NYSE$TJX
TJX Companies Inc · Q2 2027 earnings
Q2 2027 earnings · · Before market open · Investor relations
Briefing
TJX reported Q2 FY27 results with consolidated comparable sales growth of 4% and pretax profit margin of 13.3%, both exceeding plan.
The TJX Companies, Inc. delivered net sales of $15.2 billion in the second quarter ended August 1, 2026, up 5% year-over-year, with net income reaching $1.5 billion. Adjusted diluted EPS of $1.22 increased 11% from the prior year, supported by strong performance across HomeGoods, TJX Canada, and TJX International. The company raised full-year FY27 pretax profit margin and EPS guidance while announcing plans to accelerate store growth to 4% beginning in FY28.
- Q2 consolidated comparable sales rose 4%, above the company's plan, with Marmaxx at +1% and HomeGoods, TJX Canada, and TJX International each delivering 6-7%.
- Pretax profit margin reached 13.3% (adjusted 11.9%), up 1.9 points (adjusted up 0.5 points) year-over-year and well above plan.
- Diluted EPS of $1.36 (adjusted $1.22) increased 24% (adjusted 11%) versus last year, prompting raised full-year FY27 guidance.
- Returned $1.3 billion to shareholders via share repurchases and dividends; raised long-term global store target to 7,500 stores with 4% annual growth planned from FY28.
Headline financials
Revenue & EPS history
TJX · Revenue · Quarterly
$15.2B
Revenue by segment
TJX · $15.2B total across 4 segments · Q2 2027
- Marmaxx (U.S.)$9.11B—60.0%
- HomeGoods (U.S.)$2.51B—16.5%
- TJX International (Europe & Australia)$2.09B—13.8%
- TJX Canada$1.47B—9.7%
Forward guidance
Company raised full-year FY27 pretax profit margin guidance to 12.3%-12.4% (adjusted 12.0%-12.1%) and diluted EPS to $5.31-$5.36 (adjusted $5.15-$5.20); Q3 comparable sales expected +2% to +3%.
Tailwinds
- Strong start to Q3 with Marmaxx improvement noted.
- Outstanding availability of branded merchandise.
- Initiatives in place for fall and holiday seasons.
- Accelerated store growth to 4% from FY28 with long-term target raised to 7,500 stores.
Headwinds
- Marmaxx sales below expectations in Q2.
- Additional tariff refund amounts, timing, and likelihood remain uncertain.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports
+0.8%
Avg return
Earnings day
+1.1%
Avg return
5 days after
+1.0%
Avg return
30 days after
58%
42 / 73 earnings
Positive
+10.2%
Q2 2015
Best reaction
-10.1%
Q2 2021
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2027 | — | — | — | |
| Q1 2027 | +5.4% | +5.5% | +9.3% | |
| Q4 2026 | -0.0% | +1.4% | -1.6% | |
| Q3 2026 | +0.9% | +2.3% | +6.2% | |
| Q2 2026 | +2.7% | +0.7% | +3.8% | |
| Q1 2026 | -2.9% | -6.8% | -8.5% | |
| Q4 2025 | +1.8% | +0.7% | -3.7% | |
| Q3 2025 | +0.2% | +4.4% | +2.0% | |
| Q2 2025 | +5.0% | +6.0% | +4.1% | |
| Q1 2025 | +2.5% | +4.5% | +13.6% | |
| Q4 2024 | -1.4% | -2.6% | +0.9% | |
| Q3 2024 | -4.5% | -3.2% | -3.5% | |
| Q2 2024 | +2.9% | +4.5% | +7.8% | |
| Q1 2024 | +1.3% | +0.3% | +3.9% | |
| Q4 2023 | -1.4% | -2.4% | -5.0% | |
| Q3 2023 | +3.8% | +5.2% | +3.4% | |
| Q2 2023 | +2.0% | -3.4% | -3.0% | |
| Q1 2023 | +9.3% | +7.3% | +0.8% | |
| Q4 2022 | -0.9% | +1.3% | -6.1% | |
| Q3 2022 | +5.2% | +0.5% | +6.5% | |
| Q2 2022 | +3.8% | +5.2% | +0.2% | |
| Q1 2022 | -5.3% | -6.7% | -10.9% | |
| Q4 2021 | -3.6% | -4.2% | -6.0% | |
| Q3 2021 | +0.7% | +1.1% | +10.7% | |
| Q2 2021 | -10.1% | -7.0% | -2.5% | |
| Q1 2021 | +5.0% | +8.8% | +3.5% | |
| Q4 2020 | +0.7% | +4.1% | -21.6% | |
| Q3 2020 | -0.4% | -0.6% | +1.2% | |
| Q2 2020 | +3.8% | +3.0% | +9.5% | |
| Q1 2020 | -2.4% | -2.5% | +1.6% | |
| Q4 2019 | +3.2% | +3.4% | +7.0% | |
| Q3 2019 | -5.7% | -6.3% | -13.3% | |
| Q2 2019 | +4.0% | +6.3% | +7.8% | |
| Q1 2019 | +3.8% | +4.0% | +13.7% | |
| Q4 2018 | +7.1% | +8.4% | +5.5% | |
| Q3 2018 | -2.4% | +0.4% | +3.8% | |
| Q2 2018 | +2.8% | +1.2% | +5.2% | |
| Q1 2018 | -2.8% | -3.4% | -5.7% | |
| Q4 2017 | +2.1% | +3.1% | +2.9% | |
| Q3 2017 | +2.9% | +4.7% | +4.3% | |
| Q2 2017 | -5.5% | -4.1% | -9.3% | |
| Q1 2017 | -0.6% | — | — | |
| Q4 2016 | +3.3% | — | — | |
| Q3 2016 | +4.1% | — | — | |
| Q2 2016 | +4.6% | — | — | |
| Q1 2016 | +1.8% | — | — | |
| Q4 2015 | +1.3% | — | — | |
| Q3 2015 | +1.0% | — | — | |
| Q2 2015 | +10.2% | — | — | |
| Q1 2015 | -3.1% | — | — | |
| Q4 2014 | -0.4% | — | — | |
| Q3 2014 | +1.2% | — | — | |
| Q2 2014 | +6.6% | — | — | |
| Q1 2014 | -2.2% | — | — | |
| Q4 2013 | +3.0% | — | — | |
| Q3 2013 | +2.7% | — | — | |
| Q2 2013 | +1.8% | — | — | |
| Q1 2013 | +6.9% | — | — | |
| Q4 2012 | +2.0% | — | — | |
| Q3 2012 | -0.3% | — | — | |
| Q2 2012 | +1.6% | — | — | |
| Q1 2012 | -3.0% | — | — | |
| Q4 2011 | +0.5% | — | — | |
| Q3 2011 | +1.1% | — | — | |
| Q2 2011 | -0.4% | — | — | |
| Q1 2010 | -1.6% | — | — | |
| Q1 2011 | -1.6% | — | — | |
| Q4 2008 | -1.8% | — | — | |
| Q4 2010 | -1.8% | — | — | |
| Q3 2010 | +0.0% | — | — | |
| Q3 2009 | +0.0% | — | — | |
| Q2 2009 | -3.3% | — | — | |
| Q4 2009 | -3.3% | — | — | |
| Q2 2010 | -3.3% | — | — |
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