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Side-by-side financial comparison of Nike, Inc. (NKE) and TJX Companies (TJX). Click either name above to swap in a different company.
TJX Companies is the larger business by last-quarter revenue ($15.1B vs $12.4B, roughly 1.2× Nike, Inc.). TJX Companies runs the higher net margin — 9.5% vs 6.4%, a 3.2% gap on every dollar of revenue. On growth, TJX Companies posted the faster year-over-year revenue change (7.5% vs 0.6%). TJX Companies produced more free cash flow last quarter ($1.0B vs $386.0M). Over the past eight quarters, Nike, Inc.'s revenue compounded faster (-0.0% CAGR vs -4.0%).
Nike often refers to:Nike, Inc., a major American producer of athletic shoes, apparel, and sports equipment Nike (mythology), a Greek goddess who personifies victory
The TJX Companies, Inc. is an American multinational off-price department store corporation, headquartered in Framingham, Massachusetts. It was formed as a subsidiary of Zayre Corp. in 1987, and became the legal successor to Zayre Corp. following a company reorganization in 1989.
NKE vs TJX — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $12.4B | $15.1B |
| Net Profit | $792.0M | $1.4B |
| Gross Margin | 40.6% | 32.6% |
| Operating Margin | — | — |
| Net Margin | 6.4% | 9.5% |
| Revenue YoY | 0.6% | 7.5% |
| Net Profit YoY | -31.9% | 11.2% |
| EPS (diluted) | $0.53 | $1.28 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $12.4B | $15.1B | ||
| Q3 25 | $11.7B | $14.4B | ||
| Q2 25 | $11.1B | $13.1B | ||
| Q1 25 | $11.3B | $16.4B | ||
| Q4 24 | $12.4B | $14.1B | ||
| Q3 24 | $11.6B | $13.5B | ||
| Q2 24 | $12.6B | $12.5B | ||
| Q1 24 | $12.4B | $16.4B |
| Q4 25 | $792.0M | $1.4B | ||
| Q3 25 | $727.0M | $1.2B | ||
| Q2 25 | $211.0M | $1.0B | ||
| Q1 25 | $794.0M | $1.4B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B | ||
| Q1 24 | $1.2B | $1.4B |
| Q4 25 | 40.6% | 32.6% | ||
| Q3 25 | 42.2% | 30.7% | ||
| Q2 25 | 40.3% | 29.5% | ||
| Q1 25 | 41.5% | 30.5% | ||
| Q4 24 | 43.6% | 31.6% | ||
| Q3 24 | 45.4% | 30.4% | ||
| Q2 24 | 44.7% | 30.0% | ||
| Q1 24 | 44.8% | 29.8% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 7.5% | 11.6% | ||
| Q4 24 | 11.5% | 12.3% | ||
| Q3 24 | 11.3% | 10.9% | ||
| Q2 24 | 13.7% | 11.1% | ||
| Q1 24 | 11.3% | 11.2% |
| Q4 25 | 6.4% | 9.5% | ||
| Q3 25 | 6.2% | 8.6% | ||
| Q2 25 | 1.9% | 7.9% | ||
| Q1 25 | 7.0% | 8.6% | ||
| Q4 24 | 9.4% | 9.2% | ||
| Q3 24 | 9.1% | 8.2% | ||
| Q2 24 | 11.9% | 8.6% | ||
| Q1 24 | 9.4% | 8.5% |
| Q4 25 | $0.53 | $1.28 | ||
| Q3 25 | $0.49 | $1.10 | ||
| Q2 25 | $0.14 | $0.92 | ||
| Q1 25 | $0.54 | $1.23 | ||
| Q4 24 | $0.78 | $1.14 | ||
| Q3 24 | $0.70 | $0.96 | ||
| Q2 24 | $0.99 | $0.93 | ||
| Q1 24 | $0.77 | $1.22 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $7.0B | $4.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $14.1B | $9.4B |
| Total Assets | $37.8B | $35.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $7.0B | $4.6B | ||
| Q3 25 | $7.0B | $4.6B | ||
| Q2 25 | $7.5B | $4.3B | ||
| Q1 25 | $8.6B | $5.3B | ||
| Q4 24 | $8.0B | $4.7B | ||
| Q3 24 | $8.5B | $5.3B | ||
| Q2 24 | $9.9B | $5.1B | ||
| Q1 24 | $9.0B | $5.6B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $8.0B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $8.9B | — | ||
| Q1 24 | — | — |
| Q4 25 | $14.1B | $9.4B | ||
| Q3 25 | $13.5B | $8.9B | ||
| Q2 25 | $13.2B | $8.5B | ||
| Q1 25 | $14.0B | $8.4B | ||
| Q4 24 | $14.0B | $8.2B | ||
| Q3 24 | $13.9B | $7.8B | ||
| Q2 24 | $14.4B | $7.5B | ||
| Q1 24 | $14.2B | $7.3B |
| Q4 25 | $37.8B | $35.2B | ||
| Q3 25 | $37.3B | $32.9B | ||
| Q2 25 | $36.6B | $31.9B | ||
| Q1 25 | $37.8B | $31.7B | ||
| Q4 24 | $38.0B | $32.4B | ||
| Q3 24 | $37.9B | $30.6B | ||
| Q2 24 | $38.1B | $29.7B | ||
| Q1 24 | $37.4B | $29.7B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.62× | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $579.0M | $1.5B |
| Free Cash FlowOCF − Capex | $386.0M | $1.0B |
| FCF MarginFCF / Revenue | 3.1% | 6.6% |
| Capex IntensityCapex / Revenue | 1.6% | 3.5% |
| Cash ConversionOCF / Net Profit | 0.73× | 1.06× |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $4.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $579.0M | $1.5B | ||
| Q3 25 | $222.0M | $1.8B | ||
| Q2 25 | $463.0M | $394.0M | ||
| Q1 25 | $1.8B | $2.7B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $394.0M | $1.6B | ||
| Q2 24 | $2.6B | $737.0M | ||
| Q1 24 | $2.1B | $2.8B |
| Q4 25 | $386.0M | $1.0B | ||
| Q3 25 | $15.0M | $1.3B | ||
| Q2 25 | $363.0M | $-103.0M | ||
| Q1 25 | $1.7B | $2.2B | ||
| Q4 24 | $920.0M | $624.0M | ||
| Q3 24 | $274.0M | $1.1B | ||
| Q2 24 | $2.4B | $318.0M | ||
| Q1 24 | $1.9B | $2.4B |
| Q4 25 | 3.1% | 6.6% | ||
| Q3 25 | 0.1% | 9.2% | ||
| Q2 25 | 3.3% | -0.8% | ||
| Q1 25 | 15.2% | 13.4% | ||
| Q4 24 | 7.4% | 4.4% | ||
| Q3 24 | 2.4% | 7.9% | ||
| Q2 24 | 19.1% | 2.5% | ||
| Q1 24 | 15.4% | 14.4% |
| Q4 25 | 1.6% | 3.5% | ||
| Q3 25 | 1.8% | 3.2% | ||
| Q2 25 | 0.9% | 3.8% | ||
| Q1 25 | 0.7% | 3.1% | ||
| Q4 24 | 1.0% | 3.0% | ||
| Q3 24 | 1.0% | 4.2% | ||
| Q2 24 | 1.7% | 3.4% | ||
| Q1 24 | 1.1% | 2.7% |
| Q4 25 | 0.73× | 1.06× | ||
| Q3 25 | 0.31× | 1.44× | ||
| Q2 25 | 2.19× | 0.38× | ||
| Q1 25 | 2.26× | 1.93× | ||
| Q4 24 | 0.90× | 0.81× | ||
| Q3 24 | 0.37× | 1.48× | ||
| Q2 24 | 1.75× | 0.69× | ||
| Q1 24 | 1.76× | 2.00× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NKE
| Footwear | $7.7B | 62% |
| Apparel | $3.9B | 31% |
| Sporting Equipment | $550.0M | 4% |
| Converse Segment | $300.0M | 2% |
| Sales Channel Other | $9.0M | 0% |
TJX
| Marmaxx | $9.0B | 60% |
| Home Goods | $2.5B | 17% |
| TJX International | $2.0B | 14% |
| Tjx Canada | $1.5B | 10% |
