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Tractor Supply Company TSCO

Consumer Cyclical — Specialty Retail
S&P 500 Member Dividend Champion (5y) Insider Buys (last 12m)
Indexes indicate stock being part of an index ,
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
0.65
Total sells
11.96
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — 3 —
Sell — — — — 6 — — — — — — —
Insider Ownership
0.86%

Capital & Financial Ratios

Market Cap
17,100.00
Revenue
15,750.73
Net Income
1,011.91
Free Cash Flow
590.10
Net Debt
1,965.17
Current Ratio
1.33
Debt/Equity
0.83
P/E ratio
16.78
P/S ratio
1.07
P/B ratio
6.41
Past 5Y EPS Growth
16.98%
This Y EPS Growth
(6.00%)
Next Y EPS Growth
5.64%
Next 5Y EPS Growth
2.87%
in millions of $

Dividends

Payout Ratio
0.39
Annual Dividend Rate
4.12
Annual Dividend Yield
1.90%
total individual payouts
2028 ‡‡‡‡
2027 ‡‡‡‡‡
2026 0.97
—
—
—
2025 0.92
—
—
—
—
2024 0.88
—
—
—
—
2023 0.82
—
—
—
—
2022 0.74
—
—
—
—
2021 0.42
—
—
—
—
2020 0.30
—
—
—
—
2019 0.27
—
—
—
—
2018 0.24
—
—
—
—
2017 0.21
—
—
—
—
2016 0.18
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 397.07 251.49 194.11 231.59
Receivables 2.46 21.64 27.05 206.00
Inventory 2,645.85 2,840.18 3,084.09 3,518.45
Other — — — —
3,263.94 3,309.92 3,507.80 4,254.52
2023 2024 2025 Q'26
Payables 1,179.80 1,236.18 1,390.83 1,760.35
ST’ Debt — — — —
Other — — — —
2,177.08 2,319.19 2,614.45 3,189.75
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 3,592.05 4,541.31 — —
—
’25 3,466.95 4,439.73 3,719.04 3,898.32
15,524.05
’24 3,394.83 4,246.62 3,468.25 3,773.53
14,883.23
’23 3,299.23 4,184.70 3,411.98 3,659.84
14,555.74
’22 3,024.13 3,903.41 3,270.80 4,006.38
14,204.72
’21 2,792.34 3,601.56 3,017.93 3,319.29
12,731.11
’20 1,959.19 3,176.33 2,606.57 2,878.26
10,620.35
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 91.12 562.02 — —
—
’25 216.78 785.80 307.85 324.83
1,635.26
’24 257.41 559.94 86.27 517.23
1,420.84
’23 19.55 762.77 155.61 396.11
1,334.03
’22 59.07 566.54 0.73 730.65
1,356.98
’21 177.12 631.79 62.93 266.88
1,138.72
’20 83.93 909.21 11.84 389.54
1,394.52
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (80.22) 367.58 — —
—
’25 96.35 597.49 79.61 223.13
996.58
’24 105.15 380.86 (42.52) 333.43
776.92
’23 (138.13) 571.63 35.51 197.65
666.65
’22 (53.22) 413.70 (185.13) 409.31
584.65
’21 76.60 516.60 (102.62) 20.81
511.38
’20 54.60 852.56 (62.35) 257.49
1,102.31
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.31 0.69 — —
—
’25 0.34 0.81 0.49 0.43
2.06
’24 0.37 0.79 0.45 0.44
2.04
’23 0.33 0.77 0.47 0.46
2.02
’22 0.33 0.71 0.42 0.49
1.94
’21 0.31 0.64 0.39 0.39
1.72
’20 0.14 0.58 0.32 0.23
1.28

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2.2
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 33.30 37.00 42.35 46.85 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.31 50.23 61.53 63.99 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 49,000 50,000 52,000 52,000 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.29 0.29 0.29 0.30 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14,204.72 14,555.74 14,883.23 15,524.05 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.00% 35.92% 36.26% 36.42% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,404.31 1,432.40 1,412.94 1,398.25 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.89% 9.84% 9.49% 9.01% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,088.71 1,107.23 1,101.24 1,096.09 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 343.06 393.05 447.16 494.01 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 25.52 26.68 27.72 29.29 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.96 2.03 2.05 2.07 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.44 2.45 2.65 3.09 ‡‡‡‡ ‡‡‡‡ —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.39) (1.22) (1.20) (1.21) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.05 1.22 1.45 1.88 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.67 3.94 4.23 4.87 ‡‡‡‡‡ ‡‡‡‡ —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 556.68 545.48 536.95 529.96 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22.85 21.36 25.91 24.16 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.75 1.62 1.91 1.71 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.17 10.99 12.55 10.27 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.84 1.74 2.05 1.83 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 44.81 38.03 39.22 28.57 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,356.98 1,334.03 1,420.84 1,635.26 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (772.32) (667.38) (643.92) (638.68) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 584.65 666.65 776.92 996.58 ‡‡‡‡‡ ‡‡‡‡‡ —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 781.56 1,086.86 990.72 893.35 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,548.71 1,760.35 1,859.95 1,795.70 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,346.21 1,363.28 1,608.46 1,601.59 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,042.42 2,149.76 2,270.33 2,581.29 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.39% 12.53% 11.60% 10.57% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 26.47% 26.31% 23.65% 21.93% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 53.83% 52.82% 49.83% 45.18% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Tractor Supply Company (TSCO) has solidified its dominance in rural lifestyle retailing, with revenue surging from $6.78 billion in 2016 to $14.56 billion in 2023 at an 11.5% CAGR, driven by store expansions, the 2021 Orscheln acquisition, and pandemic-fueled pet and outdoor demand. Despite post-COVID normalization and inflation curbing growth to 2.5% in 2023, operational efficiencies shine through: revenue per employee near $290,000, revenue per share up 172% via aggressive buybacks, and elite ROE of 45-53%. Gross margins expanded to 36.3%, while free cash flow per share doubled to $1.88, underpinning dividends and a resilient balance sheet despite higher debt.

Projections signal a rebound, with revenue eyed at $15.52 billion in 2024 (+4.1%) accelerating to $17.33 billion in 2026 (+6.1%), bolstered by same-store sales recovery, Petsense integrations, and pet category growth (30% of sales). EPS is forecast to reach $2.19 by 2026, with valuation metrics like 25.9x P/E and 1.88x EV/Sales suggesting fair pricing for this high-ROIC compounder, whose stock highs have tracked EPS and FCF surges closely.

Yet caution flags wave: insider selling without buys (e.g., CEO and CFO transactions in 2025-2026), margin pressures from SG&A and capex, and rural headwinds like declining farm incomes temper enthusiasm. Analyst targets imply modest 7% mean upside from recent closes, rewarding patient holders if execution holds amid competition—explore the full analysis for deeper historical correlations and risk scenarios.

Read full commentary →

Tractor Supply Company (TSCO) Latest News

News by impact score

Fine-tune

16 Sep

3 , 1:13 AM
Tractor Supply's weaker guidance clouds its valuation and prompts questions over whether the stock remains cheap amid the revised outlook. Weaker guidance directly pressures near-term earnings expectations and investor sentiment for Tractor Supply.

27 Aug

3 www.trefis.com, 8:45 PM
Tractor Supply Company is presented as a cash-generating business currently undervalued by the market. Valuation perception may shift investor sentiment and short-term stock performance.

26 Aug

3 , 9:08 PM
Instacart partners with Petsense to expand delivery options, potentially increasing Tractor Supply's recurring revenue from pet food and supplies through broader customer access and subscription models. Instacart Petsense partnership may moderately boost Tractor Supply pet segment recurring revenue without altering overall company trajectory.

25 Aug

3 , 9:00 AM
Instacart and Petsense by Tractor Supply launch exclusive same-day delivery partnership. Same-day delivery rollout expands pet product access and may lift sales for Tractor Supply subsidiary.

8 Aug

4 , 8:11 AM
Tractor Supply cuts its 2026 outlook. Outlook reduction signals weaker growth and pressures valuation and investor sentiment.

7 Aug

4 , 1:06 PM
Tractor Supply Company reduced its 2026 outlook due to weakening demand and persistent higher costs. Outlook cut from weak demand and higher costs directly pressures TSCO financial trajectory and investor sentiment.

3 , 1:02 PM
Tractor Supply Company undergoes valuation reset with cuts to earnings estimates, raising questions on whether TSCO remains a buy. Earnings estimate cuts combined with valuation reset point to moderate effects on TSCO stock trajectory and sentiment.

4 Aug

3 thehill.com, 4:55 PM
Tractor Supply announces closures of multiple pet-focused stores. Store closures signal operational restructuring with direct effects on revenue and costs.

1 Aug

3 , 2:19 PM
Tractor Supply's Q2 earnings call featured analyst questions centered on operational strategies, margin pressures, growth initiatives, inventory management, and competitive positioning in rural retail markets. Analyst questions from the earnings call highlight investor focus areas that can moderately influence short-term sentiment and operational adjustments at Tractor Supply.

29 Jul

3 ktla.com, 1:52 PM
Tractor Supply Company closes dozens of locations. Dozens of Tractor Supply Company store closures affect operations and financial performance but remain limited in scope.

3 www.telegram.com, 5:14 AM
Tractor Supply Company is closing 75 pet supply retail stores, with possible locations in Massachusetts. Closing 75 stores signals operational restructuring with moderate effects on revenue and costs.

28 Jul

3 nypost.com, 1:51 PM
Tractor Supply closes 75 pet store locations, upsetting loyal shoppers who label the decision complete bs. Store closures can trim revenue and weaken customer loyalty at Tractor Supply.

27 Jul

4 www.foxbusiness.com, 5:18 PM
Tractor Supply Company is closing 75 locations nationwide and slowing expansion. Store closures on this scale signal major operational contraction that will cut revenue and shift growth outlook.

4 , 12:05 PM
Tractor Supply Company expands pet ecosystem and optimizes stores in Q2 to drive a strategic shift. Pet ecosystem expansion and store optimization represent major strategic moves likely to significantly alter company trajectory.

4 www.al.com, 10:20 AM
Tractor Supply Company will close 75 stores and slow its growth plans. Store closures combined with slowed growth plans will reduce expansion and weigh on Tractor Supply Company's revenue trajectory and investor sentiment.

3 www.independent.co.uk, 11:54 AM
Tractor Supply Company closes 75 locations as a US retailer with an 88-year history. Store closures signal operational restructuring with moderate effects on financial performance and market perception.

3 www.fastcompany.com, 8:18 AM
Tractor Supply's Petsense chain is closing additional stores as consumer habits shift in the pet supplies sector. Multiple Petsense store closures point to adaptation struggles that could moderately pressure Tractor Supply's results and positioning.

25 Jul

5 , 11:13 AM
Tractor Supply plans Petsense store closures and lowered guidance that may fundamentally reshape operations and market position. Petsense closures and guidance reduction mark major strategic shifts expected to redefine TSCO trajectory.

3 , 1:11 PM
Tractor Supply shares fell 47% and now appear fully valued. 47% share drop prompts full valuation view that may shift investor sentiment on future performance.

3 , 5:10 AM
Tractor Supply (TSCO) appears 31% undervalued after posting weak Q2 results and issuing lower full-year guidance. Weak Q2 results and reduced guidance may pressure near-term performance and investor sentiment.

24 Jul

3 www.thestreet.com, 9:03 PM
Tractor Supply Company is closing 75 stores and slowing expansion after 88 years of operation. Store closures combined with reduced expansion plans will constrain revenue growth and limit operational scale.

3 , 9:52 AM
Tractor Supply removed long-term targets. Morgan Stanley stated this resets the performance bar for the company. Removal of long-term targets alters guidance and may shift investor sentiment without fundamentally redefining operations.

23 Jul

4 , 6:55 AM
Tractor Supply Company reported second quarter 2026 financial results and updated its fiscal year 2026 outlook. Quarterly results with outlook revision directly affect valuation and investor expectations.

3 , 5:04 PM
Tractor Supply Co reported Q2 2026 earnings and outlined strategic moves to address operational challenges. Earnings highlights on strategic challenge navigation point to moderate effects on future performance.

3 app.moby.co, 5:01 PM
Tractor Supply Company Q2 2026 earnings call covered financial results, operational updates and forward guidance. Quarterly earnings and guidance typically move near-term stock price and sentiment but rarely shift long-term trajectory.

3 transcript www.marketbeat.com, 2:06 PM
Tractor Supply Q2 earnings call highlighted financial results, operational updates and forward guidance. Quarterly earnings data and guidance typically move investor views on near-term performance without reshaping long-term strategy.

3 , 12:34 PM
Tractor Supply missed Q2 earnings and sales estimates as comparable sales fell 1.5%. Q2 miss and comps decline may pressure near-term stock valuation and sentiment.

3 , 9:30 AM
Tractor Supply reported Q2 earnings along with analysis of key operating and financial metrics. Q2 earnings metrics can shift near-term investor views on financial results without altering long-term strategy.

3 www.retaildive.com, 8:19 AM
Tractor Supply reports weak Q2 results and lowers its full-year outlook. Lowered outlook signals short-term pressure on financial results and investor views.

3 , 7:39 AM
Tractor Supply missed Q2 CY2026 sales expectations. Sales miss creates moderate pressure on near-term stock performance and sentiment.
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