TJX · Full Picture

TJX COMPANIES INC /DE/ — the full picture

Earnings window · 2026-08-07 to 2026-11-09 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Geographic Revenue Performance · Revenue growth & mixPriority 84
    +0.9% revenue; 3 sources (news, press_release, sec_filing); 1 forward row(s); structured_verified
    Analysts expect TJX to report Q2 earnings of $1.18 per share, a 7.3% year-over-year increase, with revenues projected to be $15.14 billion, up 5.1%.
  2. Capital Expenditure Outlook · Capital expenditurePriority 71
    -5.2% cash; 2 sources (press_release, sec_filing); 1 forward row(s); quote_verified
    We anticipate that capital spending for the full fiscal year 2027 will be approximately $2.2 billion to $2.3 billion.
  3. Capital Return Program · Buybacks & dividendsPriority 70
    -6.5% cash (realized); 3 sources (news, press_release, sec_filing); 2 forward row(s); structured_verified
    The Company continues to expect to repurchase approximately $2.75 to $3.0 billion of TJX stock during Fiscal 2027
  4. Stock Repurchase Program · Buybacks & dividendsPriority 66
    -6.6% cash; 1 forward row(s); quote_verified
    We currently plan to repurchase approximately $2.75 billion to $3.0 billion of common stock under our stock repurchase program for fiscal 2027.
  5. Net Income and EPS Performance · Operating income & profitabilityPriority 65
    +5.9% net_income (realized); 3 sources (news, press_release, sec_filing); 1 forward row(s); structured_verified
    Net income was $1.5 billion, or $1.36 per diluted share, for the second quarter of fiscal 2027 and $1.2 billion, or $1.10 per diluted share, for the second quarter of fiscal 2026.
  6. Guidance and Outlook · Guidance & outlookPriority 61
    +3.0% revenue; 2 sources (news, press_release); 13 forward row(s); quote_verified
    For Q3 FY2027 the Company expects pretax profit margin to be in the range of 12.8% to 12.9%
  7. Liquidity and Cash Position · Liquidity & cash positionPriority 59
    +8.9% cash (realized); 2 sources (press_release, sec_filing); quote_verified
    Operating activities resulted in net cash inflows of $3.3 billion for the six months ended August 1, 2026 and $2.2 billion for the six months ended August 2, 2025.
  8. Supply Chain and Inventory · Supply chain & operationsPriority 59
    3 sources (news, press_release, sec_filing); quote_verified
    Inventories increased to $7.9 billion from $7.4 billion year-over-year.
  9. Dividend Declaration · Buybacks & dividendsPriority 58
    2 sources (news, sec_filing); 3 forward row(s); quote_verified
    The company announced a quarterly dividend of USD 0.48 per common share payable on December 3, 2026.
  10. Store Count and Expansion · Capacity & footprint expansionPriority 55
    3 sources (news, press_release, sec_filing); 9 forward row(s); quote_verified
    TJX Companies plans to increase annual store-opening growth to 4% starting in fiscal 2028, up from a previous target of 3%.
  11. Operating Expense Trends · Operating expenses (SG&A)Priority 53
    +4.9% liability (realized); 3 sources (news, press_release, sec_filing); quote_verified
    Due to these tariff refunds the Company accrued incremental expenses of $112 million for year-end incentive compensation and discretionary bonuses
  12. Segment Profitability · Operating income & profitabilityPriority 47
    quote_verified
    HomeGoods segment profit margin increased to 17.6% for the second quarter of fiscal 2027 compared to 10.0% for the same period last year.

Threads by pillar

Revenue & Demand Priority 90 · 7 threads

Costs & Margins Priority 85 · 6 threads

Capital & Balance Sheet Priority 90 · 6 threads

Strategy & Portfolio Priority 55 · 1 thread

Legal, Regulatory & Policy Priority 42 · 1 thread

Guidance & Outlook Priority 61 · 1 thread

Macro & Market Conditions Priority 48 · 3 threads

Unclassified Priority 54 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
cash-11.7%+11.7%+0.0%
revenue+4.6%+4.6%+22.9%
margin+0.4%+0.4%+1.2%
operating_income——+1.8%
liability——+4.9%
net_income——+5.9%