods leading comparable sales growth at 9%, followed by TJX Canada at 7% and Marmaxx at 6%. TJX International saw a 4% increase in comparable sales. A primary operational risk remains international trade volatility; the company is currently pursuing refunds for approximately $490 million in tariffs paid under the International Emergency Economic Powers Act, though the timing and amount of recovery remain uncertain. Liquidity remains robust with $5.6 billion in cash. The company anticipates fiscal 2027 capital expenditures between $2.2 billion and $2.3 billion, focusing on store renovations, distribution centers, and information technology. Shareholder returns totaled $1.1 billion this quarter through dividends and repurchases, and the company plans to repurchase an additional $2.75 billion to $3.0 billion of common stock throughout the fiscal year. |
Source: SEC EDGAR filing text and events; period Sep 17, 2026; filed Sep 17, 2026.
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