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Aug 02, 2025
TJX Q2 2026 Earnings Report
TJX beat expectations in Q2 2026 with strong sales growth and profitability, leading to raised full-year EPS and margin guidance.
Key Takeaways
TJX Companies reported a strong second quarter, with net income of $1.243 billion and EPS of $1.10. Sales reached $14.4 billion, driven by 4% comparable store growth. Profit margins improved, and the company raised full-year guidance on EPS and pretax margins.
Revenue by Geographic Location
Forward Guidance
TJX raised its full-year FY26 EPS and pretax profit margin guidance after beating expectations in Q2.
Positive Outlook
- Raised FY26 EPS guidance to $4.52–$4.57
- Raised FY26 pretax margin guidance to 11.4%–11.5%
- Q3 FY26 EPS expected to grow 3–4% YoY
- Q3 comparable sales expected to rise 2–3%
- Strong customer traffic and brand momentum
Challenges Ahead
- Q3 pretax margin expected to decline slightly YoY
- Tariff-related cost pressures remain
- FX impact remains a risk to EPS
- Inventory rose 10% per store YoY
- Higher incentive comp may pressure margins
Historical Earnings Impact
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Avg. Return Before/After Earnings
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