Every 10-Q that Tractor Supply Co (TSCO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow TSCO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TSCO filings page.
Tractor Supply Company reported modest top-line growth but weaker profitability for the quarter ended June 27, 2026. Net sales rose to $4,541,314 (thousands) from $4,439,729 (thousands), while net income declined to $360,715 (thousands) and diluted EPS to $0.69 from $0.81. For the first six months, net sales were $8,133,360 (thousands) and net income $525,239 (thousands), or $1.00 per diluted share, versus $7,906,682 (thousands) and $609,412 (thousands), or $1.14, a year earlier.
Comparable store sales for the first six months declined 0.6%, with higher average ticket partly offset by fewer transactions and softness in seasonal and companion animal categories. Gross margin improved to 37.1% in the quarter, but SG&A deleverage and Petsense restructuring charges reduced operating income to $467,115 (thousands).
The company recorded $71,673 (thousands) of Petsense-related impairment and restructuring charges tied to a plan to close approximately 75 stores, and completed the $133.8 million acquisition of VIP Petcare. Operating cash flow was $653,136 (thousands), down from $1,002,575 (thousands), while debt increased to $2,170.0 million. Tractor Supply returned $505.3 million to shareholders through $255,643 (thousands) of share repurchases and $252,022 (thousands) of dividends, ending the quarter with 2,672 stores and $873.4 million of remaining repurchase authorization.
Tractor Supply Company reported modestly higher sales but lower profits for the fiscal three months ended March 28, 2026. Net sales rose to $3.59 billion from $3.47 billion, while net income declined to $164.5 million from $179.4 million, with diluted EPS at $0.31 versus $0.34.
Gross margin stayed essentially flat at about 36.2%, but selling, general and administrative expenses grew faster than sales, lifting SG&A plus depreciation to 29.7% of net sales. Operating income fell to $233.4 million, and operating cash flow dropped to $91.1 million, largely reflecting higher inventory and working-capital swings.
The company continued investing heavily, with $202.6 million in capital expenditures and total debt of $2.14 billion. It also returned cash to shareholders, repurchasing about 2.3 million shares for $118.8 million and paying $126.4 million in dividends, while expanding to 2,641 stores across 49 states.
Tractor Supply Company reported third‑quarter results with net sales of $3.72 billion (up 7.2%) and comparable store sales up 3.9%, driven by higher transaction count and steady ticket growth. Gross profit rose to $1.39 billion with gross margin at 37.4% (up 15 bps), while operating income increased to $342.7 million. Net income was $259.3 million, or $0.49 per diluted share.
SG&A including depreciation rose 8.4% and deleveraged 29 bps, reflecting planned investments and incentive comp timing, partly offset by productivity gains. Year‑to‑date, net sales were $11.63 billion (up 4.6%), operating income $1.17 billion, and net income $868.7 million ($1.63 diluted EPS). Operating cash flow reached $1.31 billion for the first nine months. The company returned capital via $121.9 million in Q3 dividends and repurchased ~1.3 million shares for $75.9 million. Store base grew to 2,570 locations, and Allivet’s integration contributed to growth. A quarterly dividend of $0.23 per share was declared.
Q2 FY25 (ended 28-Jun-25) highlights: Net sales grew 4.5 % YoY to $4.44 bn on 1.5 % comp-store growth and 24 new Tractor Supply stores. Gross margin expanded 31 bp to 36.9 % as cost discipline offset higher freight, lifting gross profit 5.4 % to $1.64 bn. SG&A +6.8 % outpaced revenue, trimming operating margin 21 bp to 13.0 %. Net income inched up 1.1 % to $430 m; diluted EPS rose 2.5 % to $0.81 aided by a lower share count post 5-for-1 split. Operating cash flow surged 30 % to $748 m in the quarter, supporting $122 m in dividends and $73 m of buybacks.
Six-month view: Sales climbed 3.5 % to $7.91 bn, but net income slipped 2.2 % to $609 m as SG&A deleverage (+62 bp) and higher interest expense outweighed a 29 bp gross-margin gain. Operating cash flow of $1.00 bn (+23 %) covered $352 m capex, the $135 m Allivet e-pharmacy acquisition, and $167 m of share repurchases. Debt was reduced $160 m to $1.69 bn; leverage remains well within covenant limits. Cash fell to $226 m (-43 % YoY) due to investment and capital returns.
Strategic moves: 39 new Tractor Supply and 4 new Petsense stores opened YTD; 90 TSCO and 10 Petsense openings planned for FY25. Board raised buyback authorization to $7.5 bn and maintained a quarterly dividend of $0.23 per split-adjusted share.