The earnings call reflected a generally positive sentiment with strong third-quarter performance, positive divisional results, and strategic expansion plans. However, some challenges were noted, including the impact of hurricanes on Marmaxx and freight headwinds anticipated in the fourth quarter.

Company Guidance

During the TJX Companies' third-quarter fiscal 2025 earnings call, the executives provided an optimistic guidance for the upcoming quarter and full year. They project a fourth-quarter comp store sales growth of 2% to 3%, with consolidated sales expected to range between $15.9 billion and $16.1 billion. The pretax profit margin is anticipated to be between 10.8% and 10.9%, while gross margin is expected to range from 29.4% to 29.5%. For the full year, TJX foresees a consistent comp store sales increase of 3%, with consolidated sales reaching between $55.9 billion and $56.1 billion. They have raised their pretax profit margin guidance to 11.3%, a 40 basis point increase compared to the previous year's adjusted margin. Diluted earnings per share are projected to be between $4.15 and $4.17, representing a 10% to 11% increase from the prior year's adjusted figures. Additionally, TJX highlighted strong performance in customer transactions, particularly in their international division, which saw a 7% comp increase. The company is also planning international expansion, including its T.K. Maxx banner in Spain.

Strong Third Quarter Performance

Comp store sales growth of 3% at the high end of the plan, driven by customer transactions. European team delivered a 7% comp increase at TJX International division. Pretax profit margin of 12.3% was up 30 basis points versus last year, and earnings per share increased by 11% to $1.14.

Positive Divisional Performances

HomeGoods comp store sales increased 3% with a segment profit margin up 200 basis points versus last year. TJX Canada and TJX International also showed positive results with comp store sales increases.

Expansion Plans

Announced plans to expand T.K. Maxx into Spain, with potential for more than 100 stores. Also investing in off-price exposure in Mexico, the UAE, Saudi Arabia, and beyond through partnerships.

Strong Cash Flow and Shareholder Returns

Generated strong cash flow, reinvested in business growth, and returned cash to shareholders through buybacks and dividends.

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TJX Companies (IT:1TJX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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IT:1TJX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 21, 2018	2019 (Q2)	- / 0.57	0.413	37.65% (+0.16)	―	―
Nov 20, 2018	2019 (Q3)	- / 0.61	0.485	26.00% (+0.13)	―	―
Feb 27, 2019	2019 (Q4)	- / 0.66	0.631	4.62% (+0.03)	―	―
May 21, 2019	2020 (Q1)	- / 0.55	0.549	0.88% (<+0.01)	―	―
Aug 20, 2019	2020 (Q2)	- / 0.60	0.568	5.98% (+0.03)	―	―
Nov 19, 2019	2020 (Q3)	- / 0.66	0.612	7.94% (+0.05)	―	―
Feb 26, 2020	2020 (Q4)	- / 0.79	0.66	19.12% (+0.13)	―	―
May 21, 2020	2021 (Q1)	- / -0.72	0.553	-229.82% (-1.27)	―	―
Aug 19, 2020	2021 (Q2)	- / -0.17	0.602	-129.03% (-0.78)	―	―
Nov 18, 2020	2021 (Q3)	- / 0.69	0.66	4.41% (+0.03)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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IT:1TJX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 20, 2024	€112.72	€113.32	+0.53%
Aug 21, 2024	€101.26	€107.20	+5.87%
May 22, 2024	€89.55	€94.20	+5.19%
Feb 28, 2024	€91.11	€91.72	+0.67%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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