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Tractor Supply Company

TSCO Consumer Discretionary RETAIL: Building Materials
$34.73
▲ +5.5% Today
as of Oct 22, 16:53 ET
Last 30 days +2.66% Sep 14 → Oct 22
$30.80 $31.85 $32.91 $33.97 $35.02 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$30.81
High
$35.03
Low
$29.90
Volume
$32M
Avg Vol
$9M
Mkt Cap
$16.9B
P/E (TTM)
22.26
Beta
—
52w High
$58.21
52w Low
$28.36
Div Yield
—
Shares Out
$522M

Recent Press Releases & News last 60 days · 25 items

Oct 22 · 21:25 Moby
Tractor Supply Company Q3 2026 Earnings Call Summary
Oct 22 · 21:06 GuruFocus.com
Tractor Supply Co (TSCO) (Q3 2026) Earnings Call Highlights: Sales Growth and Digital Momentum ...
Oct 22 · 18:15 Motley Fool
Tractor Supply (TSCO) Q3 2026 Earnings Call Transcript
▸ Show all 25 press releases & news Free account →

TSCO earnings at a glance

The options market is pricing a move of about ±7.2% after the report, a range of roughly $32.24 to $37.22 from today's $34.73. Over its last 6 reports the stock rose the next day 2 times and fell 4, moving ±4.9% on average; after the most recent report on Jul 23, 2026 it moved +3.3%. That means options currently expect more movement than TSCO has typically delivered. TSCO beat the consensus EPS estimate in 2 of its last 6 reported quarters. Implied volatility is currently 44%. The share price of $34.73 sits in the middle of its 52-week range.

More Consumer Discretionary stocks · All stocks · Earnings calendar

Overview

52-week range
$28
$58
21% of range
Avg surprise (last 6)
-4.2%
Avg reaction (last 6)
-2.9%
33% positive
Latest IV / EM
44%
EM ±7.2% · $34 · Oct 23

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.31$1.19$2.07$2.95$3.83 Actual $1.65Actual $3.83Actual $2.33Actual $0.37Actual $0.79Actual $0.45Actual $0.34Est $0.37Actual $0.81Est $0.80Actual $0.49Est $0.48Actual $0.43Est $0.46Actual $0.31Est $0.35Actual $0.81Est $0.83 AprJulSepMarJunSepMar/2025Jun/2025Sep/20258K8KJun/2026
Revenue vs Net Income Revenue Net income
$0$1.2B$2.4B$3.6B$4.8B Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Thu Jul 23, 2026Jun/2026 $0.81 $0.83 -2.4% +2.5% +3.3% earnings
Tue Apr 21, 20268K 2026-04-21 $0.31 $0.35 -11.4% — -11.7% earnings
Thu Jan 29, 20268K 2026-01-29 $0.43 $0.46 -6.5% — -7.6% earnings
Thu Oct 23, 2025Sep/2025 $0.49 $0.48 +2.1% — +2.8% earnings
Thu Jul 24, 2025Jun/2025 $0.81 $0.80 +1.2% — -0.5% earnings
Thu Apr 24, 2025Mar/2025 $0.34 $0.37 -8.1% — -3.4% earnings
Sat Sep 28, 2024Sep 2024 $0.45 — — — — financials
Sat Jun 29, 2024Jun 2024 $0.79 — — — — financials
Sat Mar 30, 2024Mar 2024 $0.37 — — — — financials
Sat Sep 30, 2023Sep 2023 $2.33 — — — — financials
Sat Jul 1, 2023Jul 2023 $3.83 — — — — financials
Sat Apr 1, 2023Apr 2023 $1.65 — — — — financials

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$4.54B$3.59B—$3.72B$4.44B$3.47B—$3.47B
Cost of revenue$2.86B$2.29B—$2.33B$2.80B$2.21B—$2.18B
Gross profit$1.68B$1.30B—$1.39B$1.64B$1.26B—$1.29B
Operating income$467M$233M—$343M$578M$249M—$325M
Net income$361M$165M—$259M$430M$179M—$241M
EPS (diluted)$0.69$0.31—$0.49$0.81$0.34—$0.45

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$232M$224M$194M$185M$226M$232M$251M$186M
Inventory$3.52B$3.58B$3.08B$3.25B$3.09B$3.21B$2.84B$3.08B
Total current assets$4.25B$4.04B$3.51B$3.65B$3.54B$3.66B$3.31B$3.48B
Total assets$12.16B$11.66B$10.93B$10.88B$10.56B$10.39B$9.81B$9.77B
Long-term debt$2.15B$2.13B$1.76B$1.74B$1.67B$2.08B$1.83B$1.83B
Total liabilities$9.53B$9.15B$8.35B$8.30B$8.07B$8.15B$7.54B$7.48B
Total equity$2.63B$2.51B$2.58B$2.57B$2.49B$2.24B$2.27B$2.29B

Implied volatility — last 90 days

24%45%67%89%110% Jun 07 — IV 57% · EM ±5.3%Jun 08 — IV 53% · EM ±4.4%Jun 09 — IV 52% · EM ±3.8%Jun 10 — IV 75% · EM ±4.4%Jun 11 — IV 48% · EM ±2.0%Jun 15 — IV 53% · EM ±3.8%Jun 16 — IV 56% · EM ±3.3%Jun 17 — IV 54% · EM ±2.3%Jun 19 — IV 43% · EM ±4.8%Jun 22 — IV 48% · EM ±4.0%Jun 23 — IV 79% · EM ±5.7%Jun 24 — IV 54% · EM ±3.2%Jun 25 — IV 51% · EM ±2.1%Jun 29 — IV 35% · EM ±7.4%Jun 30 — IV 48% · EM ±9.8%Jul 01 — IV 53% · EM ±10.5%Jul 02 — IV 41% · EM ±8.0%Jul 03 — IV 43% · EM ±8.2%Jul 06 — IV 59% · EM ±10.5%Jul 07 — IV 64% · EM ±11.1%Jul 08 — IV 63% · EM ±10.5%Jul 09 — IV 65% · EM ±10.5%Jul 10 — IV 67% · EM ±10.4%Jul 13 — IV 73% · EM ±10.1%Jul 14 — IV 69% · EM ±9.1%Jul 15 — IV 77% · EM ±9.7%Jul 16 — IV 76% · EM ±8.9%Jul 17 — IV 77% · EM ±8.5%Jul 20 — IV 99% · EM ±8.2%Jul 21 — IV 111% · EM ±8.0%Jul 22 — IV 108% · EM ±6.4%Jul 23 — IV 85% · EM ±3.5%Jul 27 — IV 44% · EM ±3.7%Jul 28 — IV 41% · EM ±2.9%Jul 29 — IV 51% · EM ±3.0%Jul 30 — IV 67% · EM ±2.8%Aug 03 — IV 43% · EM ±3.6%Aug 04 — IV 52% · EM ±3.8%Aug 05 — IV 66% · EM ±3.9%Aug 10 — IV 47% · EM ±3.9%Aug 11 — IV 43% · EM ±3.1%Aug 12 — IV 47% · EM ±2.8%Aug 13 — IV 45% · EM ±1.9%Aug 17 — IV 46% · EM ±3.8%Aug 18 — IV 65% · EM ±4.7%Aug 19 — IV 40% · EM ±2.4%Aug 20 — IV 46% · EM ±1.9%Aug 24 — IV 70% · EM ±5.9%Aug 25 — IV 72% · EM ±5.2%Aug 26 — IV 58% · EM ±3.4%Aug 27 — IV 24% · EM ±1.0%Aug 31 — IV 50% · EM ±4.2%Sep 01 — IV 46% · EM ±3.3%Sep 02 — IV 41% · EM ±2.4%Sep 03 — IV 82% · EM ±3.4%Sep 07 — IV 41% · EM ±3.4%Sep 08 — IV 49% · EM ±3.5%Sep 09 — IV 51% · EM ±3.0%Sep 10 — IV 68% · EM ±2.8%Sep 14 — IV 59% · EM ±4.9%Sep 15 — IV 44% · EM ±3.2%Sep 16 — IV 62% · EM ±3.7%Sep 17 — IV 60% · EM ±2.5%Sep 21 — IV 32% · EM ±2.7%Sep 22 — IV 40% · EM ±2.9%Sep 23 — IV 52% · EM ±3.0%Sep 28 — IV 41% · EM ±8.7%Sep 29 — IV 36% · EM ±7.3%Sep 30 — IV 41% · EM ±8.2%Oct 01 — IV 52% · EM ±10.2%Oct 02 — IV 47% · EM ±9.1%Oct 06 — IV 54% · EM ±9.4%Oct 07 — IV 60% · EM ±10.1%Oct 08 — IV 44% · EM ±7.2%

Sector peers

QXO
QXO, Inc.
$11.7B $11.02+5.3%
BLDR
Builders FirstSource, Inc.
$5.8B $57.54+6.7%
FND
Floor & Decor Holdings, Inc.
$4.9B $48.17+6.5%
BCC
Boise Cascade, L.L.C.
$2.5B $78.29+2.6%
ASPN
Aspen Aerogels, Inc.
$480M $5.44+2.1%
ZKH
ZKH Group Limited
$477M $1.79+1.1%

TSCO earnings FAQ

What is TSCO's expected move for earnings?

Options currently price a move of about ±7.2%, or $2.49 per share either way from $34.73.

How does TSCO stock usually react to earnings?

Across the last 6 reports the average next-day move was ±4.9%, up 2 times and down 4 times.

What is TSCO's implied volatility?

TSCO's at-the-money implied volatility is about 44% based on the latest options snapshot.

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