earnings
confidence high
sentiment neutral
materiality 0.75
Tractor Supply Q1 EPS $0.31; reaffirms FY26 EPS $2.13-$2.23
TRACTOR SUPPLY CO /DE/
2026-Q1 EPS
reported $0.31
vs consensus $0.35
▼ miss
(-11.2%)
- Net sales $3.59B, +3.6% YoY; comparable store sales +0.5% vs -0.9% prior year.
- Diluted EPS $0.31, down from $0.34; operating income $233.4M, -6.3%.
- Gross margin flat at 36.2%; SG&A deleveraged 70 bps to 29.7% of sales.
- Reaffirmed FY26 outlook: net sales +4-6%, comp sales +1-3%, diluted EPS $2.13-$2.23.
- Returned $244.4M to shareholders via $118M buybacks and $126.4M dividends in Q1.