The strong earnings beat, margin expansion, and robust buyback plan suggest confidence in future cash flow. Traders should monitor whether the 2-3% comp sales guidance for FY27 is conservative given recent 5% growth, which could set up a positive surprise.
Price Chart
Executive Summary
TJX reported strong Q4 and full-year FY26 results with revenue of $17.7 billion (up 9% YoY) and EPS of $1.58 (up 28% YoY), both well above plan. Adjusted metrics also showed solid growth, driven by a 5% comp sales increase and margin expansion. The company announced a 13% dividend increase and plans to repurchase $2.50-$2.75 billion of stock in FY27.
Key Financial Metrics
Key Facts
- Q4 revenue was $17.7 billion, up 9% year-over-year.
- Q4 diluted EPS was $1.58, up 28% year-over-year; adjusted EPS was $1.43, up 16%.
- Full-year FY26 revenue was $60.4 billion, up 7% YoY, with 5% comp sales growth.
- Q4 pretax profit margin was 13.5%, up 1.9 percentage points YoY.
- Company plans to increase dividend by 13% and buy back $2.50 to $2.75 billion of stock in FY27.
- FY27 guidance calls for 2-3% comp sales growth and EPS of $4.93 to $5.02.
Financial Impact
Revenue up 9% YoY to $17.7 billion; EPS up 28% to $1.58; $4.3 billion returned to shareholders in FY26.
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Marmaxx (U.S.) | $10.7B | +7.0% |
| HomeGoods (U.S.) | $3.1B | +8.0% |
| TJX Canada | $1.6B | +11.0% |
| TJX International | $2.4B | +15.0% |
Risk Factors
- Q4 results include a $221 million net benefit from a litigation settlement, which is non-recurring.
- FY27 guidance implies a slowdown in comp sales growth from 5% to 2-3%.
- Inventory per store was up 10%, which could pressure margins if sales slow.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000109198-26-000004 |
| Document: tjx-20260225.htm | 0000109198-26-000004 |
| Document: 0000109198-26-000004-index-headers.html | 0000109198-26-000004 |
| Document: 0000109198-26-000004-index.html | 0000109198-26-000004 |
| Document: 0000109198-26-000004.txt | 0000109198-26-000004 |
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