TJX Cos. (NYSE: TJX) reported Q4 EPS of $1.23, $0.07 better than the analyst estimate of $1.16. Revenue for the quarter came in at $16.35 billion versus the consensus estimate of $16.19 billion.

GUIDANCE:

TJX Cos. sees FY2026 EPS of $4.34-$4.43, versus the consensus of $4.60.

TJX Cos. sees Q1 2026 EPS of $0.87-$0.89, versus the consensus of $0.99.

• For the full year Fiscal 2026, the Company is planning consolidated comparable store sales to be up 2% to 3%. The Company is planning full year Fiscal 2026 pretax profit margin to be in the range of 11.3% to 11.4%, down 0.1 to 0.2 percentage points versus the prior year’s 11.5%. The Company is planning full year Fiscal 2026 diluted earnings per share to be in the range of $4.34 to $4.43, which would represent a 2% to 4% increase over the prior year’s $4.26. The Company’s full year Fiscal 2026 outlook reflects an assumption that unfavorable foreign currency exchange rates and transactional foreign exchange would have an approximately 0.2 percentage point negative impact to pretax profit margin and an approximately 3% negative impact to earnings per share growth.
• For the first quarter of Fiscal 2026, the Company is planning consolidated comparable store sales to be up 2% to 3%. The Company is planning first quarter Fiscal 2026 pretax profit margin to be in the range of 10.0% to 10.1%, down 1.0 to 1.1 percentage points versus the prior year’s 11.1%. The Company is planning first quarter Fiscal 2026 diluted earnings per share to be in the range of $.87 to $.89, which would represent a 4% to 6% decrease versus the prior year’s $.93.
• The Company’s first quarter Fiscal 2026 pretax profit margin and diluted earnings per share outlook is planned lower than the Company’s outlook for the last nine months of the year primarily due to a benefit from lower incentive compensation accruals planned in the last nine months of Fiscal 2026, a lapping of a benefit from a reserve release in the first quarter of Fiscal 2025, and the expected timing of certain expenses.
• The Company’s first quarter and Fiscal 2026 outlook implies that in the last nine months of Fiscal 2026, consolidated comparable store sales would be up 2% to 3%, pretax profit margin would be in the range of 11.6% to 11.7%, flat to up 0.1 percentage point versus the prior year, and diluted earnings per share would be in the range of $3.47 to $3.54, up 4% to 6% versus the prior year.

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