TJX COS. (TJX) Q4 2025 income

TJX company A better than expected holiday district, which is driven exclusively by customer transactions, indicates that the off-price giant still takes market share of department stores and other discounters, while price-conscious consumers are looking for offers.

The discounter behind TJ Maxx, Marshalls and Household goods defeated Wall Street on the top and underside, but it gave cautious instructions for the current financial year and the current quarter.

According to StreetCcount, TJX plans to make a comparable sales between 2%and 3%under Wall Street expectations of 3.4%for his fiscal year 2026. According to the LSEG, the profit guidelines for the 2026 financial year between $ 4.34 and 4.43 per share are significantly under estimates of $ 4.59 per share, and its forecast for the current quarter also looks weaker than expected.

TJX expects a comparable turnover between 2%and 3%, behind StreetCcount estimates of 3.4%and expects the result to be between 87 and 89 cents per share. According to LSEG, analysts searched for 99 cents per share.

A strong US dollar and unfavorable exchange rates are expected to weigh 3% in the 2026 financial year, the company said in a press release.

In the fourth quarter of the 2025 financial year, TJX did it compared to the expectations of Wall Street, based on a survey of LSEG analysts:

• Win each share: $ 1.23 vs. $ 1.16 expected
• Revenue: $ 16.35 billion expected compared to $ 16.20 billion

The company’s net income for the three-month period, which ended on February 1, was $ 1.40 billion or $ 1.23 per share compared to $ 1.40 billion in the previous year or $ 1.22 USD per share in the previous year.

The sales were essentially unchanged at 16.35 billion US dollars, compared to $ 16.41 billion in the previous year. In the previous year, TJX benefited from an additional sales week that it did not have in the 2025 financial year.

The discounter behind TJ Maxx, Marshalls and Homegoods has been on a hot growth path in recent years, since consumers are looking for cheaper options for persistent inflation, high interest rates and uncertain economic views.

Buyers who went into department stores for a long time Macy’sPresent Kohl’s And even discounter Goal I was looking for TJX not only to buy clothes, but also household goods and other discretionary objects that you want but are not ready to pay a full price.

This trade-down effect was a blessing for TJX, and even if growth slowed down, it is one of the few retailers who benefit from President Donald Trump’s tariff policy. In order not to perform high tasks for imports from China and potentially Mexico and Canada, some companies have increased and overestimated deliveries.

If you are ultimately unable to sell this inventory and ultimately liquidate it into off-price channels, this could be an advantage for TJX, which has long been on the market of disorders of the supply chain and other “chaos” on the market, Its CEO, who benefited, said Ernie Herrman told the analysts in November when the company reported the result of the business area in the third quarter.

Since TJX’s growth has slowed down in the USA, the discounter has expanded overseas. It has been used to participate in brands for Less, an off-price chain based in Dubai, and also plans to enter Spain early next year.