TJX Companies earnings estimates stay robust, shares tracked against retail peers

By Christina Vogel, Background & Management desk. Reviewed prior to publication on 2026-06-25, 13:28.

TJX Companies (US8725401090) enters the week with consistent earnings expectations from Wall Street. The off-price retailer, listed on the NYSE and a member of the S&P 500, is projected to grow profit in the current and next fiscal years according to consensus data.

What analysts currently expect

For the current fiscal year, the Zacks Consensus Estimate for TJX earnings per share points to a year-over-year increase of about 9.3 percent, with the next fiscal year expected to show a further 9.7 percent rise.Zacks analysis on TJX earnings TJX currently carries a Zacks Rank 2 (Buy), which indicates a positive analyst stance within that framework.Zacks analysis on TJX earnings

Analysts highlight that TJX has recently outperformed its broader industry over the past month, with shares gaining around 3.5 percent against an approximately 2.4 percent decline for the peer group in the same period.Zacks performance comparison for TJX This relative strength underpins the constructive consensus on the stock.

How TJX compares with other retailers

In the U.S. retail landscape, TJX competes with names such as Ross Stores and Burlington Stores in the off-price segment, while also being compared by investors with broadline retailers like Walmart and Target in terms of traffic, inventory and pricing trends.Reuters coverage of U.S. off-price retailers The company’s store base in North America and Europe provides diversification versus more domestically focused peers.

Recent commentary from analysts following the sector points out that off-price chains have benefited from consumers trading down from full-price apparel and home retailers, while still seeking branded merchandise at discounts.Bloomberg report on off-price strength Within this context, TJX is often cited as a core holding in U.S. retail portfolios due to its size and S&P 500 membership.

How the company makes its money

TJX Companies generates revenue primarily through its off-price retail chains, including T.J. Maxx, Marshalls, HomeGoods and TK Maxx in Europe. These banners sell branded apparel and home merchandise at discounts to traditional retailers by sourcing opportunistically from vendors.TJX latest annual report The business model relies on high inventory turnover and a constantly changing assortment to drive frequent customer visits.

Where the shares trade today

The TJX Companies shares (US8725401090) trade on the NYSE; the latest available quotes show the stock around typical recent levels in U.S. dollars, with intraday moves broadly in line with the wider retail segment.

This article is for informational purposes only and does not constitute investment advice or a solicitation to buy or sell any securities. All data are based on sources deemed reliable but cannot be guaranteed.