The TJX 2026 Q3 Earnings Strong Performance with 11.2% Net Income Growth

Generated by AI AgentDaily EarningsReviewed byAInvest News Editorial Team
Wednesday, Dec 3, 2025 8:30 am ET1min read
Aime RobotAime Summary

-

TJX
reported 7.5% revenue growth to $15.12B and 13% EPS increase to $1.30 in Q3 2026, surpassing expectations.

- The company raised FY2026 EPS guidance to $4.63–$4.66, reflecting confidence in sustained momentum despite stock volatility.

- Strong international performance ($3.54B from Canada/International) and disciplined cost management drove profitability and operational efficiency.

- Institutional investors increased stakes while insiders sold $8.2M shares, highlighting mixed sentiment alongside a 1.1% dividend yield announcement.

The

TJX
Companies (TJX) reported fiscal 2026 Q3 earnings on Dec 2, 2025, surpassing expectations with 7.5% revenue growth to $15.12 billion and a 13% EPS increase to $1.30. The company raised FY2026 guidance to $4.63–$4.66 EPS, reflecting confidence in sustained momentum despite recent stock volatility.

Revenue

TJX’s total revenue surged 7.5% to $15.12 billion, driven by robust performance across all segments. The U.S. market led with $11.58 billion, with Marmaxx contributing $9.04 billion and HomeGoods adding $2.54 billion. International segments also showed strength, including $1.49 billion from TJX Canada and $2.05 billion from TJX International. This diversified growth underscores the company’s expanding footprint and operational efficiency.

Earnings/Net Income

The EPS rose 13% to $1.30, while net income climbed 11.2% to $1.44 billion. These metrics highlight TJX’s ability to maintain profitability amid market challenges, supported by disciplined cost management and strategic pricing. The strong earnings performance positions the company favorably for long-term shareholder value.

Post-Earnings Price Action Review

The 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’s 85.80%, the Sharpe ratio of 0.56 indicates reasonable risk-adjusted returns. Notably, the strategy recorded a maximum drawdown of 0.00%, suggesting resilience during the backtest period.

Additional News

Institutional investors, including Fisher Asset Management LLC, significantly increased stakes in TJX, acquiring 468,340 shares in Q2 to hold 479,524 shares valued at $59.2 million. CEO Ernie Herrman and Director Amy B. Lane sold shares totaling $8.2 million, reflecting mixed insider sentiment. The company also announced a $0.425 quarterly dividend, yielding 1.1%, reinforcing its commitment to shareholder returns amid strategic growth initiatives.

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