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

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TJX (TJX - Free Report) reported $15.18 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 5.4%. EPS of $1.22 for the same period compares to $1.10 a year ago.

The reported revenue represents a surprise of +0.29% over the Zacks Consensus Estimate of $15.14 billion. With the consensus EPS estimate being $1.18, the EPS surprise was +3.39%.

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: 4% versus 3.2% estimated by four analysts on average.
  • Comparable Store Sales - TJX Canada - YoY change: 6% versus 2.8% estimated by three analysts on average.
  • Comparable store sales (YoY change) - HomeGoods: 7% versus 6% estimated by three analysts on average.
  • Comparable store sales (YoY change) - Marmaxx: 1% versus 2.7% estimated by three analysts on average.
  • Comparable Store sales- TJX International (Europe & Australia): 7% versus 3% estimated by three analysts on average.
  • Gross Square Feet - Stores - Canada - HomeSense (EOP): 3.8 million versus the two-analyst average estimate of 3.82 million.
  • Number of stores - Total: 5,285 versus the two-analyst average estimate of 5,292.
  • Number of stores - U.S.- Sierra: 156 versus the two-analyst average estimate of 158.
  • Net Sales- Marmaxx: $9.11 billion versus $9.23 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3% change.
  • Net Sales- TJX International: $2.09 billion versus the three-analyst average estimate of $2.01 billion. The reported number represents a year-over-year change of +10.6%.
  • Net Sales- TJX Canada: $1.47 billion versus $1.45 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.4% change.
  • Net Sales- HomeGoods: $2.51 billion versus the three-analyst average estimate of $2.48 billion. The reported number represents a year-over-year change of +9.7%.

View all Key Company Metrics for TJX here>>>

Shares of TJX have returned -2.7% over the past month versus the Zacks S&P 500 composite's +3.3% 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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