TJX Companies stock on the NYSE rose 27.2% last year, according to S&P Global Market Intelligence data. The S&P 500 and Nasdaq Composite climbed 16.4% and 20.4%, respectively, in 2025.
The company delivered a series of better-than-expected earnings reports last year. It managed to keep growing sales and earnings despite macroeconomic pressures impacting the retail space.
In November, TJX published its report for the third quarter of fiscal 2026, which ended at the beginning of that month. The company posted earnings per share of $1.28 on revenue of $15.12 billion. The average analyst estimate had called for per-share earnings of $1.22 on sales of $14.85 billion.
Across the first three quarters of fiscal 2026, the business recorded revenue of approximately $42.63 billion and earnings of $3.30 per share. For comparison, the business recorded sales of $40 billion and per-share net income of $3.03 in the prior-year period.
The TJ Maxx operator posted strong same-store sales growth. Gross margin gains, improved operating cost efficiency, and stock buybacks also helped boost earnings.
TJX stock has continued to post market-beating performance early in 2026's trading. The company's share price is up 2.5% year to date, beating the S&P 500's gain of 1.4% and the Nasdaq Composite's gain of 1.2%.
With the stock trading at roughly 34 times this year's expected earnings, investors have been willing to pay a premium. TJX's model of bulk purchasing name-brand goods at heavily discounted prices has allowed it to continue growing customer traffic and ticket sizes. The company's sourcing strategies have been proving very effective.
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