TJX shares fall as Q2 guidance disappoints despite Q1 beat

Published 2025-05-21, 08:14 a/m
© Reuters.

Investing.com -- TJX Companies reported better-than-expected first quarter results on Tuesday, but shares fell 2% premarket as the retailer’s earnings guidance came in below analyst estimates.

The retailer posted Q1 adjusted earnings per share of $0.92, slightly above the consensus forecast of $0.91. Revenue rose 5% year-over-year to $13.1 billion, exceeding expectations of $13 billion. Comparable store sales increased 3% in the quarter.

However, TJX (NYSE:TJX)’s Q2 EPS guidance of $0.97-$1.00 fell short of Wall Street’s projection of $1.04. For the full fiscal year 2026, the company maintained its previous outlook for EPS of $4.34-$4.43, below the $4.49 analyst consensus.

"I am very pleased with our first quarter performance," said CEO Ernie Herrman. "Overall comp sales increased 3%, at the high end of our plan, and both profitability and earnings per share were above our expectations."

TJX reported a Q1 pretax profit margin of 10.3%, down from 11.1% a year ago but above the company’s internal forecast. Gross margin declined 0.5 percentage points to 29.5% due to inventory hedging adjustments.

The company returned $1 billion to shareholders in Q1 through $613 million in share repurchases and $420 million in dividends. TJX ended the quarter with $4.3 billion in cash.

For Q2, TJX expects comparable sales growth of 2-3% and a pretax margin of 10.4-10.5%. For the full year, it continues to expect consolidated comparable sales to increase between 2% and 3%.

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