TJX

Q2 FY2027 EarningsQ2 FY27 delivered a robust beat on both top and bottom lines, with revenue of $15.18B slightly ahead of the $15.16B consensus and GAAP EPS of $1.36 significantly outperforming the $1.19 mean estimate. The results were bolstered by a one-time $219M net benefit from tariff refunds; however, adjusted EPS of $1.22 still exceeded expectations by ~3%. Management raised FY27 guidance, increasing full-year adjusted EPS to $5.15–$5.20 and projecting an acceleration in store growth to 4% starting in FY28.