TJX COMPANIES INC /DE/(TJX)— Stock Profile, AI Score & Financials
Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
TJX COMPANIES INC /DE/ (TJX) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TJX at 68.7/100 on a 32-signal composite quality model, placing it at rank #307 of 2,960 stocks — the top 25% of the AI-ranked universe. TJX scores in the top quartile across revenue scale (97.4), balance sheet strength (94.8). Based on the latest XBRL financial filings (Q2 2026), TJX COMPANIES INC /DE/ reports quarterly revenue of $15.2B, net income of $1.5B, an operating margin of 13.3%. Top institutional holders of TJX by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. TJX trades on the NYSE exchange and files with the SEC under CIK 109198. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TJX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TJX COMPANIES INC /DE/ directly from SEC EDGAR.
AI Quality Score
68.7/100
AI Rank
#307
Revenue
$15.2B
Net Income
$1.5B
Free Cash Flow
$1.7B
Operating Margin
13.3%
TJX key financials by period
TJX COMPANIES INC /DE/ reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$60.4B
$5.5B
12.1%
FY 2025
10-K
$56.4B
$4.9B
11.5%
FY 2024
10-K
$54.2B
$4.5B
11.0%
FY 2023
10-K
$49.9B
$3.5B
9.3%
FY 2022
10-K
$48.5B
$3.3B
9.1%
FY 2021
10-K
$32.1B
$90.0M
0.3%
Institutions holding TJX
Institutional investors reporting a position in TJX COMPANIES INC /DE/ on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-28 — Q2 FY2027 (thirteen weeks ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 5% to $15.2B with comp sales up 4%, while $331M of IEEPA tariff refunds (net benefit $219M) drove pre-tax margin up 1.9 points to 13.3%.
Biggest Revenue Drivers
Marmaxx$9,109M+3% YoY
2% increase from non-comp sales and 1% comp sales increase, driven by higher average basket
HomeGoods$2,507M+10% YoY
7% comp sales increase and 3% from non-comp sales, primarily higher average basket
Biggest Revenue Drivers
Total revenue: $15.2B+5% YoY
Marmaxx$9,109M+3% YoY
2% increase from non-comp sales and 1% comp sales increase, driven by higher average basket
HomeGoods$2,507M+10% YoY
7% comp sales increase and 3% from non-comp sales, primarily higher average basket
TJX International$2,094M+11% YoY
7% comp increase, 3% non-comp, 1% positive foreign currency; more transactions and higher basket
TJX Canada$1,470M+6% YoY
6% comp sales increase and 2% non-comp, partially offset by 2% negative foreign currency
Largest Expense Items
Cost of sales, including buying and occupancy$10,108M66.6% of sales, -2.7 pts YoY
Net benefit from tariff refunds and favorable merchandise margin due to higher markon
Selling, general and administrative$3,085M20.3% of sales, +0.8 pts YoY
Incremental compensation accruals tied to tariff refunds and higher store wage and payroll costs
General corporate expense$242Mvs $182M prior year
Unfavorable mark-to-market on inventory and fuel hedges, tariff-related compensation accruals, higher administrative costs
Margins: Pre-tax margin reached 13.3%, up 1.9 points, as the cost of sales ratio fell 2.7 points on tariff refunds and higher markon, partially offset by an 0.8-point SG&A increase.
Watch Items from the Filing
Tariff refunds are non-recurring: $331M received in Q2 of ~$490M IEEPA tariffs paid; no receivable recorded for additional refunds, which remain subject to legal and administrative developments.
Marmaxx, 60% of sales, saw comp sales decelerate to 1% from 3% a year ago, with customer transactions declining and expense deleverage on lower comps.
HomeGoods segment profit margin jumped to 17.6% from 10.0%, aided by tariff refunds, favorable markon and lower freight, partially offset by higher markdowns.
$1.0B of 2.250% notes mature in Q3 fiscal 2027, to be repaid with operating cash flows; $6.0B cash on hand and $1.5B available under credit facilities.
Merchandise inventories rose to $7,862M from $7,372M; average per-store inventories up 2%. Capital spending guided to $2.2–2.3B for fiscal 2027.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
