secwatch.observer — SEC 8-K summary
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Issuer:     TRACTOR SUPPLY CO /DE/ (TSCO)
CIK:        0000916365
Form:       8-K
Filed at:   2026-01-29T23:59:59+00:00
Accession:  0000916365-26-000005
Event type: earnings
Sentiment:  negative
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Tractor Supply Q4 EPS $0.43 (-2.7% YoY), sales up 3.3%; FY2026 guidance $2.13-$2.23 EPS
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/916365/000091636526000005/0000916365-26-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/916365/000091636526000005/tsco-20260129.htm
  HTML page:      https://secwatch.observer/filing/0000916365-26-000005

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer