Tractor Supply
Sells farm, pet, hardware, and seasonal goods for rural living.
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Profile
Sells farm, ranch, livestock, pet, seasonal, hardware, and rural-lifestyle merchandise through U.S. stores and digital channels. A single retail segment combines the Tractor Supply and Petsense banners with Allivet online pharmacy and VIP Petcare mobile veterinary services.
Serves recreational farmers, ranchers, homesteaders, pet owners, and rural households through Tractor Supply stores, digital channels, and the Neighbor's Club loyalty program. Merchandise spans Livestock, Equine & Agriculture; Companion Animal; Seasonal & Recreation; Truck, Tool & Hardware; and Clothing, Gift & Décor. Petsense by Tractor Supply adds small-box pet stores, while Allivet and VIP Petcare extend the offer into online pharmacy and mobile veterinary care.
Operates primarily in rural communities and towns outside major metropolitan markets across the United States. Localized assortments, trained store teams, exclusive brands, integrated distribution, and store-based pickup and delivery support convenient, needs-driven shopping.
Merchandise flow depends on vendors, distribution centers, transport carriers, labor, and digital systems; seasonal categories make demand sensitive to weather. Allivet is licensed as an online pharmacy across the United States, and VIP Petcare operates mobile veterinary clinics.
Company facts
Key statistics
Year to date −31.7% · Average volume (30d) 11.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 28, 2026 | Argus Research | Reiterate | Buy | $255 | $41 |
| Jul 24, 2026 | Telsey Advisory | Reiterate | Outperform | $40 | $38 |
| Jul 24, 2026 | Mizuho Securities | Target | $32 | $28 | |
| Jul 24, 2026 | Morgan Stanley | Reiterate | Negative | $60 | $35 |
| Jul 24, 2026 | Piper Sandler | Reiterate | Neutral | $32 | $31 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 23, 2026Q2 FY26 | $0.82 | $0.81 | −1.0% | $4.58B | $4.54B | −0.8% | +2.31% |
| Apr 21, 2026Q1 FY26 | $0.35 | $0.31 | −11.4% | $3.63B | $3.59B | −1.1% | −1.54% |
| Jan 29, 2026Q4 FY25 | $0.46 | $0.43 | −7.0% | $3.99B | $3.90B | −2.3% | −0.16% |
| Oct 23, 2025Q3 FY25 | $0.48 | $0.49 | +1.6% | $3.72B | $3.72B | +0.1% | −0.12% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.47B | $4.44B | $3.72B | $3.90B | $3.59B | $4.54B | |
| Gross profit | $1.26B | $1.52B | $1.39B | $998.0M | $1.17B | $1.55B | |
| Operating income | $249.1M | $577.8M | $342.7M | $297.7M | $233.4M | $529.9M | |
| Net income | $179.4M | $430.0M | $259.3M | $227.4M | $164.5M | $360.7M | |
| Diluted EPS | $0.34 | $0.81 | $0.49 | $0.43 | $0.31 | $0.69 | |
| Gross margin | 36.2% | 34.2% | 37.4% | 25.6% | 32.7% | 34.2% | |
| Operating margin | 7.2% | 13.0% | 9.2% | 7.6% | 6.5% | 11.7% |
Fiscal years (4-quarter sums)FY21 $12.73B · FY22 $14.20B · FY23 $14.56B · FY24 $14.88B · FY25 $15.52B
Revenue by product · Q2 FY26
Balance sheet, Jun 27, 2026Cash & short-term investments $231.6M · Total debt $6.54B · Total assets $12.16B · Shareholders' equity $2.63B
Dividends
Raised for 15 straight years — most recently to $0.24 from $0.23 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 24, 2026 | Aug 24 | Sep 8 | $0.24 | |
| May 27, 2026 | May 27 | Jun 9 | $0.24 | |
| Feb 24, 2026 | Feb 24 | Mar 10 | $0.24 | raised from $0.23 |
| Nov 24, 2025 | Nov 24 | Dec 9 | $0.23 | |
| Aug 25, 2025 | Aug 25 | Sep 9 | $0.23 | |
| May 28, 2025 | May 28 | Jun 10 | $0.23 | |
| Feb 26, 2025 | Feb 26 | Mar 11 | $0.23 | raised from $0.22 split-adjusted |
| Nov 25, 2024 | Nov 25 | Dec 10 | $1.10 |
Ownership
Shares outstanding 524.45M · Float 522.97M · 99.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 47.48M | 9.05% | 13F | Aug 7, 2026 |
| Invesco Ltd. | 34.58M | 6.60% | 13G | Aug 13, 2026 |
| Vanguard Capital Management LLC | 34.27M | 6.53% | 13F | Aug 13, 2026 |
| Capital Research Global Investors | 30.02M | 5.72% | 13F | Aug 12, 2026 |
| Vanguard Portfolio Management LLC | 26.71M | 5.09% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | III Harry A. Lawton | director, officer: President & CEO | +15,600 | $32.15 |
| Aug 4, 2026 | Edna Morris | director | +1,560 | $32.44 |
| Aug 3, 2026 | Andre J. Hawaux | director | +3,150 | $31.83 |
| Feb 13, 2026 | Colin Yankee | officer: EVP Chief Supply Chain Officer | −11,170 | $55.35 |
| Feb 11, 2026 | Jonathan S. Estep | officer: EVP Chief Merchandise Officer | −59,745 | $54.03 |
Peers
- Walmart
Broad low-price retail overlap across pet, seasonal, and hardlines
- Home Depot
Home-center scale in tools, hardware, lawn, and garden
- Chewy
Online pet supplies, prescriptions, and pet-health services
- Lowe's
DIY overlap in lawn, garden, tools, hardware, and decor
- Amazon
Online assortment and fulfillment pressure across retail categories
- Petco
Pet specialty stores, services, and wellness overlap
- Boot Barn
Western and workwear overlap with rural-lifestyle apparel
- Academy Sports + Outdoors
Outdoor recreation, hunting, fishing, apparel, and footwear
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tractor Supply | $35.10 | +1.04% | $18.21B | 18.1 | 17.5 | 1.2 | +2.3% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| Home Depot | $330.25 | +0.05% | $329.24B | 23.1 | 21.4 | 1.9 | +5.7% |
| Chewy | $23.28 | +0.04% | $9.63B | 50.6 | 26.5 | 0.8 | +7.7% |
| Lowe's | $208.40 | +0.12% | $116.66B | 17.6 | 16.6 | 1.3 | +8.3% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Petco | $2.71 | +0.56% | $771.0M | 144.4 | 11.2 | 0.1 | +0.2% |
| Boot Barn | $154.85 | 0.00% | $4.69B | 19.6 | 17.1 | 2.0 | +17.8% |
| Academy Sports + Outdoors | $43.80 | +0.71% | $2.70B | 7.7 | 6.7 | 0.4 | +6.7% |
| Median | 22.3 | 19.3 | 1.2 | +7.2% |