TJX Companies reported strong Q4 and full-year FY26 results, exceeding internal plans with significant growth in comparable sales, pretax profit margin, and diluted EPS. The company achieved a major milestone by surpassing $60 billion in annual sales and demonstrated consistent performance across all divisions, positioning itself well for continued market share growth.
Q4 consolidated comparable sales increased 5%, well above plan.
positiveFull year FY26 consolidated comparable sales increased 5%, above plan.
positiveQ4 diluted EPS of $1.58, up 28% YoY.
positiveFull year FY26 diluted EPS of $4.87, up 14% YoY.
positiveReturned $4.3 billion to shareholders in FY26 through share repurchases and dividends.
positiveConsolidated inventories on a per-store basis were up 10% on a reported basis and up 8% on a constant currency basis versus last year.
attentionNet interest income negatively impacted pretax profit margin by 0.1 percentage point versus the prior year for both Q4 and full year.
attentionTJX International segment profit margin was 8.4% in Q4 FY26, up from 7.0% in Q4 FY25, but adjusted for foreign currency and settlement impacts, the margin was 9.7% vs 7.3% prior year.
attentionMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
| Segment | Current | Prior Yr | YoY | % Total | CC |
|---|---|---|---|---|---|
Marmaxx (U.S.) | N/A | — | — | — | — |
HomeGoods (U.S.) | N/A | — | — | — | — |
TJX Canada | N/A | — | — | — | +9.0% |
TJX International (Europe & Australia) | N/A | — | — | — | +6.0% |
| Total Revenue | $0.00M | — | — | 100.0% | — |
Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.
Excellent performance in 2025 with above-plan results on both top- and bottom-line.
Annual sales surpassed $60 billion, a major milestone.
Strong and consistent sales performance across all divisions, each delivering comp sales growth of 4% or better for the year.
Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.
Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.