The TJX Companies (TJX)
Coverage summary
Aardvark Labs Capital Research has covered The TJX Companies (TJX) since August 21, 2025. The company is in the Consumer Cyclical sector. This page lists 5 reports: 5 earnings recaps.
The latest is the Q2 FY27 Earnings Recap, published September 3, 2026. That report moved the rating from Outperform to Hold. The rating has changed once since coverage began.
Translations: 5 in Chinese.
Rating history
All TJX reports
Recap: Q2 FY27
Marmaxx Comps to +1% and $0.14 of the $0.17 Beat Is a Tariff Refund: Downgrading TJX to Hold
Recap: Q1 FY27
HomeGoods Inflects to +9% Comp With Margin Approaching Marmaxx Levels; First Spain Store Opens to Strong Reception; FY27 Guide Raised Across the Board — Maintaining Outperform
Recap: Q4 FY26
Crosses $60B Revenue Milestone, HomeGoods Surpasses $10B; First 5 Spain Stores Open Spring 2026; FY27 Guide Comp +2-3%, EPS +4-6% — Maintaining Outperform
Recap: Q3 FY26
Long-Term Store Target Raised to 7,000 With Spain Entry Confirmed for 2026; Comps +5% Above Guide, All 4 Divisions Beat — Maintaining Outperform
Recap: Q2 FY26
Off-Price Model Insulates From Tariff; All 4 Divisions Firing Transactions, FY26 Guide Raised, 1,800+ Long-Term Store Opportunity — Initiating at Outperform