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Tractor Supply Company (TSCO) earnings

TRACTOR SUPPLY CO /DE/· Consumer Discretionary

Results to
Jun 2026
Latest analysed call
Sep 2026 (Q3 FY26)
Balance sheet to
Dec 2025

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Tractor Supply Company earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue4,541 $ million+2.3% YoYQuarterly, as filedQuarter to Jun 2026Revenue from operations as filed.
Operating margin10.3 %−2.7 pts YoYOperating profit / revenueQuarter to Jun 2026For the quarter; a change is in percentage points.
Net profit361 $ million−16.1% YoYQuarterly, as filedQuarter to Jun 2026Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Jun 2026

Guidance

What management said, and what became of it

13 of 16 judged targets kept · 27 open · verdicts reflect calls analysed to Jun 2026.

TRACTOR SUPPLY CO /DE/ management guidance track record on Inve: 43 targets tracked across analysed earnings calls (13 achieved, 3 missed, 27 open).

TargetOriginal wordingSaidLatest callVerdict
Full-year comparable store sales1% to 3%Dec 2025Jun 2026:comparable store sales in the range of negative 1% to flat
Call transcript, Jun 2026 · no direct link		Revised Down
11th distribution center (Idaho) construction and start of operationsconstruction starting in 2025, operations commencing late 2026 or early 2027Dec 2024Jun 2026:we plan to open our 11th distribution center early in the fourth quarter
Call transcript, Jun 2026 · no direct link		On Track
Q1 FY26 diluted EPScomparable to the prior yearDec 2025Mar 2026:Diluted earnings per share were $0.31
Call transcript, Mar 2026 · no direct link		Missed

Source: Inve Guidance Tracker for TRACTOR SUPPLY CO /DE/ · to Jun 2026

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

3 of TRACTOR SUPPLY CO /DE/'s 43 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 40 more targets are in the full ledger.

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Price

$33.42 −3.77% · −$1.31

Last close Oct 23, 2026 · US · USD · Source: Inve

Performance −39.0% 1Y

$30.0$40.0$50.0Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Oct 26Mar 2026 (Q1 FY26) — 21 Apr 2026Jun 2026 (Q2 FY26) — 23 Jul 2026Sep 2026 (Q3 FY26) — 22 Oct 2026

1Y: $54.83 on 22 Oct 2025 → $33.42. High $56.37 (27 Oct 2025), low $29.14 (3 Jun 2026).

Previous close
$34.73
52-week range
$29.14 – $56.37
One year
−40.69%

Overview

Symbol
TSCO
Exchange
US
Currency
USD

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