Tractor Supply（TR4）株式概要トラクター・サプライ・カンパニーは米国で田舎暮らしの小売業を営んでいる。 詳細TR4 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績3/6財務の健全性3/6配当金4/6報酬株価収益率（ 15.3 x） German市場（ 17 x）を下回っています。収益は年間7.6%増加すると予測されています アナリストらは、株価が47.9%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている German市場と比較した過去 3 か月間の株価の変動3.04%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るTR4 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€27.232.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture021b2016201920222025202620282031Revenue US$20.6bEarnings US$1.4bAdvancedSet Fair ValueView all narrativesTractor Supply Company 競合他社Fielmann GroupSymbol: XTRA:FIEMarket cap: €3.7bDouglasSymbol: XTRA:DOUMarket cap: €906.8mZalandoSymbol: XTRA:ZALMarket cap: €5.1bAUTO1 GroupSymbol: XTRA:AG1Market cap: €4.8b価格と性能株価の高値、安値、推移の概要Tractor Supply過去の株価現在の株価US$27.2352週高値US$51.2752週安値US$26.73ベータ0.501ヶ月の変化-28.70%3ヶ月変化-38.30%1年変化n/a3年間の変化-86.27%5年間の変化-81.80%IPOからの変化-18.86%最新ニュースValuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €27.34, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total loss to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.92 per share.New Risk • May 20New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 91% Dividend yield: 3.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (11% average weekly change).お知らせ • Mar 31Tractor Supply Company to Report Q1, 2026 Results on Apr 21, 2026Tractor Supply Company announced that they will report Q1, 2026 results Pre-Market on Apr 21, 2026お知らせ • Mar 27Tractor Supply Company, Annual General Meeting, May 14, 2026Tractor Supply Company, Annual General Meeting, May 14, 2026.Declared Dividend • Feb 15Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 24th February 2026 Payment date: 10th March 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Feb 13High number of new directorsIndependent Director Sonia Syngal was the last director to join the board, commencing their role in 2026.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €27.34, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total loss to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.92 per share.New Risk • May 20New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 91% Dividend yield: 3.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (11% average weekly change).お知らせ • Mar 31Tractor Supply Company to Report Q1, 2026 Results on Apr 21, 2026Tractor Supply Company announced that they will report Q1, 2026 results Pre-Market on Apr 21, 2026お知らせ • Mar 27Tractor Supply Company, Annual General Meeting, May 14, 2026Tractor Supply Company, Annual General Meeting, May 14, 2026.Declared Dividend • Feb 15Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 24th February 2026 Payment date: 10th March 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Feb 13High number of new directorsIndependent Director Sonia Syngal was the last director to join the board, commencing their role in 2026.お知らせ • Feb 11+ 1 more updateTractor Supply Company Declares Quarterly Cash Dividend, Payable on March 10, 2026Tractor Supply Company announced that its Board of Directors has increased its dividend by $0.04, or 4.3% year-over-year, to $0.96 per share on an annualized basis for 2026, marking the Company’s 17th consecutive year of dividend increases. In accordance with this increase, the Board of Directors has declared a quarterly cash dividend of $0.24 per share of the Company’s common stock. The dividend will be paid on March 10, 2026, to stockholders of record of the Company’s common stock as of the close of business on February 24, 2026.Recent Insider Transactions • Feb 06President recently sold €3.8m worth of stockOn the 3rd of February, Harry Lawton sold around 85k shares on-market at roughly €45.00 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Harry's only on-market trade for the last 12 months.Reported Earnings • Jan 30Full year 2025 earnings released: EPS: US$2.07 (vs US$2.05 in FY 2024)Full year 2025 results: EPS: US$2.07. Revenue: US$15.5b (up 4.3% from FY 2024). Net income: US$1.10b (flat on FY 2024). Profit margin: 7.1% (down from 7.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Germany.お知らせ • Jan 29Tractor Supply Company Provides Earnings Guidance for Fiscal Year 2026Tractor Supply Company provided earnings guidance for fiscal year 2026. For fiscal 2026, the Company expects net sales growth of 4% to 6% and diluted EPS of $2.13 to $2.23. Operating Margin Rate to be 9.3% to 9.6% and Net Income $1.11 billion to $1.17 billion.お知らせ • Jan 07Tractor Supply Company to Report Q4, 2025 Results on Jan 29, 2026Tractor Supply Company announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Jan 29, 2026Upcoming Dividend • Nov 17Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 24 November 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.3%).お知らせ • Nov 13Cree Led, Inc. Files Patent Infringement Lawsuit Against Promier Products, Inc. and Tractor Supply CoCree LED on November 12, 2025 announced that it has filed a patent infringement lawsuit in the United States District Court for the Northern District of Illinois against Promier Products Inc. (d/b/a LitezAll) and Tractor Supply Co. The lawsuit asserts that Promier Products and Tractor Supply have infringed Cree LED’s rights in the following patents by selling certain portable lighting products: United States Patent Nos. 9070850, 9754926, 10439112, 11791442, D790486 and D892066. Cree LED, together with its predecessor, Cree Inc., has a thirty-five-year track record of innovations and industry firsts. Cree LED has established itself as a trusted brand in portable lighting applications, known for consistently high performance and reliable product quality. Cree LED designs products specifically optimized for portable lighting applications, delivering industry-leading lumen output and maximum throw distance.お知らせ • Nov 06Tractor Supply Company Declares Quarterly Cash Dividend, Payable on December 9, 2025Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $0.23 per share of the Company’s common stock. The dividend will be paid on December 9, 2025, to stockholders of record of the Company’s common stock as of the close of business on November 24, 2025.お知らせ • Nov 05Tractor Supply Company Expands Field & Stream Lineup to Celebrate Life OutdoorsTractor Supply Company announced that its assortment of exclusive Field & Stream products has arrived. A full lineup of hunting gear and equipment, premium dog products and apparel and accessories is now available in stores and online at TractorSupply.com/FieldandStream. Tractor Supply and Field & Stream first announced a multi-year, strategic licensing partnership in January, bringing together two brands that share the same authenticity, quality and passion for the outdoors. A full lineup of hunting equipment, premium dog products and accessories is now available in store and online. A full lineup of mining gear and equipment, premium dog product and apparel and accessories is now availability in stores and online. A full lineup the expanded Field & Stream lineup that celebrates the expanded Field & Stream lineup, Tractor Supply has released a new brand video showcasing the spirit of the outdoors and the excitement of hunting season. In June, Tractor Supply stores introduced a small range of Field & Stream hunting equipment. Customers have loved the quality, design and value of these products, generating strong momentum for the brand. The expanded collection features a wider range of blinds, feed and feeders, safes and trail cameras, all designed with the rugged reliability outdoor enthusiasts expect from such a legendary brand. Maryann Boettner, a Tractor Supply District Manager in Southwest Louisiana who started hunting with her dad as a child, has been using the 350 lb. Steel Deer Corn Feeder and can't say enough good things about it. Pet Collection: The Field & Stream Pet Collection is built for dogs that love the outdoors, just like their owners. It includes durable beds, hunting-inspired toys, a heavy-duty travel kennel and even a cozy camo dog coat for excursions into the field. The collection also features Field & Stream's Pack Provisions line of nutritious food and tasty treats formulated with energy-providing nutrients and rich in protein to fuel active dogs. Pack Provisions is a family of products designed to work together for optimal pet health, including food, supplements and treats. Apparel & Accessories: The Field & Stream apparel line is all about authentic lifestyle wear. Each timeless piece is crafted for comfort and durability. The Field & Stream apparel collection features t-shirts, hoodies and ball caps that blend Field & Stream's vintage outdoor style with Tractor Supply's Life Out Here spirit. The lineup also includes tote bags, blankets and insulated stainless-steel tumblers in both solid colors and vintage Field & Stream designs.Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: US$0.49 (vs US$0.45 in 3Q 2024)Third quarter 2025 results: EPS: US$0.49 (up from US$0.45 in 3Q 2024). Revenue: US$3.72b (up 7.2% from 3Q 2024). Net income: US$259.3m (up 7.4% from 3Q 2024). Profit margin: 7.0% (in line with 3Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.お知らせ • Oct 23+ 1 more updateTractor Supply Company Provides Earnings Guidance for the Fourth Quarter 2025Tractor Supply Company provided earnings guidance for the fourth quarter 2025. The company expected comparable store sales outlook of increase of 1% to 5% for the fourth quarter.お知らせ • Oct 01Tractor Supply Company to Report Q3, 2025 Results on Oct 23, 2025Tractor Supply Company announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025Buy Or Sell Opportunity • Sep 12Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €51.12. The fair value is estimated to be €41.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 3.3%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.お知らせ • Aug 08Tractor Supply Company Declares Quarterly Dividend, Payable on September 10, 2024Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $1.10 per share of the Company’s common stock. The dividend will be paid on September 10, 2024 to stockholders of record of the Company’s common stock as of the close of business on August 26, 2024.お知らせ • Jul 26Tractor Supply Company Updates Earnings Guidance for the Fiscal Year 2024Tractor Supply Company updated earnings guidance for the fiscal year 2024. For the year, the company expects net sales in the range of $14.8 billion to $15.0 billion against previous guidance of $14.7 billion to $15.1 billion, Net Income in the range of $1.08 billion to $1.12 billion against previous guidance of $1.06 billion to $1.13 billion and Earnings per Diluted Share in the range of $10.00 to $10.40 against previous guidance $9.85 to $10.50.お知らせ • Jul 09Tractor Supply Company to Report Q2, 2024 Results on Jul 25, 2024Tractor Supply Company announced that they will report Q2, 2024 results Pre-Market on Jul 25, 2024お知らせ • Jun 08Massimo Group Launches Pontoon Boat Pilot Program with Tractor Supply Company in Select Texas Store LocationsMassimo Group announced it has launched a Pontoon Boat Pilot Program with Tractor Supply Company, the largest rural lifestyle retailer in the United States, for in-store product placement in select Texas store locations. For more than 85 years, Tractor Supply Company has been passionate about serving the needs of recreational farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those who enjoy living Life Out Here. The company operates over 2,200 Tractor Supply stores in 49 states, and currently sells a variety of kayaks, canoes, fishing boats and pedal boats. Massimo Marine products will be the first pontoon boats available in Tractor Supply Company stores, including the entry level P-22 Limited Pontoon on the floor, and the mid-level P-24, T-25 and T-30 lineup of boats available to order. Massimo Marine's lineup of premium Pontoon boats are skillfully crafted and meticulously assembled in the USA, ensuring the utmost attention to detail, safety, and durability. Pontoon boats offer a luxurious and comfortable experience for pontoon enthusiasts, offering a range of options for optimal power and featuring a variety of comfort and convenience amenities. Massimo Marines P-22 Limited Pontoon boats offer a luxurious and comfortable experience for entry-level pontoon enthusiasts. Equipped with 40hp up to 115hp Mercury outboard engines, the Pontoon boats offer a range of options for optimal power. Additionally, boats feature a variety of comfort and convenience amenities, including 4×6.5 interior speakers, 5.5 touchscreen LCD audio display, Black Painted Fence Rail Finish, USB Ports, 12V Port, optional ski tow, Bimini-mounted anchor/navigation light, Mooring eye on the starboard side for tie-offs, Motor-stop safety lanyard, and an Antenna.お知らせ • May 10Tractor Supply Company Declares Quarterly Dividend, Payable on June 11, 2024Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $1.10 per share of the Company’s common stock. The dividend will be paid on June 11, 2024 to stockholders of record of the Company’s common stock as of the close of business on May 28, 2024.お知らせ • Apr 26Tractor Supply Company Reiterates Financial Outlook for Fiscal 2024Tractor Supply Company Reiterated Financial Outlook for Fiscal 2024. For the year, company expects Net Sales to be in the range of $14.7 billion to $15.1 billion, Net Income to be in the range of $1.06 billion to $1.13 billion and earnings per share to be in the range of Earnings per Diluted Share $9.85 to $10.50.お知らせ • Apr 05Tractor Supply Company to Report Q1, 2024 Results on Apr 25, 2024Tractor Supply Company announced that they will report Q1, 2024 results Pre-Market on Apr 25, 2024お知らせ • Mar 05Tractor Supply Company, Annual General Meeting, May 09, 2024Tractor Supply Company, Annual General Meeting, May 09, 2024.お知らせ • Feb 06Tractor Supply Company Declares Quarterly Cash Dividend, Payable on March 12, 2024Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $1.10 per share of the Company’s common stock. This represents an increase of 7% versus the prior quarterly dividend rate of $1.03 per share. The dividend will be paid on March 12, 2024 to stockholders of record of the Company’s common stock as of the close of business on February 26, 2024.お知らせ • Feb 01Tractor Supply Company Provides Earning Guidance for Fiscal 2024Tractor Supply Company provided earning guidance for fiscal 2024. For the period, the company expects Net Sales in the range of $14.7 billion to $15.1 billion, Net Income in the range of $1.06 billion to $1.13 billion and Earnings per Diluted Share in the range of $9.85 to $10.50.お知らせ • Jan 10Tractor Supply Company to Report Q4, 2023 Results on Feb 01, 2024Tractor Supply Company announced that they will report Q4, 2023 results Pre-Market on Feb 01, 2024お知らせ • Nov 17Tractor Supply Company Recalls Red Shed Hammock Swing Chairs Due to Fall HazardTractor Supply Company recalled Red Shed Hammock Swing Chairs due to fall hazard.Buying Opportunity • Nov 17Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be €241, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 3.9% per annum over the same time period.Upcoming Dividend • Nov 17Upcoming dividend of US$1.03 per share at 2.0% yieldEligible shareholders must have bought the stock before 24 November 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.8%).お知らせ • Nov 10Tractor Supply Company Declares Quarterly Cash Dividend, Payable on December 12, 2023Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $1.03 per share of the Company’s common stock. The dividend will be paid on December 12, 2023 to stockholders of record of the Company’s common stock as of the close of business on November 27, 2023.お知らせ • Oct 29Tractor Supply Company Revises Earnings Guidance for the Fiscal Year 2023Tractor Supply Company revised earnings guidance for the fiscal year 2023. For the year, the company expected net sales to be $14.5 billion - $14.6 billion compared to previous guidance of $14.8 billion - $14.9 billion, Comparable Store Sales to be flat compared to previous guidance of +1.3% -+2.5%, Operating Margin Rate to be 10.1% - 10.2% compared to previous guidance of 10.2% - 10.3%, Net Income to be $1.10 billion - $1.11 billion compared to previous guidance of $1.12 billion - $1.15 billion and Earnings per Diluted Share to be $10.00 - $10.10 compared to previous guidance of $10.20 - $10.40.Reported Earnings • Oct 28Third quarter 2023 earnings released: EPS: US$2.34 (vs US$2.11 in 3Q 2022)Third quarter 2023 results: EPS: US$2.34 (up from US$2.11 in 3Q 2022). Revenue: US$3.41b (up 4.3% from 3Q 2022). Net income: US$255.0m (up 8.9% from 3Q 2022). Profit margin: 7.5% (up from 7.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany.Buying Opportunity • Oct 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.2%. The fair value is estimated to be €238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings is also forecast to grow by 6.2% per annum over the same time period.株主還元TR4DE Specialty RetailDE 市場7D-28.7%3.5%3.2%1Yn/a-16.2%2.5%株主還元を見る業界別リターン: TR4がGerman Specialty Retail業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: TR4 German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is TR4's price volatile compared to industry and market?TR4 volatilityTR4 Average Weekly Movement10.4%Specialty Retail Industry Average Movement5.0%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: TR4の株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: TR4の weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト193839,000Hal Lawtonwww.tractorsupply.comトラクター・サプライ・カンパニーは、米国で農村生活用品小売業を営んでいる。同社は、家畜や馬の飼料や機器、鶏肉、フェンス、噴霧器や化学薬品などの様々な商品、犬や猫、その他の小動物用のフード、おやつ、機器、犬の健康用品などのコンパニオンアニマル商品、トラクターやライダー、芝生や庭、鳥の餌付け、動力機器、その他のレクリエーション商品からなる季節用品やレクリエーション商品、トラック、工具、動力機器、その他のレクリエーション商品を提供している；トラクターとライダー、芝生と庭、鳥の餌付け、動力装置、その他のレクリエーション製品からなる季節商品とレクリエーション商品、トラックの付属品、トレーラー、発電機、潤滑油、バッテリー、ハードウェアとツールなどのトラック、ツール、ハードウェア製品、衣類、靴、おもちゃ、スナック、装飾品からなる衣類、ギフト、装飾品。4health、Paws & Claws、American Farmworks、Producer's Pride、Bit & Bridle、Red Shed、Blue Mountain、Redstone、C.E. Schmidt、Retriever、Country Lane、Ridgecut、Countyline、Royal Wing、Country Tuff、Strive、Dumor、Traveller、Farm Table、Treeline、Groundwork、TSC Tractor Supply Co、Huskee、Untamed、JobSmart、Impeckableのブランド名で製品を提供している。同社はTractor Supply Company、Petsense by Tractor Supply、Orscheln Farm and Homeの名称で小売店を運営し、TractorSupply.comとPetsense.comの名称でウェブサイトを運営している。同社はレクリエーション用の農家や牧場主などに製品を販売している。トラクター・サプライ社は1938年に設立され、テネシー州ブレントウッドに本社を置いている。もっと見るTractor Supply Company 基礎のまとめTractor Supply の収益と売上を時価総額と比較するとどうか。TR4 基礎統計学時価総額€14.31b収益（TTM）€931.60m売上高(TTM)€13.48b15.3xPER（株価収益率1.1xP/SレシオTR4 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TR4 損益計算書（TTM）収益US$15.65b売上原価US$9.95b売上総利益US$5.70bその他の費用US$4.62b収益US$1.08b直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）2.06グロス・マージン36.43%純利益率6.91%有利子負債／自己資本比率84.6%TR4 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.0%現在の配当利回り45%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 18:01終値2026/05/22 00:00収益2026/03/28年間収益2025/12/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tractor Supply Company 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49 アナリスト機関Deborah CiervoArgus Research CompanyPeter BenedictBairdHelen PanBarclays46 その他のアナリストを表示
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €27.34, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total loss to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.92 per share.
New Risk • May 20New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 91% Dividend yield: 3.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (11% average weekly change).
お知らせ • Mar 31Tractor Supply Company to Report Q1, 2026 Results on Apr 21, 2026Tractor Supply Company announced that they will report Q1, 2026 results Pre-Market on Apr 21, 2026
お知らせ • Mar 27Tractor Supply Company, Annual General Meeting, May 14, 2026Tractor Supply Company, Annual General Meeting, May 14, 2026.
Declared Dividend • Feb 15Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 24th February 2026 Payment date: 10th March 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Feb 13High number of new directorsIndependent Director Sonia Syngal was the last director to join the board, commencing their role in 2026.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €27.34, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total loss to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.92 per share.
New Risk • May 20New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 91% Dividend yield: 3.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Dividend is not well covered by cash flows (91% cash payout ratio). Share price has been volatile over the past 3 months (11% average weekly change).
お知らせ • Mar 31Tractor Supply Company to Report Q1, 2026 Results on Apr 21, 2026Tractor Supply Company announced that they will report Q1, 2026 results Pre-Market on Apr 21, 2026
お知らせ • Mar 27Tractor Supply Company, Annual General Meeting, May 14, 2026Tractor Supply Company, Annual General Meeting, May 14, 2026.
Declared Dividend • Feb 15Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 24th February 2026 Payment date: 10th March 2026 Dividend yield will be 2.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Feb 13High number of new directorsIndependent Director Sonia Syngal was the last director to join the board, commencing their role in 2026.
お知らせ • Feb 11+ 1 more updateTractor Supply Company Declares Quarterly Cash Dividend, Payable on March 10, 2026Tractor Supply Company announced that its Board of Directors has increased its dividend by $0.04, or 4.3% year-over-year, to $0.96 per share on an annualized basis for 2026, marking the Company’s 17th consecutive year of dividend increases. In accordance with this increase, the Board of Directors has declared a quarterly cash dividend of $0.24 per share of the Company’s common stock. The dividend will be paid on March 10, 2026, to stockholders of record of the Company’s common stock as of the close of business on February 24, 2026.
Recent Insider Transactions • Feb 06President recently sold €3.8m worth of stockOn the 3rd of February, Harry Lawton sold around 85k shares on-market at roughly €45.00 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Harry's only on-market trade for the last 12 months.
Reported Earnings • Jan 30Full year 2025 earnings released: EPS: US$2.07 (vs US$2.05 in FY 2024)Full year 2025 results: EPS: US$2.07. Revenue: US$15.5b (up 4.3% from FY 2024). Net income: US$1.10b (flat on FY 2024). Profit margin: 7.1% (down from 7.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Germany.
お知らせ • Jan 29Tractor Supply Company Provides Earnings Guidance for Fiscal Year 2026Tractor Supply Company provided earnings guidance for fiscal year 2026. For fiscal 2026, the Company expects net sales growth of 4% to 6% and diluted EPS of $2.13 to $2.23. Operating Margin Rate to be 9.3% to 9.6% and Net Income $1.11 billion to $1.17 billion.
お知らせ • Jan 07Tractor Supply Company to Report Q4, 2025 Results on Jan 29, 2026Tractor Supply Company announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Jan 29, 2026
Upcoming Dividend • Nov 17Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 24 November 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.3%).
お知らせ • Nov 13Cree Led, Inc. Files Patent Infringement Lawsuit Against Promier Products, Inc. and Tractor Supply CoCree LED on November 12, 2025 announced that it has filed a patent infringement lawsuit in the United States District Court for the Northern District of Illinois against Promier Products Inc. (d/b/a LitezAll) and Tractor Supply Co. The lawsuit asserts that Promier Products and Tractor Supply have infringed Cree LED’s rights in the following patents by selling certain portable lighting products: United States Patent Nos. 9070850, 9754926, 10439112, 11791442, D790486 and D892066. Cree LED, together with its predecessor, Cree Inc., has a thirty-five-year track record of innovations and industry firsts. Cree LED has established itself as a trusted brand in portable lighting applications, known for consistently high performance and reliable product quality. Cree LED designs products specifically optimized for portable lighting applications, delivering industry-leading lumen output and maximum throw distance.
お知らせ • Nov 06Tractor Supply Company Declares Quarterly Cash Dividend, Payable on December 9, 2025Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $0.23 per share of the Company’s common stock. The dividend will be paid on December 9, 2025, to stockholders of record of the Company’s common stock as of the close of business on November 24, 2025.
お知らせ • Nov 05Tractor Supply Company Expands Field & Stream Lineup to Celebrate Life OutdoorsTractor Supply Company announced that its assortment of exclusive Field & Stream products has arrived. A full lineup of hunting gear and equipment, premium dog products and apparel and accessories is now available in stores and online at TractorSupply.com/FieldandStream. Tractor Supply and Field & Stream first announced a multi-year, strategic licensing partnership in January, bringing together two brands that share the same authenticity, quality and passion for the outdoors. A full lineup of hunting equipment, premium dog products and accessories is now available in store and online. A full lineup of mining gear and equipment, premium dog product and apparel and accessories is now availability in stores and online. A full lineup the expanded Field & Stream lineup that celebrates the expanded Field & Stream lineup, Tractor Supply has released a new brand video showcasing the spirit of the outdoors and the excitement of hunting season. In June, Tractor Supply stores introduced a small range of Field & Stream hunting equipment. Customers have loved the quality, design and value of these products, generating strong momentum for the brand. The expanded collection features a wider range of blinds, feed and feeders, safes and trail cameras, all designed with the rugged reliability outdoor enthusiasts expect from such a legendary brand. Maryann Boettner, a Tractor Supply District Manager in Southwest Louisiana who started hunting with her dad as a child, has been using the 350 lb. Steel Deer Corn Feeder and can't say enough good things about it. Pet Collection: The Field & Stream Pet Collection is built for dogs that love the outdoors, just like their owners. It includes durable beds, hunting-inspired toys, a heavy-duty travel kennel and even a cozy camo dog coat for excursions into the field. The collection also features Field & Stream's Pack Provisions line of nutritious food and tasty treats formulated with energy-providing nutrients and rich in protein to fuel active dogs. Pack Provisions is a family of products designed to work together for optimal pet health, including food, supplements and treats. Apparel & Accessories: The Field & Stream apparel line is all about authentic lifestyle wear. Each timeless piece is crafted for comfort and durability. The Field & Stream apparel collection features t-shirts, hoodies and ball caps that blend Field & Stream's vintage outdoor style with Tractor Supply's Life Out Here spirit. The lineup also includes tote bags, blankets and insulated stainless-steel tumblers in both solid colors and vintage Field & Stream designs.
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: US$0.49 (vs US$0.45 in 3Q 2024)Third quarter 2025 results: EPS: US$0.49 (up from US$0.45 in 3Q 2024). Revenue: US$3.72b (up 7.2% from 3Q 2024). Net income: US$259.3m (up 7.4% from 3Q 2024). Profit margin: 7.0% (in line with 3Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.
お知らせ • Oct 23+ 1 more updateTractor Supply Company Provides Earnings Guidance for the Fourth Quarter 2025Tractor Supply Company provided earnings guidance for the fourth quarter 2025. The company expected comparable store sales outlook of increase of 1% to 5% for the fourth quarter.
お知らせ • Oct 01Tractor Supply Company to Report Q3, 2025 Results on Oct 23, 2025Tractor Supply Company announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025
Buy Or Sell Opportunity • Sep 12Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €51.12. The fair value is estimated to be €41.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 3.3%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
お知らせ • Aug 08Tractor Supply Company Declares Quarterly Dividend, Payable on September 10, 2024Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $1.10 per share of the Company’s common stock. The dividend will be paid on September 10, 2024 to stockholders of record of the Company’s common stock as of the close of business on August 26, 2024.
お知らせ • Jul 26Tractor Supply Company Updates Earnings Guidance for the Fiscal Year 2024Tractor Supply Company updated earnings guidance for the fiscal year 2024. For the year, the company expects net sales in the range of $14.8 billion to $15.0 billion against previous guidance of $14.7 billion to $15.1 billion, Net Income in the range of $1.08 billion to $1.12 billion against previous guidance of $1.06 billion to $1.13 billion and Earnings per Diluted Share in the range of $10.00 to $10.40 against previous guidance $9.85 to $10.50.
お知らせ • Jul 09Tractor Supply Company to Report Q2, 2024 Results on Jul 25, 2024Tractor Supply Company announced that they will report Q2, 2024 results Pre-Market on Jul 25, 2024
お知らせ • Jun 08Massimo Group Launches Pontoon Boat Pilot Program with Tractor Supply Company in Select Texas Store LocationsMassimo Group announced it has launched a Pontoon Boat Pilot Program with Tractor Supply Company, the largest rural lifestyle retailer in the United States, for in-store product placement in select Texas store locations. For more than 85 years, Tractor Supply Company has been passionate about serving the needs of recreational farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those who enjoy living Life Out Here. The company operates over 2,200 Tractor Supply stores in 49 states, and currently sells a variety of kayaks, canoes, fishing boats and pedal boats. Massimo Marine products will be the first pontoon boats available in Tractor Supply Company stores, including the entry level P-22 Limited Pontoon on the floor, and the mid-level P-24, T-25 and T-30 lineup of boats available to order. Massimo Marine's lineup of premium Pontoon boats are skillfully crafted and meticulously assembled in the USA, ensuring the utmost attention to detail, safety, and durability. Pontoon boats offer a luxurious and comfortable experience for pontoon enthusiasts, offering a range of options for optimal power and featuring a variety of comfort and convenience amenities. Massimo Marines P-22 Limited Pontoon boats offer a luxurious and comfortable experience for entry-level pontoon enthusiasts. Equipped with 40hp up to 115hp Mercury outboard engines, the Pontoon boats offer a range of options for optimal power. Additionally, boats feature a variety of comfort and convenience amenities, including 4×6.5 interior speakers, 5.5 touchscreen LCD audio display, Black Painted Fence Rail Finish, USB Ports, 12V Port, optional ski tow, Bimini-mounted anchor/navigation light, Mooring eye on the starboard side for tie-offs, Motor-stop safety lanyard, and an Antenna.
お知らせ • May 10Tractor Supply Company Declares Quarterly Dividend, Payable on June 11, 2024Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $1.10 per share of the Company’s common stock. The dividend will be paid on June 11, 2024 to stockholders of record of the Company’s common stock as of the close of business on May 28, 2024.
お知らせ • Apr 26Tractor Supply Company Reiterates Financial Outlook for Fiscal 2024Tractor Supply Company Reiterated Financial Outlook for Fiscal 2024. For the year, company expects Net Sales to be in the range of $14.7 billion to $15.1 billion, Net Income to be in the range of $1.06 billion to $1.13 billion and earnings per share to be in the range of Earnings per Diluted Share $9.85 to $10.50.
お知らせ • Apr 05Tractor Supply Company to Report Q1, 2024 Results on Apr 25, 2024Tractor Supply Company announced that they will report Q1, 2024 results Pre-Market on Apr 25, 2024
お知らせ • Mar 05Tractor Supply Company, Annual General Meeting, May 09, 2024Tractor Supply Company, Annual General Meeting, May 09, 2024.
お知らせ • Feb 06Tractor Supply Company Declares Quarterly Cash Dividend, Payable on March 12, 2024Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $1.10 per share of the Company’s common stock. This represents an increase of 7% versus the prior quarterly dividend rate of $1.03 per share. The dividend will be paid on March 12, 2024 to stockholders of record of the Company’s common stock as of the close of business on February 26, 2024.
お知らせ • Feb 01Tractor Supply Company Provides Earning Guidance for Fiscal 2024Tractor Supply Company provided earning guidance for fiscal 2024. For the period, the company expects Net Sales in the range of $14.7 billion to $15.1 billion, Net Income in the range of $1.06 billion to $1.13 billion and Earnings per Diluted Share in the range of $9.85 to $10.50.
お知らせ • Jan 10Tractor Supply Company to Report Q4, 2023 Results on Feb 01, 2024Tractor Supply Company announced that they will report Q4, 2023 results Pre-Market on Feb 01, 2024
お知らせ • Nov 17Tractor Supply Company Recalls Red Shed Hammock Swing Chairs Due to Fall HazardTractor Supply Company recalled Red Shed Hammock Swing Chairs due to fall hazard.
Buying Opportunity • Nov 17Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be €241, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 3.9% per annum over the same time period.
Upcoming Dividend • Nov 17Upcoming dividend of US$1.03 per share at 2.0% yieldEligible shareholders must have bought the stock before 24 November 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.8%).
お知らせ • Nov 10Tractor Supply Company Declares Quarterly Cash Dividend, Payable on December 12, 2023Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $1.03 per share of the Company’s common stock. The dividend will be paid on December 12, 2023 to stockholders of record of the Company’s common stock as of the close of business on November 27, 2023.
お知らせ • Oct 29Tractor Supply Company Revises Earnings Guidance for the Fiscal Year 2023Tractor Supply Company revised earnings guidance for the fiscal year 2023. For the year, the company expected net sales to be $14.5 billion - $14.6 billion compared to previous guidance of $14.8 billion - $14.9 billion, Comparable Store Sales to be flat compared to previous guidance of +1.3% -+2.5%, Operating Margin Rate to be 10.1% - 10.2% compared to previous guidance of 10.2% - 10.3%, Net Income to be $1.10 billion - $1.11 billion compared to previous guidance of $1.12 billion - $1.15 billion and Earnings per Diluted Share to be $10.00 - $10.10 compared to previous guidance of $10.20 - $10.40.
Reported Earnings • Oct 28Third quarter 2023 earnings released: EPS: US$2.34 (vs US$2.11 in 3Q 2022)Third quarter 2023 results: EPS: US$2.34 (up from US$2.11 in 3Q 2022). Revenue: US$3.41b (up 4.3% from 3Q 2022). Net income: US$255.0m (up 8.9% from 3Q 2022). Profit margin: 7.5% (up from 7.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany.
Buying Opportunity • Oct 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.2%. The fair value is estimated to be €238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings is also forecast to grow by 6.2% per annum over the same time period.
