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TJX Companies — Aug 20, 2025 release

Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000109198-25-000051
Open on SEC.gov ↗
Showing in the filing
Consolidated comparable sales
“up 3%”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 8
Share repurchases for FY2026
“approximately $2.0 to $2.5 billion”
Stock repurchases for FY2026
“approximately $2.0 to $2.5 billion”
Consolidated comparable sales for Q3 FY2026
“up 2% to 3%”
Pretax profit margin for Q3 FY2026
“12.0% to 12.1%”
Diluted earnings per share for Q3 FY2026
“$1.17 to $1.19”
Consolidated comparable sales for FY2026
“up 3%”
Pretax profit margin for FY2026
“11.4% to 11.5%”
Diluted earnings per share for FY2026
“$4.52 to $4.57”
Exhibit 99.1 · the passage around this item
… earlier in the release
The Company is planning third quarter Fiscal 2026 diluted earnings per share to be in the range of $1.17 to $1.19, which would represent a 3% to 4% increase versus the prior year’s $1.14. For the full year Fiscal 2026, the Company now expects consolidated comparable sales to be up 3%. The Company is increasing its outlook for pretax profit margin to be in the range of 11.4% to 11.5%, flat to down 0.1 percentage point versus the prior year’s 11.5%. The Company is also raising its diluted earnings per share outlook to be in the range of $4.52 to $4.57, which would represent a 6% to 7% increase over the prior year’s $4.26. The Company’s full year Fiscal 2026 diluted earnings per share guidance now reflects the second quarter’s above-plan results as well as a smaller negative impact from unfavorable foreign currency exchange rates versus the Company’s previous guidance. 3 Stores by Concept During the fiscal quarter ended August 2, 2025, the Company increased its store count by 13 stores overall to a total of 5,134 stores and increased total square footage by 0.3% versus the prior quarter. Store Locations 1 Second Quarter FY2026 Gross Square Feet Second Quarter FY2026 (in millions) Beginning End Beginning End In the U.S.: TJ Maxx 1,338 1,340 36.1 36.2 Marshalls 1,234 1,234 34.5 34.5 HomeGoods 950 952 22.2 22.3 Sierra 123 127 2.5 2.6 Homesense 75 76 2.1 2.1 In Canada: Winners 310 311 8.5 8.5 HomeSense 161 161 3.8 3.8 Marshalls 110 110 2.9 2.9 In Europe: TK Maxx 662
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.