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Jun 28, 2025
Tractor Supply Q2 2025 Earnings Report
Tractor Supply reported solid Q2 2025 results with revenue and earnings growth despite a delayed spring season.
Key Takeaways
Tractor Supply delivered revenue growth of 4.5% and modest earnings improvement, driven by strong core category performance and market share gains.
Net sales grew to $4.44 billion, up 4.5% year over year
Comparable store sales increased 1.5%, led by consumable, usable and edible products
Net income rose to $430 million, with EPS of $0.81
Operating income reached $577.8 million, up 2.9% from last year
Revenue by Geographic Location
Forward Guidance
The company reaffirmed its FY2025 outlook, projecting steady sales and earnings growth despite economic uncertainties.
Positive Outlook
- Reconfirmed FY2025 net sales growth of 4% to 8%
- Expected comparable store sales growth of 0% to 4%
- Operating margin expected at 9.5% to 9.9%
- Net income forecast between $1.07 billion and $1.17 billion
- EPS guidance maintained at $2.00 to $2.18
Challenges Ahead
- Economic uncertainty may pressure discretionary categories
- Tariff shifts could impact cost structures
- Fixed cost deleverage due to modest comp sales growth
- Share repurchases reduced to $325M–$375M from prior guidance
- Continued cost pressures from growth investments
Historical Earnings Impact
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Avg. Return Before/After Earnings
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