10-QPeriod: Q1 FY2027

TJX COMPANIES INC /DE/ Quarterly Report for Q1 Ended May 2, 2026

Filed May 29, 2026For Securities:TJX

Summary

TJX Companies reported a strong first quarter for fiscal year 2027, with net sales increasing by 9% to $14.3 billion, driven by a solid 6% increase in comparable store sales. This growth demonstrates the company's continued ability to attract customers to its off-price model. Diluted earnings per share (EPS) saw a significant improvement, rising to $1.19 from $0.92 in the prior year's quarter, indicating enhanced profitability. The company's pre-tax profit margin also expanded by 1.7 percentage points to 12.0%, reflecting improved operational efficiency and favorable merchandise margins. TJX continues to return value to shareholders, with $1.1 billion returned through share repurchases and dividends during the quarter, underscoring a commitment to capital allocation. The company also provided an optimistic outlook for capital expenditures, planning for $2.2 to $2.3 billion for the full fiscal year.

Financial Statements
Beta

Key Highlights

  • 1Net sales increased 9% year-over-year to $14.3 billion.
  • 2Comparable store sales increased 6% year-over-year.
  • 3Diluted Earnings Per Share (EPS) grew to $1.19 from $0.92 in the prior year.
  • 4Pre-tax profit margin improved to 12.0% from 10.3% in the prior year.
  • 5Total capital expenditures for the first quarter were $662 million, with an anticipated full-year spend of $2.2 to $2.3 billion.
  • 6The company returned $1.1 billion to shareholders through share repurchases and dividends.
  • 7Merchandise inventories increased 7% year-over-year on a per-store basis.

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