Looking into the current session, Tractor Supply Inc. (NASDAQ:TSCO) shares are trading at $51.69, after a 1.59% increase. Moreover, over the past month, the stock increased by 2.74%, but in the past year, fell by 4.35%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. Tractor Supply P/E Ratio Analysis in Relation to Industry PeersThe P/E ratio is used by long-term shareholders to assess the company's market perf ...

Tractor Supply Co. logo over a rustic barn scene with work gloves and farm supplies, reflecting rural retail growth. Key Points Tractor Supply offers a value opportunity in Q1 2026, with shares trading near long-term lows. 2026 guidance aligns with trends, including growth, profits, and capital returns. Higher share prices are coming, and analysts indicate a 20% upside is possible. Interested in Tractor Supply Company? Here are five stocks we like better. Tractor Supply Company’s (NASDAQ: TSCO) sto ...

Core Insights - Tractor Supply Company (TSCO) reported fourth-quarter 2025 results with both net sales and earnings missing the Zacks Consensus Estimate, indicating a challenging quarter for the company [1][10] Financial Performance - Net sales increased by 3.3% year over year to $3.90 billion, but fell short of the Zacks Consensus Estimate of $4.01 billion [2] - Earnings per share (EPS) were reported at 43 cents, below the expected 46 cents, and represented a 2.3% decline from the prior year's quarter [1][10] - Comparable store sales (comps) rose by 0.3% year over year, a decrease from the 0.6% increase in the same quarter last year [2] Cost and Margin Analysis - Gross profit increased by 3% year over year to $1.37 billion, while gross margin decreased by 10 basis points to 35.1% due to elevated tariffs and higher transportation costs [5] - Selling, general and administrative (SG&A) expenses rose by 6% to $1.07 billion, with SG&A as a percentage of net sales increasing to 27.5% from 26.8% [6] - Operating income fell by 6.5% year over year to $297.7 million, with the operating margin decreasing by 80 basis points to 7.6% [7] Financial Position - At the end of the quarter, the company had cash and cash equivalents of $194.1 million and long-term debt of $1.76 billion [8] - In 2025, net cash provided by operating activities was $1.64 billion, with capital expenditures amounting to $894.8 million [8] Shareholder Returns - In 2025, Tractor Supply returned $848.5 million to shareholders, which included share repurchases of 6.6 million shares for $360.8 million and cash dividends of $487.7 million [9] Future Outlook - For 2026, the company expects net sales growth of 4-6% and comps growth of 1-3%, with an operating margin projected between 9.3% and 9.6% [10][12] - Net income is anticipated to be between $1.11 billion and $1.17 billion, with EPS expected to range from $2.13 to $2.23 [12]

Tractor Supply (NasdaqGS:TSCO) Q4 2025 Earnings call January 29, 2026 10:00 AM ET Company ParticipantsHal Lawton - CEOJohn Ordus - Executive Vice President, Chief Stores OfficerKurt Barton - CFOMary Winn Pilkington - Senior Vice President of Investor and Public RelationsSeth Estep - Executive Vice President, Chief Merchandising OfficerConference Call ParticipantsBobby Griffin - AnalystChristopher Horvers - AnalystDavid Bellinger - AnalystJonathan Matuszewski - AnalystKate McShane - AnalystMichael Baker - An ...

Financial Data and Key Metrics Changes - For Q4 2025, net sales increased by 3.3% to $3.9 billion, with comparable store sales rising by 0.3% driven by modest growth in average ticket [10][12] - Diluted EPS for Q4 was $0.43, reflecting modest sales growth, elevated promotional activity, and continued investment in strategic initiatives [10][12] - For the full year 2025, net sales rose by 4.3% to $15.5 billion, with diluted EPS at $2.06 [12][13] - Gross margin for Q4 declined approximately 10 basis points year-over-year, while full-year gross margin expanded by 16 basis points [20][21] Business Line Data and Key Metrics Changes - Consumable, Usable, and Edible categories showed low- to mid-single-digit comparable growth, led by livestock, equine, and poultry supplies [11] - Big-ticket categories, excluding emergency response, experienced a decline in performance, contributing to high single-digit declines [11][12] - Digital business delivered high single-digit growth for the year, reflecting improvements in personalization and conversion [14] Market Data and Key Metrics Changes - Customer engagement remained healthy, with identified customer counts increasing by approximately 2% [11] - The South Atlantic region saw mid-single-digit declines, primarily due to the absence of storm activity compared to the previous year [10][11] Company Strategy and Development Direction - The company is focused on executing its "Life Out Here 2030" strategy, emphasizing new store growth, digital capabilities, and supply chain improvements [15][37] - Plans for 2026 include opening 100 new stores and expanding direct sales and final mile delivery capabilities [25][36] - The company aims to maintain a disciplined approach to capital allocation while investing in growth initiatives [26][37] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a shift in consumer spending, with essential categories remaining resilient while discretionary demand moderated [8][10] - The broader economic environment remains uncertain, with mixed signals regarding consumer sentiment and spending [17] - For 2026, the company expects total sales growth in the range of 4%-6% and comp sales growth of 1%-3% [22][23] Other Important Information - The company opened 99 new stores in 2025 and plans to continue this trend in 2026 [14][15] - The digital business is expected to scale further, with ongoing investments in AI to improve forecasting and inventory flow [14][36] Q&A Session Summary Question: Gross margin expectations for 2026 - Management expects gross margin expansion in 2026, particularly in the second half, but does not anticipate declines in the first half [42] Question: Trends in first quarter sales - Management indicated that the first quarter is tracking above plan, with optimism due to tax refunds and seasonal demand [44][47] Question: Discretionary spending weakness - Management believes the weakness in discretionary spending was transitory and specific to Q4, with expectations for improvement in 2026 [51][53] Question: Tariff costs and pricing management - Management anticipates similar tariff impacts in 2026 as in the second half of 2025, with effective pricing management to offset costs [56][57] Question: Conditions for restoring comp growth - Management remains committed to returning to a 3%-5% comp sales growth trajectory, supported by strategic investments and operational improvements [60][62] Question: Direct sales model profitability - The direct sales initiative is showing strong momentum, with plans to double the sales specialist count and target $50 million in sales for 2026 [64][66]

Tractor Supply (NasdaqGS:TSCO) Q4 2025 Earnings call January 29, 2026 10:00 AM ET Speaker4Good morning, ladies and gentlemen, and welcome to Tractor Supply Company's conference call to discuss fourth quarter and fiscal year 2025 results. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, and instructions will follow at that time. We ask that all participants limit themselves to one question and return to the queue for additional questions. Please ...

SUPPLEMENTAL FINANCIAL PRESENTATION January 29, 2026 Q4 2025 EARNINGS HIGHLIGHTS SAFE HARBOR The forward -looking statements included in this presentation are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts, which address activities, events, or developments that we expect or anticipate will or may occur in the future, including statements regarding market share gains, positive customer trends, new s ...

分组1 - Tractor Supply (TSCO) reported quarterly earnings of $0.43 per share, missing the Zacks Consensus Estimate of $0.46 per share, and showing a slight decrease from $0.44 per share a year ago, resulting in an earnings surprise of -7.37% [1] - The company posted revenues of $3.9 billion for the quarter ended December 2025, which was 2.74% below the Zacks Consensus Estimate, but an increase from $3.77 billion year-over-year [2] - Over the last four quarters, Tractor Supply has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - The stock has gained approximately 10.3% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.37 on revenues of $3.69 billion, and for the current fiscal year, it is $2.32 on revenues of $16.66 billion [7] - The Zacks Industry Rank for Retail - Miscellaneous is currently in the top 25% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

While reporting financial results for the fourth quarter on Thursday, rural lifestyle retailer Tractor Supply Co. (TSCO) initiated its earnings, net sales and comparable store sales guidance for the full-year 2026.Looking ahead to fiscal 2026, the company now projects earnings in a range of $2.13 to $2.23 per share on net sales growth of 4 to 6 percent, with comparable store sales growth of 1 to 3 percent.On average, analysts polled expect the company to report earnings of $2.31 per share on revenue growth ...

TRACTOR SUPPLY COMPANY REPORTS FOURTH QUARTER AND FISCAL YEAR 2025 FINANCIAL RESULTS; PROVIDES FISCAL YEAR 2026 OUTLOOK Brentwood, Tenn., January 29, 2026 - Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States (the "Company"), today reported financial results for its fourth quarter and fiscal year ended December 27, 2025. "Our fourth quarter results came in below our expectations and reflected a shift in consumer spending, with essential categories remaining resil ...