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Nov 01, 2025
TJX Q3 2026 Earnings Report
TJX beat expectations across sales, profit margin, and EPS in Q3 FY26.
Key Takeaways
The TJX Companies delivered a strong Q3 FY26 with $15.1B in revenue and $1.4B in net income. Comparable store sales rose 5%, and diluted EPS reached $1.28, all above company projections. Strong performance was seen across all divisions.
Comparable store sales grew 5% with strength across every division
Revenue reached $15.1B, a 7% increase YoY
Net income rose to $1.4B with EPS at $1.28
Pretax profit margin improved to 12.7%
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
TJX raised full-year FY26 guidance for comp sales, pretax profit margin, and EPS. Q4 is off to a strong start, supported by excellent merchandise availability.
Positive Outlook
- Raised FY26 comparable sales growth outlook to 4%
- Increased FY26 pretax profit margin guidance to 11.6%
- Raised full-year EPS forecast to $4.63–$4.66
- Strong Q4 start with good merchandise availability
- Stores and e-commerce positioned well for holiday gifting
Challenges Ahead
- Tariff pressures expected to persist in Q4
- SG&A costs rose due to wages, incentives, and donations
- Higher inventory levels could risk markdowns if not sold
- Pretax profit margin includes impact of higher compensation accruals
Historical Earnings Impact
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Avg. Return Before/After Earnings
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