Citable filing context

TJX filing events and research context

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TJX's research view summarizes recent SEC filing context, starting with earnings from May 20, 2026.

TJX filing events and research context
FiledItemContext
May 20, 2026earningsTJX reported Q1 diluted EPS of $1.19, comp sales up 6%, and raised FY27 guidance including share buyback to $2.75-3.0B.
Feb 25, 2026earningsTJX reported Q4 FY26 diluted EPS of $1.58, increased dividend by 13%, and authorized $3.0B share repurchase program.
Nov 19, 2025earningsTJX reported Q3 FY26 diluted EPS of $1.28, net sales of $15.1 billion, and raised full-year guidance.
May 20, 2026Guidance: consolidated_comparable_sales_growth3.00 to 4.00
May 20, 2026Guidance: consolidated_comparable_sales_growth2.00 to 3.00
May 20, 2026Guidance: diluted_eps1.15 to 1.17
Mar 31, 2026businessTJX 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.
Mar 31, 2026mdaTJX reported strong fiscal 2026 results, with net sales increasing 7% to $60.4 billion, driven by a 5% consolidated comparable store sales growth, reflecting higher average basket and customer transactions. Diluted EPS rose to $4.87 from $4.26, and pre-tax profit margin improved to 12.1% from 11.5%. This was significantly aided by a $419 million net gain from a credit card interchange fees litigation settlement, which positively impacted U.S. segment profits and overall SG&A expenses. Cost of sales decreased due to favorable merchandise margin, including lower freight and shrink. Marmaxx and HomeGoods segments demonstrated robust performance, with comp sales up 4% and 5% respectively, and improved segment profit margins. TJX Canada achieved 7% comp sales growth but saw a slight margin decrease due to settlement expenses and transactional foreign exchange. TJX International's sales grew 11% (4% comp), benefiting from foreign currency and higher merchandise margin. The company maintains strong liquidity with $6.2 billion in cash. Capital expenditures were $1.96 billion in fiscal 2026, projected to increase to $2.2-2.3 billion in fiscal 2027 for store renovations and new store openings across all segments. TJX returned $4.3 billion to shareholders, including $2.5 billion in share repurchases and increased dividends, with plans for further repurchases and a 13% dividend increase in fiscal 2027. Tariffs remain a monitored uncertainty, with mitigation efforts ongoing.

Source: SEC EDGAR filing text and events; period May 20, 2026; filed May 20, 2026.

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