Every material Form 8-K Tractor Supply has filed with the SEC since April 25, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Tractor Supply Company's board declared a quarterly cash dividend of $0.24 per share on common stock, announced in a November 5, 2026 press release furnished as an exhibit to Form 8-K. The dividend is payable December 8, 2026 to holders of record at the close of business on November 23, 2026. The filing reports no financial results, guidance or other changes in the business.
Quarterly cash dividend: $0.24 per share of common stock
Payment date: December 8, 2026
Record date: close of business November 23, 2026
Announced November 5, 2026; filed as Exhibit 99.1 with the 8-K
Tractor Supply reported third-quarter 2026 net sales of $3.91 billion, up 5.1%, with comparable store sales up 0.4%. Diluted earnings per share fell 11.6% to $0.43, and net income fell 13.3% to $224.7 million. The company reaffirmed its fiscal 2026 outlook, which keeps its full-year guidance unchanged.
Net sales rose 5.1% to $3.91 billion; comparable store sales rose 0.4%, versus 3.9% a year earlier.
Diluted EPS was $0.43, down from $0.49; net income fell 13.3% to $224.7 million.
Gross margin rate was 36.4%, down from 37.4%, which the company attributed mainly to higher transportation and fuel costs and investments in its price-value position.
Fiscal 2026 guidance was reaffirmed, including diluted EPS of $1.78 to $1.88 and net sales growth of 2.5% to 3.5%.
Tractor Supply Company issued and sold $500 million of 5.200% senior unsecured notes due January 30, 2032, on August 25, 2026, under an underwriting agreement dated August 19, 2026. The company said it intends to use the net proceeds to repay borrowings under its senior credit facility and for general corporate purposes, so the offering adds long-term debt while shifting borrowings from the credit facility to fixed-rate notes.
$500 million principal of 5.200% senior notes issued August 25, 2026, under an underwriting agreement dated August 19, 2026, with Wells Fargo Securities and BofA Securities as representatives
Interest is paid semi-annually on January 30 and July 30, starting January 30, 2027; maturity is January 30, 2032
Net proceeds will repay borrowings under the senior credit facility and fund general corporate purposes; some underwriter affiliates are lenders under that facility and will receive at least 5% of net proceeds
Before December 30, 2031, the company may redeem the notes at the greater of par or a Treasury-based price plus 15 basis points; holders may require repurchase at 101% of principal upon a change of control triggering event
Robert D. Mills, Tractor Supply's EVP and Chief Technology Officer, Digital and Pet Services, resigned effective August 7, 2026, to pursue another opportunity. The Board also approved equity grants to J. Seth Estep and John P. Ordus, who are taking on parts of Mills' responsibilities, and the filing gives the grant values but not their total cost to the company.
Mills' resignation is effective August 7, 2026; he gave notice on August 3, 2026.
Estep, Chief Merchandising Officer, will oversee the Allivet and VIP Petcare business units; Ordus, Chief Stores Officer, will oversee Petsense by Tractor Supply.
Board approved grants on August 6, 2026: Estep received options and RSUs at $25,000 each and PSUs at $50,000 grant-date fair value; Ordus received $50,000 each in options and RSUs and $100,000 in PSUs.
Options and RSUs vest in three equal annual installments; PSUs vest February 10, 2029, subject to continued employment and performance goals.
Tractor Supply reported second-quarter 2026 net sales up 2.3% to $4.54 billion, but comparable store sales fell 1.5% and diluted EPS dropped 14.9% to $0.69, with $75.3 million of impairment and acquisition costs included. The company updated its fiscal 2026 guidance, now projecting diluted EPS of $1.78 to $1.88 and adjusted diluted EPS of $1.90 to $2.00, and withdrew its long-term financial framework from the December 2024 Investor Day.
Q2 2026 net sales rose 2.3% to $4.54 billion, while comparable store sales decreased 1.5% and operating income fell 19.2% to $467.1 million.
Diluted EPS was $0.69 versus $0.81 a year earlier; adjusted diluted EPS was $0.81, excluding Petsense impairment and VIP Petcare acquisition costs.
Updated fiscal 2026 guidance: net sales up 2.5% to 3.5%, comparable store sales down 1% to flat, and diluted EPS of $1.78 to $1.88.
The company withdrew its long-term financial framework and expects to provide an updated one with its fourth-quarter 2026 results.
Tractor Supply entered into an amended and restated credit agreement on May 19, 2026, with Wells Fargo Bank as administrative agent, refinancing outstanding borrowings under its existing senior credit facility. The new facility is a five-year, unsecured revolver of up to $1.30 billion with an option to add up to $500.0 million more, which gives the company an updated borrowing arrangement with stated pricing, a leverage covenant and customary default terms.
Revolving credit facility of up to $1.30 billion, with a $75.0 million swingline sublimit and a $150.0 million letter of credit sublimit
Five-year term with two one-year extension options requested from lenders; option to add up to $500.0 million in revolver increases or term loans
Initial Term SOFR margin of 1.000%, with a leverage ratio covenant of not greater than 4.00 to 1.00
Agreement dated May 19, 2026, filed as Exhibit 10.1
Tractor Supply reported first-quarter 2026 results for the period ended March 28, 2026. Net sales rose 3.6% to $3.59 billion, but net income fell 8.3% to $164.5 million and diluted EPS fell to $0.31 from $0.34, and the company reaffirmed its fiscal 2026 guidance, including diluted EPS of $2.13 to $2.23.
Net sales rose 3.6% to $3.59 billion; comparable store sales increased 0.5%.
Operating income fell 6.3% to $233.4 million; SG&A rose to 29.7% of net sales from 29.0%.
Diluted EPS was $0.31 versus $0.34 a year earlier; net income was $164.5 million.
Fiscal 2026 guidance reaffirmed: diluted EPS of $2.13 to $2.23 and comparable store sales growth of 1% to 3%.
Tractor Supply's Board raised the annualized dividend by $0.04, or 4.3%, to $0.96 per share for 2026, its 17th consecutive year of dividend increases. The Board also appointed Sonia Syngal, former CEO of Gap Inc., as an independent director, bringing the board to 10 members.
Quarterly cash dividend of $0.24 per share, payable March 10, 2026, to holders of record at the close of business on February 24, 2026
Annualized dividend of $0.96 per share for 2026, up $0.04, or 4.3%, year over year
Sonia Syngal appointed effective February 10, 2026, with an initial term ending at the 2026 Annual Meeting of Shareholders
Syngal served as CEO of Gap Inc. from 2020 to 2022 and is considered independent under NASDAQ listing standards
Tractor Supply reported fourth-quarter 2025 net sales up 3.3% to $3.90 billion, while diluted EPS fell 2.7% to $0.43 from $0.44 a year earlier. Management said fourth-quarter results came in below its expectations and gave fiscal 2026 guidance of net sales growth of 4% to 6% and diluted EPS of $2.13 to $2.23, compared with $2.06 for fiscal 2025.
Q4 2025 net sales rose 3.3% to $3.90 billion; comparable store sales rose 0.3%
Q4 2025 operating income fell 6.5% to $297.7 million; net income fell 3.8% to $227.4 million
Fiscal 2026 guidance: net sales growth of 4% to 6%, net income of $1.11 billion to $1.17 billion, diluted EPS of $2.13 to $2.23
Fiscal 2025 diluted EPS rose 0.9% to $2.06; the company returned $848.5 million to shareholders
On November 5, 2025, Tractor Supply's independent directors approved retention equity awards for President and CEO Harry A. Lawton III, made up of a performance share unit award with a $12,000,000 target grant date value and a restricted share unit award with an $8,000,000 grant date fair value. The filing says the awards extend vesting periods to retain Mr. Lawton, and the board also approved a temporary waiver allowing him to serve on two outside boards. The company also declared a $0.23 per share quarterly dividend.
Performance share units with a $12,000,000 target grant date value vest February 5, 2031, based on total shareholder return relative to S&P 500 constituents from January 1, 2026 through December 31, 2030
Restricted share units with an $8,000,000 grant date fair value vest in equal installments on the third, fourth and fifth anniversaries of the grant date
Board temporarily waived the director service limit in Mr. Lawton's December 4, 2019 employment agreement to allow service on two outside boards
Quarterly cash dividend of $0.23 per share is payable December 9, 2025, to holders of record as of November 24, 2025
Tractor Supply reported third-quarter 2025 net sales up 7.2% to $3.72 billion and diluted EPS of $0.49, up from $0.45 a year earlier. It narrowed its fiscal 2025 guidance, raising the low end of its diluted EPS range to $2.06 from $2.00 while lowering the high end to $2.13 from $2.18. For shareholders, sales and profit grew in the quarter, and the tighter range gives a narrower outlook for the full year.
Net sales rose 7.2% to $3.72 billion; comparable store sales increased 3.9%.
Diluted EPS was $0.49 versus $0.45; net income was $259.3 million versus $241.5 million.
FY2025 diluted EPS guidance is $2.06 to $2.13, down from $2.00 to $2.18 at the high end; net sales growth guidance is +4.6% to +5.6%, versus +4% to +8% previously.
In the third quarter the company returned $197.3 million to shareholders through buybacks and dividends.
Tractor Supply reported second-quarter 2025 results for the period ended June 28, 2025, with net sales up 4.5% to $4.44 billion and diluted EPS of $0.81, up from $0.79. The company reiterated its fiscal 2025 outlook but cut its expected share repurchases to $325 million to $375 million, below its January 30, 2025 outlook, which it attributed to a more measured pace of buybacks.
Net sales rose 4.5% to $4.44 billion; comparable store sales increased 1.5%
Diluted EPS rose 2.8% to $0.81 from $0.79; net income was $430.0 million
Fiscal 2025 guidance reiterated from April 24, 2025, including EPS of $2.00 to $2.18
Share repurchase outlook for 2025 is $325 million to $375 million, below the January 30, 2025 outlook
Tractor Supply reported first-quarter 2025 net sales up 2.1% to $3.47 billion, but comparable store sales fell 0.9% and diluted EPS dropped 8.0% to $0.34. The company lowered its full-year 2025 earnings per share range to $2.00 to $2.18 from $2.10 to $2.22, citing new tariffs and increased market uncertainty.
Q1 net sales rose 2.1% to $3.47 billion; comparable store sales decreased 0.9%
Net income fell 9.5% to $179.4 million; diluted EPS was $0.34 versus $0.37 a year earlier
FY2025 EPS guidance cut to $2.00 to $2.18 from $2.10 to $2.22; net sales growth range raised to 4% to 8% from 5% to 7%
Q2 2025 guidance: EPS of $0.79 to $0.81 and comparable store sales flat to up 1%
Tractor Supply reported fourth-quarter 2024 net sales up 3.1% to $3.77 billion, but diluted EPS fell 3.3% to $0.44 and net income fell 4.6%. For fiscal 2024, net sales rose 2.2% to $14.88 billion and diluted EPS rose 1.1% to $2.04, and the company guided to fiscal 2025 diluted EPS of $2.10 to $2.22 and net sales growth of 5% to 7%.
Q4 2024 net sales rose 3.1% to $3.77 billion; comparable store sales rose 0.6%.
Q4 2024 net income fell 4.6% to $236.4 million; diluted EPS was $0.44 versus $0.46 a year earlier.
Fiscal 2024 diluted EPS was $2.04, up from $2.02 in fiscal 2023.
Fiscal 2025 guidance: net sales up 5% to 7%, operating margin 9.6% to 10.0%, diluted EPS $2.10 to $2.22.
Tractor Supply reported third-quarter 2024 net sales up 1.6% to $3.47 billion, but comparable store sales fell 0.2% and diluted EPS fell 3.9% to $2.24. The company raised the lower end of its fiscal 2024 sales and earnings guidance and reached a definitive agreement to acquire online pet pharmacy Allivet.
Q3 net sales rose 1.6% to $3.47 billion; net income fell 5.3% to $241.5 million
Diluted EPS was $2.24 versus $2.33 a year earlier; SG&A rose to 27.8% of net sales from 26.7%
Fiscal 2024 EPS guidance is now $10.10 to $10.40, up from $10.00 to $10.40 at the low end; comparable store sales guidance is now 0.0% to +1.0%
Definitive agreement reached to acquire Allivet, a leading online pet pharmacy
Tractor Supply reported second-quarter 2024 net sales of $4.25 billion, up 1.5%, and diluted EPS of $3.93, up from $3.83, but comparable store sales fell 0.5%. The company also narrowed its full-year 2024 outlook, raising the low end of its net sales and EPS ranges while lowering the high end, so shareholders face a mixed picture.
Net sales rose 1.5% to $4.25 billion from $4.18 billion; comparable store sales decreased 0.5%
Diluted EPS of $3.93 vs. $3.83 a year earlier; net income of $425.2 million
2024 EPS guidance now $10.00 to $10.40, versus the prior $9.85 to $10.50
2024 net sales guidance now $14.8 billion to $15.0 billion, versus the prior $14.7 billion to $15.1 billion
Tractor Supply reported first-quarter 2024 net sales up 2.9% to a record $3.39 billion and diluted earnings per share up 10.9% to $1.83. The company reiterated its fiscal 2024 financial outlook, which it first gave on February 1, 2024, rather than raising or cutting it.
Net sales rose 2.9% to $3.39 billion; comparable store sales rose 1.1%, led by a 1.3% increase in transaction count.
Diluted EPS was $1.83 versus $1.65 a year earlier; net income was $198.2 million, up 8.2%.
Fiscal 2024 guidance reiterated: net sales of $14.7 billion to $15.1 billion and diluted EPS of $9.85 to $10.50.
The company returned $236.2 million to shareholders in the quarter through buybacks ($117.4 million) and dividends ($118.8 million).
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Tractor Supply filing is on SEC EDGAR ↗. 8-K briefs of other companies →