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Tractor Supply Company

NASDAQ•TSCO
CEO: Mr. Harry A. Lawton III
Sector: Consumer Cyclical
Industry: Specialty Retail
Listing Date: 1994-02-17
Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise. It provides its products under the 4health, Paws & Claws, American Farmworks, Producer's Pride, Bit & Bridle, Red Shed, Blue Mountain, Redstone, C.E. Schmidt, Retriever, Country Lane, Ridgecut, Countyline, Royal Wing, Country Tuff, Strive, Dumor, Traveller, Farm Table, Treeline, Groundwork, TSC Tractor Supply Co, Huskee, Untamed, and JobSmart brand names. The company operates its retail stores under the Tractor Supply Company, Petsense by Tractor Supply, and Orscheln Farm and Home names; and operates websites under the TractorSupply.com and Petsense.com names. It sells its products to recreational farmers, ranchers, and others. Tractor Supply Company was founded in 1938 and is based in Brentwood, Tennessee.
Contact Information
5401 Virginia Way, Brentwood, TN, 37027, United States
615-440-4000
www.tractorsupply.com
Market Cap
$26.04B
P/E (TTM)
23.8
33.3
Dividend Yield
1.9%
52W High
$63.99
52W Low
$46.85
52W Range
15%
Rank9
7.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 7.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$3.90B+3.31%
4-Quarter Trend

EPS

$0.43-2.27%
4-Quarter Trend

FCF

$59.28M-78.14%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Sales Increased 4.3% Net sales reached $15.52 B in fiscal 2025, driven by 1.2% comparable sales growth and new store openings.
Gross Margin Rate Improved Gross margin increased 16 basis points to 36.42% in 2025, aided by cost management initiatives and pricing strategy execution.
Operating Cash Flow Strong Net cash from operating activities provided $1.64 B, a $214.5 M increase over fiscal 2024 results, supporting investments.
Store Base Expansion Continues Opened 99 Tractor Supply stores and acquired Allivet for $135.0 M, expanding retail footprint across 49 states.

Risk Factors

Comparable Sales Fluctuations Risk Existing store sales fluctuate due to competition, weather, and general retail environment, potentially impacting future results materially.
Supply Chain Vendor Reliance Reliance on international vendors exposes business to tariffs, trade policy changes, and potential supply disruptions impacting costs.
Macroeconomic Consumer Spending Results sensitive to geopolitical conditions, inflation, interest rates, and consumer discretionary spending shifts, potentially lowering net sales.
Cybersecurity Threat Exposure Dependence on information systems creates risk from cyberattacks, potentially causing data loss, litigation, and reputational damage.

Outlook

2026 Store Opening Target Plan to open approximately 100 new Tractor Supply stores in fiscal 2026, focusing on expansion in existing and new markets.
Strategic Digital Investment Continued investment in digital capabilities, AI, and automation to enhance customer experience and improve operational efficiency.
Capital Expenditures Guidance Projected net capital expenditures for fiscal 2026 estimated between $675.0 M and $725.0 M, funding store growth and tech.
Share Repurchase Program Remaining authorization for stock repurchases stands at $1.13 B; future purchases depend on Board discretion and market conditions.

Peer Comparison

Revenue (TTM)

STLA stock ticker logoSTLA
$343.12B
-15.8%
BBY stock ticker logoBBY
$41.69B
+0.4%
LEN stock ticker logoLEN
$34.13B
-3.8%

Gross Margin (Latest Quarter)

EXPE stock ticker logoEXPE
84.0%
+1.0pp
EBAY stock ticker logoEBAY
71.4%
-0.9pp
ROL stock ticker logoROL
47.5%
+0.5pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
EBAY$41.44B20.442.7%41.9%
LVS$37.04B22.782.9%73.6%
VIK$32.19B28.1237.9%46.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.0%
Moderate Growth
4Q Net Income CAGR
8.2%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:Apr 22, 2026
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