TSCO
Tractor SupplyPrevious close
33.94
Change
+0.29 / +0.86%
P/E (TTM) ?
18.1
Market Cap
$17.7B
1M
+8.47%
S&P 500 −0.91% over same period
Volume / Avg Volume
10.8M / 19.0M
0.57× average
Latest earnings analysisFY2026 Q2Reported 2026-07-23
Tractor Supply Q2 FY2026: sales up 2.3%, EPS down 14.9%
Tractor Supply's fiscal 2026 second quarter missed on both the quality of sales and the bottom line: revenue rose 2.3% to $4.54 billion, but comparable store sales fell 1.5% and GAAP EPS dropped to $0.69 from $0.81. Adjusted EPS of $0.81 also landed under the $0.8317 consensus estimate. Management cut full-year guidance and withdrew its long-term framework, so the read is that traffic and cost problems are worsening rather than easing.
Read the full analysis →Revenue$4.54BYoY +2.30%
EPS (non-GAAP)$0.81Missest. $0.83
Next-day move+2.31%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-23 | $4.5B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-21 | $3.6B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-29 | $15.5B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-23 | $3.7B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-24 | $4.4B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-24 | $3.5B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 25 of its 5-year rangeCheap
5-year range 15.1 – 72.9 · Median 24.7
Last 4 quarters: $445M in buybacks + $495M in dividends, 5.31% of market cap combined
P/E (TTM)
18.1
P/B
6.6
P/S
1.1
Dividend Yield
2.08%
Earnings Reaction
Over the last 6 reports, the stock moved ±1.0% on average on the first trading day after, rising 2 times
Most recent +2.31%
Volatility & Correlation
1-year beta 0.32 · Correlation with S&P 500 0.12Low beta
Annualized volatility 34% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 3 · $0.65MSell 0 · $0.00MNet buying $0.65M
- 08-04Lawton III Harry APresident & CEOBuy$0.50M15,600 shares · 2 trades · Avg price 32.15
- 08-04MORRIS EDNADirectorBuy$0.05M1,560 shares · Avg price 32.44
- 08-03Hawaux Andre JDirectorBuy$0.10M3,150 shares · Avg price 31.83
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 4.54 | +2.3% | 37.1% | 0.36 | 0.69 |
| FY2026 Q1 | 3.59 | +3.6% | 36.2% | 0.16 | 0.31 |
| FY2025 Q4 | 3.90 | +3.3% | 35.1% | 0.23 | 0.42 |
| FY2025 Q3 | 3.72 | +7.2% | 37.4% | 0.26 | 0.49 |
| FY2025 Q2 | 4.44 | +4.5% | 36.9% | 0.43 | 0.81 |
| FY2025 Q1 | 3.47 | +2.1% | 36.2% | 0.18 | 0.34 |
| FY2024 Q4 | 3.77 | +3.1% | 35.2% | 0.24 | 0.43 |
| FY2024 Q3 | 3.47 | +1.6% | 37.2% | 0.24 | 0.45 |
| FY2024 Q2 | 4.25 | +1.5% | 36.6% | 0.43 | 0.79 |
| FY2024 Q1 | 3.39 | +2.9% | 36.0% | 0.20 | 0.37 |
| FY2023 Q4 | 3.66 | −8.6% | 35.3% | 0.25 | -5.79 |
| FY2023 Q3 | 3.41 | +4.3% | 36.6% | 0.26 | 2.33 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| TSCO | 18.1 | +2.3% | 37.1% | +8.47% | Neutral |
| AMZN | 19.4 | +12.1% | 53.2% | −3.53% | Neutral |
| TSLA | 495.1 | −0.2% | 19.6% | +12.68% | Neutral |
| HD | 23.3 | +5.7% | 33.7% | +15.72% | Neutral |
| MCD | 21.1 | +3.7% | 90.4% | +11.77% | Neutral |
| TJX | 25.8 | +5.4% | 33.4% | +6.05% | Bullish |
| SBUX | 59.0 | −1.4% | — | +10.33% | Neutral |
| LOW | 17.6 | +8.3% | 33.0% | +13.45% | Neutral |
| BKNG | 15.7 | +8.1% | — | −9.07% | Bullish |