Stock Analysis

TJX Companies Full Year 2025 Earnings: EPS Beats Expectations

NYSE:TJX
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TJX Companies (NYSE:TJX) Full Year 2025 Results

Key Financial Results

  • Revenue: US$56.4b (up 4.0% from FY 2024).
  • Net income: US$4.86b (up 8.7% from FY 2024).
  • Profit margin: 8.6% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue.
  • EPS: US$4.31 (up from US$3.90 in FY 2024).

TJX Sales Performance

  • Like-for-like sales growth: 4.0% vs FY 2024.
revenue-and-expenses-breakdown
NYSE:TJX Revenue and Expenses Breakdown April 4th 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

TJX Companies EPS Beats Expectations

Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%.

The primary driver behind last 12 months revenue was the United States - Marmaxx segment contributing a total revenue of US$34.6b (61% of total revenue). Notably, cost of sales worth US$35.5b amounted to 63% of total revenue thereby underscoring the impact on earnings. The largest operating expense was General & Administrative costs, amounting to US$14.0b (87% of total expenses). Explore how TJX's revenue and expenses shape its earnings.

Looking ahead, revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US.

Performance of the American Specialty Retail industry.

The company's shares are up 4.0% from a week ago.

Risk Analysis

It's still necessary to consider the ever-present spectre of investment risk. We've identified 1 warning sign with TJX Companies , and understanding it should be part of your investment process.

Valuation is complex, but we're here to simplify it.

Discover if TJX Companies might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.