TJX · Consumer

TJX COMPANIES INC /DE/

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-05

• Revenue Performance and MixImportance 18 · Surprise 14
  TJX reported quarterly revenue growth of 5.4% year over year. Quarterly earnings were $1.22 per share, surpassing consensus estimates. The report did not provide revenue dollars or segment-level revenue details.
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  TJX announced a quarterly dividend of $0.48 per share. The report described the dividend as maintained at that per-share amount. It provided no payment date or record date.
• Competition and Market PositionImportance 10 · Surprise 6
  UBS identified a store-productivity gap between Ross Stores and TJ Maxx. The bank said Ross could pursue productivity improvements through merchandising, in-store execution, and marketing under CEO James Conroy. Ross’s…

News · 2026-11-03

• Competition and Market PositionImportance 22 · Surprise 32
  UBS cited Ross Stores’ plan to improve store productivity through merchandise, operations, and marketing initiatives. The plan is intended to narrow Ross’s productivity gap with TJ Maxx, positioning TJX’s banner as a…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  TJX announced a quarterly cash dividend of $0.48 per share. The reported annual dividend yield was 1.4%. The digest did not specify the dividend’s payment date or total cash outlay.

News · 2026-11-02

• Revenue Performance and MixImportance 36 · Surprise 14
  TJX reported quarterly revenue of $15.18 billion, up 5.4% year over year. The reported increase represents approximately $778 million compared with the prior-year revenue implied by the reported growth rate. Quarterly…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  TJX declared a quarterly dividend of $0.48 per share. The report does not specify the dividend’s record date or payment date. The declaration was mentioned alongside quarterly earnings of $1.22 per share.

News · 2026-10-31

• Store Count and ExpansionImportance 34 · Surprise 42
  TJX plans to add 2,200 stores globally, bringing its worldwide store count to 7,500. Some TJ Maxx stores in the United States are closing, with the report attributing the closures primarily to real estate strategy…

News · 2026-10-30

• Supply Chain and Pricing PressureImportance 20 · Surprise 24
  Bank of America research cited rising diesel and ocean-freight costs, linked to geopolitical instability beginning in April, as potential sources of higher transportation expense for TJX. The report characterized these…

News · 2026-10-21

• Guidance and OutlookImportance 61 · Surprise 76
  Management's fiscal 2027 adjusted EPS outlook implies approximately 9%–10% year-over-year growth. The outlook is being assessed against prior benefits from a credit-card litigation settlement and tariff refunds.…
• Net Income and EPS PerformanceImportance 48 · Surprise 58
  TJX reported quarterly EPS of $1.22, exceeding analyst estimates. Management’s fiscal 2027 adjusted EPS outlook implies approximately 9%–10% growth. Prior-period profits benefited from a credit-card litigation…
• Store Count and ExpansionImportance 39 · Surprise 50
  TJX plans to accelerate store growth to 4% beginning in fiscal 2028. The expansion would increase the company’s physical store base and provide additional locations for its off-price merchandise model. The article…
• Revenue Performance and MixImportance 37 · Surprise 32
  TJX reported fiscal 2027 second-quarter comparable sales growth of 4%. Management cited abundant merchandise supply as supporting the quarter’s off-price purchasing model. Revenue was reported at $15.18 billion for the…
• Market Demand TrendsImportance 37 · Surprise 32
  TJX reported second-quarter fiscal 2027 comparable sales growth of 4%, indicating continued customer demand for off-price merchandise. Management described merchandise supply as abundant, supporting TJX’s ability to…
• Macroeconomic Consumer PressureImportance 17 · Surprise 24
  The report says shoppers seeking value are creating an opportunity for TJX to gain business from full-price retailers. This reflects continued consumer demand for discounted merchandise amid a value-oriented retail…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  TJX declared a quarterly dividend of $0.48 per share. The dividend declaration was reported alongside quarterly revenue of $15.18 billion and EPS of $1.22. The announced per-share payment provides a recurring cash…

News · 2026-10-20

• Revenue Performance and MixImportance 36 · Surprise 14
  TJX Companies reported fiscal Q2 2027 revenue of $15.18 billion, up 5.4% year over year. Diluted earnings per share was $1.36 for the quarter. The reported figures did not provide a segment revenue breakdown or…
• Store Count and ExpansionImportance 23 · Surprise 24
  HomeGoods plans to open a 23,500-square-foot store at the South Port Shopping Center in Shirley, New York, on October 22, 2026. The location is expected to create approximately 65 full- and part-time jobs and expand…

News · 2026-10-19

• Consumer Demand TrendsImportance 37 · Surprise 32
  TJX Companies reported fiscal 2027 second-quarter sales growth of 4% year over year, indicating continued demand for its off-price retail offering. Third-party coverage characterized the retailer as resilient and…
• Revenue Performance and MixImportance 30 · Surprise 14
  TJX Companies reported fiscal 2027 second-quarter revenue of $15.18 billion. Sales increased 4% year over year, exceeding the $455 million materiality threshold based on the company’s revenue scale. The reported…
• Net Income and EPS PerformanceImportance 28 · Surprise 30
  TJX Companies reported fiscal 2027 second-quarter EPS of $1.22. EPS increased 24% year over year, exceeding the 10% materiality threshold for mandatory inclusion. The earnings result surpassed expectations, although…

News · 2026-10-16

• Market Demand TrendsImportance 43 · Surprise 32
  TJX Companies reported second-quarter fiscal 2027 sales of $15.18 billion, up 5.00% year over year. The result indicates continued demand for the company’s off-price retail offerings across its T.J. Maxx, Marshalls,…
• Revenue Performance and MixImportance 41 · Surprise 22
  TJX Companies reported fiscal second-quarter 2027 sales of USD 15.18 billion, up 5.00% year over year. Adjusted earnings per share increased 11.00% year over year to USD 1.22. The reported sales growth exceeded the…
• Store Count and ExpansionImportance 31 · Surprise 42
  HomeGoods is opening eight new stores during October across seven U.S. states. The expansion increases TJX’s physical presence in the U.S. home-goods off-price market through the HomeGoods banner. The article also…
• Dividend DeclarationImportance 8 · Surprise 6
  TJX Companies announced a cash dividend of ARS 0.022 for its Buenos Aires-listed shares. The dividend has an ex-date of November 12, 2026. The report identifies the security as TJX.BA and does not provide a U.S.-dollar…

News · 2026-10-15

• Guidance / OutlookImportance 47 · Surprise 60
  TJX raised its adjusted earnings guidance for fiscal 2027 following its second-quarter results. The report does not disclose the revised guidance range or quantify the expected effect on revenue, margins, or capital…
• Revenue Performance and MixImportance 33 · Surprise 6
  TJX reported second-quarter fiscal 2027 revenue of $15.18 billion. The digest does not provide a year-over-year or sequential revenue comparison. Gordon Haskett cited the quarterly revenue as evidence supporting its…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  TJX declared a quarterly dividend of $0.48 per share. The dividend is payable on December 3, 2026, with the next record date reported as November 12, 2026. The digest does not identify a change in the dividend rate or…

News · 2026-10-14

• Revenue Performance and MixImportance 41 · Surprise 14
  TJX reported Q2 fiscal 2027 net sales of $15.18 billion. Net sales increased 5.40% year over year. The same report cited diluted earnings per share of $1.36 for the quarter.
• Store Count and ExpansionImportance 31 · Surprise 42
  TJX continues expanding its off-price retail footprint, with new Marshalls openings reported in October 2026. Marshalls had 1,267 U.S. stores and 112 Canadian stores as of the company’s second-quarter fiscal 2027…
• Store Closures and RestructuringImportance 31 · Surprise 42
  Several TJ Maxx stores closed during 2026 in locations including Massachusetts and Maryland. The closures are described as part of TJX’s real-estate strategy to optimize store locations, with some stores being…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  TJX declared a quarterly cash dividend of $0.48 per share on September 16, 2026. The dividend is payable on December 3, 2026. The reported declaration represents an ongoing capital-return commitment, although the…

News · 2026-10-13

• Guidance / OutlookImportance 51 · Surprise 60
  TJX Companies raised its adjusted fiscal 2027 EPS guidance to USD 5.15–5.20 per share. The company also provided an improved pretax margin outlook. TJX is scheduled to report its next earnings results on November 18,…
• Guidance and OutlookImportance 51 · Surprise 60
  Third-party reporting said TJX raised its adjusted fiscal 2027 EPS guidance to $5.15–$5.20 per share. The company also improved its outlook for the pretax margin, indicating a more favorable profitability view for…
• Revenue Performance and MixImportance 49 · Surprise 32
  TJX Companies reported second-quarter fiscal 2027 revenue of USD 15.18 billion. Revenue increased 5.40% year over year. The digest does not provide a segment or geographic revenue breakdown for the quarter.
• Quarterly Dividend DeclarationImportance 9 · Surprise 6
  TJX Companies declared a quarterly dividend of USD 0.48 per share. The dividend payment is scheduled for December 3, 2026. The declaration represents a recurring shareholder distribution but no aggregate cash amount…

News · 2026-10-12

• Quarterly Earnings PerformanceImportance 61 · Surprise 76
  TJX Companies reported fiscal second-quarter net sales of USD 15.18 billion. Adjusted earnings increased 11% year over year to USD 1.22 per share. The company raised its fiscal 2027 adjusted earnings guidance to USD…
• Guidance and OutlookImportance 61 · Surprise 76
  TJX Companies raised its fiscal 2027 adjusted earnings-per-share guidance to $5.15-$5.20. The revised outlook followed second-quarter adjusted EPS growth of 11% to $1.22 and net sales of $15.18 billion. Third-quarter…
• Competition and Market ShareImportance 17 · Surprise 24
  Wells Fargo identified Burlington Stores as its top pick in the off-price retail sector while expressing caution on TJX Companies and Ross Stores. The firm reported that TJX’s recent market-share gains have reversed…
• Competition and Market PositionImportance 17 · Surprise 24
  Wells Fargo expressed caution on TJX Companies within the U.S. off-price retail sector. The bank reported that TJX’s market-share gains had reversed to losses, with the second quarter showing its largest share decline…

News · 2026-10-10

• Store Count and ExpansionImportance 31 · Surprise 32
  Third-party reporting said TJX opened 71 net new stores during the first half of fiscal 2027. The expansion occurred through the six months ended approximately August 2026, based on the fiscal-year timeframe cited.…

News · 2026-10-09

• Revenue Performance and MixImportance 36 · Surprise 14
  TJX Companies reported second-quarter revenue of USD 15.18 billion, up 5.40% year over year. The reported increase exceeded the USD 455 million materiality threshold based on the company’s USD 15.18 billion revenue…
• Quarterly Dividend DeclarationImportance 9 · Surprise 6
  TJX Companies declared a quarterly dividend of USD 0.48 per share. The next scheduled dividend payment is December 3, 2026. The digest did not report a change in the dividend rate, total dividend authorization, or…

News · 2026-10-08

• Same-Store Sales GrowthImportance 25 · Surprise 32
  TJX reported a 1.00% increase in MarMaxx comparable sales.,The comparable-sales increase was driven solely by pricing, while customer transactions declined.,Rising fuel and freight costs could pressure future gross margins and offset MarMaxx revenue growth.
• Consumer Demand TrendsImportance 25 · Surprise 32
  MarMaxx comparable sales increased 1.0%, but the gain was driven solely by pricing rather than customer transactions. Customer traffic declined, indicating softer demand in TJX’s largest division. The report says…
• Competition and Market PositionImportance 17 · Surprise 24
  TJX faces pressure in MarMaxx from an unfavorable inventory mix and perceptions that prices are higher. Ross Stores is described as benefiting from its discount model and stronger performance with inflation-weary…

News · 2026-10-07

• Guidance / OutlookImportance 44 · Surprise 60
  TJX issued fiscal 2027 earnings-per-share guidance, according to third-party reporting on October 7, 2026. The digest does not provide the guidance range, assumptions, revenue outlook, margin outlook, or…
• Quarterly Dividend DeclarationImportance 38 · Surprise 46
  TJX declared a quarterly dividend of $0.48 per share. Third-party reporting states that TJX has more than doubled its dividend since 2019. The digest does not provide the dividend record date, payment date, or…
• Revenue Performance and MixImportance 18 · Surprise 14
  TJX reported Q2 fiscal 2027 net sales of $15.2 billion, up 5.0% year over year according to third-party reporting. A separate report characterized quarterly revenue growth as 5.4% year over year and said results…

News · 2026-10-06

• Guidance / OutlookImportance 51 · Surprise 60
  TJX raised its fiscal 2027 adjusted earnings-per-share guidance to $5.15–$5.20. The higher outlook followed fiscal second-quarter adjusted EPS of $1.22, which increased 11% year over year. The digest did not provide…
• Guidance and OutlookImportance 51 · Surprise 60
  TJX raised its fiscal 2027 adjusted earnings-per-share guidance to $5.15-$5.20 after reporting a stronger second quarter. The revised outlook followed an 11% year-over-year increase in Q2 adjusted EPS to $1.22.…
• Revenue Performance and MixImportance 23 · Surprise 22
  TJX reported fiscal second-quarter net sales of $15.18 billion, up 5.4% year over year. Adjusted earnings per share increased 11% to $1.22, exceeding consensus expectations. The reported results reflected stronger…
• Quarterly Dividend DeclarationImportance 9 · Surprise 6
  TJX declared a quarterly dividend of $0.48 per common share. The dividend is payable on December 3, 2026, to shareholders of record as of November 12, 2026. The reports characterize the declaration as following strong…

News · 2026-10-05

• Quarterly Earnings PerformanceImportance 52 · Surprise 30
  Fiscal Q2 2027 revenue increased 5.4% year over year to $15.18 billion. Diluted EPS rose 24% year over year to $1.36. The reported revenue and EPS growth indicate material quarterly improvement in TJX’s top-line and…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  TJX declared a quarterly dividend of $0.48 per share. The dividend is payable on December 3, 2026. The declaration provides a specified cash distribution to shareholders for the quarter.

News · 2026-10-04

• Guidance / OutlookImportance 47 · Surprise 60
  TJX Companies raised its fiscal 2027 profit outlook, indicating improved expectations for earnings over the fiscal year. The report does not disclose the revised profit-outlook amount or the specific assumptions…
• Net Income and EPS PerformanceImportance 45 · Surprise 50
  TJX Companies reported adjusted Q2 fiscal 2027 EPS of USD 1.22. Adjusted EPS exceeded the USD 1.19 consensus estimate by USD 0.03, or approximately 2.5%. The company also raised its fiscal 2027 profit outlook, although…
• Revenue Performance and MixImportance 33 · Surprise 6
  TJX Companies reported Q2 fiscal 2027 revenue of USD 15.18 billion. The digest did not provide a year-over-year or sequential revenue comparison. The reported revenue figure exceeded the materiality threshold specified…

News · 2026-10-03

• Margin DriversImportance 10 · Surprise 6
  TJX reported a 10.0% profit margin for Q2 FY27. TJX Canada's segment profit margin declined during the quarter. Higher SG&A expenses and hurricane-related sales impacts were cited as negative contributors to quarterly…
• Operating Expense TrendsImportance 10 · Surprise 6
  SG&A expenses increased during the Q3 2025 earnings period. The higher SG&A expense was identified as a negative factor affecting results. The digest does not quantify the SG&A increase or provide a separate R&D…