The macroeconomic headwinds that have shifted consumer habits and profoundly affected results for major retailers have created a favorable buying environment for off-price retailers like The TJX Companies, enabling it to offer attractive values to still-resilient consumers.
The TJX Companies, Inc. ( TJX ) Q3 2026 Earnings Call November 19, 2025 11:00 AM EST Company Participants Ernie Herrman - CEO, President & Director Debra McConnell - Senior Vice President of Global Communications John Klinger - Senior Executive VP & CFO Conference Call Participants Brooke Roach - Goldman Sachs Group, Inc., Research Division Paul Lejuez - Citigroup Inc., Research Division Alexandra Straton - Morgan Stanley, Research Division Matthew Boss - JPMorgan Chase & Co, Research Division Lorraine Maikis - BofA Securities, Research Division Irwin Boruchow - Wells Fargo Securities, LLC, Research Division Michael Binetti - Evercore ISI Institutional Equities, Research Division Corey Tarlowe - Jefferies LLC, Research Division Jay Sole - UBS Investment Bank, Research Division Adrienne Yih-Tennant - Barclays Bank PLC, Research Division Mark Altschwager - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by.
TJX (TJX) shares traded near their all-time highs Wednesday after the off-price retailer posted better-than-expected quarterly results and boosted its outlook.
TJX posts strong third quarter beats, lifts fiscal 2026 guidance as sales, margins and comps rise across every division.
The TJX Companies, Inc. posted strong Q3 results, driving shares to all-time highs and highlighting its impressive multi-year rally. TJX delivered robust comp-store sales, margin expansion, record cash flow and raised its fiscal 2026 outlook, supporting premium valuation. Despite bullish fundamentals and technicals, TJX trades at a high but fair valuation; I maintain a Hold rating as the price target is achieved.
Although the revenue and EPS for TJX (TJX) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
TJX (TJX) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $1.14 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for TJX (TJX), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended October 2025.
The TJX Companies' third-quarter results are likely to reflect sales momentum and customer growth amid pressure from higher wages and tariffs.
TJX (TJX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Recently, Zacks.com users have been paying close attention to TJX (TJX). This makes it worthwhile to examine what the stock has in store.
TJX (TJX) concluded the recent trading session at $146.68, signifying a +1.43% move from its prior day's close.