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TJX Companies — Nov 19, 2025 release

Fiscal 2026 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000109198-25-000058
Open on SEC.gov ↗
Showing in the filing
Pretax profit margin
“11.7% to 11.8%”
Period
Q4 FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 6
Consolidated comparable sales for Q4 FY2026
“up 2% to 3%”
Pretax profit margin for Q4 FY2026
“11.7% to 11.8%”
Diluted earnings per share for Q4 FY2026
“$1.33 to $1.36”
Consolidated comparable sales for FY2026
“up 4%”
Pretax profit margin for FY2026
“11.6%”
Diluted earnings per share for FY2026
“$4.63 to $4.66”
Exhibit 99.1 · the passage around this item
… earlier in the release
The Company’s guidance assumes that it can continue to offset the pressure it expects from tariffs in the fourth quarter of Fiscal 2026. For the fourth quarter of Fiscal 2026, the Company continues to plan consolidated comparable sales to be up 2% to 3%, pretax profit margin to be in the range of 11.7% to 11.8%, and diluted earnings per share to be in the range of $1.33 to $1.36. For the full year Fiscal 2026, the Company is now expecting its consolidated comparable sales to be up 4%. The Company is increasing its pretax profit margin outlook to 11.6%, up 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 $4.63 to $4.66, which would represent a 9% increase over the prior year’s $4.26. 3 Stores by Concept During the fiscal quarter ended November 1, 2025, the Company increased its store count by 57 stores overall to a total of 5,191 stores and increased total square footage by 1.0% versus the prior quarter. Store Locations 1 Third Quarter FY2026 Gross Square Feet Third Quarter FY2026 (in millions) Beginning End Beginning End In the U.S.: TJ Maxx 1,340 1,346 36.2 36.3 Marshalls 1,234 1,248 34.5 34.7 HomeGoods 952 958 22.3 22.5 Sierra 127 141 2.6 2.9 Homesense 76 77 2.1 2.1 In Canada: Winners 311 315 8.5 8.7 HomeSense 161 162 3.8 3.8 Marshalls 110 111 2.9 3.0 In Europe: TK Maxx 664 672 18.3 18.5 Homesense 74 74 1.4 1.4 In Australia: TK Maxx 85 87 1.8 1.8 TJX 5,134 5,191 134.4 135.7 1 Store counts above
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.