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Nov 02, 2024
TJX Q3 2025 Earnings Report
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.
Key Takeaways
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.
Revenue by Segment
Revenue by Geographic Location
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.
Positive Outlook
- 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.
Challenges Ahead
- Change in Q4 pretax profit margin and earnings per share guidance due to expected reversal of Q3 benefit from the timing of certain expenses.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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