Earnings Alerts

TJX Companies (TJX) Earnings: 3Q Sales Outperform Estimates with Strong Growth Across Segments

By November 19, 2025 No Comments
  • TJX third-quarter comparable sales rose by 5%, surpassing the 3% increase from last year and exceeding estimates of 3.61%.
  • Marmaxx’s comparable sales saw a significant climb of 6%, outperforming both last year’s 2% growth and the forecast of 3.63%.
  • HomeGoods achieved a 5% increase in comparable sales, better than the previous year’s 3% and above the estimated 4.02%.
  • TJX Canada experienced a substantial 8% increase in comparable sales, compared to 2% last year and exceeded the expected 4.63%.
  • TJX International (Europe & Australia) had comparable sales growth of 3%, which was under last year’s 7% but surpassed estimates of 2.44%.
  • Net sales for TJX reached $15.12 billion, an increase of 7.5% year-over-year, against an estimate of $14.86 billion.
  • Marmaxx’s net sales grew to $9.04 billion, reflecting a 7.1% year-over-year increase, exceeding projections of $8.87 billion.
  • HomeGoods reported net sales of $2.54 billion, up by 7.8% compared to last year and above the predicted $2.5 billion.
  • TJX Canada’s net sales were $1.49 billion, showing an 8% rise year-over-year, which was higher than the expected $1.45 billion.
  • TJX International’s net sales reached $2.05 billion, marking an 8.5% increase year-over-year, surpassing the $2.02 billion estimate.
  • Earnings per share (EPS) came in at $1.28, up from $1.14 in the previous year.
  • The total store count increased by 2.6% to 5,191, slightly above the estimated 5,182 stores.
  • TJX has revised its full year Fiscal 2026 outlook, expecting consolidated comparable sales to grow by 4%.

Tjx Companies on Smartkarma

Analyst coverage of Tjx Companies on Smartkarma, a top independent investment research network, has been positive. Baptista Research, a well-known provider on the platform, recently published insights on Tjx Companies‘ performance. In one report titled “TJX Companies: Merchandise Margin Fluctuations & 3 Critical Challenges In Its Path!“, the company’s commendable financial results for the second quarter of fiscal 2026 were highlighted. Notably, they achieved a 4% increase in comparable sales, with strong performance in the HomeGoods segment, pointing to robust demand for home-related products.

In another report by Baptista Research titled “The TJX Companies: Leveraging Vendor Relationships For A Competitive Edge!“, the company’s resilience amidst a challenging macroeconomic environment was emphasized. The first-quarter results for fiscal year 2026 showed positive performance across divisions, with a 3% increase in comparable store sales driven by higher customer transactions. Particularly, the HomeGoods division stood out with impressive growth, outperforming competitors and improving segment profit margins year over year.


A look at Tjx Companies Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience3
Momentum5
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Summary:

The TJX Companies, Inc. is an off-price apparel and home fashion retailer operating in the United States, Canada, and Europe. They provide brand name and designer merchandise at discounted prices.

Long-Term Outlook for TJX Companies:

According to the Smartkarma Smart Scores, TJX Companies shows a promising long-term outlook. With a high Momentum score of 5, indicating a strong upward trend, the company’s growth potential is solid. Additionally, scoring a 4 in Growth shows that TJX is positioned for expansion and development. In terms of Resilience, the company scores a 3, suggesting a moderate ability to weather economic downturns. However, the Value and Dividend scores are lower at 2, indicating that TJX may not be as attractively priced or lucrative in terms of dividend payouts compared to other factors.

Overall, TJX Companies’ strong Momentum and Growth scores point towards a positive long-term trajectory, aligning with their position as a leading off-price retailer in the market.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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