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TJX Cos. beat earning expectations, well positioned for tariffs

September 22, 2025

 

SEPTEMBER 22, 2025 – The TJX Companies, parent company of TJ Maxx, Marshalls, HomeGoods, Sierra and Homesense, late last month announced great news and as reported recently by Ali McCadden of CNBC they, “reported earnings and revenue that beat Wall Street’s expectations and raised its full-year guidance, as the discounter behind T.J. Maxx, Marshalls and HomeGoods said it assumes it can offset higher costs from tariffs.”

 

In a TJX news release, TJX Companies CEO, Ernie Herrmann said, “Customer transactions were up at every division as we saw strong demand at each of our U.S. and international businesses. With our strong second quarter profit results, we are raising our full-year guidance for both pretax profit margin and earnings per share. The third quarter is off to a strong start, and I am very confident in our position as we enter the second half of the year.”

 

Analysts say TJX Companies and other off-price retailers have an advantage when it comes to tariffs as they are typically purchasing excess merchandise from other retailers after the tariffs have been paid.  Click here to read the full story: TJX Cos. (TJX) Q2 2026 earnings