Tractor Supply Company
54.24-1.25 (-2.25%)
Oct 29, 4:00:01 PM EDT · NasdaqGS · TSCO · USD
Key Stats
Market Cap
28.74BP/E (TTM)
26.20Basic EPS (TTM)
2.07Dividend Yield
0.02%Recent Filings
8-K
Q3 sales hit record $3.72B
Tractor Supply reported third-quarter 2025 net sales up 7.2% to $3.72 billion, with comparable store sales rising 3.9% on 2.7% transaction growth and strength in seasonal and C.U.E. products. Gross margin edged to 37.4%, while SG&A climbed to 28.1% amid investments, yielding $0.49 diluted EPS, up 8.6%. The company narrowed full-year guidance to 4.6%-5.6% sales growth and $2.06-$2.13 EPS, citing tariff visibility and strategic momentum. Yet risks from macroeconomic pressures loom.
10-Q
Q2 FY2025 results
Tractor Supply's Q2 net sales climbed 4.5% year-over-year to $4.44B, fueled by new stores and a 1.5% comp rise, while gross margin edged up 0.3 points to 36.9% on tight cost controls. Operating income grew 2.9% to $578M, but YTD figures show a slight 0.3% uptick to $827M amid softer comps of 0.5%, with diluted EPS dipping to $1.14 from $1.15—anti-dilution from share repurchases at work. Cash from operations surged 23% to $1.00B YTD, funding $352M capex and the December 2024 Allivet buy for $135M cash, adding $101M goodwill and $27M intangibles. Debt sits at $1.67B with $1.86B revolver availability; no covenant issues. Allivet bolsters pet offerings, yet tariff hikes on imports pose cost risks.
8-K
Quarterly dividend declared
8-K
Q2 sales up 4.5%
Tractor Supply reported Q2 2025 net sales up 4.5% to $4.44 billion, with comparable store sales rising 1.5% amid a delayed spring, driven by strength in consumables and seasonal items but offset by discretionary softness. Gross margin expanded to 36.9% through cost management, while operating income grew 2.9% to $577.8 million despite higher SG&A from investments. The company reaffirms its full-year 2025 outlook, including net sales growth of 4% to 8% and EPS of $2.00 to $2.18, while navigating tariff pressures with a U.S.-sourced supply chain. Solid execution persists.
8-K
Annual meeting votes pass
Tractor Supply Company's stockholders overwhelmingly elected all nine director nominees at the May 15, 2025 annual meeting, ratified Ernst & Young LLP as auditors for the fiscal year ending December 27, 2025, and approved executive compensation on an advisory basis. They also endorsed amending the Restated Certificate of Incorporation to enable officer exculpation under Delaware law. All proposals passed decisively, with director elections exceeding 90% support despite some broker non-votes. Governance stays steady.
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