TJX COMPANIES INC /DE/ (TJX) Form 8-K — Aug 19, 2026

Key figures

Eps

1.36

Revenue

$15.18 billion (Q2 FY27 net sales)

Guidance

FY27: comps +3-4%, pretax margin 12.3-12.4% (raised), diluted EPS $5.31-$5.36 (raised), adjusted EPS $5.15-$5.20; Q3: comps +2-3%, pretax margin 12.8-12.9%, EPS $1.36-$1.38, adjusted EPS $1.30-$1.32

Net Income

$1.52 billion

Revenue Yoy

+5%

Total Assets

$37.1 billion

Cash Position

$6.0 billion

Inventory

$7.9 billion (vs $7.4 billion year-ago)

Store count

5285

Division comps

Marmaxx +1%, HomeGoods +7%, TJX Canada +6%, TJX International +7%

First half comps

+5%

Fy27 buyback plan

$2.75-$3.0 billion

Q2 dividends paid

$529 million

Q2 comparable sales

+4% (above plan)

First half net sales

$29.5 billion (+7%)

Q2 share repurchases

$798 million (5.1 million shares)

Division net sales q2

Marmaxx $9,109M (+3%), HomeGoods $2,507M (+10%), TJX Canada $1,470M (+6%), TJX International $2,094M (+11%)

First half diluted eps

$2.55 (+26%)

Fy28 store growth plan

4%

Long term store target

7,500 stores (raised by 500)

Q2 operating cash flow

$2.2 billion

First half adjusted eps

$2.41 (+19%)

Q2 adjusted diluted eps

$1.22 (+11%)

Q2 pretax profit margin

13.3% (+1.9 pts YoY)

Q2 adjusted pretax margin

11.9% (+0.5 pts YoY)

Dividend declared per share

$0.480 (vs $0.425 prior year)

Ieepa tariff refunds received

$331 million

Remaining buyback authorization

~$2.7 billion under new $3.0 billion program approved February 2026

Incremental compensation accrual

$112 million

Tariff refund net pretax benefit

$219 million ($0.14 per share)

Q2 total returned to shareholders

$1.3 billion

Price after filing

Close on the filing date to close N calendar days later (from $150.85). Historical, not a forecast.