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Dec 27, 2025
Tractor Supply Q4 2025 Earnings Report
Tractor Supply reported mixed Q4 results with modest revenue growth but a slight decline in earnings.
Key Takeaways
Tractor Supply posted Q4 2025 results with revenue of $3.9B and net income of $227M. EPS declined slightly year-over-year as discretionary spending remained soft, offset partially by strength in essential goods.
Revenue grew 3.3% YoY to $3.9B, driven by new store openings and consumable goods.
EPS decreased to $0.43 from $0.44 YoY.
Net income was $227.4M, a 3.8% decline YoY.
Comparable store sales grew just 0.3%, reflecting weak discretionary demand.
Revenue by Geographic Location
Forward Guidance
For FY26, Tractor Supply expects 4–6% revenue growth and EPS between $2.13 and $2.23, supported by store expansion and operational initiatives.
Positive Outlook
- Net sales expected to grow 4% to 6%.
- Comparable store sales expected to rise 1% to 3%.
- EPS guidance between $2.13 to $2.23.
- Capital expenditures planned at $675M to $725M.
- 100 new Tractor Supply stores planned for opening.
Challenges Ahead
- Continued pressure in discretionary categories.
- Higher transportation and delivery costs.
- Tariff headwinds could persist.
- Increased SG&A expenses due to investments.
- Macroeconomic uncertainty may impact consumer spending.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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