TJX COMPANIES INC /DE/ 8K

TJX reported better-than-planned Q2 FY27 sales and earnings, raised full-year profit and EPS guidance, and outlined accelerated long-term store growth plans supported in part by tariff refunds and continued shareholder returns.

The TJX Companies, Inc. reported its second quarter Fiscal 2027 results, highlighting 5% year-over-year net sales growth to $15.2 billion, a 4% increase in consolidated comparable sales, and a 24% increase in diluted EPS to $1.36 (or $1.22 adjusted, up 11%), with profitability boosted by $331 million of IEEPA tariff refunds partially offset by $112 million of incremental incentive compensation accruals. The company generated strong gross and pretax profit margin expansion, returned $1.3 billion to shareholders via buybacks and dividends in the quarter, and reaffirmed its Fiscal 2027 comp sales outlook while raising full-year pretax profit margin and EPS guidance, including adjusted metrics excluding tariff-related benefits. TJX also provided third quarter guidance, disclosed expectations for additional tariff refunds with associated bonus accruals, and announced plans to accelerate store growth to 4% annually beginning in Fiscal 2028 while increasing its long-term global store target to 7,500 locations across existing banners and countries.

Filing Facts

CIK

109198

Ticker

TJX

Form

8K

Source Type

sec

Accession

0000109198-26-000045

Alert Tier

7