The TJX Companies Inc
TJX
$157.29 0.88%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Apparel Retail
Q4 2025
Published: Apr 2, 2025

Earnings Highlights

  • Revenue of $16.35B up 31% year-over-year
  • EPS of $1.23 increased by 32.3% from previous year
  • Gross margin of 30.5%
  • Net income of 1.40B
  • "Ernie Herrman: 'We are confident that we continue to attract new shoppers in every country we operate in and that there are plenty of opportunities to further grow our customer base going forward.'" - Ernie Herrman, CEO
TJX
The TJX Companies Inc

Executive Summary

In Q4 2025, TJX Companies Inc (TJX) delivered robust financial results that exceeded market expectations, fueled by a 5% increase in comparable store sales driven by heightened customer transactions across all divisions. With total revenue reaching $16.4 billion, up 5% from the previous year, the company celebrated significant milestones, including surpassing $56 billion in annual sales and the opening of its 5,000th store. Profitability also saw substantial gains; net income grew to $1.398 billion, resulting in a 10% increase in diluted EPS to $1.23. Management highlighted strong gross profit margins at 30.5%, bolstered by effective merchandise flow and operational efficiencies amidst a challenging economic backdrop.

Key Performance Indicators

Revenue
Increasing
16.35B
QoQ: 16.26% | YoY: 31.02%
Gross Profit
Increasing
4.98B
30.45% margin
QoQ: 12.11% | YoY: 33.13%
Operating Income
Increasing
1.85B
QoQ: 9.10% | YoY: 37.84%
Net Income
Increasing
1.40B
QoQ: 7.79% | YoY: 30.65%
EPS
Increasing
1.23
QoQ: 6.96% | YoY: 32.26%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 14,401.00 1.10 +6.9% View
Q1 2026 13,111.00 0.92 +5.1% View
Q4 2025 16,350.00 1.23 +31.0% View
Q3 2025 14,063.00 1.14 -14.3% View
Q2 2025 13,468.00 0.96 +1.5% View