Earnings ·
Reports Q3 net sales of $3.91B and diluted EPS of $0.43; reaffirms full-year outlook
TSCOTractor Supply Co
Tractor Supply Company reported third-quarter results ending September 26, 2026, with net sales increasing 5.1% to $3.91 billion from $3.72 billion in the prior year period. Comparable store sales rose 0.4%, driven by a 0.7% increase in average ticket and growth in digital sales, though this was partially offset by softness in big-ticket items. Diluted earnings per share decreased 11.6% to $0.43 from $0.49, as operating income fell 10.2% to $307.7 million due to higher transportation costs and SG&A expenses. The company returned $213.4 million to shareholders through $88.5 million in share repurchases and cash dividends. Tractor Supply reaffirmed its fiscal year 2026 adjusted diluted EPS guidance of $1.90 to $2.00. The company operates as the largest rural lifestyle retailer in the United States, serving recreational farmers, ranchers, and homeowners.