Treasure-hunt model resilience
Off-price retail has historically held up well across spending cycles, since value-seeking shoppers persist in both strong and weak economies. Watch traffic and ticket trends for signs of that pattern continuing.
Stock research
The TJX Companies, Inc. (TJX) Stock Research
TJX runs off-price retail chains such as T.J. Maxx, Marshalls, and HomeGoods, selling brand-name merchandise at a discount.
The TJX Companies, Inc. reported net income of $5.5B for the fiscal year ended January 31, 2026. Source: SEC filing 0000109198-26-000015
- TJX
- NYSE
- Consumer
- 1956
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About TJX Companies
Its treasure-hunt model tends to draw shoppers even during periods of tighter consumer budgets.
- NYSE: TJX
- Consumer Discretionary
- Retail-Family Clothing Stores (SIC 5651)
- February 1
- Framingham, Massachusetts
- 1956
TJX key financials
Reported figures from The TJX Companies, Inc.'s filings, pulled directly from SEC XBRL data rather than a third-party terminal. Each row links to the filing it came from.
| Metric | Value | Period | Source |
|---|---|---|---|
| Net income | $5.5B | 2025-02-02 – 2026-01-31 | SEC filing |
| Operating cash flow | $6.9B | 2025-02-02 – 2026-01-31 | SEC filing |
| Diluted EPS | $4.87 | 2025-02-02 – 2026-01-31 | SEC filing |
| Shares outstanding | 1.11B | As of 2025-11-21 | SEC filing |
Values are as tagged by the issuer in XBRL. Revenue for banks and insurers is net of interest expense where that is the reported line. Fiscal years that do not follow the calendar are shown by their period-end date. No price, market cap, or valuation multiple is shown because Yield Theory does not republish unlicensed market data.
Diluted EPS is the earnings figure behind the price-to-earnings ratio; the P/E multiple compression calculator shows how a change in that multiple moves a share price. Shares outstanding multiplied by the share price gives market capitalization.
What investors should watch in TJX
For The TJX Companies, Inc., the most important recurring operating and market variables are:
- ◆Comparable-store sales and customer traffic across its off-price banners
- ◆Opportunistic merchandise buying and inventory flexibility versus full-price retailers
- ◆Store growth and international expansion, including HomeSense and European banners
- ◆Markdown discipline and freight/wage costs as margin levers
Key questions for the TJX thesis
Each question starts with what the filings show, then why it matters. None of these is a rating or a forecast.
Buying and sourcing edge
TJX's flexible, opportunistic buying model lets it take advantage of overstock and closeouts from other retailers and brands. Assess whether that sourcing advantage is holding up as e-commerce changes inventory flows industry-wide.
International growth runway
Evaluate the pace and returns on store growth in Europe and Australia versus the more mature North American footprint, since international expansion is a key piece of the long-term growth story.
Margin structure
Track freight costs, wage inflation, and markdown rates, which move margins more than pricing does in an off-price model built around low, consistent price points.
Does TJX's reported profit turn into cash?
Operating cash flow was $6.9B, 1.25 times net income of $5.5B, for the fiscal year ended January 31, 2026.
Cash from operations exceeded reported earnings. Non-cash charges such as depreciation, amortization and stock-based compensation usually explain the gap; the cash-flow statement shows which.
When does The TJX Companies, Inc.'s fiscal year end?
The SEC lists The TJX Companies, Inc.'s fiscal year end as February 1, not December 31. The latest annual figures here run from February 2, 2025 to January 31, 2026. Its reporting year ends on a nearby date rather than a fixed calendar day.
Annual results cover a different 12 months from calendar-year peers. Align periods before comparing growth or margins across companies.
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The thesis, the numbers behind it, and what would break it. Full access is $39 a month.
Read the full researchTJX primary sources
- Latest annual report: Form 10-K filed March 31, 2026
- Latest quarterly report: Form 10-Q filed August 28, 2026
- The TJX Companies investor relations
- The TJX Companies filings at the SEC
- All TJX filings on SEC EDGAR
How we source and review company pages: research methodology.
Congressional trading in TJX
| Politician | Trade date | Type | Owner | Amount | Source |
|---|---|---|---|---|---|
| Kevin Hern | 2026-09-15 | Sale | Self | $1,001 - $15,000 | Filing #20035491 |
| Kevin Hern | 2026-09-02 | Sale | Joint | $15,001 - $50,000 | Filing #20035491 |
| Kevin Hern | 2026-08-31 | Sale | Joint | $15,001 - $50,000 | Filing #20035491 |
| Kevin Hern | 2026-08-27 | Sale | Self | $1,001 - $15,000 | Filing #20035491 |
| Jared Moskowitz | 2026-03-23 | Purchase | Self | $1,001 - $15,000 | Filing #20034274 |
| John Hickenlooper | 2026-01-14 | Sale | Self | $50,001 - $100,000 | Filing #83722654-25b1-499e-8ad5-4a1349d993a6 |
| Julie Johnson | 2025-12-18 | Sale | Joint | $1,001 - $15,000 | Filing #20033789 |
| Julie Johnson | 2025-11-13 | Sale | Joint | $1,001 - $15,000 | Filing #20033611 |
| Julie Johnson | 2025-08-14 | Sale | Joint | $1,001 - $15,000 | Filing #20032066 |
| Lisa McClain | 2025-06-11 | Sale | Spouse | $1,001 - $15,000 | Filing #20030891 |
All verified TJX congressional disclosures
Congressional disclosures are delayed, range-based records—not real-time signals or proof of motive. See the source-linked tracker for scope and limitations.
Compare TJX with similar companies
TJX Companies peers
Ross Stores, Inc. (ROST)Retail-Family Clothing StoresAmazon.com, Inc. (AMZN)Retail-Catalog & Mail-Order HousesTesla, Inc. (TSLA)Motor Vehicles & Passenger Car BodiesNIKE, Inc. (NKE)Rubber & Plastics FootwearMGM Resorts International (MGM)Hotels & MotelsThe Home Depot, Inc. (HD)Retail-Lumber & Other Building Materials Dealers
TJX — frequently asked questions
What does The TJX Companies, Inc. do?
TJX runs off-price retail chains such as T.J. Maxx, Marshalls, and HomeGoods, selling brand-name merchandise at a discount.
What were TJX's latest reported annual revenue and net income?
The TJX Companies, Inc. reported net income of $5.5B for the fiscal year ended January 31, 2026. The figures come from The TJX Companies, Inc.'s SEC XBRL filings.
When does The TJX Companies, Inc.'s fiscal year end?
The SEC lists The TJX Companies, Inc.'s fiscal year end as February 1.
Do members of Congress trade TJX?
The current verified House and Senate snapshot contains 18 transaction rows for TJX, each linked to the original filing.
Where is The TJX Companies, Inc. headquartered?
The TJX Companies, Inc. is headquartered in Framingham, Massachusetts and was founded in 1956.
Is TJX a good investment?
This page does not rate TJX as a buy or sell. It sets out what The TJX Companies, Inc. reports, what investors should watch and the questions a thesis has to answer, with links to the SEC filings. It is research, not investment advice.
This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.
What do the TJX numbers leave unanswered?
Financials describe the business. The next question is which assumptions an investment thesis depends on. Explore the member reports below for analysis of catalysts, risks, and what would change the view. $39/month or $249/year.
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