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Feb 01

TJX Q4 2025 Earnings Report

TJX's Q4 2025 performance exceeded expectations, driven by strong comparable store sales growth and improved pretax profit margin.

Key Takeaways

TJX Companies reported Q4 2025 results with a 5% increase in consolidated comparable store sales and diluted EPS of $1.23, surpassing expectations. The company plans to increase its dividend by 13% and repurchase $2.0 to $2.5 billion of stock in FY26.

Consolidated comparable store sales increased 5%, driven by higher customer transactions.

Pretax profit margin reached 11.6%, exceeding the company's plan.

Diluted earnings per share rose to $1.23, surpassing expectations.

The company intends to increase the regular quarterly dividend by 13% and repurchase shares worth $2.0 to $2.5 billion in FY26.

Total Revenue
$16.4B
Previous year: $16.4B
-0.4%
EPS
$1.23
Previous year: $1.12
+9.8%
Comp Store Sales Growth
5%
Previous year: 5%
+0.0%
Gross Profit
$5.08B
Previous year: $4.87B
+4.3%
Cash and Equivalents
$5.34B
Previous year: $5.6B
-4.7%
Free Cash Flow
$2.19B
Previous year: $2.36B
-7.1%
Total Assets
$31.7B
Previous year: $29.7B
+6.7%

TJX

TJX

TJX Revenue by Segment

Forward Guidance

The Company is planning consolidated comparable store sales to be up 2% to 3%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income