TJX Companies Reports Strong Q3 Results

By Tamara Parker • Wednesday, November 19 15:36 • Permanent Link

The TJX Companies, Inc. has reported its third-quarter fiscal 2026 results, with a notable 5% increase in consolidated comparable sales, surpassing the company's plan. The pretax profit margin for the quarter was 12.7%, exceeding the company’s plan, and the diluted earnings per share stood at $1.28, marking a 12% increase from the third quarter of fiscal 2025.

In terms of net sales, the company saw a 7% increase in the third quarter of fiscal 2026 compared to the same period in fiscal 2025, amounting to $15.1 billion. For the first nine months of fiscal 2026, net sales were $42.6 billion, marking a 7% increase from the first nine months of fiscal 2025.

The company's CEO, Ernie Herrman, expressed satisfaction with the third-quarter performance, attributing the strong results to the company's value proposition and treasure-hunt shopping experience, which continue to attract consumers. Consequently, the company has raised its full-year guidance for comp sales growth, pretax profit margin, and diluted earnings per share.

The TJX Companies, Inc. has also seen growth in its store count, with a net increase of 57 stores during the quarter, bringing the total store count to 5,191.

Furthermore, the company returned $1.1 billion to shareholders in the third quarter through share repurchases and dividends. In the first nine months of fiscal 2026, the total amount returned to shareholders was $3.1 billion.

Looking ahead, the company expects its consolidated comparable sales for the full year fiscal 2026 to be up 4%, with an anticipated pretax profit margin of 11.6% and diluted earnings per share in the range of $4.63 to $4.66, representing a 9% increase over the prior year.

The company has also published its 2025 Global Corporate Responsibility Report, detailing its initiatives related to workplace, communities, environmental sustainability, and responsible sourcing.

As a result of these announcements, the company's shares have moved -0.04% on the market, and are now trading at a price of $145.52. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.