NASDAQ$TSCO
Tractor Supply Co · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Tractor Supply reported Q4 2025 net sales of $3.90B and diluted EPS of $0.43.
Fourth-quarter net sales increased 3.3% to $3.90 billion with comparable store sales up 0.3%. Operating income was $297.7 million. Full-year 2025 net sales were $15.52 billion (+4.3%) with diluted EPS of $2.06. The company guided fiscal 2026 net sales growth of 4–6% and diluted EPS of $2.13–$2.23.
- Q4 net sales $3.90B (+3.3% YoY).
- Comparable store sales +0.3% in Q4.
- FY25 net sales $15.52B; EPS $2.06.
- FY26 EPS guide $2.13–$2.23.
Headline financials
Revenue & EPS history
Tractor Supply · Revenue · Quarterly
$3.9B
Forward guidance
Management discusses Tractor Supply's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.
Tailwinds
- Tractor Supply cites execution on strategic priorities and demand in core markets.
- Liquidity and balance sheet capacity support continued investment and returns.
Headwinds
- Macro, rates, and input costs may pressure margins or volumes.
- Segment mix and non-recurring items can affect sequential comparability.
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 Q4 2025
+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
| Quarter | Report date | Reaction (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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