earnings
confidence high
sentiment neutral
materiality 0.65
Tractor Supply Q2 net sales +4.5% to $4.44B, EPS $0.81; reaffirms FY2025 guide
TRACTOR SUPPLY CO /DE/
2025-Q2 EPS
reported $1.14
vs consensus $0.82
▲ beat
(+39.3%)
- Net sales $4.44B (+4.5% YoY); comp sales +1.5%; diluted EPS $0.81 (+2.8% YoY).
- Gross margin 36.9% (up 30 bps); SG&A 23.9% of sales (up 50 bps) on growth investments.
- Reaffirmed FY2025 outlook: net sales +4-8%, comp +0-4%, EPS $2.00-$2.18.
- Lowered FY2025 share repurchase guidance to $325-375M from prior range.
- Opened 24 new Tractor Supply stores and 2 new Petsense stores in Q2.
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