Every material Form 8-K Tractor Supply filed with the SEC in 2025, 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.
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.
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 →