HighGravityDataCurrent guidance
27 items
Tractor Supply Co /De/
Guidance from Tractor Supply Co /De/’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Oct 22, 2026
Data checked
Oct 22, 2026
What changed in the Oct 22, 2026 release
Each item compared with the same item in the previous release (Jul 23, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Shareholder returns | for the long term | — | “deliver attractive long-term shareholder returns” | Filing ↗ |
| Reiterated | Net Sales | for FY2026 | “+2.5% to +3.5%” | “+2.5% to +3.5%” | Filing ↗ |
| Reiterated | Comparable Store Sales | for FY2026 | “(1%) to flat” | “(1%) to flat” | Filing ↗ |
| Reiterated | Adjusted Earnings per Diluted Share | for FY2026 | “$1.90 to $2.00” | “$1.90 to $2.00” | Filing ↗ |
| Reiterated | Adjusted Net Income | for FY2026 | “$990 million to $1.05 billion” | “$990 million to $1.05 billion” | Filing ↗ |
| Reiterated | Adjusted Operating Margin Rate | for FY2026 | “8.5% to 8.8%” | “8.5% to 8.8%” | Filing ↗ |
| Reiterated | Earnings per Diluted Share | for FY2026 | “$1.78 to $1.88” | “$1.78 to $1.88” | Filing ↗ |
| Reiterated | Net Income | for FY2026 | “$930 million to $990 million” | “$930 million to $990 million” | Filing ↗ |
| Reiterated | Operating Margin Rate | for FY2026 | “8.0% to 8.3%” | “8.0% to 8.3%” | Filing ↗ |
Show 19 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Life Out Here 2030 strategic initiatives | for FY2030 | “remain focused on executing” | — | Filing ↗ |
| Not restated | Life Out Here 2030 strategy opportunities | for FY2030 | “significant opportunities to continue to gain market share in a growing total addressable market” | — | Filing ↗ |
| Not restated | Diluted EPS | for FY2026 | “$2.13 to $2.23” | — | Filing ↗ |
| Not restated | Capital Expenditures, Net of Sale Leaseback Proceeds | for FY2026 | “$675 million to $725 million” | — | Filing ↗ |
| Not restated | Distribution center | for FY2026 | “completion of its 11th” | — | Filing ↗ |
| Not restated | Garden center transformations | for FY2026 | “continuing” | — | Filing ↗ |
| Not restated | New Tractor Supply store openings | for FY2026 | “approximately 100” | — | Filing ↗ |
| Not restated | Operating with discipline across economic conditions | for FY2026 | “prepared to operate with discipline across a range of economic conditions” | — | Filing ↗ |
| Not restated | Performance over the balance of the year | for FY2026 | “designed to improve performance over the balance of the year” | — | Filing ↗ |
| Not restated | Project Fusion remodels | for FY2026 | “continuing” | — | Filing ↗ |
| Not restated | Store and digital technology | for FY2026 | “continued investment” | — | Filing ↗ |
| Not restated | Tractor Supply stores to open | for FY2026 | “approximately 100” | — | Filing ↗ |
| Not restated | Allivet acquisition | for the long term | “unlocking new opportunities for growth” | — | Filing ↗ |
| Not restated | Existing initiatives | for the long term | “have continued runway for growth” | — | Filing ↗ |
| Not restated | Life Out Here 2030 strategic initiatives | for the long term | “long-term growth” | — | Filing ↗ |
| Not restated | Long-term financial framework | for the long term | “withdrawing the long-term financial framework introduced at its December 2024 Investor Day” | — | Filing ↗ |
| Not restated | Long-term value for shareholders | for the long term | “deliver long-term value for our shareholders” | — | Filing ↗ |
| Not restated | Market share opportunities | No period stated | “ready to seize the market share opportunities ahead” | — | Filing ↗ |
| Not restated | Performance profile | No period stated | “delivering a more consistent performance profile” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Net Sales | “+2.5% to +3.5%” | for FY2026 | GAAP-tied | Jan 29, 2026 | 4 | Filing ↗ |
| Comparable Store Sales | “(1%) to flat” | for FY2026 | Company-defined | Jan 29, 2026 | 4 | Filing ↗ |
| Adjusted Earnings per Diluted Share | “$1.90 to $2.00” | for FY2026 | Company-defined | Jul 23, 2026 | 2 | Filing ↗ |
| Adjusted Net Income | “$990 million to $1.05 billion” | for FY2026 | Company-defined | Jul 23, 2026 | 2 | Filing ↗ |
| Adjusted Operating Margin Rate | “8.5% to 8.8%” | for FY2026 | Company-defined | Jul 23, 2026 | 2 | Filing ↗ |
| Diluted EPS | “$2.13 to $2.23” | for FY2026 | GAAP-tied | Jan 29, 2026 | 2 | Filing ↗ |
| Earnings per Diluted Share | “$1.78 to $1.88” | for FY2026 | GAAP-tied | Jan 29, 2026 | 4 | Filing ↗ |
| Net Income | “$930 million to $990 million” | for FY2026 | GAAP-tied | Jan 29, 2026 | 4 | Filing ↗ |
| Operating Margin Rate | “8.0% to 8.3%” | for FY2026 | GAAP-tied | Jan 29, 2026 | 4 | Filing ↗ |
| Capital Expenditures, Net of Sale Leaseback Proceeds | “$675 million to $725 million” | for FY2026 | Company-defined | Jan 29, 2026 | 1 | Filing ↗ |
| Distribution center | “completion of its 11th” | for FY2026 | Company-defined | Jan 29, 2026 | 1 | Filing ↗ |
| Garden center transformations | “continuing” | for FY2026 | Company-defined | Jan 29, 2026 | 1 | Filing ↗ |
| New Tractor Supply store openings | “approximately 100” | for FY2026 | Company-defined | Jan 29, 2026 | 1 | Filing ↗ |
| Operating with discipline across economic conditions | “prepared to operate with discipline across a range of economic conditions” | for FY2026 | Company-defined | Jan 29, 2026 | 1 | Filing ↗ |
| Performance over the balance of the year | “designed to improve performance over the balance of the year” | for FY2026 | Company-defined | Jul 23, 2026 | 1 | Filing ↗ |
| Project Fusion remodels | “continuing” | for FY2026 | Company-defined | Jan 29, 2026 | 1 | Filing ↗ |
| Share Repurchases | “$375 million to $450 million” | for FY2026 | Declared action | Jan 29, 2026 | 1 | Filing ↗ |
| Store and digital technology | “continued investment” | for FY2026 | Company-defined | Jan 29, 2026 | 1 | Filing ↗ |
| Tractor Supply stores to open | “approximately 100” | for FY2026 | Company-defined | Jan 29, 2026 | 1 | Filing ↗ |
| Updated long-term financial framework | “expects to provide an updated long-term financial framework in conjunction with its fourth quarter 2026 earnings announcement” | for Q4 FY2026 | Company-defined | Jul 23, 2026 | 1 | Filing ↗ |
Next year and medium term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Life Out Here 2030 strategic initiatives | “remain focused on executing” | for FY2030 | Company-defined | Jan 29, 2026 | 1 | Filing ↗ |
| Life Out Here 2030 strategy opportunities | “significant opportunities to continue to gain market share in a growing total addressable market” | for FY2030 | Company-defined | Jan 30, 2025 | 1 | Filing ↗ |
Long term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Allivet acquisition | “unlocking new opportunities for growth” | for the long term | Company-defined | Jan 30, 2025 | 1 | Filing ↗ |
| Existing initiatives | “have continued runway for growth” | for the long term | Company-defined | Jan 30, 2025 | 1 | Filing ↗ |
| Life Out Here 2030 strategic initiatives | “long-term growth” | for the long term | Company-defined | Oct 23, 2025 | 1 | Filing ↗ |
| Long-term financial framework | “withdrawing the long-term financial framework introduced at its December 2024 Investor Day” | for the long term | Company-defined | Jul 23, 2026 | 1 | Filing ↗ |
| Long-term value for shareholders | “deliver long-term value for our shareholders” | for the long term | Company-defined | Jul 24, 2025 | 1 | Filing ↗ |
| Shareholder returns | “deliver attractive long-term shareholder returns” | for the long term | Company-defined | Oct 22, 2026 | 1 | Filing ↗ |
How one item moved
Net Sales, for FY2025 — every statement across the year, each linked to its filing.
How your Home-improvement retail sector group guides
5 companies in Home-improvement retail. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Floor & Decor | Oct 27, 2026 | 11 changes |
| Tractor Supply Co /De/ | Oct 22, 2026 | 1 change |
| Lowes Companies | Aug 19, 2026 | 5 changes |
| Home Depot | Aug 18, 2026 | 5 changes |
| QXO | Aug 13, 2026 | 1 change |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2030 | FY2026 | FY2025 | Long-term | No period |
|---|---|---|---|---|---|
| Net Sales | — | 4 statements | 5 statements | — | — |
| Comparable Store Sales | — | 4 statements | 6 statements | — | 1 statement |
| Adjusted Earnings per Diluted Share | — | 2 statements | — | — | — |
| Adjusted Net Income | — | 2 statements | — | — | — |
| Adjusted Operating Margin Rate | — | 2 statements | — | — | — |
The full record for Tractor Supply Co /De/ and its Home-improvement retail peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Oct 22, 2026 | FY2026 Q3 | 0000916365-26-000069 | 11 | Open filing ↗ |
| Jul 23, 2026 | FY2026 Q2 | 0000916365-26-000052 | 11 | Open filing ↗ |
| Apr 21, 2026 | FY2026 Q1 | 0000916365-26-000020 | 7 | Open filing ↗ |
| Jan 29, 2026 | FY2025 Q4 | 0000916365-26-000005 | 17 | Open filing ↗ |
| Oct 23, 2025 | FY2025 Q3 | 0000916365-25-000157 | 7 | Open filing ↗ |
| Jul 24, 2025 | FY2025 Q2 | 0000916365-25-000135 | 8 | Open filing ↗ |
| Apr 24, 2025 | FY2025 Q1 | 0000916365-25-000085 | 10 | Open filing ↗ |
| Jan 30, 2025 | FY2024 Q4 | 0000916365-25-000008 | 19 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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