TJX · News · 20260814N
Revenue Performance and Mix
TJX COMPANIES INC /DE/ · 2026-08-14 · Importance 42 · Surprise 14 · No source text
TJX reported quarterly revenue of $14.32 billion, representing a 9.2% year-over-year increase. Quarterly earnings exceeded expectations, with EPS reported at $1.19. The 9.2% revenue growth exceeded the materiality threshold and indicates continued expansion in TJX’s reported sales base.
Key facts
- 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%. source
- Analysts' key metric forecasts for TJX include Net Sales for Marmaxx of $9.23 billion, TJX International $2.01 billion, TJX Canada $1.45 billion, and HomeGoods $2.48 billion. source
- Hendley & Co. Inc. increased its stake in The TJX Companies by 566.4% in Q2 2026, acquiring 19,201 additional shares and bringing its total to 22,591 shares valued at $3.42 million. source
- TJX reported quarterly earnings of $1.19 EPS and a 9.2% year-over-year revenue increase to $14.32 billion. source
- Brookstone Capital Management increased its stake in The TJX Companies by 279.2% during the second quarter, now holding 49,035 shares valued at $7.43 million. source
- Raub Brock Capital Management LP reduced its stake in The TJX Companies by 23.5% in the second quarter, holding 81,621 shares valued at $12.37 million. source
- Wealth Enhancement Advisory Services LLC purchased 198,368 additional shares of The TJX Companies in Q2, bringing its total holdings to 1.19 million shares valued at approximately $171.8 million. source
- QRG Capital Management Inc. increased its stake in The TJX Companies by 6.8% in the second quarter, bringing its total holdings to 323,830 shares valued at approximately $49.1 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +8.4% | TJX reported quarterly earnings of $1.19 EPS and a 9.2% year-over-year revenue increase to $14.32 billion. |
| revenue | positive | contingent | +0.9% | Analysts' key metric forecasts for TJX include Net Sales for Marmaxx of $9.23 billion, TJX International $2.01 billion, TJX Canada $1.45… |