Tractor Supply Co.
TSCO
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+ FollowMarket Cap$18.35B
Close$
Earnings Call Q1 2026
April 21, 2026 - AI Summary
Sales Performance: Tractor Supply Company reported a 3.6% increase in net sales to $3.59 billion for Q1 2026, primarily driven by the opening of 40 new stores. However, comparable store sales increased only 0.5%, with performance affected by a significant drag from the companion animal category, which contributed over a 100 basis point impact on comp sales.
Challenges in Companion Animal Segment: The pet category remains under pressure, particularly due to a decline in larger dog ownership and an inadequate mix that favors dogs over cats. The company has seen stable but disappointing performance in this segment, with efforts underway to expand offerings in cat products and fresh/frozen pet food, indicating ongoing challenges the company is facing in this area.
Customer Behavior and Economic Environment: The retail environment is cautious, with consumers using tax refunds more conservatively, favoring essentials and savings over discretionary spending. This behavior has led to reduced shopping frequency and productivity metrics, suggesting a shift in consumer priorities that may impact future sales growth.
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$41.80
20.4% upside
Current Fair Value
20.4% upsideUndervalued by 20.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $18.35 Billion |
|---|---|
| Enterprise Value | $24.66 Billion |
| Dividend Yield | $0.94 (2.69%) |
| Earnings per Share | $2.07 |
| Beta | 0.45 |
| Outstanding Shares | 523,729,000 |
Return
| Return on Equity | 38.45% |
|---|---|
| Return on Assets | 8.32% |
| Return on Invested Capital | 15.65% |
Valuation & Multiples
| P/E Ratio | 18.22 |
|---|---|
| PEG | -113.01 |
| Price to Sales | 1.16 |
| Price to Book Ratio | 6.94 |
| Enterprise Value to Revenue | 1.57 |
| Enterprise Value to EBIT | 17.57 |
| Enterprise Value to Net Income | 24 |
| Total Debt to Enterprise | 0.27 |
| Debt to Equity | 2.49 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 23, 2026
EPS Estimate
$0.82
Average shareholder expectationRevenue Estimate
$4.58 B
Average shareholder expectationNext Earnings Call
Expected Date
October 22, 2026
EPS Estimate
$0.41
Average shareholder expectationRevenue Estimate
$3.80 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.4682▼ 16.88% |
|---|---|
| Total Calls | 8,281,212▲ 446.90% |
| Total Puts | 3,877,200▲ 301.98% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 93.92%▲ 1.93% |
|---|---|
| Total Invested | $16.76B▼ 23.58% |
| Investors Holding | 1,071▼ 122.00% |
ESG Score
No data
About Tractor Supply Co.
32,000 employees
CEO: Harry Lawton Tractor Supply Company is an American retail chain of stores that offers products for home improvement, agriculture, lawn and garden maintenance, livestock, equine and pet care. Founded as a mail order tractor parts business in 1938, th...