Jul 2026 (Q2 FY27) — Aug 19, 2026
The TJX Companies Q2 FY27 — Diversified Business Drives Above-Plan Results Despite Marmaxx Underperformance
Read the full callTJX Companies (TJX) earnings
- Aug 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
TJX Companies earnings: last reported Wed, 19 Aug 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 15,180 | +5.4% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Aug 2026 | Not in the filed figures for the quarter to aug 2026. No older figure is substituted. | ||
| Net profit | 1,520 | +22.3% YoY | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
37 of 38 judged targets kept · 23 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| First T.K. Maxx stores opened in Spain | first stores to open in early 2026 | Oct 2024 | During the quarter, we opened our first store in Spain and the customer response was terrific. | Achieved |
| Full-year consolidated comp store sales | 2% to 3% | Jan 2026 | We now expect overall comp sales growth of 3% to 4%. | Revised Up |
| Full-year effective tax rate | 25.0% | Jan 2026 | Our full year guidance assumes a tax rate of 24.7%. | On Track |
1 of TJX COMPANIES INC /DE/'s 61 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 58 more targets are in the full ledger.
Claimed
- Consolidated comparable sales increased 4%, exceeding plan.
- Adjusted diluted EPS of $1.22, up 11% YoY and well above plan.
- HomeGoods, TJX Canada, and TJX International delivered strong comparable sales increases of 6% to 7%.
- Long-term store growth potential increased by 500 stores to a total of 7,500, with store openings accelerating to 4% annually.
- Adjusted pretax profit margin was 11.9%, up 50 bps YoY and well above plan.
Qualified
- Marmaxx comparable sales increased only 1%, below expectations due to "self-inflicted" merchandise mix issues.
- Adjusted SG&A was 19.7%, unfavorable by 20 bps YoY due to incremental store wage and payroll costs.
- Q3 FY27 adjusted pretax profit margin expected to be down 30-40 bps YoY, primarily due to higher fuel costs.
Price
$147.36 +0.02% · +$0.03
Performance +2.4% 1Y
1Y: $143.84 on 17 Oct 2025 → $147.36. High $168.41 (12 Jun 2026), low $122.84 (16 Sept 2026).
- Previous close
- $147.33
- 52-week range
- $122.84 – $168.41
- One year
- +2.81%
Overview
- Symbol
- TJX
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
37 of 38 judged targets kept · 23 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| First T.K. Maxx stores opened in Spain | first stores to open in early 2026 | Oct 2024 | During the quarter, we opened our first store in Spain and the customer response was terrific. | Achieved |
| Full-year consolidated comp store sales | 2% to 3% | Jan 2026 | We now expect overall comp sales growth of 3% to 4%. | Revised Up |
| Full-year effective tax rate | 25.0% | Jan 2026 | Our full year guidance assumes a tax rate of 24.7%. | On Track |
Claimed
- Consolidated comparable sales increased 4%, exceeding plan.
- Adjusted diluted EPS of $1.22, up 11% YoY and well above plan.
- HomeGoods, TJX Canada, and TJX International delivered strong comparable sales increases of 6% to 7%.
- Long-term store growth potential increased by 500 stores to a total of 7,500, with store openings accelerating to 4% annually.
- Adjusted pretax profit margin was 11.9%, up 50 bps YoY and well above plan.
Qualified
- Marmaxx comparable sales increased only 1%, below expectations due to "self-inflicted" merchandise mix issues.
- Adjusted SG&A was 19.7%, unfavorable by 20 bps YoY due to incremental store wage and payroll costs.
- Q3 FY27 adjusted pretax profit margin expected to be down 30-40 bps YoY, primarily due to higher fuel costs.
The full ledger
Open TJX COMPANIES INC /DE/’s full ledger
A free account opens 5 company ledgers a month. All 61 tracked commitments, with each call’s wording and source.
Call summaries
Apr 2026 (Q1 FY27) — May 20, 2026
The TJX Companies Q1 FY27 — Strong Comp Sales Across All Divisions Drive Raised Outlook
Read the full callJan 2026 (Q4 FY26) — Feb 25, 2026
The TJX Companies, Inc. Q4 FY26 — Strong Sales and Profitability Exceed Expectations
Read the full callEvery analysed call
TJX Companies earnings calls (TJX)
Financials
What the filings say
Net profit, year on year: +22% (quarter to aug 2026 against aug 2025).
| Line item | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Jan 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 14,063 | 16,350 | 13,111 | 14,401 | 15,117 | 17,743 | 14,323 | 15,180 |
| Profit before tax | 1,736 | 1,889 | 1,346 | 1,647 | 1,916 | 2,390 | 1,721 | 2,018 |
| Tax rate | 25.3% | 26.0% | 23.0% | 24.5% | 24.7% | 25.8% | 22.6% | 24.7% |
| Net profit | 1,297 | 1,398 | 1,036 | 1,243 | 1,442 | 1,773 | 1,332 | 1,520 |
| EPS ($ per share) | 1.15 | — | 0.93 | 1.11 | 1.30 | — | 1.20 | 1.38 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1,217 | 1,199 | 1,205 | 1,181 | 1,155 | 1,134 | 1,119 | 1,107 |
| Reserves | 4,462 | 5,422 | 4,974 | 5,509 | 5,815 | 6,700 | 7,883 | 9,434 |
| Total liabilities | 9,277 | 18,197 | 24,981 | 22,458 | 21,985 | 22,445 | 23,356 | 25,577 |
| Fixed assets | 5,255 | 5,325 | 5,036 | 5,271 | 5,783 | 6,571 | 7,346 | 8,220 |
| Investments | 0 | — | — | — | — | — | — | — |
| Total assets | 14,326 | 24,145 | 30,814 | 28,461 | 28,349 | 29,747 | 31,749 | 35,767 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 4,088 | 4,067 | 4,562 | 3,057 | 4,084 | 6,057 | 6,116 | 6,874 |
| Cash from investing | -624 | -1,462 | -579 | -1,046 | -1,470 | -1,717 | -2,477 | -1,981 |
| Cash from financing | -3,097 | -2,415 | 3,228 | -6,200 | -3,306 | -4,215 | -3,838 | -4,118 |
| Net cash flow | 272 | 187 | 7,253 | -4,243 | -750 | 123 | -265 | 895 |
| Capital expenditure | -1,125 | -1,223 | -568 | -1,045 | -1,457 | -1,722 | -1,918 | -1,957 |
| Free cash flow | 2,963 | 2,843 | 3,994 | 2,012 | 2,627 | 4,335 | 4,198 | 4,917 |
TJX revenue by segment
| Segment | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Marmaxx | 60% | 61% | 61% | 61% | 60% | 60% | 60% | 60% | +3.0% |
| Home Goods | 17% | 17% | 17% | 16% | 17% | 17% | 18% | 17% | +9.7% |
| TJX International | 13% | 13% | 13% | 13% | 14% | 13% | 13% | 14% | +10.6% |
| Tjx Canada | 10% | 9% | 9% | 10% | 10% | 9% | 9% | 10% | +6.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
57 filings between Nov 20, 2025 and Jun 11, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$40.77M
12 sales by 7 insiders
Compensation
not trading decisions- 12
- Award — granted as compensation
- 5
- Option exercise — converted options into shares
- 24
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 gifts, 1 code l.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Herrman Ernie | — | $23.67M | Jun 5, 2026 |
| MEYROWITZ CAROL | — | $9.10M | Jun 9, 2026 |
| Canestrari Kenneth | — | $4.95M | Jun 3, 2026 |
| Benjamin Peter | — | $1.80M | Jun 10, 2026 |
| Klinger John | — | $1.00M | Jun 5, 2026 |
| Nemerov Jackwyn | — | $161.3K | Jun 11, 2026 |
| LANE AMY B | — | $75.7K | Nov 21, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 11, 2026 | Nemerov Jackwyn Director | Sale | 957 | $161.3K |
| Jun 10, 2026 | Benjamin Peter SEVP, Group President | Sale | 10,926 | $1.80M |
| Jun 9, 2026 | GOODWIN C KIM Director | Option exercise | 802 | $0 |
| Jun 9, 2026 | BERKERY ROSEMARY T Director | Option exercise | 802 | $0 |
| Jun 9, 2026 | Nemerov Jackwyn Director | Option exercise | 802 | $0 |
| Jun 9, 2026 | CHING DAVID T Director | Option exercise | 802 | $0 |
| Jun 9, 2026 | LANE AMY B Director | Option exercise | 802 | $0 |
| Jun 9, 2026 | MEYROWITZ CAROL Executive Chairman | Sale | 55,624 | $9.10M |
| Jun 5, 2026 | Herrman Ernie CEO & President | Sale | 10,002 | $1.61M |
| Jun 5, 2026 | Klinger John SEVP, CFO | Sale | 6,235 | $1.00M |
| Jun 4, 2026 | Herrman Ernie CEO & President | Sale | 28,000 | $4.43M |
| Jun 4, 2026 | Benjamin Peter SEVP, Group President | Gift | 34,129 | $0 |
| Jun 4, 2026 | Benjamin Peter SEVP, Group President | Gift | 34,129 | $0 |
| Jun 3, 2026 | Canestrari Kenneth SEVP - Group President | Sale | 31,447 | $4.95M |
| Jun 3, 2026 | Herrman Ernie CEO & President | Sale | 29,549 | $4.65M |
| Apr 10, 2026 | Mizzi Douglas W. SEVP - Group President | Tax withheld | 7,158 | $1.16M |
| Apr 10, 2026 | Herrman Ernie CEO & President | Tax withheld | 26,004 | $4.20M |
| Apr 10, 2026 | Canestrari Kenneth SEVP - Group President | Tax withheld | 6,920 | $1.12M |
| Apr 10, 2026 | MEYROWITZ CAROL Executive Chairman | Tax withheld | 11,930 | $1.93M |
| Apr 10, 2026 | Benjamin Peter SEVP, Group President | Tax withheld | 7,695 | $1.24M |
| Apr 10, 2026 | Klinger John SEVP, CFO | Tax withheld | 3,580 | $578.5K |
| Mar 30, 2026 | MEYROWITZ CAROL Executive Chairman | Award | 15,406 | $0 |
| Mar 30, 2026 | MEYROWITZ CAROL Executive Chairman | Tax withheld | 38,066 | $5.93M |
| Mar 30, 2026 | MEYROWITZ CAROL Executive Chairman | Award | 78,730 | $0 |
| Mar 30, 2026 | Herrman Ernie CEO & President | Award | 40,440 | $0 |
| Mar 30, 2026 | Herrman Ernie CEO & President | Tax withheld | 82,985 | $12.93M |
| Mar 30, 2026 | Klinger John SEVP, CFO | Award | 8,987 | $0 |
| Mar 30, 2026 | Herrman Ernie CEO & President | Award | 171,632 | $0 |
| Mar 30, 2026 | Klinger John SEVP, CFO | Award | 23,620 | $0 |
| Mar 30, 2026 | Benjamin Peter SEVP, Group President | Award | 22,570 | $0 |
| Mar 30, 2026 | Klinger John SEVP, CFO | Tax withheld | 11,421 | $1.78M |
| Mar 30, 2026 | Canestrari Kenneth SEVP - Group President | Tax withheld | 22,079 | $3.44M |
| Mar 30, 2026 | Canestrari Kenneth SEVP - Group President | Award | 45,664 | $0 |
| Mar 30, 2026 | Mizzi Douglas W. SEVP - Group President | Award | 8,987 | $0 |
| Mar 30, 2026 | Mizzi Douglas W. SEVP - Group President | Tax withheld | 22,840 | $3.56M |
| Mar 30, 2026 | Mizzi Douglas W. SEVP - Group President | Award | 47,238 | $0 |
| Mar 30, 2026 | Benjamin Peter SEVP, Group President | Award | 7,960 | $0 |
| Mar 30, 2026 | Canestrari Kenneth SEVP - Group President | Award | 8,217 | $0 |
| Mar 30, 2026 | Benjamin Peter SEVP, Group President | Tax withheld | 10,913 | $1.70M |
| Mar 10, 2026 | Canestrari Kenneth SEVP - Group President | Gift | 6,325 | — |
| Mar 5, 2026 | Alvarez Jose B Director | Code L | 5 | $734 |
| Mar 2, 2026 | Herrman Ernie CEO & President | Sale | 30,000 | $4.83M |
| Dec 9, 2025 | Benjamin Peter SEVP, Group President | Tax withheld | 210 | $32.3K |
| Dec 9, 2025 | Herrman Ernie CEO & President | Tax withheld | 829 | $127.4K |
| Dec 9, 2025 | Canestrari Kenneth SEVP - Group President | Tax withheld | 220 | $33.8K |
| Dec 9, 2025 | Klinger John SEVP, CFO | Tax withheld | 114 | $17.5K |
| Dec 9, 2025 | Klinger John SEVP, CFO | Tax withheld | 169 | $26.0K |
| Dec 9, 2025 | Benjamin Peter SEVP, Group President | Tax withheld | 245 | $37.7K |
| Dec 9, 2025 | Herrman Ernie CEO & President | Tax withheld | 635 | $97.6K |
| Dec 9, 2025 | Canestrari Kenneth SEVP - Group President | Tax withheld | 169 | $26.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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