Tractor Supply (TSCO) Surpasses Q3 Earnings and Revenue Estimates

Core Insights - Tractor Supply (TSCO) reported quarterly earnings of $0.49 per share, exceeding the Zacks Consensus Estimate of $0.48 per share, and up from $0.45 per share a year ago, representing an earnings surprise of +2.08% [1] - The company achieved revenues of $3.72 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.07% and increasing from $3.47 billion year-over-year [2] - The stock has underperformed the market with a gain of about 3.3% since the beginning of the year, compared to the S&P 500's gain of 13.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.47 on revenues of $4.03 billion, and for the current fiscal year, it is $2.11 on revenues of $15.65 billion [7] - The estimate revisions trend for Tractor Supply was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Retail - Miscellaneous industry, to which Tractor Supply belongs, is currently in the top 19% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]