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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Tractor Supply (TSCO) is 5/10.
Comp sales grew 0.5% as the companion animal category dragged results by 100 basis points, though record 40 new stores opened with strong productivity. A four-pillar pet category recovery plan was launched while digital business delivered strong double-digit growth and the Field and Stream brand tracked toward a $100 million milestone. Management reaffirmed full-year FY2026 guidance despite the Q1 comp coming in below plan, with Final Mile exceeding expectations on double-digit volume growth.
Scored from Tractor Supply’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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On August 3, 2026, Robert D. Mills, Executive Vice President and Chief Technology Officer, Digital and Pet Services, informed Tractor Supply Company of his resignation effective August 7, 2026 to pursue another opportunity. J. Seth Estep assumes his responsibilities for the Allivet and VIP Petcare business units and John P. Ordus assumes responsibility for Petsense by Tractor Supply. On August 6, 2026 the Board approved expanded equity grants to both executives.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.77B | +3.1% | $0.44 | -3.5% | 35.2% | 8.4% | 6.3% | $271M |
| FY2025 Q1 | $3.47B | +2.1% | $0.34 | -7.1% | 36.2% | 7.2% | 5.2% | $75M |
| FY2025 Q2 | $4.44B | +4.5% | $0.81 |
| +3.1% |
| 34.2% |
| 13.0% |
| 9.7% |
| $575M |
| FY2025 Q3 | $3.72B | +7.2% | $0.49 | +8.9% | 37.4% | 9.2% | 7.0% | $30M |
| FY2025 Q4 | $3.90B | +3.3% | $0.43 | -2.3% | 25.6% | 7.6% | 5.8% | $59M |
| FY2026 Q1 | $3.59B | +3.6% | $0.31 | -8.8% | 32.7% | 6.5% | 4.6% | $-111M |
| FY2026 Q2 | $4.54B | +2.3% | $0.69 | -14.8% | 34.2% | 11.7% | 7.9% | $329M |