Mar 26, 2022

Tractor Supply Q1 2022 Earnings Report

Reported strong results with record sales and earnings, despite a difficult comparison from last year's record sales and ongoing macro challenges.

Key Takeaways

Tractor Supply Company reported an 8.3% increase in net sales, reaching $3.02 billion, and a 5.2% increase in comparable store sales. Diluted earnings per share increased to $1.65 from $1.55 in the prior year. The company reiterated its fiscal 2022 financial outlook.

Net sales increased by 8.3%.

Comparable store sales increased by 5.2% on top of 38.6% growth last year.

Diluted earnings per share increased to $1.65 from $1.55 last year.

The company reiterated its fiscal 2022 financial outlook.

Total Revenue
$3.02B
Previous year: $2.79B
+8.3%
EPS
$1.65
Previous year: $1.55
+6.5%
Comparable Store Sales Growth
5.2%
Previous year: 38.6%
-86.5%
Gross Profit
$1.06B
Previous year: $984M
+7.4%
Cash and Equivalents
$405M
Previous year: $1.15B
-64.7%
Free Cash Flow
-$53.3M
Previous year: $76.4M
-169.8%
Total Assets
$7.69B
Previous year: $7.36B
+4.4%

Tractor Supply

Tractor Supply

Forward Guidance

The Company confirmed its fiscal 2022 financial guidance, initially provided on January 27, 2022. For fiscal 2022, the Company continues to expect the following: Net Sales $13.6 billion - $13.8 billion; Comparable Store Sales +3.0% - +4.5%; Operating Margin Rate 10.1% - 10.3%; Net Income $1.04 billion - $1.08 billion; Earnings per Diluted Share $9.20 - $9.50

Positive Outlook

  • Net Sales $13.6 billion - $13.8 billion
  • Comparable Store Sales +3.0% - +4.5%
  • Operating Margin Rate 10.1% - 10.3%
  • Net Income $1.04 billion - $1.08 billion
  • Earnings per Diluted Share $9.20 - $9.50