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Nasdaq · Consumer Discretionary

TRACTOR SUPPLY CO /DE/ (TSCO)

As-reported financials and SEC filings for TRACTOR SUPPLY CO /DE/. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About TRACTOR SUPPLY CO /DE/

Tractor Supply Company is a rural lifestyle retailer in the United States serving recreational farmers, ranchers, pet owners, and rural communities. It operates retail stores under the names Tractor Supply Company and Petsense by Tractor Supply, offering products such as livestock feed, pet supplies, seasonal and recreational items, tools, hardware, and clothing. The company also sells products online through its websites and mobile application, providing services like buy online and pickup in-store.

Snapshot

Revenue
$15.52B
Revenue growth (YoY)
4.3%
Net income
$1.10B
Diluted EPS
$2.06
Gross margin
36.4%
Operating margin
9.5%
Net margin
7.1%
FCF margin
4.8%
ROE
42.5%
net income / fiscal-year-end equity
P/E
17.7×
trailing when available, otherwise FY EPS
Market cap
$17.72B
Long-term debt / equity
0.68×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 27, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Tractor Supply Co /de/

  • Revenue grew 4.3% to $15.5B in FY2025, faster than the 2.2% the year before.
  • Operating margin is 9.5% in FY2025, -0.8 pp against 10.3% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $4.5B, up 2.3% from Q2 FY2025.
  • Free cash flow was $740M in FY2025, 4.8% of revenue.
  • Net income fell 0.5% to $1.1B in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Tractor Supply Co /de/’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin36.4%
53rd percentile of 275
Operating margin9.5%
72nd percentile of 348
Net margin7.1%
72nd percentile of 377
FCF margin4.8%
56th percentile of 352
Revenue growth (YoY)+4.3%
54th percentile of 394
ROE42.5%
92nd percentile of 343
P/E17.7×
48th percentile of 249
Long-term debt / equity0.68×
59th percentile of 235
Short interest5.45d
58th percentile of 401

Tractor Supply Co /de/’s return on equity of 42.5% ranks in the 92nd percentile of the 343 Consumer Discretionary companies reporting it.

4 reported insider purchases (code P) totaling $652,395 in the last 90 days. For context, about 14% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+6 quant / multi-strat
Initiated / added
7
1 new, 6 added
Reduced / exited
3
1 trimmed, 2 exited
Combined position
$186.8M
reported long value
InvestorAs ofPosition valueSharesChange
Citadel AdvisorsquantQ2 2026$72.4M2.3MAdded
AQR Capital ManagementquantQ2 2026$31.2M998.7KAdded
Point72 Asset ManagementquantQ2 2026$26.6M841.7KAdded
Gotham Asset ManagementQ2 2026$18.1M573.8KAdded
D. E. ShawquantQ2 2026$14.2M449.0KAdded
Millennium ManagementquantQ2 2026$13.8M435.2KReduced
Two Sigma InvestmentsquantQ2 2026$9.5M299.0KAdded
Bridgewater AssociatesQ2 2026$1.0M32.9KNew

No longer held by: Renaissance Technologies (as of Q2 2026), Wedgewood Partners (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4. Multiple insiders have bought recently (a cluster buy).

Buys (90d)
4
3 insiders
Bought (90d)
$652K
code P value
Sells (90d)
0
Reported activity
Cluster buy
≥2 insiders buying
Trade dateInsiderTypeSharesPriceValue
2026-08-04
filed 2026-08-05
Lawton III Harry APresident & CEOBuy12.9K$32.20$417K
2026-08-04
filed 2026-08-05
Lawton III Harry APresident & CEOBuy2.7K$31.90$85K
2026-08-04
filed 2026-08-05
MORRIS EDNADirectorBuy1.6K$32.44$51K
2026-08-03
filed 2026-08-04
Hawaux Andre JDirectorBuy3.1K$31.83$100K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
43.4M
settled 2026-08-31
Change vs prior
+22.9%
vs previous settlement
Days to cover
5.45
at avg daily volume
Avg daily volume
8.0M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-3143.4M+22.9%5.45
2026-08-1435.3M+21.9%2.54
2026-07-3129.0M-3.5%2.51
2026-07-1530.0M+3.7%3.89
2026-06-3028.9M+10.8%1.84
2026-06-1526.1M+9.8%2.06
2026-05-2923.8M-5.3%1.84
2026-05-1525.1M-12.5%1.73

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$15.52B$14.88B$14.56B$14.20B$12.73B
Gross profit$5.65B$5.40B$5.23B$4.97B$4.48B
Operating income$1.47B$1.47B$1.48B$1.43B$1.31B
Net income$1.10B$1.10B$1.11B$1.09B$997.1M
Diluted EPS$2.06$2.04$2.02$1.94$1.72

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$1.64B$1.42B$1.33B$1.36B$1.14B
Capital expenditure$894.8M$784.0M$753.9M$773.4M$628.4M
Free cash flow$740.5M$636.8M$580.1M$583.6M$510.3M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$4.54B2.3%$360.7M$0.69
Q1 FY2026$3.59B3.6%$164.5M$0.31
Q4 FY2025$3.90B3.3%$227.4M$0.43
Q3 FY2025$3.72B7.2%$259.3M$0.49
Q2 FY2025$4.44B4.5%$430.0M$0.81
Q1 FY2025$3.47B2.1%$179.4M$0.34
Q4 FY2024$3.77B3.1%$236.4M$0.44
Q3 FY2024$3.47B1.6%$241.5M$0.45

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorConsumer Discretionary
SIC industryRetail-Building Materials, Hardware, Garden Supply
Latest annual periodFY2025 (ended December 27, 2025)
Latest reported quarterQ2 FY2026 (ended June 27, 2026)
Oldest indexed filing2013
SEC CIK916365

Selected SEC filings

10-K2026-02-19
View on EDGAR →
10-Q2026-08-06
View on EDGAR →
10-Q2026-05-07
View on EDGAR →
8-K2026-08-25
View on EDGAR →
8-K2026-08-07
View on EDGAR →
8-K2026-08-06
View on EDGAR →
8-K2026-07-23
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.