The chart below shows how TJX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TJX sees a -2.66% change in stock price 10 days leading up to the earnings, and a +0.36% change 10 days following the report. On the earnings day itself, the stock moves by +2.24%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Comp Store Sales Performance: Comp store sales growth of 3% came in at the high end of our plan.
European Team Performance: European team drove a 7% comp increase at our TJX International division.
Pre-Tax Profit Margin Increase: Pre-tax profit margin of 12.3% was up 30 basis points versus last year.
Earnings Per Share Increase: Diluted earnings per share of $1.14 were up 11% versus last year and also well above plan.
Segment Profit Margin Increase: Segment profit margin grew to 12.3%, up 200 basis points versus last year.
Negative
Store Sales Growth Performance: C comps store sales growth of 3% came in at the high end of our plan.
Pre-Tax Profit Margin Increase: Pre-tax profit margin of 12.3% was up 30 basis points versus last year.
Pre-Tax Profit Margin Increase: Pre-tax profit margin was 40 basis points above the high end of our plan, primarily due to a benefit from the timing of certain expenses, most of which we expect will reverse out in the fourth quarter.
S,G&A Cost Increase: S,G&A increased 10 basis points versus last year. This increase was due to incremental store wage and payroll costs, which largely offset the year-over-year benefit from closing Home Goods e-commerce business last year and lower incentive compensation expense this year.
Segment Profit Margin Decline: Segment profit margin on a constant currency basis was 15.2%, down 170 basis points versus last year.
The TJX Companies, Inc. (TJX) Q3 2025 Earnings Call Transcript
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