The TJX Companies, Inc.

NYSE:TJX 주식 리포트

시가총액: US$171.7b

TJX Companies 향후 성장

Future 기준 점검 2/6

TJX Companies (는) 각각 연간 6.2% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 51.4% 로 예상됩니다.

핵심 정보

6.2%

이익 성장률

7.18%

EPS 성장률

Specialty Retail 이익 성장9.8%
매출 성장률5.6%
향후 자기자본이익률51.39%
애널리스트 커버리지

Good

마지막 업데이트26 Jun 2026

최근 향후 성장 업데이트

분석 기사 • Aug 22

The TJX Companies, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in The TJX Companies, Inc. ( NYSE:TJX ) had a good week, as its shares rose 3.4% to close at US$138 following...

Recent updates

내러티브 업데이트 • Jun 29

TJX: Strong Off Price Execution And Expansion May Restrain Further Upside

The analyst fair value estimate for TJX Companies has been raised from $129.14 to $146.93, reflecting updated Street price targets clustered in the $160 to $197 range as analysts point to Q1 earnings outperformance, broad-based comp strength and solid margin trends across banners. Analyst Commentary Street research on TJX Companies has turned more constructive on Q1 execution, with multiple firms lifting price targets into the US$160 to US$197 range after the earnings beat, broad-based comp performance and margin strength across banners.
Seeking Alpha • Jun 22

The TJX Companies: Still An Attractive Growth Story In The Retail Space, But Still Expensive

Summary The TJX Companies demonstrate robust sales and profit growth across segments as a result of the poor consumer sentiment in the United States. Strong cash flow generation underpins TJX's ability to sustain dividends and buyback shares, although I have to question whether buybacks are actually attractive at the current valuation. Valuation metrics indicate a significant premium compared to the consumer discretionary sector median, as well as to the firm's own 5Y historic metrics. For these reasons, I reiterate my hold. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 15

TJX: Off Price Model And Capital Returns Will Drive Future Upside

Analysts lifted the TJX Companies fair value estimate to $197 from $193 as higher Street price targets, Q1 earnings strength, and expectations for steady margins and revenue growth support a slightly higher assumed P/E multiple and a modestly lower discount rate. Analyst Commentary Street research around the Q1 report points to broadly constructive sentiment on TJX, with a cluster of higher price targets following the earnings release.
내러티브 업데이트 • Jun 01

TJX: Off Price Q1 Execution And FY27 Guidance Will Drive Upside

Narrative Update The updated analyst price target for TJX Companies has moved higher from $171.78 to $177.63 as analysts point to a series of Q1 earnings beats, broad-based comp and transaction growth across banners, and ongoing optimism around the off price model and margin performance. Analyst Commentary Recent Street research on TJX Companies has tilted clearly positive, with multiple firms lifting their price targets after the Q1 report.
내러티브 업데이트 • May 03

TJX: Off Price Model And Capital Returns Will Support Future Upside

Analysts have nudged TJX Companies' average price target higher into the mid to high $170s, citing stronger than expected Q4 results, resilient traffic and ticket trends, and what they view as conservative guidance that leaves room for upside. Analyst Commentary Bullish analysts have been lifting their price targets on TJX Companies following the latest Q4 report, pointing to solid execution, resilient demand and what they see as achievable guidance.
내러티브 업데이트 • Apr 19

TJX: Off Price Model And Shareholder Returns Will Support Future Upside

Narrative Update The blended Street price target for TJX has moved higher into a $172 to $185 range, as analysts cite strong recent quarterly results, resilient off-price fundamentals, and updated long-term guidance as support for revising their models. Analyst Commentary Recent research updates show a cluster of bullish analysts revising their TJX valuation frameworks higher, with most new targets falling into the low to mid US$170s and several stretching into the low US$180s.
내러티브 업데이트 • Apr 05

TJX: Off Price Execution And FY27 Guidance Will Shape Balanced Risk Profile

Analysts have inched up their average price targets on TJX Companies into a $170 to $185 range, citing strong recent quarterly results, resilient traffic and margins, and an outlook that they see as leaving room for further execution upside. Analyst Commentary Recent research points to a broadly positive tone on TJX, with most firms lifting price targets into the mid to high $170s range and a few moving into the low $180s.
내러티브 업데이트 • Mar 22

TJX: Off Price Execution And FY27 Guidance Will Frame Balanced Upside Risk

Analysts have nudged TJX Companies' average price target higher into the low $170s, reflecting updated models after strong Q4 results, resilient margins, and guidance that several firms describe as leaving room for upside. Analyst Commentary Bullish and cautious voices are both active around TJX, but the current wave of research is skewed toward higher price targets and confidence in execution following recent results.
내러티브 업데이트 • Mar 07

TJX: Off Price Execution And FY27 Guidance Will Shape Multi Year Outlook

The analyst price target for TJX Companies has moved higher, reflecting a fair value increase from $164.11 to $171.78. Analysts point to strong recent results, updated models, and sustained resilience in off-price retail as key supports for this change.
내러티브 업데이트 • Feb 21

TJX: Off Price Exposure To Higher Income Shoppers Will Drive Future Upside

Analysts have lifted their fair value estimate for TJX Companies to $193 from $181, citing higher Street price targets and renewed optimism around off-price retail, as firms highlight resilient discretionary spending, solid top-line trends tied to easier weather comparisons and tax refunds, and exposure to higher income consumers. Analyst Commentary Bullish analysts are pointing to a more constructive view on TJX Companies, with higher fair value estimates and price targets reflecting confidence in the off price model and the company’s ability to execute in a mixed retail backdrop.
내러티브 업데이트 • Feb 07

TJX: Elevated Off Price Optimism May Constrain Future Share Return Potential

Analysts have nudged their price expectations for TJX higher, reflected in our fair value estimate rising from US$124.91 to US$129.14. They cite recent price target increases across the Street that point to confidence in the company's off price positioning, ongoing top line trends, Q3 performance and updated guidance.
내러티브 업데이트 • Jan 24

TJX: Elevated Expectations Around Off Price Expansion May Limit Future Upside

Analysts have nudged their fair value estimate for TJX Companies higher to about $124.91 from $117.46, citing recent price target increases across the Street that reflect confidence in the off price model, solid Q3 results, and positive views on consumer spending and market share opportunities into 2026. Analyst Commentary Street research on TJX remains largely constructive, with a cluster of higher price targets following the company’s Q3 report and updated guidance.
내러티브 업데이트 • Jan 09

TJX: Off Price Execution And FY26 Guidance Will Support Multi Year Outlook

Analysts nudged their price target for TJX higher to about $164 from roughly $160, citing supportive Street research that highlights stronger Q3 results, updated FY26 guidance, and broad confidence in off-price retail trends and TJX's multi-banner momentum. Analyst Commentary Recent research points to a generally constructive stance on TJX, with multiple firms lifting valuation targets after the Q3 report and updated FY26 guidance.
내러티브 업데이트 • Dec 26

TJX: Q3 Execution And Market Share Gains Will Support Multi Year Outlook

Analysts modestly lifted their price target on TJX Companies to approximately $160 from about $159, citing strong Q3 results, raised multi year guidance, broad based sales momentum across segments, and continued market share opportunities in the off price space. Analyst Commentary Analyst sentiment around TJX remains broadly constructive following the latest Q3 report, with multiple firms lifting price targets across a wide range, from the mid $140s to the low $180s, and reiterating positive ratings on the shares.
내러티브 업데이트 • Dec 12

TJX Strong Q3 Execution Will Drive Market Share Gains Ahead

TJX Companies fair value estimate has been raised from $164 to $181, as analysts point to strong Q3 results, raised long term guidance, resilient value positioning across categories, and continued market share and EPS growth potential supported by the off price sector backdrop. Analyst Commentary Bullish analysts broadly highlight TJX's strong Q3 performance, improved long term guidance, and durable value proposition as key drivers behind a wave of upward price target revisions.
내러티브 업데이트 • Nov 27

TJX: Momentum From Q3 Gains And Market Share Advances Will Support Outlook

The fair value estimate for TJX Companies has been raised by analysts from approximately $151.84 to $159.16 per share. This adjustment reflects robust Q3 performance, raised guidance, and ongoing strength across key business segments.
내러티브 업데이트 • Nov 11

TJX: Strong Operating Margins And Execution Will Sustain Measured Performance Ahead

Analysts have raised their price target for TJX Companies slightly, from approximately $151.37 to $151.84. They cite strong business performance, robust operating margins, and a solid outlook supported by recent earnings results.
내러티브 업데이트 • Oct 28

Raised Guidance And Solid Performance Will Drive Further Market Share Gains

The analyst price target for TJX Companies has increased slightly from $149.44 to $151.37 per share. Analysts point to the company’s strong recent results, raised guidance, and sustained profitability compared to competitors.
내러티브 업데이트 • Aug 27

Global Store Base Will Reach 7,000, Increasing Customer Access

The analyst price target for TJX Companies has been raised to $149.44, reflecting strong Q2 outperformance, raised guidance, and sustained traffic and market share gains, though upside may be tempered by elevated valuation. Analyst Commentary Strong Q2 performance with both revenue and earnings exceeding expectations, fueled by healthy traffic growth across all banners.
분석 기사 • Aug 22

The TJX Companies, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in The TJX Companies, Inc. ( NYSE:TJX ) had a good week, as its shares rose 3.4% to close at US$138 following...
분석 기사 • Jul 31

TJX Companies (NYSE:TJX) Could Become A Multi-Bagger

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
분석 기사 • Jul 16

When Should You Buy The TJX Companies, Inc. (NYSE:TJX)?

Let's talk about the popular The TJX Companies, Inc. ( NYSE:TJX ). The company's shares received a lot of attention...
새로운 내러티브 • Apr 08

HomeGoods And Sierra Expansion Will Shape Future Markets

Global expansion into high-potential markets like Canada, Europe, and new regions is set to drive significant sales growth and increased market share.
Seeking Alpha • Mar 27

The TJX Companies: Priced For Perfection (Rating Downgrade)

Summary TJX is executing well with solid same-store sales growth and effective management, but macroeconomic conditions have worsened, posing risks to FY25 earnings. Elevated inventory levels and potential margin contraction could pressure TJX's financial performance amid weakening consumer spending and increased fixed costs. TJX's current premium valuation compared to peers like Burlington and Ross is unsustainable, suggesting significant downside risk if macro conditions don't improve. I recommend a sell rating due to heightened macro risks, inventory concerns, and the stock being priced for perfection, despite strong management execution. Read the full article on Seeking Alpha
Seeking Alpha • Feb 03

The TJX Companies: Capital Efficiency And Defensive Earnings Come At A Price

Summary The TJX Companies constantly has grown its leading off-price retail store network with great capital efficiency. TJX provides very defensive earnings as the business is weakly affected by changes in industry-wide apparel sales, proven by recent years' sales data and the 2008 financial crisis performance. The capital efficiency and defensive earnings come at a high price tag, and I estimate a fair value of $116 for TJX stock. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:TJX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
1/31/202972,8246,8645,8508,5716
1/31/202867,8876,2995,2647,83920
1/31/202764,1355,7955,0177,66420
5/2/202661,5845,7905,4777,599N/A
1/31/202660,3725,4944,9176,874N/A
11/1/202558,9795,1194,4186,421N/A
8/2/202557,9254,9744,0415,935N/A
5/3/202556,9924,8303,7775,773N/A
2/1/202556,3604,8644,1986,116N/A
11/2/202456,4214,8694,3666,212N/A
8/3/202455,6234,7634,4536,337N/A
5/4/202454,9134,6534,2696,049N/A
2/3/202454,2174,4744,3356,057N/A
10/28/202352,3264,1094,6456,282N/A
7/29/202351,2283,9814,5806,164N/A
4/29/202350,3133,8023,9595,463N/A
1/28/202349,9363,4982,6274,084N/A
10/29/202249,2703,4007402,169N/A
7/30/202249,6353,3608232,116N/A
4/30/202249,8693,3361,7222,856N/A
1/29/202248,5503,2832,0123,057N/A
10/30/202145,6392,6681,3822,232N/A
7/31/202143,2242,5124,6095,312N/A
5/1/202137,8151,5126,7077,290N/A
1/30/202132,137903,9944,562N/A
10/31/202033,4007505,8066,470N/A
8/1/202033,7347112,4093,364N/A
5/2/202036,8481,685-360757N/A
2/1/202041,7173,272N/A4,067N/A
11/2/201940,6383,129N/A3,484N/A
8/3/201940,0123,063N/A3,427N/A
5/4/201939,5623,044N/A3,513N/A
2/2/201938,9733,060N/A4,088N/A
11/3/201838,8063,096N/A3,574N/A
8/4/201837,7432,975N/A3,483N/A
5/5/201836,7692,788N/A3,302N/A
2/3/201835,8652,608N/A3,026N/A
10/28/201734,3722,409N/A3,444N/A
7/29/201733,9012,317N/A3,546N/A
4/29/201733,4252,326N/A3,630N/A
1/28/201733,1842,298N/A3,627N/A
10/29/201632,6782,287N/A3,393N/A
7/30/201632,1402,324N/A3,192N/A
4/30/201631,6222,311N/A2,935N/A
1/30/201630,9452,278N/A2,957N/A
10/31/201530,2872,259N/A2,839N/A
8/1/201529,8992,267N/A2,849N/A

애널리스트 향후 성장 전망

수입 대 저축률: TJX 의 연간 예상 수익 증가율(6.2%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: TJX 의 연간 수익(6.2%)이 US 시장(18.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: TJX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: TJX 의 수익(연간 5.6%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: TJX 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TJX의 자본 수익률은 3년 후 51.4%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/29 14:41
종가2026/06/29 00:00
수익2026/05/02
연간 수익2026/01/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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경영진10년
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분석가 소스

The TJX Companies, Inc.는 45명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher GrajaArgus Research Company
Mark AltschwagerBaird
Robert DrbulBarclays