Citable filing context
TJX's research view summarizes recent SEC filing context, starting with earnings from Aug 19, 2026.
| Filed | Item | Context |
|---|---|---|
| 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. |
| May 20, 2026 | earnings | TJX reported Q1 diluted EPS of $1.19, comp sales up 6%, and raised FY27 guidance including share buyback to $2.75-3.0B. |
| 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 |
| 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. |
| Mar 31, 2026 | business | TJX is the leading global off-price apparel and home fashions retailer, operating over 5,200 stores and six e-commerce sites. It offers quality, fashionable, brand-name merchandise at prices generally 20% to 60% below full-price retailers, fostering a "treasure hunt" shopping experience. The core business model is driven by opportunistic buying from over 21,000 global vendors, acquiring closeouts, overruns, and special productions to maintain lean inventory and rapid turnover. The company operates four segments: Marmaxx (TJ Maxx, Marshalls, Sierra) and HomeGoods (HomeGoods, Homesense) in the U.S., TJX Canada (Winners, HomeSense, Marshalls), and TJX International (TK Maxx, Homesense in Europe and Australia). TJX leverages its substantial global buying power and flexible store layouts to frequently adapt merchandise assortments. Its growth strategy emphasizes store expansion, targeting an estimated long-term potential of 7,000 stores globally. The company maintains a low-cost operating structure, with advertising focused on retail banners. The business experiences seasonality, with higher sales and income typically in the second half of the fiscal year. |
Source: SEC EDGAR filing text and events; period Aug 19, 2026; filed Aug 19, 2026.
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