NYSE$TJX
TJX Companies Inc · Q3 2025 earnings
Q3 2025 earnings · · Investor relations
Briefing
TJX's Q3 FY25 results were reported, featuring comp store sales growth at the high end of the plan, a pretax profit margin and diluted EPS both well above plan, and raised FY25 pretax profit margin and EPS guidance.
TJX Companies reported strong Q3 FY25 results, with comparable store sales increasing by 3%, at the high-end of the company's plan. Pretax profit margin was 12.3%, and diluted earnings per share reached $1.14, both exceeding expectations. The company has raised its full-year guidance for pretax profit margin and earnings per share.
- Consolidated comparable store sales increased 3%, driven by customer transactions.
- Pretax profit margin increased to 12.3%, up 0.3 percentage points versus last year.
- Diluted earnings per share rose to $1.14, an 11% increase year-over-year.
- The company returned $997 million to shareholders through share repurchases and dividends.
Headline financials
Revenue & EPS history
TJX · Revenue · Quarterly
$14.1B
Revenue by segment
TJX · $14.3B total across 4 segments · Q1 2027
- Marmaxx (U.S.)$8.65B—60.4%
- HomeGoods (U.S.)$2.51B—17.5%
- TJX International (Europe & Australia)$1.88B—13.1%
- TJX Canada$1.29B—9.0%
Forward guidance
For the fourth quarter of Fiscal 2025, the Company continues to expect consolidated comparable store sales to be up 2% to 3%. The Company now expects pretax profit margin to be in the range of 10.8% to 10.9% and diluted earnings per share to be in the range of $1.12 to $1.14. For the full year Fiscal 2025, the Company continues to expect consolidated comparable store sales to be up 3%. The Company is increasing its outlook for pretax profit margin to be 11.3% and raising its diluted earnings per share outlook to be in the range of $4.15 to $4.17.
Tailwinds
- Consolidated comparable store sales expected to be up 2% to 3% for Q4 2025.
- Pretax profit margin expected to be in the range of 10.8% to 10.9% for Q4 2025.
- Diluted earnings per share expected to be in the range of $1.12 to $1.14 for Q4 2025.
- Consolidated comparable store sales expected to be up 3% for full year 2025.
- Diluted earnings per share outlook to be in the range of $4.15 to $4.17 for full year 2025.
Headwinds
- Change in Q4 pretax profit margin and earnings per share guidance due to expected reversal of Q3 benefit from the timing of certain expenses.
- The company's fourth quarter and full year pretax profit margin and earnings per share benefited from an extra week in the Company’s fiscal calendar last year.
- Various statements made in this release are forward-looking, and are inherently subject to a number of risks and uncertainties.
- We cannot guarantee that the results and other expectations expressed, anticipated or implied in any forward-looking statement will be realized.
- Our business is subject to substantial risks and uncertainties
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q3 2025
+0.8%
Avg return
Earnings day
+1.0%
Avg return
5 days after
+0.7%
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 |
|---|---|---|---|---|
| Q1 2027 | +5.4% | — | — | |
| 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% | — | — | |
| Q4 2009 | -3.3% | — | — | |
| Q2 2010 | -3.3% | — | — | |
| Q2 2009 | -3.3% | — | — |
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