TJX Q4 revenue rises 9%, beats on strong performance across divisions

The TJX Companies

25/02/2026 12:39

Overview

Off-price retailer's Q4 revenue rose 9%, beating analyst expectations

Adjusted EPS for Q4 up 16% yr/yr, well above company plan

Company plans to buy back $2.50 to $2.75 bln of stock in FY27

Outlook

Company plans to repurchase $2.50 to $2.75 bln of stock in FY27

TJX expects FY27 comparable sales to rise 2% to 3%

Company projects FY27 EPS between $4.93 and $5.02

Result Drivers

COMPARABLE SALES GROWTH - Q4 consolidated comparable sales increased 5%, driven by strong performance across all divisions

PRETAX PROFIT MARGIN - Q4 pretax profit margin improved to 13.5%, primarily due to lower inventory shrink expense and expense leverage on sales

LITIGATION SETTLEMENT - A litigation settlement related to credit card interchange fees provided a net benefit, positively impacting SG&A costs

Company press release: ID:nBw4XGJR5a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$17.74 bln
$17.36 bln (16 Analysts)
Q4 EPS
$1.58
Q4 Net Income
$1.77 bln
Q4 comparable sales Growth
5.00%
Q4 Pretax Profit
$2.39 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 18 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the discount stores peer group is "buy"

Wall Street's median 12-month price target for TJX Companies Inc is $170.00, about 7.8% above its February 24 closing price of $157.66

The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 28 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)