TSCO
Tractor Supply Company52.64
-0.29-0.55%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
27.82BP/E (TTM)
25.43Basic EPS (TTM)
2.07Dividend Yield
0.02%Recent Filings
8-K
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.
8-K
Quarterly dividend declared
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
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.
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