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