TSCO

Tractor SupplyNASDAQ · Other Specialty Retail · Consumer Discretionary

Previous close

32.78

Change

−0.25 / −0.76%

FinDog View

Bearish

52-Week Range

28.36 – 60.37

P/E (TTM)

17.4

Forward P/E

14.8

Based on consensus earnings for the next 12 months

Market Cap

$17.1B

−5.48%

S&P 500 −2.41% over same period

Volume / Avg Volume

8.5M / 8.7M

0.98× average

Price History

Closing price · USD1M 6M 1Y 5Y

Historical P/E

Close ÷ trailing four-quarter EPS · Period median 16.31M 6M 1Y 5Y

Recent Earnings

Click to read the FinDog analysis

Period	Reported	Revenue	EPS Actual / Est.	Next-Day Move	Analysis
FY2026 Q2 Quarter ended 2026-06	2026-07-23	$4.5B	0.81 / 0.83	+2.31%	Pending
FY2026 Q1 Quarter ended 2026-03	2026-04-21	$3.6B	0.31 / 0.35	−1.54%	Pending
FY2025 Q4 Quarter ended 2025-12	2026-01-29	—	— / —	−0.16%	Pending
FY2025 Q3 Quarter ended 2025-09	2025-10-23	—	— / —	−0.12%	Pending
FY2025 Q2 Quarter ended 2025-06	2025-07-24	—	— / —	−0.02%	Pending
FY2025 Q1 Quarter ended 2025-03	2025-04-24	—	— / —	+1.88%	Pending

Decision Panel

Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market data

Valuation

P/E is at percentile 14 of its 5-year rangeCheap

5-year range 15.0 – 901.2 · Median 24.7

Last 4 quarters: $445M in buybacks + $495M in dividends, 5.50% of market cap combined

P/E (TTM)

17.4

P/B

6.7

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 0.35 · Correlation with S&P 500 0.13Low beta

Annualized volatility 36% vs. 14% 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 ($B)	YoY	Gross Margin	Operating Income ($B)	Net Income ($B)	Free Cash Flow ($B)	EPS
FY2026 Q2	4.54	+2.3%	37.1%	0.47	0.36	0.33	0.69
FY2026 Q1	3.59	+3.6%	36.2%	0.23	0.16	-0.11	0.31
FY2025 Q4	3.90	+3.3%	35.1%	0.30	0.23	0.06	0.42
FY2025 Q3	3.72	+7.2%	37.4%	0.34	0.26	0.03	0.49
FY2025 Q2	4.44	+4.5%	36.9%	0.58	0.43	0.58	0.81
FY2025 Q1	3.47	+2.1%	36.2%	0.25	0.18	0.08	0.34
FY2024 Q4	3.77	+3.1%	35.2%	0.32	0.24	0.27	0.43
FY2024 Q3	3.47	−17.1%	37.2%	0.32	0.24	-0.10	0.45
FY2024 Q2	4.25	+28.7%	36.6%	0.56	0.43	0.37	0.79
FY2024 Q1	3.39	—	36.0%	0.26	0.20	0.10	0.37
FY2023 Q4	3.66	−8.6%	35.3%	0.33	0.25	0.17	-5.79
FY2023 Q3	4.18	+27.9%	36.2%	0.56	0.42	0.57	3.83

Peers

Largest by market cap in the sector · Latest quarterView Consumer Discretionary sector →

Ticker	Company	Market Cap	P/E	Revenue YoY	Gross Margin	1M	View
TSCO	Tractor Supply	$17.1B	17.4	+2.3%	37.1%	−5.48%	Bearish
AMZN	Amazon	$2.65T	19.7	+19.6%	52.3%	−5.87%	Neutral	Compare
TSLA	Tesla, Inc.	$1.41T	370.0	+25.5%	16.8%	+5.53%	Neutral	Compare
HD	Home Depot (The)	$302B	21.3	+5.7%	33.7%	−10.48%	Neutral	Compare
MCD	McDonald's	$176B	20.5	+3.7%	90.4%	−6.39%	Neutral	Compare
TJX	TJX Companies	$135B	22.3	+5.4%	33.4%	−18.57%	Bullish	Compare
BKNG	Booking Holdings	$129B	17.9	+8.1%	—	−16.29%	Neutral	Compare
SBUX	Starbucks	$111B	56.0	−1.4%	—	−9.80%	Neutral	Compare
LOW	Lowe's	$109B	16.4	+24.0%	33.0%	−10.06%	Neutral	Compare

The View in One Line

No new earnings data, stock fell 5.48% in one month, momentum is weak, valuation discussion is not enough to reverse the trend, maintain Bearish.

Updated 2026-09-16

Notable Institutional Holders

Citadel Advisors · Ken Griffin$72.4MAdded +190%
Renaissance Technologies$9.0M
Bridgewater Associates · Ray Dalio$1.0M

As of 2026-06-30

Key Events

08-25Capital Actions
Tractor Supply Issues $500 Million of Senior Notes Due 2032
On August 25, 2026, Tractor Supply issued $500 million of 5.200% senior notes due January 30, 2032, to repay borrowings under its credit facility and for general corporate purposes.Source ↗
08-07Management Change
CTO Departs, Duties Split Between Two Executives
Robert D. Mills resigned as CTO on August 7, 2026, with his pet business responsibilities taken over by J. Seth Estep and John P. Ordus respectively, both of whom received equity incentives.Source ↗
08-06Capital Actions
Tractor Supply Declares $0.24 per Share Cash Dividend
The company declared a cash dividend of $0.24 per share, payable September 8 to shareholders of record August 24.Source ↗
05-28M&A / Contracts
Tractor Supply Acquires VIP Petcare Veterinary Business
On May 28, 2026, Tractor Supply announced the acquisition of veterinary services business VIP Petcare (including the PetVet brand) from PetIQ.Source ↗
05-21Capital Actions
Tractor Supply Enters $1.3 Billion Revolving Credit Agreement
On May 19, 2026, Tractor Supply entered an amended credit agreement with Wells Fargo and others, obtaining a $1.3 billion revolving facility with a five-year term.Source ↗
05-15Governance
Tractor Supply Annual Meeting Elects Directors and Ratifies Auditor
At the May 14, 2026 annual meeting, shareholders elected all directors, ratified EY as auditor for fiscal 2026, and passed an advisory vote on executive compensation.Source ↗
05-15Governance
Tractor Supply Appoints Director to Governance Committee
On May 14, 2026, Tractor Supply's board appointed Sonia Syngal to the Corporate Governance and Nominating Committee, effective immediately.Source ↗
05-14Capital Actions
Tractor Supply Declares $0.24 Per Share Cash Dividend
The company declared a cash dividend of $0.24 per share, payable June 9 to shareholders of record on May 27.Source ↗

Key Financial Trends

Quarterly Revenue ($B)4.5

Gross Margin37.1%

Free Cash Flow ($B)0.3