Introduction
TJX Companies (NYSE: TJX) shares are trading at approximately $157.24 as of February 23, 2026, reflecting a modest intraday dip of about 0.6% citeturn0finance0. This article reports the latest stock price alongside recent earnings, retail sales performance, and forward-looking guidance. It aims to inform investors and analysts with clear, factual updates on TJX’s financial standing and market outlook.
Q4 Fiscal 2025 Earnings Beat Expectations
TJX delivered a strong fourth-quarter performance for fiscal 2025, with earnings per share (EPS) of $1.23, exceeding analyst estimates of around $1.16 . Net sales came in at $16.35–16.4 billion, roughly flat year-over-year but ahead of expectations near $16.2 billion . Comparable store sales rose 5%, driven by increased customer transactions across all divisions .
Pretax profit margin improved to 11.6%, up from approximately 11.2% a year earlier, supported by lower inventory shrink and operational leverage . Gross profit margin also rose to 30.5%, up from 29.8% .
Division-Level Performance
- Marmaxx (U.S.): Comparable sales up 4%, slightly below last year’s 5% but above expectations .
- HomeGoods (U.S.): Comparable sales grew 5%, outperforming forecasts despite trailing the prior year’s 7% .
- TJX Canada: Strongest growth at 10%, well above the previous year’s 6% and estimates .
- TJX International (Europe & Australia): Comparable sales rose 7%, up from 3% last year and beating projections .
Market Reaction and Strategic Commentary
TJX’s stock price rose approximately 2% to 3.6% following the earnings release, signaling investor approval . CEO Ernie Herrman described the current U.S.–China tariff environment as a “textbook” opportunity for off-price retailers like TJX. He noted the company’s minimal direct exposure to Chinese imports and its ability to source excess inventory from other retailers, which helps maintain competitive pricing .
Fiscal 2026 Outlook
For fiscal 2026, TJX projects comparable store sales growth of 2% to 3%, slightly below some market expectations . EPS guidance for the full year is in the range of $4.34 to $4.43, also below analyst forecasts near $4.59 . The company plans to open approximately 130 new stores and remodel around 500 existing locations .
Summary of Key Metrics
| Metric | Q4 FY25 Actual | FY26 Guidance |
|---|---|---|
| EPS | $1.23 (beat est.) | $4.34 – $4.43 |
| Net Sales | ~$16.35–16.4B (flat) | — |
| Comparable Store Sales | +5% | +2% to +3% |
| Pretax Profit Margin | 11.6% | — |
| Gross Profit Margin | 30.5% | — |
| Store Expansion | — | +130 new, +500 remodels |
What’s Next for Investors
Investors will closely monitor early fiscal 2026 performance, particularly whether TJX can sustain its off-price momentum amid macroeconomic pressures. Key areas to watch include:
– Comparable store sales trends in the first half of FY26.
– Margin performance, especially if inventory shrink or wage pressures shift.
– Execution of store expansion and remodel plans.
– Consumer behavior shifts, especially in discretionary categories like home goods.
Conclusion
TJX Companies delivered a solid Q4 FY25, beating both earnings and sales expectations while maintaining strong margins and comp store growth. The stock’s modest pullback to around $157.24 reflects cautious optimism as investors digest a more tempered FY26 outlook. With strategic store expansion underway and a resilient off-price model, TJX remains well-positioned—but execution in the coming quarters will be critical to sustaining investor confidence.
