TSCO navigates rising product, transport and tariff costs, with disciplined pricing and cost control to protect margins as it eyes 2026 expansion.
TSCO's store growth, thriving pet business and powerful Neighbor's Club loyalty program fuel its expanding market leadership.
Tractor Supply Company NASDAQ: TSCO is a good buy-and-hold stock for 2026 because its well-run operation is growing profitably, sustaining cash flow growth, returning capital, and increasing shareholder distributions annually. This combination creates a powerful lever for shareholders—an irresistible force—that slowly pushes the share price higher over time.
Tractor Supply Company (NASDAQ:TSCO ) Q3 2025 Earnings Call October 23, 2025 10:00 AM EDT Company Participants Mary Pilkington - Senior Vice President of Investor Relations & Public Relations Harry Lawton - President, CEO & Director Kurt Barton - Executive VP, CFO & Treasurer John Ordus - Executive VP & Chief Stores Officer Seth Estep - Executive VP & Chief Merchandising Officer Robert Mills - Executive VP and Chief Technology, Digital Commerce & Strategy Officer Conference Call Participants Steven Forbes - Guggenheim Securities, LLC, Research Division Michael Lasser - UBS Investment Bank, Research Division Katharine McShane - Goldman Sachs Group, Inc., Research Division Scot Ciccarelli - Truist Securities, Inc., Research Division Steven Zaccone - Citigroup Inc., Research Division Zachary Fadem - Wells Fargo Securities, LLC, Research Division Charles Grom - Gordon Haskett Research Advisors David Bellinger - Mizuho Securities USA LLC, Research Division Christopher Horvers - JPMorgan Chase & Co, Research Division Robert Ohmes - BofA Securities, Research Division Peter Benedict - Robert W. Baird & Co. Incorporated, Research Division Spencer Hanus - Wolfe Research, LLC Presentation Operator Good morning, ladies and gentlemen, and welcome to Tractor Supply Company's Conference call to discuss third quarter 2025 results.
The headline numbers for Tractor Supply (TSCO) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Tractor Supply (TSCO) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.45 per share a year ago.
TSCO's Q3 results are likely to reflect solid revenue and earnings gains as loyalty programs, strong demand and omnichannel growth drive momentum.
TSCO posts record sales and margin gains but warns that tariffs may test its profitability as cost pressures rise in 2025.
Tractor Supply is revving up its final-mile fulfillment operation as part of a push to grow digital and business-to-business sales.
Tractor Supply's resilience stems from its niche dominance, recurring revenue from consumables, and strong customer loyalty in rural America. Q2 results exceeded expectations with 4.5% sales growth, driven by consumables and new store openings, despite softness in discretionary categories. Valuation is rich at a forward P/E of 28.2, but reflects the company's steady growth, customer loyalty, and robust free cash flow generation.
Tractor Supply Company's NASDAQ: TSCO FQ2 earnings report affirmed the outlook for long-term share price increases, as indicated by the recent stock split. Due to their quality, stocks that split tend to trend higher over time, outperforming the broader market.
Tractor Supply Company (NASDAQ:TSCO ) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Company Participants Colin W. Yankee - Executive VP & Chief Supply Chain Officer Harry A.