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Jan 31
TJX Q4 2026 Earnings Report
TJX reported strong fourth quarter Fiscal 2026 results with higher sales, margin expansion, and double-digit EPS growth.
Key Takeaways
In Q4 FY2026, TJX delivered 9% net sales growth to $17.743 billion, expanded pretax profit margin to 13.5%, and increased diluted EPS 28% to $1.58, driven by solid comparable sales growth and operating leverage.
Net sales increased 9% year-over-year to $17.743 billion with consolidated comparable sales up 5%.
Pretax profit margin expanded 1.9 percentage points to 13.5%.
Diluted EPS rose 28% year-over-year to $1.58.
Net income increased to $1.773 billion from $1.398 billion last year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For Q1 FY2027, TJX expects comparable sales growth of 2% to 3%, pretax profit margin of 10.3% to 10.4%, and diluted EPS of $0.97 to $0.99. For full year FY2027, the company projects comparable sales growth of 2% to 3%, pretax profit margin of 11.7% to 11.8%, and diluted EPS of $4.93 to $5.02.
Positive Outlook
- Projected positive comparable sales growth of 2% to 3% for Q1 FY2027.
- Full year FY2027 diluted EPS guidance of $4.93 to $5.02.
- Full year pretax margin expected between 11.7% and 11.8%.
- Strong inventory position entering fiscal 2027.
- Planned $2.50 to $2.75 billion share repurchase in FY2027.
Challenges Ahead
- Q1 FY2027 pretax margin expected below Q4 FY2026 level.
- Q1 FY2027 EPS guidance below Q4 FY2026 results.
- Foreign currency had a negative $0.01 EPS impact in Q4.
- Higher incentive compensation accruals impacted Q4 expenses.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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