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Sep 27, 2025
Tractor Supply Q3 2025 Earnings Report
Tractor Supply reported strong third-quarter results, driven by comparable store sales growth and strategic initiatives.
Key Takeaways
Tractor Supply Company delivered a strong third quarter in 2025, with net sales increasing by 7.2% to $3.72 billion and diluted EPS growing by 8.6% to $0.49. The company's performance was bolstered by comparable store sales growth of 3.9%, driven by increased transaction counts and average ticket growth. Gross profit also saw a healthy increase, and the company returned $197.3 million to shareholders through share repurchases and dividends.
Net sales increased by 7.2% to $3.72 billion, up from $3.47 billion in the prior year's third quarter.
Comparable store sales grew by 3.9%, a significant improvement from a 0.2% decrease in the same period last year.
Diluted EPS rose by 8.6% to $0.49, compared to $0.45 in the third quarter of 2024.
The company returned $197.3 million to shareholders through share repurchases and cash dividends during the quarter.
Revenue by Geographic Location
Forward Guidance
Tractor Supply is narrowing its fiscal year 2025 financial guidance, reflecting year-to-date performance and a balanced outlook, with expectations for continued comparable store sales growth and increased net income.
Positive Outlook
- Narrowed full-year guidance range reflects improved visibility on tariffs and demand.
- Comparable store sales outlook for Q4 2025 is positive, ranging from +1% to +5%.
- Fiscal year 2025 net sales guidance updated to a positive range of +4.6% to +5.6%.
- Fiscal year 2025 comparable store sales guidance updated to a positive range of +1.4% to +2.4%.
- Fiscal year 2025 net income guidance updated to a higher range of $1.09 billion to $1.14 billion.
Challenges Ahead
- Operating margin rate guidance for fiscal year 2025 remains within a tight range of 9.5% to 9.7%.
- The updated guidance, while positive, still reflects a degree of caution in the broader demand environment.
- No specific negative factors were highlighted in the forward guidance summary, but the 'balanced outlook' suggests potential challenges.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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