For the quarter ended January 2026, TJX (TJX) reported revenue of $17.74 billion, up 8.5% over the same period last year. EPS came in at $1.43, compared to $1.23 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $17.45 billion, representing a surprise of +1.66%. The company delivered an EPS surprise of +3.29%, with the consensus EPS estimate being $1.39.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how TJX performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Comparable store sales (YoY change) - Total: 5% versus 3.5% estimated by three analysts on average.
- Comparable store sales (YoY change) - HomeGoods: 6% compared to the 3.4% average estimate based on two analysts.
- Comparable store sales (YoY change) - Marmaxx: 5% versus the two-analyst average estimate of 4.5%.
- Comparable Store Sales - TJX Canada - YoY change: 7% compared to the 1.5% average estimate based on two analysts.
- Comparable Store sales- TJX International (Europe & Australia): 4% compared to the 2.5% average estimate based on two analysts.
- Net Sales- Marmaxx: $10.66 billion versus the two-analyst average estimate of $10.55 billion. The reported number represents a year-over-year change of +6.9%.
- Net Sales- TJX International: $2.38 billion versus $2.32 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14.7% change.
- Net Sales- TJX Canada: $1.61 billion compared to the $1.53 billion average estimate based on two analysts. The reported number represents a change of +11.2% year over year.
- Net Sales- HomeGoods: $3.09 billion versus the two-analyst average estimate of $3 billion. The reported number represents a year-over-year change of +8.5%.
View all Key Company Metrics for TJX here>>>
Shares of TJX have returned +6.5% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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The TJX Companies, Inc. (TJX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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