TJX COMPANIES INC /DE/TJX
TJX COMPANIES INC /DE/ Financial Overview 2022–2026
Updated Jul 10, 2026TJX 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 billion 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 $4.87, 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 billion. 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 billion 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
Rev
$60.37B
FY2026
NI
$5.49B
FY2026
EPS
$4.93
FY2026
OCF
$6.87B
FY2026
Year-over-year comparison from 10-K annual reports
Data from SEC Company Facts
Recent SEC Filings
TJX 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.
TJX COMPANIES INC /DE/ 8-K Report, Financial Results (May 20, 2026)
The TJX Companies, Inc. (TJX) filed a Form 8-K on May 20, 2026, to report its financial results for the fiscal quarter ended May 2, 2026. The key information, detailed in a press release furnished as Exhibit 99.1, provides investors with an update on the company's operational and financial performance during the most recent reporting period. Investors should refer to the furnished press release for specific details regarding revenue, profitability, and any forward-looking statements or guidance provided by the company. This filing primarily serves as a notification that the company has publicly disclosed its quarterly results. While the 8-K itself does not contain the detailed financial tables, it directs stakeholders to the attached press release for a comprehensive overview. This includes any commentary from management on business trends, strategic initiatives, and factors influencing their financial outcomes. Investors are encouraged to review the press release for a complete understanding of TJX's performance and outlook.
TJX COMPANIES INC /DE/ 8-K Report, Financial Results (Feb 25, 2026)
The TJX Companies, Inc. (TJX) filed an 8-K report on February 25, 2026, to announce its financial results for the fiscal quarter ended January 31, 2026. This filing primarily serves as a vehicle to furnish the accompanying press release containing these results. Investors should refer to the press release, attached as Exhibit 99.1, for detailed financial performance information, including key metrics such as revenue, earnings per share, and comparable store sales. The report itself does not contain substantive financial statements but directs stakeholders to the press release for the official disclosure of TJX's quarterly performance. As this information is furnished and not filed, it is important for investors to understand its reporting context within SEC regulations.
TJX COMPANIES INC /DE/ 8-K Report, Financial Results (Nov 19, 2025)
The TJX Companies, Inc. (TJX) filed an 8-K on November 18, 2025, reporting financial results for the fiscal quarter ended November 1, 2025. This filing primarily serves to furnish a press release containing these results, which was issued on November 19, 2025. Investors should refer to the press release (Exhibit 99.1) for detailed financial performance, including sales, earnings, and any forward-looking guidance. The information provided in this 8-K is furnished and not considered 'filed' for regulatory purposes, meaning it does not carry the same legal implications as a formally filed document but still provides crucial operational and financial updates.
TJX COMPANIES INC /DE/ 8-K Report, Financial Results (Aug 20, 2025)
The TJX Companies, Inc. (TJX) has filed a Form 8-K on August 20, 2025, reporting on its financial results for the fiscal quarter ended August 2, 2025. This filing primarily serves to furnish a press release detailing these results. Investors should note that the information provided is furnished and not deemed "filed" under the Securities Exchange Act of 1934, meaning it doesn't carry the same regulatory weight as a formally filed document for purposes of Section 18 liability, though it may be incorporated by reference in future SEC filings. The key takeaway for investors is the disclosure of quarterly performance, which will be elaborated upon in the furnished press release (Exhibit 99.1).
View all 8-K filings →