TJXTJX COMPANIES INC /DE/
Retail-Family Clothing Stores
- Revenue
- $60.4B
- 7.1% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$4.1B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear125% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear63% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $48.5B | $49.9B | $54.2B | $56.4B | $60.4B | 7.1% |
| Net income | $3.3B | $3.5B | $4.5B | $4.9B | $5.5B | 13% |
| Operating cash flow | $3.1B | $4.1B | $6.1B | $6.1B | $6.9B | 12% |
| Capex | $1.0B | $1.5B | $1.7B | $1.9B | $2.0B | 2.0% |
| Stock-based comp | $189M | $122M | $160M | $183M | $214M | 17% |
| Buybacks | $2.2B | $2.3B | $2.5B | $2.5B | $2.5B | 0.4% |
| Dividends | $1.3B | $1.3B | $1.5B | $1.6B | $1.8B | 12% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $27M | $47M | 252 | 209 |
| FY2025 | $23M | $48M | 207 | 173 |
| FY2024 | $22M | $44M | 160 | 139 |
| FY2023 | $21M | $23M | 132 | 121 |
| FY2022 | $32M | $48M | 113 | 109 |