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TJX (TJX) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended July 2025, TJX (TJX - Free Report) reported revenue of $14.4 billion, up 6.9% over the same period last year. EPS came in at $1.10, compared to $0.96 in the year-ago quarter.

The reported revenue represents a surprise of +2.33% over the Zacks Consensus Estimate of $14.07 billion. With the consensus EPS estimate being $1.01, the EPS surprise was +8.91%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: 4% compared to the 3.2% average estimate based on five analysts.
  • Comparable store sales (YoY change) - HomeGoods: 5% versus 4.3% estimated by four analysts on average.
  • Comparable store sales (YoY change) - Marmaxx: 3% versus the four-analyst average estimate of 2.5%.
  • Comparable Store sales- TJX International (Europe & Australia): 5% versus 4.8% estimated by four analysts on average.
  • Comparable Store Sales - TJX Canada - YoY change: 9% versus the four-analyst average estimate of 4.5%.
  • New Stores: 13 compared to the 41 average estimate based on two analysts.
  • Number of stores - Total: 5,134 versus 5,162 estimated by two analysts on average.
  • Number of stores - U.S. - T.J. Maxx: 1,340 compared to the 1,343 average estimate based on two analysts.
  • Net Sales- Marmaxx: $8.84 billion versus the three-analyst average estimate of $8.79 billion. The reported number represents a year-over-year change of +4.7%.
  • Net Sales- TJX International: $1.89 billion versus the three-analyst average estimate of $1.76 billion. The reported number represents a year-over-year change of +12.8%.
  • Net Sales- TJX Canada: $1.38 billion versus the three-analyst average estimate of $1.3 billion. The reported number represents a year-over-year change of +11%.
  • Net Sales- HomeGoods: $2.29 billion versus the three-analyst average estimate of $2.24 billion. The reported number represents a year-over-year change of +8.8%.

View all Key Company Metrics for TJX here>>>

Shares of TJX have returned +7.2% over the past month versus the Zacks S&P 500 composite's +2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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