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Framingham, Massachusetts-based The TJX Companies, Inc. (TJX) operates as an off-price apparel and home fashion retailer in the United States, Canada, Europe, and Australia. With a market cap of nearly $138 billion, TJX Companies operates through Marmaxx, HomeGoods, TJX Canada, and TJX International segments.
The apparel giant is expected to announce its fourth-quarter results on Wednesday, Feb. 26. Ahead of the event, TJX is expected to report a non-GAAP profit of $1.15 per share, up 2.7% from $1.12 per share reported in the year-ago quarter. The company has surpassed or matched Wall Street’s bottom-line estimates in each of the past four quarters. Its adjusted EPS of $1.14 for the last reported quarter surpassed the consensus estimates by 4.6%.
For the full fiscal 2025, TJX is expected to report an adjusted EPS of $4.18, up 11.2% from $3.76 in fiscal 2024. While in fiscal 2026, its earnings are projected to increase 9.6% year-over-year to $4.58 per share.
TJX stock has soared 29.6% over the past 52 weeks, outpacing the S&P 500 Index’s ($SPX) 22.9% gains, while underperforming the Consumer Discretionary Select Sector SPDR Fund’s (XLY) 34.7% returns over the same time frame.
TJX Companies’ stock prices observed a marginal gain after the release of its impressive Q3 results on Nov. 20. Driven by significant growth in comparable store sales, TJX’s net sales for the quarter increased 6% year-over-year to $14.1 billion which surpassed Wall Street’s expectations. Meanwhile, its net income surged 8.9% year-over-year to $1.3 billion. Furthermore, the company has observed a notable improvement in its cash flows, its operating cash flows for the past three quarters increased 4.8% year-over-year to $3.4 billion.
The consensus opinion on TJX stock is strongly bullish, with an overall “Strong Buy” rating. Out of the 22 analysts covering the stock, 19 recommend “Strong Buy” and three suggest a “Hold” rating. Its mean price target of $135.71 represents a modest 8.7% premium from current price levels.
