Tractor Supply's defensive rural positioning is being tested by decelerating revenue growth (2.3% YoY in 2026Q2) and margin volatility, with gross margin swinging from 37.4% to 25.6% in recent quarters. The company is aggressively expanding its asset base, wit...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 2.3% YoY in 2026Q2, with operating margin contracting to 11.7% from 13.0% a year earlier, while gross margin volatility (25.6% to 37.4% range) signals pricing pressure.
Tractor Supply Company is the largest rural lifestyle retailer in the United States, operating over 2,200 stores across 49 states.
The company's stock has appreciated about 7.96% since coverage began, with fundamentals remaining solid.
Tractor Supply Co. offers farm supplies, pet and animal feed, clothing, tools, fencing, and more, catering to a wide range of rural lifestyle needs.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $0.81-1.0% vs $0.82 | $4.5B-0.8% vs $4.6B |
Q2 2026 Apr 21, 2026 | $0.31-9.2% vs $0.34 | $3.6B-1.1% vs $3.6B |
Q1 2026 Jan 29, 2026 | $0.43-7.0% vs $0.46 | $3.9B-2.3% vs $4.0B |
Q4 2025 Oct 23, 2025 | $0.49+1.6% vs $0.48 | $3.7B+0.1% vs $3.7B |
There is a correlation between increasing dividends and strong investment performance — even if a stock has a low dividend yield when you buy.
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Petsense by Tractor Supply, a wholly owned subsidiary of Tractor Supply Company (NASDAQ: TSCO), invites customers nationwide to round up their purchases at checkout through Veterans Day, Nov. 11, to benefit K9s For Warriors, the nation's leading provider of trained service dogs to veterans living with PTSD and other invisible wounds of war. “Our customers have a way of showing up for their neighbors, and rounding up at the register is one of the simplest ways.
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States (the “Company”), 4-H and Starlink today announced the next phase of their collaborative initiative to bridge the digital divide in rural communities. Now through November 15, when customers activate an eligible Starlink kit bought at any Tractor Supply store or on TractorSupply.com, Starlink will donate the value of the customer's first month of subscription servic.
Amundi cut its stake in Tractor Supply Company (NASDAQ: TSCO) by 38.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,754,724 shares of the specialty retailer's stock after selling 1,694,511 shares during the period. Amundi owned approximately 0.53% of Tractor
Benchmark TSCO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Tractor Supply Company (TSCO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $32.84 | $17.22B | 15.94 | 4.31% | 7.06% | 45.18% | 2.79% | |
| $129.28 | $3.92B | 17.59 | 17.93% | 10.35% | 18.78% | — | |
| $85.82 | $71.12B | 28.90 | 6.42% | 14.27% | — | — | |
| $584.83 | $21.68B | 30.52 | 10.16% | 4.14% | 19.68% | — | |
| $293.92 | $1.06B | 26.01 | 5.86% | 47.06% | — | — | |
| $19.66 | $8.14B | 37.81 | 6.24% | 1.68% | 49.51% | — |
Tractor Supply Company (TSCO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Tractor Supply Company (TSCO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Aug 6, 2026·SEC
Jul 23, 2026·SEC
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Tractor Supply Company (TSCO) stock FAQ — growth, dividends, profitability & financials explained
Tractor Supply Company (TSCO) reported $15.62B in revenue for fiscal year 2025. This represents a 3380% increase from $449.0M in 1996.
Tractor Supply Company (TSCO) grew revenue by 4.3% over the past year. Growth has been modest.
Yes, Tractor Supply Company (TSCO) is profitable, generating $917.2M in net income for fiscal year 2025 (7.1% net margin).
Yes, Tractor Supply Company (TSCO) pays a dividend with a yield of 2.79%. This makes it attractive for income-focused investors.
Tractor Supply Company (TSCO) has a return on equity (ROE) of 45.2%. This is excellent, indicating efficient use of shareholder capital.
Tractor Supply Company (TSCO) generated $165.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
