Sep 24, 2022

Tractor Supply Q3 2022 Earnings Report

Tractor Supply had a record quarter with increased market share and consistent net sales and earnings growth.

Key Takeaways

Tractor Supply Company reported an 8.4% increase in net sales to $3.27 billion for the third quarter of 2022, with comparable store sales increasing by 5.7%. Diluted earnings per share increased by 7.7% to $2.10. The company has raised its fiscal year 2022 diluted EPS range to $9.55 to $9.63.

Net sales increased by 8.4% reaching $3.27 billion compared to Q3 2021.

Comparable store sales increased by 5.7% driven by comparable average ticket growth of 7.0%.

Diluted earnings per share increased 7.7% to $2.10.

The Company repurchased approximately 0.6 million shares of its common stock for $123.6 million and paid quarterly cash dividends totaling $101.9 million.

Total Revenue
$3.27B
Previous year: $3.02B
+8.4%
EPS
$2.1
Previous year: $1.95
+7.7%
Comparable Store Sales Growth
5.7%
Previous year: 13.1%
-56.5%
Gross Profit
$1.17B
Previous year: $1.09B
+7.4%
Cash and Equivalents
$211M
Previous year: $1.11B
-81.0%
Free Cash Flow
-$185M
Previous year: -$103M
+79.0%
Total Assets
$7.91B
Previous year: $7.75B
+2.2%

Tractor Supply

Tractor Supply

Forward Guidance

The Company is updating its fiscal 2022 financial guidance, previously provided on July 21, 2022, to reflect the strong performance year to date and its outlook for the fourth quarter of 2022.

Positive Outlook

  • Net Sales: $14.06 billion - $14.12 billion
  • Comparable Store Sales: +5.4% - +5.8%
  • Operating Margin Rate: 10.10% - 10.15%
  • Net Income: $1.07 billion - $1.08 billion
  • Earnings per Diluted Share: $9.55 - $9.63