Jun 26, 2021

Tractor Supply Q2 2021 Earnings Report

Reported record results with net sales increasing by 13.4% and comparable store sales increasing by 10.5%.

Key Takeaways

Tractor Supply Company reported exceptionally strong performance in the second quarter of 2021, with net sales increasing by 13.4% to $3.60 billion and comparable store sales increasing by 10.5%. Diluted earnings per share increased by 10.0% to $3.19. The company is raising its fiscal 2021 diluted EPS range to $7.70 to $8.00.

Net sales increased 13.4% year-over-year.

Comparable store sales increased 10.5% year-over-year, driven by transaction count and average ticket growth.

Diluted earnings per share increased 10.0% year-over-year to $3.19.

The company raised its fiscal 2021 diluted EPS guidance to $7.70 - $8.00.

Total Revenue
$3.6B
Previous year: $3.18B
+13.4%
EPS
$3.19
Previous year: $2.9
+10.0%
Comparable Store Sales Growth
10.5%
Previous year: 30.5%
-65.6%
Gross Profit
$1.29B
Previous year: $1.16B
+11.5%
Cash and Equivalents
$1.41B
Previous year: $1.21B
+17.0%
Free Cash Flow
$517M
Previous year: $852M
-39.4%
Total Assets
$7.69B
Previous year: $6.61B
+16.3%

Tractor Supply

Tractor Supply

Forward Guidance

The Company is updating its fiscal 2021 financial guidance to reflect its strong performance in the first half of 2021 and based on what it can reasonably predict at this time.

Positive Outlook

  • Net Sales: $12.1 billion - $12.3 billion
  • Comparable Store Sales: +11% - +13%
  • Operating Margin Rate: 9.7% - 9.9%
  • Net Income: $895 million - $930 million
  • Earnings per Diluted Share: $7.70 - $8.00