TJX GAAP EPS of $1.10 beats by $0.09, revenue of $14.4B beats by $230M, raises FY guidance

* TJX press release [https://seekingalpha.com/pr/20206258-the-tjx-companies-inc-reports-q2-fy26-results-comp-sales-growth-of-4-percent-pretax-profit] (NYSE:TJX [https://seekingalpha.com/symbol/TJX]): Q2 GAAP EPS of $1.10 beats by $0.09.
* Revenue of $14.4B (+6.9% Y/Y) beats by $230M.
* Q2 consolidated comparable sales increased 4%.
* For the third quarter of Fiscal 2026, the Company expects consolidated comparable sales to be up 2% to 3%. The Company is planning third quarter Fiscal 2026 pretax profit margin to be in the range of 12.0% to 12.1%, down 0.2 to 0.3 percentage points versus the prior year’s 12.3%. The Company is planning third quarter Fiscal 2026 diluted earnings per share to be in the range of $1.17 to $1.19, which would represent a 3% to 4% increase versus the prior year’s $1.14.
* For the full year Fiscal 2026, the Company now expects consolidated comparable sales to be up 3%. The Company is increasing its outlook for pretax profit margin to be in the range of 11.4% to 11.5%, flat to down 0.1 percentage point versus the prior year’s 11.5%. The Company is also raising its diluted earnings per share outlook to be in the range of $4.52 to $4.57, which would represent a 6% to 7% increase over the prior year’s $4.26.

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