TJX Set to Report Fourth Quarter and Full-Year Fiscal 2026 Results

Market participants are keenly awaiting the upcoming earnings release from off-price retail giant TJX. The company is scheduled to report its fourth-quarter and full-year fiscal 2026 performance, providing clarity on whether its recent positive momentum carried through the critical holiday season. This follows an upward revision to its annual guidance issued last November.

Key Details for Investors:

• Earnings Date: Results are anticipated on February 25, 2026.
• Q4 EPS Forecast: Analysts project earnings per share in the range of $1.33 to $1.36.
• Annual Revenue Target: The company aims for full-year revenue between $59.7 billion and $59.9 billion.
• Quarterly Dividend: A cash dividend of $0.425 per share is payable on March 5.

All eyes will be on whether TJX managed to sustain the growth dynamics demonstrated in its impressive third quarter. During that period, the retailer posted revenue of $15.1 billion and diluted earnings per share of $1.28. A key indicator of operational health, consolidated comparable store sales, increased by 5% across its banners.

That strong performance prompted management to raise its outlook for the entire 2026 fiscal year last fall. The updated guidance now calls for full-year adjusted earnings per share of $4.63 to $4.66, alongside an approximate 4% increase in comparable store sales.

Should investors sell immediately? Or is it worth buying TJX?

Dividend Consistency and Economic Resilience

In addition to operational metrics, TJX continues its commitment to shareholder returns. The declared quarterly cash dividend of $0.425 per share will be distributed to shareholders of record as of Thursday, February 12.

A significant point of analysis will be the resilience of TJX's bargain-oriented business model within the current macroeconomic climate. The environment for off-price retailers remains challenging. However, the company has recently benefited from its agile supply chain, which allows it to secure inventory efficiently and pass notable value directly to consumers.

The forthcoming report on February 25 will ultimately reveal if the retailer met its heightened annual targets. Investors are likely to pay particularly close attention to any initial guidance for the new fiscal year, seeking to evaluate the sustainability of the company's current growth path.