TJX Companies' fourth quarter 2026 comparable sales grew 5%, driving strong revenue and earnings beats.

TJX reported fourth quarter fiscal 2026 revenue of $17.7 billion (+9% YoY) and adjusted EPS of $1.43 (+16% YoY), surpassing analyst estimates. For the full fiscal year, the company's revenue reached $60.4 billion with adjusted EPS of $4.73.

Key Highlights

• Consolidated comparable store sales for the fourth quarter increased 5%, significantly ahead of the 3.7% analyst consensus, with all divisions reporting growth of 4% or better.
• The company's adjusted pretax profit margin for the quarter expanded by 60 basis points year-over-year to 12.2%, driven by higher merchandise margins and expense leverage on strong sales.
• Management announced plans to increase its quarterly dividend by 13% and to repurchase between $2.50 billion and $2.75 billion of its stock in fiscal 2027.