The TJX Companies, Inc. · TJX · Next earnings

The TJX Companies, Inc. reports Wednesday, Nov 18, 2026

TJX reports before market open with consensus EPS at $1.33 and revenue at $15.86B. Last quarter: TJX Beats on Q1 FY2027 With 6% Comp Sales, Raises Full-Year Guidance

Reports Before market open59 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $1.33 Calendar consensus
Consensus revenue $15.86B Calendar consensus
Report date Nov 18, 2026 Wednesday, date estimated
Session Before market open 59 days away

Where TJX left off: FY2027 Q1

Full report

TJX Beats on Q1 FY2027 With 6% Comp Sales, Raises Full-Year Guidance

EPS surprise +16.7% Reported $1.19 vs $1.02
Revenue surprise +2.2% Reported $14.32B vs $14.02B
Stock move +5.7% Event window
Subsequent drift +2.9% Up to 20 sessions

Full-year FY2027 sales guidance was raised to $63.2-$63.7 billion and EPS to $5.08-$5.15. The share repurchase program was increased to $2.75-$3.0 billion. The prior quarter had guided to 2-3% comp sales growth with flat-to-slightly higher margins; this quarter's 6% comp result and margin expansion prompted a clear upgrade.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Potential volatility in fuel prices could reverse margin tailwinds in the back half
  • Macro-economic uncertainty and foreign exchange impacts on international operations
  • Tariff refund uncertainty and its potential effect on sourcing costs and margins
  • Competitive pressure in the off-price retail sector
  • Inventory level growth may pressure working capital

Questions analysts left open

  • Magnitude of fuel cost headwinds in the back half of the year
  • Ticket vs. transaction mix and its sustainability as a comp growth driver
  • Specific category trends within Marmaxx and HomeGoods
  • Middle East performance amid geopolitical risks
  • Potential tariff refunds and their effect on margins

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Recent TJX quarters

All TJX earnings
+5.7%FY2027 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.