NASDAQ$TSCO

Tractor Supply Co · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported record results on both sales and earnings, driven by team's focus on serving customers and capturing market share.

Tractor Supply Company reported a strong second quarter with record results in sales and earnings. Net sales increased by 8.4% to $3.90 billion, and diluted EPS increased by 10.7% to $3.53. The company is raising its financial outlook for the full year, reflecting the strong performance in the first half.

  • Net sales increased 8.4%; comparable store sales increased 5.5%.
  • Diluted earnings per share (EPS) increased 10.7% to $3.53.
  • Company raises fiscal 2022 financial outlook to reflect outperformance in the first half of the year.
  • Opened 13 new Tractor Supply stores.

Headline financials

Total Revenue

$3.9B

Previous: $3.6B+8.4%
EPS (adj)

$3.53

Previous: $3.19+10.7%
Comparable Store Sales

5.5%

Previous: 10.5%-47.6%
Capital Expenditures

-$265M

Previous: -$216M-22.8%
Free Cash Flow

$131M

Previous: $154M-14.8%
Net Income

$396M

Previous: $370M+7.1%
Operating Income

$525M

Previous: $486M+8.1%
Gross Profit

$1.39B

Previous: $1.29B+7.7%
Cash & Equivalents

$531M

Previous: $1.41B-62.4%
Total Assets

$7.87B

Previous: $7.69B+2.4%
Stock-Based Comp

$12.5M

Previous: $10.9M+15.2%

Revenue & EPS history

Tractor Supply · Revenue · Quarterly

$3.9B

Q2 2022+8.4%vs Q2 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

The Company is updating its fiscal 2022 financial guidance to reflect its strong performance in the first half of the year. Fiscal 2022 comprises 53 weeks, one additional week compared to fiscal 2021. The fiscal 2022 guidance includes a benefit for the 53rd week, which is estimated to be approximately 1.5 percentage points of net sales and $0.15 of diluted EPS.

Tailwinds

  • Net Sales: $13.95 billion - $14.05 billion
  • Comparable Store Sales: +5.2% - +5.8%
  • Operating Margin Rate: ~10.2%
  • Net Income: $1.065 billion - $1.085 billion
  • Earnings per Diluted Share: $9.48 - $9.60

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.4%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.1%

Avg return

30 days after

46%

32 / 69 earnings

Positive

+17.7%

Q2 2012

Best reaction

-8.5%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.6%-18.0%-30.0%
Q4 2025-8.0%-3.0%-6.0%
Q3 2025+2.7%+1.2%-3.5%
Q2 2025-0.4%+1.6%+0.8%
Q1 2025-3.4%-1.7%-2.0%
Q4 2024-5.0%-5.5%-3.2%
Q3 2024-6.6%-8.0%-3.6%
Q2 2024+0.0%-0.3%+2.5%
Q1 2024+6.1%+5.8%+9.2%
Q4 2023+3.7%+4.1%+12.4%
Q3 2023-5.2%-2.8%+0.1%
Q2 2023+4.4%+4.5%-0.5%
Q1 2023-2.0%-0.5%-13.0%
Q4 2022+5.5%+6.6%+7.8%
Q3 2022+0.5%+9.2%+12.0%
Q2 2022-6.0%-11.4%-1.9%
Q1 2022-6.5%-6.9%-18.6%
Q4 2021+3.7%+6.4%-3.1%
Q3 2021+2.9%+2.2%+14.0%
Q2 2021-2.8%-0.7%+2.1%
Q1 2021+5.1%+5.7%+1.8%
Q4 2020-7.8%-6.9%+3.4%
Q3 2020-6.2%-10.0%-13.0%
Q2 2020+0.4%-2.0%+5.0%
Q1 2020+6.9%+7.9%+17.2%
Q4 2019-2.2%-4.1%-6.9%
Q3 2019+1.4%+0.4%+2.2%
Q2 2019-2.3%-2.9%-13.9%
Q1 2019+1.1%-0.5%-2.8%
Q4 2018-3.0%-0.0%+6.0%
Q3 2018+7.9%+11.0%+6.1%
Q2 2018-2.4%-0.2%+13.3%
Q1 2018+10.0%+9.0%+17.9%
Q4 2017-8.5%-15.9%-17.7%
Q3 2017-1.6%+3.8%+10.3%
Q2 2017+7.5%+4.8%+11.3%
Q1 2017-4.3%-5.5%-15.5%
Q4 2016+0.1%-0.5%-1.7%
Q3 2016-0.4%-1.2%+11.7%
Q2 2016-3.5%-1.9%-7.8%
Q1 2016+5.2%
Q4 2015-0.8%
Q3 2015+5.3%
Q2 2015+2.0%
Q1 2015+0.5%
Q4 2014+3.4%
Q3 2014+15.5%
Q2 2014+5.7%
Q1 2014-1.2%
Q4 2013-4.6%
Q3 2013+7.9%
Q2 2013-3.1%
Q1 2013-0.4%
Q4 2012+10.3%
Q3 2012-2.4%
Q2 2012+17.7%
Q1 2012+0.6%
Q4 2011+1.0%
Q3 2011+0.3%
Q2 2011-7.5%
Q1 2011-1.7%
Q1 2010-1.7%
Q4 2010-1.7%
Q4 2008-1.7%
Q3 2009+1.5%
Q3 2010+1.5%
Q2 2010-1.1%
Q4 2009-1.1%
Q2 2009-1.1%

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