TJX COMPANIES INC /DE/

The TJX Companies Q1 FY27 — Strong Comp Sales Across All Divisions Drive Raised Outlook

• Strength Consolidated comparable store sales increased an outstanding 6% in Q1 FY27.
• Watch Full-year guidance does not flow the entire Q1 EPS beat ($0.20) due to planning current fuel prices to remain for the rest of the year, representing a $0.07 differential.

The TJX Companies, Inc. Q4 FY26 — Strong Sales and Profitability Exceed Expectations

• Strength Fourth quarter consolidated comparable store sales increased a very strong 5%, well above plan.
• Watch Fourth quarter comparable sales were trending higher prior to winter storms in North America at the end of the quarter, which temporarily impacted sales.

The TJX Companies Q3 FY26 — Strong Comp Sales and Profitability Above Plan

• Strength Consolidated comp sales increased 5%, well above plan, with strong growth across all divisions.
• Watch SG&A increased 60 basis points versus last year due to incremental store wage and payroll costs, a contribution to the TJX Foundation, and higher incentive compensation accruals.

The TJX Companies, Inc. Q2 FY26 — Strong Sales and Profitability Exceed Expectations

• Strength Consolidated comparable sales increased 4% in Q2 FY26, exceeding internal plans and showing strength across all divisions.
• Watch SG&A expenses in Q2 FY26 benefited from the timing of certain costs, with some expected to reverse in Q3 FY26.

The TJX Companies Q4 FY25 — Strong Transaction-Driven Sales and Increased Store Potential

• Strength Consolidated comp sales growth of 5% in Q4 FY25, driven by strong customer transactions across all divisions.
• Watch Q1 FY26 diluted EPS expected to be $0.87-$0.89, down from $0.93 last year, due to unfavorable inventory hedges and incremental wage/payroll costs.