TJX (TJX) Q4 2026 Earnings Call Transcript

The Motley Fool

by newsfeedback@fool.com (Motley Fool Transcribing)

February 25, 2026

AI-Generated Deep Dive Summary

TJX Companies delivered a strong fiscal fourth quarter and full-year performance in 2026, showcasing robust sales growth, margin expansion, and solid financial stability. The company reported a 5% increase in consolidated comparable sales across all segments, driven by balanced performance across income segments and geographies. Net sales rose 9% to $17.7 billion for the quarter and surpassed $60.4 billion for the full year, reflecting consistent demand across its global operations. Adjusted diluted earnings per share (EPS) grew 16% to $1.43 in the fourth quarter, with a full-year EPS of $4.73, marking an 11% increase. Key segments demonstrated impressive contributions: Marmaxx achieved $36.6 billion in annual sales with a 4% comp growth and a 14.4% profit margin. HomeGoods exceeded $10 billion in sales, up 5%, with a 12% segment profit margin. TJX Canada delivered $5.6 billion in sales, a 7% increase, supported by a 13.8% profit margin (constant currency). Internationally, TJX International reached $8 billion in sales with 4% comp growth and a 7.3% margin (constant currency), underscoring the company’s global expansion strategy. TJX highlighted strong inventory positioning, with balance sheet inventory up 14% and per-store inventory up 10%. This reflects management's confidence in merchandise availability and flexibility, which has been bolstered by foundational investments in stores, systems, and marketing. The company generated $6.9 billion in operating cash flow for the year, ending with $6.2 billion in cash. TJX returned $4.3 billion to shareholders through buybacks and dividends, reaff

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Originally published on The Motley Fool on 2/25/2026