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Sentiment · FY2027 Q2
As of FY2027 Q1, the Tellvest earnings-call sentiment score for TJX Companies (TJX) is 9/10.
TJX delivered an outstanding first quarter with 6% comp sales growth well above the 2-3% plan, driven equally by higher basket and increased transactions across all divisions. Pretax profit margin expanded 170 basis points to 12% on merchandise margin improvement, favorable fuel hedges, and expense leverage, lifting EPS 29% to $1.19. HomeGoods was the standout at 9% comp with 270bps of margin expansion, while TJX International opened its first store in Spain to strong customer response. Management raised full-year EPS guidance to $5.08 to $5.15 representing 7% to 9% growth, though embedded elevated diesel fuel costs in the back-half plan.
Scored from TJX Companies’s FY2027 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $14.06B | +6.0% | $1.14 | +10.7% | 31.6% | 12.0% | 9.2% | $624M |
| FY2025 Q4 | $16.35B | -0.4% | $1.23 | +0.8% | 30.5% | 11.3% | 8.6% | $2.19B |
| FY2026 Q1 | $13.11B | +5.1% | $0.92 | -1.1% | 29.5% | 10.0% | 7.9% | $-103M |
| FY2026 Q2 | $14.40B | +6.9% | $1.10 | +14.6% | 30.7% | 11.2% | 8.6% | $1.33B |
| FY2026 Q3 | $15.12B | +7.5% | $1.28 | +12.3% | 33.0% | 13.0% | 9.5% | $1.00B |
| FY2026 Q4 | $17.74B | +8.5% | $1.58 | +28.5% | 30.9% | 13.3% | 10.0% | $2.69B |
| FY2027 Q1 | $14.32B | +9.2% | $1.19 | +29.3% | 31.3% | 11.8% | 9.3% | $457M |
| FY2027 Q2 | $15.18B | +5.4% | $1.36 | +23.6% | 33.4% | 13.1% | 10.0% | — |