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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Paul Lejuez | Citigroup | 10 questions · 0% challenging |
| Matt Boss | JPMorgan | 10 questions · 0% challenging |
| Michael Binetti | Evercore ISI | 10 questions · 0% challenging |
| Lorraine Hutchinson | Bank of America | 8 questions · 13% challenging |
| Brooke Roach | Goldman Sachs | 7 questions · 14% challenging |
| Adrienne Yih | Barclays | 6 questions · 17% challenging |
| Alex Straton | Morgan Stanley | 6 questions · 0% challenging |
| Jay Sole | UBS | 6 questions · 0% challenging |
| Mark Altschwager | Robert W. Baird | 4 questions · 0% challenging |
| Ike Boruchow | Wells Fargo | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 1 analyst | 10 questions · 0% challenging |
| Evercore ISI | 1 analyst | 10 questions · 0% challenging |
| JPMorgan | 1 analyst | 10 questions · 0% challenging |
| Bank of America | 1 analyst | 8 questions · 13% challenging |
| Goldman Sachs | 1 analyst | 7 questions · 14% challenging |
| Barclays | 1 analyst | 6 questions · 17% challenging |
| Morgan Stanley | 1 analyst | 6 questions · 0% challenging |
| UBS | 1 analyst | 6 questions · 0% challenging |
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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.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2025 Q3 | $14.06B | +6.0% | $1.14 | +10.7% | 9.2% | $624M |
| FY2025 Q4 | $16.35B | -0.4% | $1.23 | +0.8% | 8.6% | $2.19B |
| FY2026 Q1 | $13.11B | +5.1% | $0.92 | -1.1% | 7.9% | $-103M |
| FY2026 Q2 | $14.40B | +6.9% | $1.10 | +14.6% | 8.6% | $1.33B |
| FY2026 Q3 | $15.12B | +7.5% | $1.28 | +12.3% | 9.5% | $1.00B |
| FY2026 Q4 | $17.74B | +8.5% | $1.58 | +28.5% | 10.0% | $2.69B |
| FY2027 Q1Selected | $14.32B | +9.2% | $1.19 | +29.3% | 9.3% | $457M |
| FY2027 Q2 | $15.18B | +5.4% | $1.36 | +23.6% | 10.0% | $1.73B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Demand | Margin | Competitive Dynamics | Revenue Growth | Pricing | Trade Tariffs | Geographic Expansion | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 6 | 5 | 4 | 5 | 1 | 3 | 1 | |
| 2025Q4 | 3 | 5 | 3 | 2 | 1 | 1 | 3 | 1 |
| 2026Q1 | 2 | 6 | 1 | 1 | 4 | 5 | 2 | |
| 2026Q2 | 5 | 5 | 2 | 3 | 3 | 3 | 2 | |
| 2026Q3 | 5 | 4 | 3 | 2 | 4 | 2 | 1 | |
| 2026Q4 | 4 | 3 | 5 | 1 | 1 | 1 | 1 | |
| 2027Q1 | 8 | 4 | 3 | 2 | 2 | 1 | 2 | 2 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Demand | 6 | 3 | 2 | 5 | 5 | 4 | 8 |
| Margin | 5 | 5 | 6 | 5 | 4 | 3 | 4 |
| Competitive Dynamics | 4 | 3 | 1 | 2 | 3 | 5 | 3 |
| Revenue Growth | 5 | 2 | 1 | 3 | 2 | 1 | 2 |
| Pricing | 1 | 4 | 3 | 4 | 1 | 2 | |
| Trade Tariffs | 1 | 1 | 5 | 3 | 2 | 1 | 1 |
| Geographic Expansion | 3 | 3 | 2 | 2 | |||
| Cost Pressure | 1 | 1 | 2 | 1 | 1 | 2 |
Calendar quarter Q2 2026Earnings call May 20, 2026
FY2027 Q1 in brief
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.
Newest quarter FY2027 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +9.24% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for TJX Companies (TJX), FY2027 Q1: 9/10. Scores: TJX Companies’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: TJX daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What TJX said about other companies on its FY2027 Q1 call, and what other companies said about TJX on their calls covering the same calendar quarter (Q2 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In Mexico, we are very pleased with our joint venture with Axo and the Promoda stores”
TJX's Mexico joint venture partner (Grupo Axo) is helping combine TJX merchandising with local operating knowledge; TJX is optimistic on the long-term Mexico opportunity.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| TJXTJX Companies | 9 | +9.2% | 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 | |
| LULULululemon Athletica | 3 | +4.3% | Lululemon's fiscal Q1 2026 revenue rose 4% (2% in constant currency) to $2.5 billion, but GAAP EPS fell to $1.69 from $2.60 a year earlier as operating margin compressed from 18.5% to 11.2% | |
| ROSTRoss Stores | 10 | +20.6% | Ross Stores delivered a record-breaking Q1 with 17% comparable store sales growth, the highest in its 40-year history, driven by double-digit customer count gains across all demographics and a transaction-led comp |
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
Lululemon's fiscal Q1 2026 revenue rose 4% (2% in constant currency) to $2.5 billion, but GAAP EPS fell to $1.69 from $2.60 a year earlier as operating margin compressed from 18.5% to 11.2%
Ross Stores delivered a record-breaking Q1 with 17% comparable store sales growth, the highest in its 40-year history, driven by double-digit customer count gains across all demographics and a transaction-led comp
| Company | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| TJX | 7 | 5 | 9 | 8 | 9 | 9 |
| LULU | 8 | 4 | 3 | 6 | 6 | 3 |
| ROST | 6 | 2 | 4 | 9 | 8 | 10 |