TJX Companies Inc (TJX) Q2 2027 (USD): Adj. EPS 1.22 (exp. 1.19), Revenue 15.18bln (exp. 15.18bln). FY EPS view 5.31-5.36 (exp. 5.23)

Consolidated comp sales +4% (exp. 3.3%) During the second quarter of Fiscal 2027, the Company received aggregate refunds of USD 331mln for a portion of the IEEPA tariffs it previously paid. The net benefit of tariff refunds was USD 219mln for the Company’s second quarter Fiscal 2027 pretax profit. Guidance Increases full year FY27 pretax profit margin and diluted earnings per share guidance. Q3 EPS view 1.36-1.38 (exp. 1.35). Q3 Adj. EPS view (ex tariff refunds) 1.30-1.32. Q3 comp sales growth view of 2-3%. Q3 pretax profit margin to be in the range of 12.8% to 12.9% (ex tariff refunds 12.3-12.4%). FY EPS view 5.31-5.36 (exp. 5.23). FY comp sales growth view 3-4%.