TJX FY2027 Q2 Earnings: $15.2B Sales, 13.3% Pretax — and a 1.4-Point Tariff Asterisk
TJX FY2027 Q2: net sales $15.18B (+5%), consolidated comps +4% above plan, and net income $1.52B. Reported pretax margin of 13.3% includes a 1.4-point net IEEPA tariff-refund benefit ($331M refunds less $112M compensation accruals); adjusted pretax margin is 11.9%, up 0.5 points, and adjusted diluted EPS is $1.22 versus $1.36 reported. Cash ended at $6.0B, inventories at $7.86B with per-store +2% — all tracked in a public Beancount ledger spanning FY2022–FY2027Q2.