AI brief of an SEC Form 8-K · Tractor Supply (TSCO)

Tractor Supply Q4 sales rise 3.3% to $3.90 billion, but EPS falls to $0.43

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyTractor Supply (TSCO)
Form8-K, current report
Filed with the SECJan 29, 2026, 7:01 AM ET
Accession number0000916365-26-000005

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.