earnings
confidence high
sentiment negative
materiality 0.65
Tractor Supply Q4 EPS $0.43 (-2.7% YoY), sales up 3.3%; FY2026 guidance $2.13-$2.23 EPS
TRACTOR SUPPLY CO /DE/
2025-FY EPS
reported $2.06
vs consensus $0.47
▲ beat
(+336.5%)
- Q4 net sales $3.90B (+3.3%); comp store sales +0.3%; diluted EPS $0.43 (-2.7% YoY).
- FY2025 net sales $15.52B (+4.3%); diluted EPS $2.06 (+0.9% YoY).
- Operating income declined 6.5% in Q4 to $297.7M; SG&A deleverage to 27.5% of sales.
- FY2026 guidance: net sales +4-6%, comp +1-3%, diluted EPS $2.13-$2.23.
- Returned $238.9M to shareholders in Q4 via buybacks and dividends.