
• Reported GAAP EPS of $0.31 down -8.82% YoY • Reported revenue of $3.59B up 3.61% YoY • Tractor Supply reiterates its fiscal year 2026 outlook, projecting net sales growth of 4% to 6%, comparable store sales growth of 1% to 3%, and diluted EPS between $2.13 and $2.23.
Bullish
Tractor Supply saw net sales increase 3.6% to $3.59 billion, driven by new store openings and strong double-digit digital sales growth. The company returned $244.4 million to shareholders.
Bearish
Tractor Supply experienced a 7.2% decrease in diluted EPS and an increase in SG&A expenses as a percent of net sales. Companion animal category performance was below average due to demand shifts.