TJX (TJX) Tops Q3 Earnings and Revenue Estimates

Core Insights - TJX reported quarterly earnings of $1.28 per share, exceeding the Zacks Consensus Estimate of $1.22 per share, and showing an increase from $1.14 per share a year ago, resulting in an earnings surprise of +4.92% [1] - The company achieved revenues of $15.12 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 1.58% and up from $14.06 billion year-over-year [2] - TJX shares have increased approximately 20.5% year-to-date, outperforming the S&P 500's gain of 12.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.36 on revenues of $17.3 billion, and for the current fiscal year, it is $4.60 on revenues of $59.7 billion [7] - The estimate revisions trend for TJX was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Retail - Discount Stores industry, to which TJX belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Dollar Tree, another competitor in the same industry, is expected to report quarterly earnings of $1.09 per share, reflecting a year-over-year decline of -2.7% [9]