TJX Companies reported solid fiscal 1Q'26 results that were not good enough to support the stock on earnings day. The management team sounded very upbeat about TJX's ability to navigate the tariff-related challenges ahead. What you see is what you get: TJX's growth is less than impressive, while the stock looks very richly priced. I am no longer a bull.
TJX Companies ( TJX ), the parent of TJ Maxx, Marshalls, and HomeGoods, reported its fiscal Q1 2026 earnings today, surpassing expectations with earnings per share of $0.92 and revenue of $13.1 billion. Comparable store sales increased by 3%, in line with the higher end of the company's projections and pretax margins of 10.3% exceeded company estimates.
The TJX Companies, Inc. (NYSE:TJX ) Q1 2026 Results Conference Call May 21, 2025 11:00 AM ET Company Participants Ernie Herrman - Chief Executive Officer and President Deb McConnell - Senior Vice President, Global Communications John Klinger - Senior Executive Vice President and Chief Financial Officer Conference Call Participants Lorraine Hutchinson - Bank of America Matthew Boss - JPMorgan Adrienne Yih - Barclays Paul Lejuez - Citi Alex Straton - Morgan Stanley Simeon Siegel - BMO Capital Markets Michael Binetti - Evercore Aneesha Sherman - Bernstein Jay Sole - UBS Ike Boruchow - Wells Fargo Operator Ladies and gentlemen, thank you for standing by. Welcome to The TJX Companies First Quarter Fiscal 2026 Financial Results Conference Call.
Dana Telsey, Telsey Advisory Group CEO, joins 'The Exchange' to discuss how much tariffs have weighed on retailers as the sector reports earnings this week.
The TJX Companies' Q1 results reflect higher comp sales amid an increase in customer transactions. However, earnings decline year over year.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
The headline numbers for TJX (TJX) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
TJX Companies Inc (NYSE:TJX) reported better-than-expected sales and profits for the first quarter, maintaining its full-year fiscal 2026 guidance despite broader uncertainty amid global tariffs. The owner of off-price retail stores, including TJ Maxx, Marshalls, HomeGoods and HomeSense, reported net sales up 5% year-over-year at $13.1 billion, ahead of analyst estimates of $13 billion.
Shares in TJX Companies (TJX) are falling in premarket trading Wednesday after the discount retailer operator posted a weak second-quarter outlook as tariffs weighed on its business.
TJX (TJX) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $0.93 per share a year ago.
TJX (TJX) could produce exceptional returns because of its solid growth attributes.
The TJX Companies stock (NYSE: TJX) is set to announce its fiscal first-quarter earnings on Wednesday, May 21, 2025, with analysts expecting earnings of 91 cents per share on revenue of $13 billion. This would indicate a 2% decrease in earnings year-over-year and a 4% increase in sales compared to last year's figures of 93 cents per share and $12.5 billion in revenue.