earnings
confidence high
sentiment positive
materiality 0.70
Tractor Supply Q3 net sales +7.2% to $3.72B; EPS $0.49 (+8.6%); narrows FY guidance
TRACTOR SUPPLY CO /DE/
2025-Q3 EPS
reported $1.63
vs consensus $0.49
▲ beat
(+231.4%)
- Net sales record $3.72B (+7.2% YoY); comparable store sales +3.9% vs -0.2% prior year.
- Diluted EPS $0.49, up 8.6% from $0.45; net income $259.3M (+7.4%).
- FY 2025 guidance narrowed: EPS now $2.06-$2.13 (vs $2.00-$2.18); comps +1.4% to +2.4%.
- Gross margin +15 bps to 37.4%; operating income +5.6% to $342.7M.
- Opened 29 new Tractor Supply stores; returned $197.3M to shareholders via buybacks and dividends.