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

Tractor Supply Q3 sales rise 5.1% to $3.91 billion; EPS falls to $0.43

Mixed Impact 3 of 5 earnings

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.

Key points

  • 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%.

The filing

CompanyTractor Supply (TSCO)
Form8-K, current report
Filed with the SECOct 22, 2026, 7:26 AM ET
Accession number0000916365-26-000069

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

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.