Tractor Supply Q3 sales rise 5.1% to $3.91B; EPS falls 11.6% to $0.43, FY2026 outlook reaffirmed

TRACTOR SUPPLY CO /DE/

Net sales rose 5.1% to $3.91B from $3.72B, helped by new stores and the VIP Petcare acquisition; comparable store sales rose 0.4% vs. 3.9% a year earlier.
Diluted EPS fell 11.6% to $0.43 from $0.49; net income dropped 13.3% to $224.7M and operating income declined 10.2% to $307.7M from $342.7M.
Gross margin contracted to 36.4% from 37.4% on higher transportation/fuel costs and price-value investments; SG&A rose 6.8% to $1.12B, or 28.6% of net sales.
Opened 23 Tractor Supply stores and closed 74 Petsense stores; repurchased about 2.7M shares for $88.5M and paid $124.9M in dividends, returning $213.4M.
Reaffirmed fiscal 2026 outlook; CEO Hal Lawton cited improved sales momentum and actions in value, pet, digital and convenience, but the excerpt did not include numeric guidance ranges.

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