周三盘前，The TJX Companies Inc.（TJX）股价大涨5.01%，投资者对公司强劲的财报表现和乐观的全年展望反应积极。
TJX公布了2026财年第二季度业绩，多项关键指标均超出市场预期。同店销售增长4%，税前利润率达到11.4%，稀释每股收益为1.10美元，均高于分析师预估。更引人注目的是，公司上调了2026财年的税前利润率和每股收益指引，展现出对未来业绩的信心。TJX现预计2026财年每股收益将在4.52美元至4.57美元之间，显著高于此前4.34美元至4.43美元的预期。
尽管面临宏观经济的不确定性，TJX对其非价格零售店的需求保持乐观。公司将2026财年可比店面销售额增长预期从此前的2%至3%上调至3%。分析师指出，TJX得益于其广泛的采购策略，使公司能够灵活应对库存管理，有效缓解了潜在的关税压力。这种策略优势，加上对价格敏感的消费者持续青睐物美价廉的商品，共同推动了TJX的业绩增长，也是投资者看好公司前景的重要原因。
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