---
schema_version: "secwatch.filing_event.v1"
accession: "0000916365-26-000069"
form_type: "8-K"
ticker: "TSCO"
cik: "0000916365"
company_name: "TRACTOR SUPPLY CO /DE/"
filed_at: "2026-10-22T11:26:41+00:00"
generated_at: "2026-10-22T11:30:20.191934+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000916365-26-000069
- form_type: 8-K
- ticker: TSCO
- cik: 0000916365
- company_name: TRACTOR SUPPLY CO /DE/
- filed_at: 2026-10-22T11:26:41+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/916365/000091636526000069/0000916365-26-000069-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/916365/000091636526000069/tsco-20261022.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000916365-26-000069
- JSON: https://secwatch.observer/filing/0000916365-26-000069.json
- Plain text: https://secwatch.observer/filing/0000916365-26-000069.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.