Jun 25, 2022

Tractor Supply Q2 2022 Earnings Report

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

Key Takeaways

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.

Total Revenue
$3.9B
Previous year: $3.6B
+8.4%
EPS
$3.53
Previous year: $3.19
+10.7%
Comparable Store Sales Growth
5.5%
Previous year: 10.5%
-47.6%
Gross Profit
$1.39B
Previous year: $1.29B
+7.8%
Cash and Equivalents
$531M
Previous year: $1.41B
-62.4%
Free Cash Flow
$414M
Previous year: $517M
-19.9%
Total Assets
$7.87B
Previous year: $7.69B
+2.4%

Tractor Supply

Tractor Supply

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.

Positive Outlook

  • 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