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Tractor Supply

TSCO · Consumer Discretionary

Last earnings Oct 22, 2026

Key results

Net revenuequarter

7.2%

l Net Sales Increased 7.2% to a Record $3.72 Billion l Comparable Store Sales Increased 3.9% Comparable Average Transaction Growth of 2.7% l Diluted Earnings per Share ( EPS ) of $0.49 The Tractor Supply team delivered a strong third quarter.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Comparable Store revenuequarter

3.9%

l Net Sales Increased 7.2% to a Record $3.72 Billion l Comparable Store Sales Increased 3.9% Comparable Average Transaction Growth of 2.7% l Diluted Earnings per Share ( EPS ) of $0.49 The Tractor Supply team delivered a strong third quarter.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

EPSquarter

$0.49

l Net Sales Increased 7.2% to a Record $3.72 Billion l Comparable Store Sales Increased 3.9% Comparable Average Transaction Growth of 2.7% l Diluted Earnings per Share ( EPS ) of $0.49 The Tractor Supply team delivered a strong third quarter.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Gross marginquarter

37.4%

Gross margin rate increased 15 basis points to 37.4% from 37.2% in the prior year s third quarter.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Operating incomequarter

5.6%

Operating income increased 5.6% to $342.7 million from $324.6 million in the third quarter of 2024.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Net incomequarter

7.4%

Net income increased 7.4% to $259.3 million from $241.5 million.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Diluted EPS increased 8.6% to $0.49 compared to $0.45 in the third quarter of 2024.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

AI analysis

Q3 2025 · reported Oct 23, 2025

Based on: Earnings release + parent 8-K — transcript not held

EPS · Q3 2025
$0.49
EX-99 · Oct 23, 2025
Gross margin · Q3 2025
37.4%
EX-99 · Oct 23, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Net revenue7.2%——
Comparable Store revenue3.9%——
EPS$0.49——
Gross margin37.4%——
Operating income5.6%——
Net income7.4%——

EX-99 · Oct 23, 2025

Guidance · company-stated

Sales

“+1.4%”

Operating Margin

“Rate 9.5% to 9.7% 9.5% to 9.9%”

Net Income

“$1.09 billion to $1.14 billion $1.07 billion”

Guidance stated in the release's Business Outlook table for fiscal year 2025; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin37.4%

Capital allocation

Dividend$121.9M

The Company repurchased approximately 1.3 million shares of its common stock for $75.4 million and paid quarterly cash dividends totaling $121.9 million, returning a total of $197.3 million of capital to shareholders in the third quarter of 2025.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Our results were in line with our expectations and reflect the unwavering commitment of our 52,000 Team Members who live Life Out Here every day

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Sales: “Sales +1.4%”

Operating Margin: “Operating Margin Rate 9.5% to 9.7% 9.5% to 9.9%”

Net Income: “Net Income $1.09 billion to $1.14 billion $1.07 billion”

Sales (“fiscal year 2025”)
“Sales +1.4%”

Operating Margin (“fiscal year 2025”)
“Operating Margin Rate 9.5% to 9.7% 9.5% to 9.9%”

Net Income (“fiscal year 2025”)
“Net Income $1.09 billion to $1.14 billion $1.07 billion”

Guidance stated in the release's Business Outlook table for fiscal year 2025; no direction stated — figures as stated in the table.

Capital allocation

The Company repurchased approximately 1.3 million shares of its common stock for $75.4 million and paid quarterly cash dividends totaling $121.9 million, returning a total of $197.3 million of capital to shareholders in the third quarter of 2025.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

(c) Effective January 1, 2023, the Company s share repurchases are subject to a 1% excise tax as a result of the Inflation Reduction Act of 2022.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Excise taxes incurred on share repurchases represent direct costs of the repurchase and are recorded as a part of the cost basis of the shares within treasury stock.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Strategy & priorities

We are encouraged by the early momentum in our Life Out Here 2030 strategic initiatives enhancing the customer experience, expanding our capabilities and strengthening our foundation for long-term growth.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Gross margin improvement from the Company s ongoing focus on product cost management and the continued execution of an everyday low price strategy was partially offset by tariff costs and higher transportation costs.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

These factors were partially offset by an ongoing focus on productivity and fixed cost leverage.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

The effective income tax rate was 21.0% compared to 22.3% in the third quarter of 2024, primarily reflecting the timing of certain tax planning initiatives that the Company expects to normalize over the full year.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Risks & headwinds

With improved visibility on tariffs and the broader demand environment, we are narrowing our full-year guidance range to reflect our year-to-date performance and a balanced outlook.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Gross margin improvement from the Company s ongoing focus on product cost management and the continued execution of an everyday low price strategy was partially offset by tariff costs and higher transportation costs.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

These factors include, without limitation, the impact of the changes in tariffs and the corresponding macroeconomic pressures and those factors discussed in the Risk Factors section of the Company s Annual Reports or Form 10-K and other filings with the Securities and Exchange Commission.

SEC original ↗Tractor Supply — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Documents

Earnings deck slides

0 decks with slide view

Tractor Supply — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer Discretionary

Filings

31 documents

Earnings releases

9 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Tractor Supply are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Tractor Supply by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.