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TJX COMPANIES INC /DE/TJX

Sector
Consumer
Industry
Retail-Family Clothing Stores
Exchange
NYSE

Stock Price $TJX

Latest filings

You are here#5 of 30 in Consumer Discretionary by market cap

Filing record · 2016–202610-K1110-Q328-K102

TJX filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 102 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Nov ’16Nov ’16
  2. Leadership change8-K · Feb ’19Feb ’19
  3. FY2021 annual report10-K · Mar ’21Mar ’21
  4. Material agreement8-K · May ’25May ’25

01—Key figures

Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026

Revenue Trend

Year-over-year comparison from 10-K annual reports

  19. $60.37B
YoY changeLargest recent move+51.1%in FY22Latest +7.1%

Latest bar from 10-KFY2026Click a bar to open its SEC filing

View full history →
All TJX Financial Metrics56 metrics

Income Statement13

Balance Sheet23

Cash Flow15

Per Share5

02—Overview

TJX COMPANIES INC /DE/ Financial Overview 2022–2026

Updated Jul 10, 2026

TJX Companies reached a 12.1% pre-tax profit margin in FY2026, proving its off-price retail model can extract expanding profitability even amid persistent global freight and supply chain volatility. By leveraging an opportunistic buying strategy and flexible store inventory, the retailer consistently captures consumer demand while shielding its bottom line against inflationary pressures. This structural advantage fueled a steady top-line expansion, as net sales grew from $48.5 billion in FY2022 to $60.4 billiona in FY2026.

Operational discipline has directly translated into enhanced shareholder yields. In FY2026, consolidated comparable store sales grew 5% and diluted earnings per share hit $4.87b, up from $4.26 in FY2025. The company systematically returns cash to investors, distributing $4.3 billion through share repurchases and dividends in FY2026, a marked increase from the $3.4 billion returned in FY2022. The market has rewarded this execution. At the close of FY2025, TJX traded at $124.79 per share with a 29.3x P/E ratio and a $139.7 billion market capitalization. By the end of FY2026, the stock climbed to $149.81 and commanded a 30.8x earnings multiple, reflecting sustained premium pricing for a retailer aggressively expanding its physical footprint into Mexico, Spain, and the Middle East.

Recent Developments (Q3 2026 and Q1 2027)

The momentum continued into Q1 2027, with net sales rising 9% year-over-year to $14.3 billionc. Comparable store sales accelerated by 6%, driving a pre-tax profit margin expansion to 12.0%, up from 10.3% in the prior-year period. Operational efficiency propelled diluted earnings per share to $1.19, an increase from $0.92. Management is backing this physical retail strength with an anticipated $2.2 billion to $2.3 billion in full-year capital expenditures, following a $662 million deployment in the first quarter. Furthermore, recent bottom-line results received a structural boost from a favorable credit card interchange fee litigation settlement.

Bulls highlight that a 7% year-over-year per-store increase in merchandise inventories equips the retailer to capture immediate consumer demand. Conversely, bears warn that trading at a 31.8x earnings multiple and a $173.2 billiond market capitalization as of May 29, 2026, leaves minimal margin for execution errors.

What to watch: returns on anticipated capital expenditures; inventory turnover rates following the per-store merchandise build-up

03—Filings

Recent SEC Filings

  1. 8-KTJX COMPANIES INC /DE/ 8-K Report, Executive Changes (Oct 20, 2026)The TJX Companies, Inc. (TJX) has filed an 8-K report detailing a change related to one of its senior officers, Kenneth Canestrari. Mr. Canestrari, currently a Senior Executive Vice President and Group President, is planning to retire from the Company. His employment and executive agreement have been extended until April 30, 2027, allowing for a phased transition of his responsibilities. Effective January 31, 2027, Mr. Canestrari will step down from his role as an executive officer but will continue his employment as a Senior Executive Vice President to facilitate the handover of his duties. This transition plan ensures continuity and smooth succession for key leadership roles. While Mr. Canestrari will remain eligible for his existing compensation and benefits, he will not participate in incentive plans for future performance periods (FY2028 onwards) or receive new equity grants, aligning with his retirement timeline.
  2. 8-KTJX COMPANIES INC /DE/ 8-K Report, Executive Changes (Sep 17, 2026)This 8-K filing announces a significant addition to The TJX Companies, Inc. Board of Directors. Craig A. Pintoff has been elected as a new independent director, effective immediately, and will also serve on the Audit and Finance Committee. Mr. Pintoff brings extensive experience from his current role as Executive Vice President and Chief Administrative Officer at United Rentals, Inc., where he oversees critical functions like human resources, legal, safety, and environmental affairs. His appointment strengthens the Board's expertise, particularly in areas relevant to corporate governance and financial oversight. Investors can view this as a positive development, indicating the company's commitment to maintaining a robust and experienced leadership team. The addition of an independent director with a strong background in corporate administration and compliance can enhance shareholder confidence. The filing also details Mr. Pintoff's compensation, which aligns with the company's established non-employee director compensation program, assuring a standard and transparent remuneration structure.
  3. 8-KTJX COMPANIES INC /DE/ 8-K Report, Financial Results (Aug 19, 2026)TJX Companies reported second-quarter Fiscal 2027 results (quarter ended August 1, 2026) that beat its internal plan on most measures. Net sales rose 5% to $15.2 billion and consolidated comparable sales grew 4%, with HomeGoods, TJX Canada and TJX International delivering 6-7% comps while Marmaxx (U.S.) was weaker at +1%. Reported diluted EPS was $1.36, up 24%, but this includes a $0.14 net benefit from IEEPA tariff refunds; adjusted diluted EPS was $1.22, up 11%. Reported pretax margin was 13.3%, while adjusted pretax margin was 11.9%, up 0.5 points year over year, so investors should weigh the underlying improvement as modest relative to the headline figures. Management raised full-year Fiscal 2027 pretax margin guidance to 12.3%-12.4% (adjusted 12.0%-12.1%) and diluted EPS guidance to $5.31-$5.36 (adjusted $5.15-$5.20), while keeping comparable sales growth at 3%-4%. The company expects further tariff refunds in the third quarter, but their amount, timing and likelihood remain uncertain. Capital returns remain strong: $1.3 billion was returned in the quarter, and the company still expects to repurchase $2.75-$3.0 billion of stock in Fiscal 2027. TJX also plans to accelerate store growth to 4% beginning in Fiscal 2028 and raised its long-term global store target to 7,500 stores. The filing is an 8-K furnished under Item 2.02 with the earnings press release as Exhibit 99.1. Because it is furnished rather than filed, it is not incorporated into other securities filings under Section 18 of the Exchange Act. Key risks for investors include the one-time nature of tariff refunds, softness at Marmaxx, and the store-wage cost pressure that drove SG&A deleverage.
  4. 8-KTJX COMPANIES INC /DE/ 8-K Report, Shareholder Vote Results (Jun 11, 2026)This 8-K filing from TJX Companies Inc. reports the final voting results from its annual shareholder meeting held on June 9, 2026. All director nominees were overwhelmingly elected, indicating strong shareholder confidence in the current board's leadership and governance. Additionally, the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for fiscal year 2027 received strong ratification, assuring continued auditor independence and scrutiny. The filing also shows that shareholders approved, on an advisory basis, the compensation of the company's named executive officers (a "say-on-pay" vote). While the majority voted in favor, the substantial number of 'against' votes warrants attention from management regarding executive compensation strategies. Overall, the results suggest a stable governance environment with broad shareholder support for the company's direction and oversight.
  5. 8-KTJX COMPANIES INC /DE/ 8-K Report, Financial Results (May 20, 2026)TJX Companies reported first quarter Fiscal 2027 results (quarter ended May 2, 2026) that came in well above its internal plan on nearly every key metric. Net sales rose 9% to $14.3 billion, consolidated comparable sales increased 6% (versus 3% a year earlier), pretax profit margin expanded 1.7 percentage points to 12.0%, and diluted EPS grew 29% to $1.19 from $0.92. Gross margin improved 1.8 points to 31.3% on merchandise margin gains, favorable fuel and inventory hedges, and expense leverage, while SG&A was roughly flat as a percentage of sales. Marmaxx (U.S.) and HomeGoods both delivered strong comp growth of 6% and 9%, respectively, and the company generated $1.1 billion of operating cash flow and ended the quarter with $5.6 billion in cash. management raised full-year Fiscal 2027 guidance across the board: comparable sales growth of 3% to 4%, pretax margin of 11.9% to 12.0%, diluted EPS of $5.08 to $5.15, and a share repurchase range of $2.75 to $3.0 billion. However, management noted it is not flowing through the full first-quarter outperformance, because its outlook now assumes higher fuel costs for the rest of the year. Second quarter guidance is more modest, calling for comp growth of 2% to 3%, pretax margin of 11.4% to 11.5%, and EPS of $1.15 to $1.17. Investors should also note that inventory rose 8% year over year to $7.7 billion, reflecting opportunistic buying, and that total debt is about $2.9 billion following the current portion reclassification. Overall, the quarter reflects strong execution and healthy consumer demand for off-price retail, with capital returns continuing at a robust pace: $1.1 billion returned to shareholders in the quarter and roughly $3.5 billion of buyback capacity available. The key watch items for investors are whether the second-quarter guide reflects conservatism, how fuel costs evolve, and whether inventory growth keeps pace with sales.
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04—See also

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