The Tjx 2026 Q3 Earnings Net Income Surges 11.2% to $1.44 Billion

The Tjx (TJX) reported robust Q3 fiscal 2026 results, surpassing expectations with a 7.5% revenue increase and a 13% rise in EPS. The company provided Q4 and FY2026 guidance, signaling sustained growth. Institutional investors, including Arrowstreet Capital and Fisher Asset Management, significantly boosted stakes, while analysts reiterated a "Buy" consensus.

Revenue

The Tjx’s total revenue climbed 7.5% to $15.12 billion in Q3 2026, driven by strong performance across all segments. The U.S. operations led with $11.58 billion, while the Marmaxx segment contributed $9.04 billion. HomeGoods added $2.54 billion, and international markets, including TJX Canada ($1.49 billion) and TJX International ($2.05 billion), further bolstered the top line.

Earnings/Net Income

Earnings per share (EPS) surged 13% to $1.30, reflecting improved profitability. Net income reached $1.44 billion, a 11.2% increase from the prior year. The EPS growth underscores the company’s effective cost management and operational efficiency, marking a positive trend for investors.

Post-Earnings Price Action Review

A strategy of buying TJX on the day of a revenue beat and selling it in 30 days delivered moderate performance, achieving an 83.78% return. While slightly underperforming the benchmark of 85.80%, the Sharpe ratio of 0.56 indicated reasonable risk-adjusted returns. Notably, the strategy experienced no significant losses, with a maximum drawdown of 0.00%.

Additional News

The Tjx announced a $0.425 quarterly dividend, yielding 1.1%, as part of its capital return strategy. Institutional investors, including Arrowstreet Capital and Fisher Asset Management, increased stakes by 27.2% and 4,187.6%, respectively, reflecting confidence in the company’s growth. Meanwhile, CEO Ernie Herrman and Director Amy B. Lane sold shares, totaling $4.46 million and $75,700, respectively, in recent transactions. Analysts, including Bank of America and Jefferies, maintained "Buy" ratings, citing strong fundamentals and expansion potential.