TJX Companies (TJX) Earnings: Q2 Fiscal 2027 Results and Next Report Date

The quarter ended August 1, 2026 and TJX Companies published the results on August 19, 2026. Revenue and diluted EPS are shown against Q2 fiscal 2026, the same quarter a year earlier, which takes seasonal swings out of the comparison. TJX Companies reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• TJX's adjusted figures exclude a $219 million net pretax benefit from IEEPA tariff refunds ($331 million of refunds less $112 million of related incentive compensation accruals), worth $.14 per share. The year-ago quarter had no such adjustment, so its adjusted EPS base is the reported $1.10.
• TJX's fiscal year ends on the Saturday nearest the last day of January. Fiscal 2027 is a 52-week year ending January 30, 2027.

Source: TJX second quarter fiscal 2027 results, August 19, 2026. Also in the Form 10-Q for the quarter ended August 1, 2026. Figures as reported; checked against the release on November 10, 2026.

How TJX Companies splits revenue in its own release, under its own labels, for Q2 fiscal 2027 against Q2 fiscal 2026. Indented lines are parts of the line above them.

• TJX Companies's Marmaxx (U.S.) revenue was $9.1 billion in Q2 fiscal 2027, up 3% from $8.8 billion in Q2 fiscal 2026, 60% of total revenue.
• TJX Companies's HomeGoods (U.S.) revenue was $2.5 billion in Q2 fiscal 2027, up 10% from $2.3 billion in Q2 fiscal 2026, 17% of total revenue.
• TJX Companies's TJX Canada revenue was $1.5 billion in Q2 fiscal 2027, up 6% from $1.4 billion in Q2 fiscal 2026, 10% of total revenue.
• TJX Companies's TJX International (Europe & Australia) revenue was $2.1 billion in Q2 fiscal 2027, up 11% from $1.9 billion in Q2 fiscal 2026, 14% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

TJX guides comparable sales growth, pretax profit margin and diluted EPS. It does not give a dollar revenue outlook.

In its Q2 fiscal 2027 release, TJX Companies said:

“For the third quarter of Fiscal 2027, the Company is planning consolidated comparable sales to be up 2% to 3%.”

“The Company expects diluted earnings per share to be in the range of $1.36 to $1.38.”

“For the full year Fiscal 2027, the Company continues to expect consolidated comparable sales to be up 3% to 4%.”

“The Company is increasing its full-year diluted earnings per share outlook to be in the range of $5.31 to $5.36.”

Source: TJX Q2 FY27 release, Aug 19, 2026.

This is the company's own guidance as of Aug 19, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the TJX forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release.

TJX Companies's next report is scheduled for November 18, 2026. This page will show Q2 fiscal 2027 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q2 fiscal 2027 (this page), reported Aug 19, 2026

TJX reports four segments. In Q2 fiscal 2027 Marmaxx (TJ Maxx, Marshalls and Sierra in the U.S.) brought in $9,109 million of the $15,180 million total, HomeGoods (U.S.) $2,507 million, TJX International (Europe & Australia) $2,094 million and TJX Canada $1,470 million. Net sales rose 5%, and currency movements took one percentage point off that growth. (TJX Q2 FY27 release, Aug 19, 2026)

TJX's consolidated comparable sales rose 4%. By division, Marmaxx comps rose 1% against 3% a year earlier, while HomeGoods rose 7%, TJX Canada 6% and TJX International 7%. TJX's CEO said sales at Marmaxx were below expectations. The 10-Q says comps were driven by a higher average basket and more customer transactions, and that home comp sales growth outperformed apparel. (TJX Q2 FY27 release, Aug 19, 2026; TJX Form 10-Q, Q2 FY27, Aug 28, 2026)

TJX sells off-price apparel and home fashions at prices it says are generally 20% to 60% below full-price retailers' regular prices, buying from approximately 21,000 vendors. In fiscal 2026 clothing including footwear was 44% of consolidated revenues, accessories including jewelry and beauty 20% and home fashions 36%. The United States accounted for 78% of revenues, Europe 12%, Canada 9% and Australia 1%. (TJX Form 10-K, fiscal 2026, Mar 31, 2026)

TJX ended the quarter with 5,285 stores, 23 more than at the start of the quarter, and its store count was up approximately 3% from a year earlier. It plans to raise store growth to 4% beginning in fiscal 2028 and increased its long-term global store target to 7,500 stores. (TJX Q2 FY27 release, Aug 19, 2026; TJX Form 10-Q, Q2 FY27, Aug 28, 2026)

TJX's diluted EPS was $1.36 in Q2 fiscal 2027, up 24% from $1.10. Its adjusted EPS of $1.22, up 11%, excludes a $.14 net benefit from IEEPA tariff refunds: TJX received $331 million of refunds in the quarter, accrued $112 million of related incentive compensation and bonuses, and booked a net benefit of $219 million to pretax profit. (TJX Q2 FY27 release, Aug 19, 2026)

Pretax profit margin was 13.3%, against 11.4% a year earlier, and 11.9% on TJX's adjusted basis. Gross profit margin was 33.4% (31.4% adjusted, up 0.7 points on higher merchandise margin), while SG&A rose to 20.3% of sales (19.7% adjusted), which TJX attributed to incremental store wage and payroll costs. The effective tax rate was 24.7%, against 24.5%. (TJX Q2 FY27 release, Aug 19, 2026; TJX Form 10-Q, Q2 FY27, Aug 28, 2026)

Diluted weighted average shares were 1,117 million, against 1,128 million a year earlier. TJX repurchased 5.1 million shares for $798 million in the quarter and paid $529 million in dividends, and it expects to repurchase approximately $2.75 to $3.0 billion of stock during fiscal 2027. (TJX Q2 FY27 release, Aug 19, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

TJX gives a quarterly and full-year outlook in its release, framed as comparable sales growth, pretax profit margin and EPS. For Q3 fiscal 2027 it planned comparable sales up 2% to 3%, pretax profit margin of 12.8% to 12.9% and diluted EPS of $1.36 to $1.38. Excluding an expected $.06 net benefit from further tariff refunds, it expected adjusted EPS of $1.30 to $1.32. (TJX Q2 FY27 release, Aug 19, 2026)

For full fiscal 2027 TJX kept its comparable sales outlook at up 3% to 4% and raised its diluted EPS outlook to $5.31 to $5.36, or $5.15 to $5.20 adjusted, excluding an expected $.16 net benefit from tariff refunds. TJX said the amount, timing and likelihood of additional tariff refund recovery remain uncertain. (TJX Q2 FY27 release, Aug 19, 2026)

A consensus figure is the average of the models published by the analysts who cover TJX Companies, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones TJX Companies's own release and filings put weight on for Q2 fiscal 2027, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning TJX is on is TJX a buy or a sell?, what analysts expect next is on the TJX forecast, and what the company does is on the TJX Companies (TJX) stock page.

Every number on this page can be traced to a document TJX Companies published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.