Tractor Supply（TSCO1 *）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TSCO1 * ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績3/6財務の健全性3/6配当金4/6報酬アナリストらは、株価が53.2%上昇するだろうとほぼ一致している。 リスク分析株式の流動性は非常に低い 多額の負債を抱えている 3.13%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TSCO1 * 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 ValueMex$Current PriceMex$557.1950.3% 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Grupo Gigante S. A. B. de C. VSymbol: BMV:GIGANTE *Market cap: Mex$31.9bEl Puerto de Liverpool. deSymbol: BMV:LIVEPOL C-1Market cap: Mex$147.2bChow Tai Fook Jewellery GroupSymbol: SEHK:1929Market cap: HK$113.5bDICK'S Sporting GoodsSymbol: NYSE:DKSMarket cap: US$20.1b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$557.1952週高値US$1,173.5652週安値US$557.19ベータ0.501ヶ月の変化-29.82%3ヶ月変化-40.85%1年変化-46.49%3年間の変化-35.40%5年間の変化n/aIPOからの変化59.29%最新ニュースValuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$619, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$299 per share.お知らせ • Apr 23Tractor Supply Company Reaffirms Earnings Guidance for Fiscal Year 2026Tractor Supply Company reaffirmed earnings guidance for fiscal year 2026. For fiscal 2026, the Company expects net sales growth of 4% to 6%, Comparable Store Sales to be 1% to 3%, Operating Margin Rate to be 9.3% to 9.6%, Net Income $1.11 billion to $1.17 billion and Earnings per Diluted Share of $2.13 to $2.23.Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: US$0.31 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.31 (down from US$0.34 in 1Q 2025). Revenue: US$3.59b (up 3.6% from 1Q 2025). Net income: US$164.5m (down 8.3% from 1Q 2025). Profit margin: 4.6% (down from 5.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.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.Recent Insider Transactions • Feb 15Executive VP recently sold Mex$1.7m worth of stockOn the 10th of February, Kurt Barton sold around 2k shares on-market at roughly Mex$928 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$78m. This was Kurt's only on-market trade for the last 12 months.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$619, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$299 per share.お知らせ • Apr 23Tractor Supply Company Reaffirms Earnings Guidance for Fiscal Year 2026Tractor Supply Company reaffirmed earnings guidance for fiscal year 2026. For fiscal 2026, the Company expects net sales growth of 4% to 6%, Comparable Store Sales to be 1% to 3%, Operating Margin Rate to be 9.3% to 9.6%, Net Income $1.11 billion to $1.17 billion and Earnings per Diluted Share of $2.13 to $2.23.Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: US$0.31 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.31 (down from US$0.34 in 1Q 2025). Revenue: US$3.59b (up 3.6% from 1Q 2025). Net income: US$164.5m (down 8.3% from 1Q 2025). Profit margin: 4.6% (down from 5.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.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.Recent Insider Transactions • Feb 15Executive VP recently sold Mex$1.7m worth of stockOn the 10th of February, Kurt Barton sold around 2k shares on-market at roughly Mex$928 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$78m. This was Kurt's only on-market trade for the last 12 months.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 1.4%, 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 12High 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 07President recently sold Mex$78m worth of stockOn the 3rd of February, Harry Lawton sold around 85k shares on-market at roughly Mex$916 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 6.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in South America.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.Declared Dividend • Nov 08Third quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 24th November 2025 Payment date: 9th December 2025 Dividend yield will be 1.4%, 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 (51% cash payout ratio). The dividend has increased by an average of 22% 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 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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 24Third 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 4.8% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.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お知らせ • Aug 22Tractor Supply Launches Women's Apparel Line with TV Host and Cookbook Author Molly YehTractor Supply Company announced the launch of an exclusive women's apparel collection with award-winning cookbook author, Food Network host and beet farmer Molly Yeh. Inspired by the lifestyle of Tractor Supply shoppers, the collection combines durable, functional apparel with colorful, versatile styles ranging in price from $19.99 to $59.99. Select items from the collection are now available in Tractor Supply's more than 2,300 stores nationwide, with an extended assortment featured online at Tractor Supply.com. For more than 10 years, Molly has embraced life on a fifth-generation sugar beet farm in East Grand Forks, Minnesota. With her love of animals, gardening and cooking, she connects deeply with the Out Here lifestyle. Molly collaborated with the Tractor Supply team to develop every aspect of the clothing line, from the color choices to the fits and fabrics, with details inspired by life on the farm. The collection includes denim overalls, double-knee jeans, flannel shirt jackets, cardigans, crewneck sweaters, graphic tees and more. The bright greens, reds, yellows, pinks and blues are signature to Molly’s wardrobe, bringing personality to each piece. Designed for women who work hard and live life to the fullest, the line is as ready for the barn as it is for time with family and friends. The Molly Yeh x Tractor Supply Women’s Apparel Collection is available online and in stores now, with additional styles rolling out through the fall, including online-only designs at TractorSupply.com.Recent Insider Transactions • Aug 13Independent Director recently sold Mex$9.0m worth of stockOn the 7th of August, Mark Weikel sold around 8k shares on-market at roughly Mex$1,121 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$135m more than they bought in the last 12 months.Declared Dividend • Aug 11Second quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 25th August 2025 Payment date: 9th September 2025 Dividend yield will be 1.2%, 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 (59% cash payout ratio). The dividend has increased by an average of 22% 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 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 07Tractor Supply Company Declares Quarterly Cash Dividend, Payable on September 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 September 9, 2025, to stockholders of record of the Company’s common stock as of the close of business on August 25, 2025.お知らせ • Jul 29Tractor Supply to Add SmartEquine's Health and Wellness Solutions to Its Extensive Line Lineup of Equine ProductsTractor Supply Company announced it will add SmartEquine's health and wellness solutions to its extensive lineup of equine products. Beginning July 28, 2025, customers can find SmartEquine's SmartPaks supplement varieties in Tractor Supply stores nationwide, with an expanded product lineup available at Tractor Supply.com. SmartPaks daily supplement packs provide pre-measured portions of SmartEquine's scientifically formulated supplements for precision, convenience and consistency. Tractor Supply is the exclusive national retailer for SmartPaks. SmartPaks supplements are ideal for every type of horse, from competitive athletes and lesson horses and beyond. Supplement options include joint health, digestion, electrolytes, hoof health and more. For those unsure of which supplement is right for their horse, Tractor Supply.com offers a SmartEquine Solutioninder that directs users to the ideal products based on their horse's unique needs. SmartEquine has been elevating equine wellbeing through scientifically developed supplements, innovative wellness solutions and expert guidance from industry leaders for more than 25 years. Its unique customized supplement programs are formulated to address specific health challenges--from advanced joint support to precision hindgut protection--to give each horse exactly what it needs. In addition to the SmartPaks supplement system, Tractor Supply will also offer an expansive lineup of SmartEquine supplements in stores and online.Reported Earnings • Jul 25Second quarter 2025 earnings released: EPS: US$0.81 (vs US$0.79 in 2Q 2024)Second quarter 2025 results: EPS: US$0.81 (up from US$0.79 in 2Q 2024). Revenue: US$4.44b (up 4.5% from 2Q 2024). Net income: US$430.0m (up 1.1% from 2Q 2024). Profit margin: 9.7% (in line with 2Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America.お知らせ • Jul 24Tractor Supply Company Reiterates Earnings Guidance for the Fiscal Year 2025Tractor Supply Company reiterated earnings guidance for the fiscal year 2025. For the year, the company expects Net Sales of +4% to +8%, Comparable Store Sales of +0% to +4%, Net Income of $1.07 billion to $1.17 billion compared and Earnings per Diluted Share of $2.00 to $2.18 .Buy Or Sell Opportunity • Jul 03Now 21% overvaluedOver the last 90 days, the stock has fallen 7.5% to Mex$1,032. The fair value is estimated to be Mex$854, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.お知らせ • Jul 02Tractor Supply Company to Report Q2, 2025 Results on Jul 24, 2025Tractor Supply Company announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025Declared Dividend • May 19First quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 28th May 2025 Payment date: 10th June 2025 Dividend yield will be 1.4%, 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 (80% cash payout ratio). The dividend has increased by an average of 22% 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 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • May 18Insider recently sold Mex$2.8m worth of stockOn the 14th of May, Matthew Rubin sold around 3k shares on-market at roughly Mex$1,002 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$129m more than they bought in the last 12 months.お知らせ • May 15Tractor Supply Company Declares Quarterly Dividend, Payable on 10, 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 June 10, 2025, to stockholders of record of the Company’s common stock as of the close of business on May 28, 2025.Buy Or Sell Opportunity • May 05Now 22% overvaluedOver the last 90 days, the stock has fallen 10% to Mex$1,000. The fair value is estimated to be Mex$821, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: US$0.34 (vs US$0.37 in 1Q 2024)First quarter 2025 results: EPS: US$0.34 (down from US$0.37 in 1Q 2024). Revenue: US$3.47b (up 2.1% from 1Q 2024). Net income: US$179.4m (down 9.5% from 1Q 2024). Profit margin: 5.2% (down from 5.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • Apr 26First quarter 2025 earnings released: EPS: US$0.34 (vs US$0.37 in 1Q 2024)First quarter 2025 results: EPS: US$0.34 (down from US$0.37 in 1Q 2024). Revenue: US$3.47b (up 2.1% from 1Q 2024). Net income: US$179.4m (down 9.5% from 1Q 2024). Profit margin: 5.2% (down from 5.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.お知らせ • Apr 25+ 1 more updateTractor Supply Company Updates Earnings Guidance for the Fiscal Year 2025Tractor Supply Company updated earnings guidance for the fiscal year 2025. For the year, the company expects Net Sales of +4% to +8% compared to previous guidance of +5% to +7%, Comparable Store Sales of +0% to +4% compared to previous guidance of +1% to +3%, Net Income of $1.07 billion to $1.17 billion compared to previous guidance of $1.12 billion to $1.18 billion and Earnings per Diluted Share of $2.00 to $2.18 compared to previous guidance of $2.10 to $2.22.お知らせ • Apr 21Tractor Supply Launches New Tractor Supply Rx with Easy Ordering for Pet and Animal Pharmacy NeedsTractor Supply Company announced the launch of Tractor Supply Rx, the Company's convenient and low-cost pet and animal pharmacy offering. Customers can now shop for pet and animal medications, enroll in automatic delivery through the Autoship program and access expert pharmacy advice at Tractor Supply.com/Rx. Additionally, Neighbor's Club members earn points and rewards on prescription purchases for their pets and animals. Key Features and Benefits: Tractor Supply.com/Rx offers features designed to make ordering fast and easy. With a quick click or call, customers can request the needed medication and share their pet and veterinarian's details. Tractor Supply's expert pharmacists handle the rest, often shipping the medication the same day. With Autoship, there's no need to reorder. Customers can sign up to automatically receive medications, supplements and parasite preventatives for pets and animals while enjoying savings on every purchase. Tractor Supply Rx also provides a price-match guarantee to ensure customers get the best value on their prescription purchases. Tractor Supply previously partnered with Allivet to fulfill prescriptions through Tractor SupplyRx.com. After acquiring Allivet in 2024, Tractor Supply now provides pet parents with convenient access to brand-name medications and expert pharmacy advice, as well as an extensive range of bedding, supplies, food, treats, equipment and more, directly from Tractor Supply.com. From pet wash stations, pet grooming at Petsense by Tractor Supply and veterinary care through PetVet partnership, to pet-friendly policy at its stores, Tractor Supply Rx further solidifies Tractor Supply as the destination for expert care for pets and animals Out Here. Tractor Supply Rx rewards and exclusive offers are another way Neighbor's Club members save more at Tractor Supply and Petsense by Tractor Supply.お知らせ • Apr 03Tractor Supply Company to Report Q1, 2025 Results on Apr 24, 2025Tractor Supply Company announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025Buy Or Sell Opportunity • Mar 24Now 21% overvaluedOver the last 90 days, the stock has fallen 1.1% to Mex$1,076. The fair value is estimated to be Mex$890, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 6.0%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.お知らせ • Mar 17Tractor Supply Company, Annual General Meeting, May 15, 2025Tractor Supply Company, Annual General Meeting, May 15, 2025.Buy Or Sell Opportunity • Mar 02Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$1,178. The fair value is estimated to be Mex$967, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 6.0%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.Reported Earnings • Feb 24Full year 2024 earnings released: EPS: US$2.05 (vs US$2.03 in FY 2023)Full year 2024 results: EPS: US$2.05. Revenue: US$14.9b (up 2.2% from FY 2023). Net income: US$1.10b (flat on FY 2023). Profit margin: 7.4% (down from 7.6% in FY 2023). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 0.2% vs FY 2023 Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Specialty Retail industry in South America.Recent Insider Transactions • Feb 19Insider recently sold Mex$15m worth of stockOn the 11th of February, Colin Yankee sold around 13k shares on-market at roughly Mex$1,112 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$98m. Insiders have been net sellers, collectively disposing of Mex$160m more than they bought in the last 12 months.Recent Insider Transactions • Feb 08President recently sold Mex$98m worth of stockOn the 3rd of February, Harry Lawton sold around 88k shares on-market at roughly Mex$1,117 per share. This transaction amounted to 18% 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 2024 earnings released: EPS: US$2.05 (vs US$2.03 in FY 2023)Full year 2024 results: EPS: US$2.05. Revenue: US$14.9b (up 2.2% from FY 2023). Net income: US$1.10b (flat on FY 2023). Profit margin: 7.4% (down from 7.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Specialty Retail industry in South America.お知らせ • Jan 30Tractor Supply Company Provides Earnings Guidance for the Year 2025Tractor Supply Company provided earnings guidance for the year 2025. For the year, the company expects Net Sales to be between ‘+5% to +7% Comparable Store Sales to be between ‘+1% to +3% Net Income to be between $1.12 billion to $1.18 billion. Earnings per Diluted Share to be between $2.10 to $2.22.Buy Or Sell Opportunity • Jan 22Now 22% overvaluedOver the last 90 days, the stock has fallen 2.3% to Mex$1,162. The fair value is estimated to be Mex$949, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.お知らせ • Jan 09Tractor Supply Company to Report Q4, 2024 Results on Jan 30, 2025Tractor Supply Company announced that they will report Q4, 2024 results on Jan 30, 2025お知らせ • Jan 07Tractor Supply Company Launches 4health Shreds Premium Dog FoodTractor Supply Company announced it has launched a new offering from its exclusive 4health line of premium pet food. 4health Shreds is a new dog food product that blends crunchy kibble with protein-packed shreds for an appealing texture that delivers balanced nutrition. As with all 4health varieties, 4health Shreds provides premium quality pet food at a competitive price. 4health Shreds are ideally formulated for adult dogs, with immune-supporting antioxidants including zinc, seenium and vitamin E. Glucosamine and chondroitin sulfate help support joint health, while a blend of omega-6 and omega-3 fatty acids nourish the skin and coat. 4health Shreds also contains probiotics and natural prebiotic fiber to support healthy digestion. 4health, one of Tractor Supply's most popular exclusive brands, is frequently more competitively priced than premium and grocery store natural pet food brands. 4health Shreds formulas are priced under $55 for a 35 pound bag--providing more than 20% more value versus the comparable national brand. Over the last 36 months, household penetration for Tractor Supply's exclusive-brand dry dog foods has grown more than 15 times faster than the market. Tractor Supply stores will offer three varieties of 4health Shreds: Chicken & Rice, Beef & Rice and Lamb & Rice. All three options have real meat as the first ingredient and can be purchased in five-, 18- or 35-pound bags. 4health natural pet foods feature premium proteins and supplemental nutrition for the optimal health of dogs and cats and are exclusively available at Tractor Supply and Petsense by Tractor Supply. 4health is manufactured following rigorous quality-control processes and contains carefully selected ingredients.お知らせ • Dec 31Tractor Supply Company (NasdaqGS:TSCO) completed the acquisition of Agropec Trading, LLC.Tractor Supply Company (NasdaqGS:TSCO) entered into a definitive agreement to acquire Agropec Trading, LLC on October 24, 2024. The deal is an all-cash transaction that Tractor Supply anticipates financing through its balance sheet. The transaction is subject to customary closing conditions, including receipt of applicable regulatory approvals. The transaction is expected to close in Tractor Supply’s fiscal first quarter of 2025. D.A. Davidson & Co. acted as financial advisor to Agropec Trading, LLC. Foley & Lardner LLP acted as legal advisor to Agropec Trading, LLC. Spencer Gilbert, Kevin Rinker, Sarah Burke, Michael Bolotin, Caroline Geiger, Ted Hassi, Kyra Bromley, Paul Rubin, Melissa Runsten and Stuart Hammer of Debevoise & Plimpton LLP acted as legal advisor to Tractor Supply Company. Tractor Supply Company (NasdaqGS:TSCO) completed the acquisition of Agropec Trading, LLC on December 30, 2024.Declared Dividend • Nov 21Third quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 25th November 2024 Payment date: 10th December 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 24% 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.Declared Dividend • Nov 12Third quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 25th November 2024 Payment date: 10th December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 24% 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.お知らせ • Nov 08Tractor Supply Company Declares Quarterly Cash Dividend, Payable on December 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 December 10, 2024 to stockholders of record of the company’s common stock as of the close of business on November 25, 2024.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$2.25 (vs US$2.34 in 3Q 2023)Third quarter 2024 results: EPS: US$2.25 (down from US$2.34 in 3Q 2023). Revenue: US$3.47b (up 1.6% from 3Q 2023). Net income: US$241.5m (down 5.3% from 3Q 2023). Profit margin: 7.0% (down from 7.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.お知らせ • Oct 25Tractor Supply Company (NasdaqGS:TSCO) agreed to acquire Agropec Trading, LLC.Tractor Supply Company (NasdaqGS:TSCO) agreed to acquire Agropec Trading, LLC on October 24, 2024. The deal is an all-cash transaction that Tractor Supply anticipates financing through its balance sheet. The transaction is subject to customary closing conditions, including receipt of applicable regulatory approvals. The transaction is expected to close in Tractor Supply’s fiscal first quarter of 2025. D.A. Davidson & Co. acted as financial advisor to Agropec Trading, LLC. Foley & Lardner LLP acted as legal advisor to Agropec Trading, LLC. Spencer Gilbert, Kevin Rinker, Sarah Burke, Michael Bolotin, Caroline Geiger, Ted Hassi, Kyra Bromley, Paul Rubin, Melissa Runsten and Stuart Hammer of Debevoise & Plimpton LLP acted as legal advisor to Tractor Supply Company (NasdaqGS:TSCO).お知らせ • Oct 24Tractor Supply Company Revises Earnings Guidance for the Fiscal Year 2024Tractor Supply Company revised earnings guidance for the fiscal year 2024. For the year, the company expects net sales to be in the range of $14.85 billion to $15.0 billion against previous guidance range of $14.8 billion to $15.0 billion. Comparable store sales to be in the range of 0.0% to 1.0% against previous guidance range of negative 0.5% to positive 1.0%. Net income to be in the range of $1.09 billion to $1.12 billion against previous guidance range of $1.08 billion to $1.12 billion. Earnings per diluted share to be in the range of $10.10 to $10.40 against previous guidance range of $10.00 to $10.40.お知らせ • Oct 10Tractor Supply Company to Report Q3, 2024 Results on Oct 24, 2024Tractor Supply Company announced that they will report Q3, 2024 results Pre-Market on Oct 24, 2024Declared Dividend • Aug 19Second quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 26th August 2024 Payment date: 10th September 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 24% 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 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Aug 15Insider recently sold Mex$2.7m worth of stockOn the 12th of August, Matthew Rubin sold around 540 shares on-market at roughly Mex$4,979 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$129m more than they bought in the last 12 months.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.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$3.95 (vs US$3.85 in 2Q 2023)Second quarter 2024 results: EPS: US$3.95 (up from US$3.85 in 2Q 2023). Revenue: US$4.25b (up 1.5% from 2Q 2023). Net income: US$425.2m (flat on 2Q 2023). Profit margin: 10.0% (in line with 2Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in South America.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, 2024Buy Or Sell Opportunity • Jul 01Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to Mex$4,970. The fair value is estimated to be Mex$4,071, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.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.Declared Dividend • May 13First quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 24th May 2024 Payment date: 11th June 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 24% 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 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$1.84 (vs US$1.66 in 1Q 2023)First quarter 2024 results: EPS: US$1.84 (up from US$1.66 in 1Q 2023). Revenue: US$3.39b (up 2.9% from 1Q 2023). Net income: US$198.2m (up 8.2% from 1Q 2023). Profit margin: 5.8% (up from 5.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in South America.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.Recent Insider Transactions • Mar 04Insider recently sold Mex$17m worth of stockOn the 28th of February, Colin Yankee sold around 4k shares on-market at roughly Mex$4,275 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$82m. Insiders have been net sellers, collectively disposing of Mex$129m more than they bought in the last 12 months.Buy Or Sell Opportunity • Mar 02Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to Mex$4,340. The fair value is estimated to be Mex$3,513, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.Recent Insider Transactions • Feb 26Executive VP & Chief Stores Officer recently sold Mex$17m worth of stockOn the 22nd of February, John Ordus sold around 4k shares on-market at roughly Mex$4,108 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$82m. Insiders have been net sellers, collectively disposing of Mex$112m more than they bought in the last 12 months.Recent Insider Transactions • Feb 19Insider recently sold Mex$11m worth of stockOn the 14th of February, Melissa Kersey sold around 3k shares on-market at roughly Mex$4,032 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$82m. Insiders have been net sellers, collectively disposing of Mex$95m more than they bought in the last 12 months.Upcoming Dividend • Feb 16Upcoming dividend of US$1.10 per share at 1.9% yieldEligible shareholders must have bought the stock before 23 February 2024. Payment date: 12 March 2024. Payout ratio is a comfortable 41% and the cash payout ratio is 78%. Trailing yield: 1.9%. Lower than top quartile of Mexican dividend payers (6.5%). Lower than average of industry peers (3.8%).Recent Insider Transactions • Feb 14President recently sold Mex$82m worth of stockOn the 8th of February, Harry Lawton sold around 21k shares on-market at roughly Mex$3,988 per share. This transaction amounted to 21% 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.Declared Dividend • Feb 12Fourth quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 23rd February 2024 Payment date: 12th March 2024 Dividend yield will be 1.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 24% 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 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.Reported Earnings • Feb 02Full year 2023 earnings released: EPS: US$10.15 (vs US$9.78 in FY 2022)Full year 2023 results: EPS: US$10.15 (up from US$9.78 in FY 2022). Revenue: US$14.6b (up 2.5% from FY 2022). Net income: US$1.11b (up 1.7% from FY 2022). Profit margin: 7.6% (down from 7.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in South America.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.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 Mexican dividend payers (7.2%). Lower than average of industry peers (4.1%).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 4.0% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 06Tractor Supply Company to Report Q3, 2023 Results on Oct 26, 2023Tractor Supply Company announced that they will report Q3, 2023 results Pre-Market on Oct 26, 2023Recent Insider Transactions • Aug 19Independent Director recently sold Mex$1.9m worth of stockOn the 15th of August, Joy Brown sold around 500 shares on-market at roughly Mex$3,796 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$70m more than they bought in the last 12 months.お知らせ • Aug 11Tractor Supply Company Declares Quarterly Cash Dividend, Payable on September 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 September 12, 2023 to stockholders of record of the Company’s common stock as of the close of business on August 28, 2023.お知らせ • Aug 04Tractor Supply Company Announces That Meg Ham Has Been Appointed an Independent Member of Its Board of DirectorsTractor Supply Company announced that Meg Ham has been appointed an independent member of its Board of Directors, effective August 2, 2023. Ms. Ham brings a distinguished 35-year career in the retail industry and currently serves as president of Food Lion. With the addition of Ms. Ham, Tractor Supply’s Board of Directors now consists of a total of nine members. She joins eight current Tractor Supply board members with extensive expertise and experience across multiple industries. Meg Ham has served as president of Food Lion since 2014. Under her leadership, the company’s 82,000 associates serve nearly 10 million customers each week across its 10-state operating footprint of more than 1,100 grocery stores. During her 35-year tenure at Food Lion parent company Ahold Delhaize USA, Ms. Ham has also served at the helm of Bottom Dollar Food, the company’s former discount banner, as well as in executive leadership roles in both retail operations and merchandising functions at Food Lion and Hannaford. Ms. Ham has a strong passion for serving the community. Since 2014, Food Lion Feeds, the company’s hunger-relief platform, has donated more than one billion meals to neighbors experiencing food insecurity. Ms. Ham earned her Bachelor of Science Degree in Business Management and Marketing from Cornell University. She previously served on the board of directors for the Network of Executive Women (NEW) and Easter Seals, and on the board of governors for Saint Joseph's University's Food Marketing Education Foundation.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$3.85 (vs US$3.55 in 2Q 2022)Second quarter 2023 results: EPS: US$3.85 (up from US$3.55 in 2Q 2022). Revenue: US$4.18b (up 7.2% from 2Q 2022). Net income: US$421.2m (up 6.2% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 12Tractor Supply Company to Report Q2, 2023 Results on Jul 27, 2023Tractor Supply Company announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Jul 27, 2023お知らせ • May 12Tractor Supply Company Declares Quarterly Cash Dividend, Payable on June 13, 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 June 13, 2023 to stockholders of record of the company’s common stock as of the close of business on May 30, 2023.Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: US$1.66 (vs US$1.66 in 1Q 2022)First quarter 2023 results: EPS: US$1.66 (in line with 1Q 2022). Revenue: US$3.30b (up 9.1% from 1Q 2022). Net income: US$183.1m (down 2.2% from 1Q 2022). Profit margin: 5.5% (down from 6.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Specialty Retail industry in South America.株主還元TSCO1 *MX Specialty RetailMX 市場7D-7.6%-1.0%2.3%1Y-46.5%8.6%19.8%株主還元を見る業界別リターン: TSCO1 *過去 1 年間で13.6 % の収益を上げたMX Specialty Retail業界を下回りました。リターン対市場: TSCO1 *は、過去 1 年間で20.3 % のリターンを上げたMX市場を下回りました。価格変動Is TSCO1 *'s price volatile compared to industry and market?TSCO1 * volatilityTSCO1 * Average Weekly Movementn/aSpecialty Retail Industry Average Movement6.2%Market Average Movement4.1%10% most volatile stocks in MX Market6.1%10% least volatile stocks in MX Market2.8%安定した株価: TSCO1 *の株価は、 MX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: 過去 1 年間のTSCO1 *のボラティリティの変化を判断するには データが不十分です。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。TSCO1 * 基礎統計学時価総額Mex$276.89b収益（TTM）Mex$18.63b売上高(TTM)Mex$269.57b14.9xPER（株価収益率1.0xP/SレシオTSCO1 * 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TSCO1 * 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%TSCO1 * 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3.1%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2026/05/11 02:15終値2026/05/08 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 • Apr 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$619, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$299 per share.
お知らせ • Apr 23Tractor Supply Company Reaffirms Earnings Guidance for Fiscal Year 2026Tractor Supply Company reaffirmed earnings guidance for fiscal year 2026. For fiscal 2026, the Company expects net sales growth of 4% to 6%, Comparable Store Sales to be 1% to 3%, Operating Margin Rate to be 9.3% to 9.6%, Net Income $1.11 billion to $1.17 billion and Earnings per Diluted Share of $2.13 to $2.23.
Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: US$0.31 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.31 (down from US$0.34 in 1Q 2025). Revenue: US$3.59b (up 3.6% from 1Q 2025). Net income: US$164.5m (down 8.3% from 1Q 2025). Profit margin: 4.6% (down from 5.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
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.
Recent Insider Transactions • Feb 15Executive VP recently sold Mex$1.7m worth of stockOn the 10th of February, Kurt Barton sold around 2k shares on-market at roughly Mex$928 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$78m. This was Kurt's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$619, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$299 per share.
お知らせ • Apr 23Tractor Supply Company Reaffirms Earnings Guidance for Fiscal Year 2026Tractor Supply Company reaffirmed earnings guidance for fiscal year 2026. For fiscal 2026, the Company expects net sales growth of 4% to 6%, Comparable Store Sales to be 1% to 3%, Operating Margin Rate to be 9.3% to 9.6%, Net Income $1.11 billion to $1.17 billion and Earnings per Diluted Share of $2.13 to $2.23.
Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: US$0.31 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.31 (down from US$0.34 in 1Q 2025). Revenue: US$3.59b (up 3.6% from 1Q 2025). Net income: US$164.5m (down 8.3% from 1Q 2025). Profit margin: 4.6% (down from 5.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
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.
Recent Insider Transactions • Feb 15Executive VP recently sold Mex$1.7m worth of stockOn the 10th of February, Kurt Barton sold around 2k shares on-market at roughly Mex$928 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$78m. This was Kurt's only on-market trade for the last 12 months.
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 1.4%, 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 12High 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 07President recently sold Mex$78m worth of stockOn the 3rd of February, Harry Lawton sold around 85k shares on-market at roughly Mex$916 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 6.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in South America.
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
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.
Declared Dividend • Nov 08Third quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 24th November 2025 Payment date: 9th December 2025 Dividend yield will be 1.4%, 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 (51% cash payout ratio). The dividend has increased by an average of 22% 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 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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 24Third 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 4.8% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
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
お知らせ • Aug 22Tractor Supply Launches Women's Apparel Line with TV Host and Cookbook Author Molly YehTractor Supply Company announced the launch of an exclusive women's apparel collection with award-winning cookbook author, Food Network host and beet farmer Molly Yeh. Inspired by the lifestyle of Tractor Supply shoppers, the collection combines durable, functional apparel with colorful, versatile styles ranging in price from $19.99 to $59.99. Select items from the collection are now available in Tractor Supply's more than 2,300 stores nationwide, with an extended assortment featured online at Tractor Supply.com. For more than 10 years, Molly has embraced life on a fifth-generation sugar beet farm in East Grand Forks, Minnesota. With her love of animals, gardening and cooking, she connects deeply with the Out Here lifestyle. Molly collaborated with the Tractor Supply team to develop every aspect of the clothing line, from the color choices to the fits and fabrics, with details inspired by life on the farm. The collection includes denim overalls, double-knee jeans, flannel shirt jackets, cardigans, crewneck sweaters, graphic tees and more. The bright greens, reds, yellows, pinks and blues are signature to Molly’s wardrobe, bringing personality to each piece. Designed for women who work hard and live life to the fullest, the line is as ready for the barn as it is for time with family and friends. The Molly Yeh x Tractor Supply Women’s Apparel Collection is available online and in stores now, with additional styles rolling out through the fall, including online-only designs at TractorSupply.com.
Recent Insider Transactions • Aug 13Independent Director recently sold Mex$9.0m worth of stockOn the 7th of August, Mark Weikel sold around 8k shares on-market at roughly Mex$1,121 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$135m more than they bought in the last 12 months.
Declared Dividend • Aug 11Second quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 25th August 2025 Payment date: 9th September 2025 Dividend yield will be 1.2%, 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 (59% cash payout ratio). The dividend has increased by an average of 22% 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 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 07Tractor Supply Company Declares Quarterly Cash Dividend, Payable on September 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 September 9, 2025, to stockholders of record of the Company’s common stock as of the close of business on August 25, 2025.
お知らせ • Jul 29Tractor Supply to Add SmartEquine's Health and Wellness Solutions to Its Extensive Line Lineup of Equine ProductsTractor Supply Company announced it will add SmartEquine's health and wellness solutions to its extensive lineup of equine products. Beginning July 28, 2025, customers can find SmartEquine's SmartPaks supplement varieties in Tractor Supply stores nationwide, with an expanded product lineup available at Tractor Supply.com. SmartPaks daily supplement packs provide pre-measured portions of SmartEquine's scientifically formulated supplements for precision, convenience and consistency. Tractor Supply is the exclusive national retailer for SmartPaks. SmartPaks supplements are ideal for every type of horse, from competitive athletes and lesson horses and beyond. Supplement options include joint health, digestion, electrolytes, hoof health and more. For those unsure of which supplement is right for their horse, Tractor Supply.com offers a SmartEquine Solutioninder that directs users to the ideal products based on their horse's unique needs. SmartEquine has been elevating equine wellbeing through scientifically developed supplements, innovative wellness solutions and expert guidance from industry leaders for more than 25 years. Its unique customized supplement programs are formulated to address specific health challenges--from advanced joint support to precision hindgut protection--to give each horse exactly what it needs. In addition to the SmartPaks supplement system, Tractor Supply will also offer an expansive lineup of SmartEquine supplements in stores and online.
Reported Earnings • Jul 25Second quarter 2025 earnings released: EPS: US$0.81 (vs US$0.79 in 2Q 2024)Second quarter 2025 results: EPS: US$0.81 (up from US$0.79 in 2Q 2024). Revenue: US$4.44b (up 4.5% from 2Q 2024). Net income: US$430.0m (up 1.1% from 2Q 2024). Profit margin: 9.7% (in line with 2Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America.
お知らせ • Jul 24Tractor Supply Company Reiterates Earnings Guidance for the Fiscal Year 2025Tractor Supply Company reiterated earnings guidance for the fiscal year 2025. For the year, the company expects Net Sales of +4% to +8%, Comparable Store Sales of +0% to +4%, Net Income of $1.07 billion to $1.17 billion compared and Earnings per Diluted Share of $2.00 to $2.18 .
Buy Or Sell Opportunity • Jul 03Now 21% overvaluedOver the last 90 days, the stock has fallen 7.5% to Mex$1,032. The fair value is estimated to be Mex$854, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.
お知らせ • Jul 02Tractor Supply Company to Report Q2, 2025 Results on Jul 24, 2025Tractor Supply Company announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025
Declared Dividend • May 19First quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 28th May 2025 Payment date: 10th June 2025 Dividend yield will be 1.4%, 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 (80% cash payout ratio). The dividend has increased by an average of 22% 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 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • May 18Insider recently sold Mex$2.8m worth of stockOn the 14th of May, Matthew Rubin sold around 3k shares on-market at roughly Mex$1,002 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$129m more than they bought in the last 12 months.
お知らせ • May 15Tractor Supply Company Declares Quarterly Dividend, Payable on 10, 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 June 10, 2025, to stockholders of record of the Company’s common stock as of the close of business on May 28, 2025.
Buy Or Sell Opportunity • May 05Now 22% overvaluedOver the last 90 days, the stock has fallen 10% to Mex$1,000. The fair value is estimated to be Mex$821, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.
Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: US$0.34 (vs US$0.37 in 1Q 2024)First quarter 2025 results: EPS: US$0.34 (down from US$0.37 in 1Q 2024). Revenue: US$3.47b (up 2.1% from 1Q 2024). Net income: US$179.4m (down 9.5% from 1Q 2024). Profit margin: 5.2% (down from 5.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • Apr 26First quarter 2025 earnings released: EPS: US$0.34 (vs US$0.37 in 1Q 2024)First quarter 2025 results: EPS: US$0.34 (down from US$0.37 in 1Q 2024). Revenue: US$3.47b (up 2.1% from 1Q 2024). Net income: US$179.4m (down 9.5% from 1Q 2024). Profit margin: 5.2% (down from 5.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Apr 25+ 1 more updateTractor Supply Company Updates Earnings Guidance for the Fiscal Year 2025Tractor Supply Company updated earnings guidance for the fiscal year 2025. For the year, the company expects Net Sales of +4% to +8% compared to previous guidance of +5% to +7%, Comparable Store Sales of +0% to +4% compared to previous guidance of +1% to +3%, Net Income of $1.07 billion to $1.17 billion compared to previous guidance of $1.12 billion to $1.18 billion and Earnings per Diluted Share of $2.00 to $2.18 compared to previous guidance of $2.10 to $2.22.
お知らせ • Apr 21Tractor Supply Launches New Tractor Supply Rx with Easy Ordering for Pet and Animal Pharmacy NeedsTractor Supply Company announced the launch of Tractor Supply Rx, the Company's convenient and low-cost pet and animal pharmacy offering. Customers can now shop for pet and animal medications, enroll in automatic delivery through the Autoship program and access expert pharmacy advice at Tractor Supply.com/Rx. Additionally, Neighbor's Club members earn points and rewards on prescription purchases for their pets and animals. Key Features and Benefits: Tractor Supply.com/Rx offers features designed to make ordering fast and easy. With a quick click or call, customers can request the needed medication and share their pet and veterinarian's details. Tractor Supply's expert pharmacists handle the rest, often shipping the medication the same day. With Autoship, there's no need to reorder. Customers can sign up to automatically receive medications, supplements and parasite preventatives for pets and animals while enjoying savings on every purchase. Tractor Supply Rx also provides a price-match guarantee to ensure customers get the best value on their prescription purchases. Tractor Supply previously partnered with Allivet to fulfill prescriptions through Tractor SupplyRx.com. After acquiring Allivet in 2024, Tractor Supply now provides pet parents with convenient access to brand-name medications and expert pharmacy advice, as well as an extensive range of bedding, supplies, food, treats, equipment and more, directly from Tractor Supply.com. From pet wash stations, pet grooming at Petsense by Tractor Supply and veterinary care through PetVet partnership, to pet-friendly policy at its stores, Tractor Supply Rx further solidifies Tractor Supply as the destination for expert care for pets and animals Out Here. Tractor Supply Rx rewards and exclusive offers are another way Neighbor's Club members save more at Tractor Supply and Petsense by Tractor Supply.
お知らせ • Apr 03Tractor Supply Company to Report Q1, 2025 Results on Apr 24, 2025Tractor Supply Company announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025
Buy Or Sell Opportunity • Mar 24Now 21% overvaluedOver the last 90 days, the stock has fallen 1.1% to Mex$1,076. The fair value is estimated to be Mex$890, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 6.0%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.
お知らせ • Mar 17Tractor Supply Company, Annual General Meeting, May 15, 2025Tractor Supply Company, Annual General Meeting, May 15, 2025.
Buy Or Sell Opportunity • Mar 02Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$1,178. The fair value is estimated to be Mex$967, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 6.0%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.
Reported Earnings • Feb 24Full year 2024 earnings released: EPS: US$2.05 (vs US$2.03 in FY 2023)Full year 2024 results: EPS: US$2.05. Revenue: US$14.9b (up 2.2% from FY 2023). Net income: US$1.10b (flat on FY 2023). Profit margin: 7.4% (down from 7.6% in FY 2023). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 0.2% vs FY 2023 Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Specialty Retail industry in South America.
Recent Insider Transactions • Feb 19Insider recently sold Mex$15m worth of stockOn the 11th of February, Colin Yankee sold around 13k shares on-market at roughly Mex$1,112 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$98m. Insiders have been net sellers, collectively disposing of Mex$160m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 08President recently sold Mex$98m worth of stockOn the 3rd of February, Harry Lawton sold around 88k shares on-market at roughly Mex$1,117 per share. This transaction amounted to 18% 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 2024 earnings released: EPS: US$2.05 (vs US$2.03 in FY 2023)Full year 2024 results: EPS: US$2.05. Revenue: US$14.9b (up 2.2% from FY 2023). Net income: US$1.10b (flat on FY 2023). Profit margin: 7.4% (down from 7.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Specialty Retail industry in South America.
お知らせ • Jan 30Tractor Supply Company Provides Earnings Guidance for the Year 2025Tractor Supply Company provided earnings guidance for the year 2025. For the year, the company expects Net Sales to be between ‘+5% to +7% Comparable Store Sales to be between ‘+1% to +3% Net Income to be between $1.12 billion to $1.18 billion. Earnings per Diluted Share to be between $2.10 to $2.22.
Buy Or Sell Opportunity • Jan 22Now 22% overvaluedOver the last 90 days, the stock has fallen 2.3% to Mex$1,162. The fair value is estimated to be Mex$949, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.
お知らせ • Jan 09Tractor Supply Company to Report Q4, 2024 Results on Jan 30, 2025Tractor Supply Company announced that they will report Q4, 2024 results on Jan 30, 2025
お知らせ • Jan 07Tractor Supply Company Launches 4health Shreds Premium Dog FoodTractor Supply Company announced it has launched a new offering from its exclusive 4health line of premium pet food. 4health Shreds is a new dog food product that blends crunchy kibble with protein-packed shreds for an appealing texture that delivers balanced nutrition. As with all 4health varieties, 4health Shreds provides premium quality pet food at a competitive price. 4health Shreds are ideally formulated for adult dogs, with immune-supporting antioxidants including zinc, seenium and vitamin E. Glucosamine and chondroitin sulfate help support joint health, while a blend of omega-6 and omega-3 fatty acids nourish the skin and coat. 4health Shreds also contains probiotics and natural prebiotic fiber to support healthy digestion. 4health, one of Tractor Supply's most popular exclusive brands, is frequently more competitively priced than premium and grocery store natural pet food brands. 4health Shreds formulas are priced under $55 for a 35 pound bag--providing more than 20% more value versus the comparable national brand. Over the last 36 months, household penetration for Tractor Supply's exclusive-brand dry dog foods has grown more than 15 times faster than the market. Tractor Supply stores will offer three varieties of 4health Shreds: Chicken & Rice, Beef & Rice and Lamb & Rice. All three options have real meat as the first ingredient and can be purchased in five-, 18- or 35-pound bags. 4health natural pet foods feature premium proteins and supplemental nutrition for the optimal health of dogs and cats and are exclusively available at Tractor Supply and Petsense by Tractor Supply. 4health is manufactured following rigorous quality-control processes and contains carefully selected ingredients.
お知らせ • Dec 31Tractor Supply Company (NasdaqGS:TSCO) completed the acquisition of Agropec Trading, LLC.Tractor Supply Company (NasdaqGS:TSCO) entered into a definitive agreement to acquire Agropec Trading, LLC on October 24, 2024. The deal is an all-cash transaction that Tractor Supply anticipates financing through its balance sheet. The transaction is subject to customary closing conditions, including receipt of applicable regulatory approvals. The transaction is expected to close in Tractor Supply’s fiscal first quarter of 2025. D.A. Davidson & Co. acted as financial advisor to Agropec Trading, LLC. Foley & Lardner LLP acted as legal advisor to Agropec Trading, LLC. Spencer Gilbert, Kevin Rinker, Sarah Burke, Michael Bolotin, Caroline Geiger, Ted Hassi, Kyra Bromley, Paul Rubin, Melissa Runsten and Stuart Hammer of Debevoise & Plimpton LLP acted as legal advisor to Tractor Supply Company. Tractor Supply Company (NasdaqGS:TSCO) completed the acquisition of Agropec Trading, LLC on December 30, 2024.
Declared Dividend • Nov 21Third quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 25th November 2024 Payment date: 10th December 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 24% 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.
Declared Dividend • Nov 12Third quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 25th November 2024 Payment date: 10th December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 24% 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.
お知らせ • Nov 08Tractor Supply Company Declares Quarterly Cash Dividend, Payable on December 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 December 10, 2024 to stockholders of record of the company’s common stock as of the close of business on November 25, 2024.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$2.25 (vs US$2.34 in 3Q 2023)Third quarter 2024 results: EPS: US$2.25 (down from US$2.34 in 3Q 2023). Revenue: US$3.47b (up 1.6% from 3Q 2023). Net income: US$241.5m (down 5.3% from 3Q 2023). Profit margin: 7.0% (down from 7.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Oct 25Tractor Supply Company (NasdaqGS:TSCO) agreed to acquire Agropec Trading, LLC.Tractor Supply Company (NasdaqGS:TSCO) agreed to acquire Agropec Trading, LLC on October 24, 2024. The deal is an all-cash transaction that Tractor Supply anticipates financing through its balance sheet. The transaction is subject to customary closing conditions, including receipt of applicable regulatory approvals. The transaction is expected to close in Tractor Supply’s fiscal first quarter of 2025. D.A. Davidson & Co. acted as financial advisor to Agropec Trading, LLC. Foley & Lardner LLP acted as legal advisor to Agropec Trading, LLC. Spencer Gilbert, Kevin Rinker, Sarah Burke, Michael Bolotin, Caroline Geiger, Ted Hassi, Kyra Bromley, Paul Rubin, Melissa Runsten and Stuart Hammer of Debevoise & Plimpton LLP acted as legal advisor to Tractor Supply Company (NasdaqGS:TSCO).
お知らせ • Oct 24Tractor Supply Company Revises Earnings Guidance for the Fiscal Year 2024Tractor Supply Company revised earnings guidance for the fiscal year 2024. For the year, the company expects net sales to be in the range of $14.85 billion to $15.0 billion against previous guidance range of $14.8 billion to $15.0 billion. Comparable store sales to be in the range of 0.0% to 1.0% against previous guidance range of negative 0.5% to positive 1.0%. Net income to be in the range of $1.09 billion to $1.12 billion against previous guidance range of $1.08 billion to $1.12 billion. Earnings per diluted share to be in the range of $10.10 to $10.40 against previous guidance range of $10.00 to $10.40.
お知らせ • Oct 10Tractor Supply Company to Report Q3, 2024 Results on Oct 24, 2024Tractor Supply Company announced that they will report Q3, 2024 results Pre-Market on Oct 24, 2024
Declared Dividend • Aug 19Second quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 26th August 2024 Payment date: 10th September 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 24% 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 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Aug 15Insider recently sold Mex$2.7m worth of stockOn the 12th of August, Matthew Rubin sold around 540 shares on-market at roughly Mex$4,979 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$129m more than they bought in the last 12 months.
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.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$3.95 (vs US$3.85 in 2Q 2023)Second quarter 2024 results: EPS: US$3.95 (up from US$3.85 in 2Q 2023). Revenue: US$4.25b (up 1.5% from 2Q 2023). Net income: US$425.2m (flat on 2Q 2023). Profit margin: 10.0% (in line with 2Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in South America.
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
Buy Or Sell Opportunity • Jul 01Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to Mex$4,970. The fair value is estimated to be Mex$4,071, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.1% per annum over the same time period.
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.
Declared Dividend • May 13First quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 24th May 2024 Payment date: 11th June 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 24% 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 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$1.84 (vs US$1.66 in 1Q 2023)First quarter 2024 results: EPS: US$1.84 (up from US$1.66 in 1Q 2023). Revenue: US$3.39b (up 2.9% from 1Q 2023). Net income: US$198.2m (up 8.2% from 1Q 2023). Profit margin: 5.8% (up from 5.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in South America.
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.
Recent Insider Transactions • Mar 04Insider recently sold Mex$17m worth of stockOn the 28th of February, Colin Yankee sold around 4k shares on-market at roughly Mex$4,275 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$82m. Insiders have been net sellers, collectively disposing of Mex$129m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Mar 02Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to Mex$4,340. The fair value is estimated to be Mex$3,513, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
Recent Insider Transactions • Feb 26Executive VP & Chief Stores Officer recently sold Mex$17m worth of stockOn the 22nd of February, John Ordus sold around 4k shares on-market at roughly Mex$4,108 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$82m. Insiders have been net sellers, collectively disposing of Mex$112m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 19Insider recently sold Mex$11m worth of stockOn the 14th of February, Melissa Kersey sold around 3k shares on-market at roughly Mex$4,032 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$82m. Insiders have been net sellers, collectively disposing of Mex$95m more than they bought in the last 12 months.
Upcoming Dividend • Feb 16Upcoming dividend of US$1.10 per share at 1.9% yieldEligible shareholders must have bought the stock before 23 February 2024. Payment date: 12 March 2024. Payout ratio is a comfortable 41% and the cash payout ratio is 78%. Trailing yield: 1.9%. Lower than top quartile of Mexican dividend payers (6.5%). Lower than average of industry peers (3.8%).
Recent Insider Transactions • Feb 14President recently sold Mex$82m worth of stockOn the 8th of February, Harry Lawton sold around 21k shares on-market at roughly Mex$3,988 per share. This transaction amounted to 21% 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.
Declared Dividend • Feb 12Fourth quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 23rd February 2024 Payment date: 12th March 2024 Dividend yield will be 1.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 24% 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 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
Reported Earnings • Feb 02Full year 2023 earnings released: EPS: US$10.15 (vs US$9.78 in FY 2022)Full year 2023 results: EPS: US$10.15 (up from US$9.78 in FY 2022). Revenue: US$14.6b (up 2.5% from FY 2022). Net income: US$1.11b (up 1.7% from FY 2022). Profit margin: 7.6% (down from 7.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in South America.
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.
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 Mexican dividend payers (7.2%). Lower than average of industry peers (4.1%).
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 4.0% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 06Tractor Supply Company to Report Q3, 2023 Results on Oct 26, 2023Tractor Supply Company announced that they will report Q3, 2023 results Pre-Market on Oct 26, 2023
Recent Insider Transactions • Aug 19Independent Director recently sold Mex$1.9m worth of stockOn the 15th of August, Joy Brown sold around 500 shares on-market at roughly Mex$3,796 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$70m more than they bought in the last 12 months.
お知らせ • Aug 11Tractor Supply Company Declares Quarterly Cash Dividend, Payable on September 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 September 12, 2023 to stockholders of record of the Company’s common stock as of the close of business on August 28, 2023.
お知らせ • Aug 04Tractor Supply Company Announces That Meg Ham Has Been Appointed an Independent Member of Its Board of DirectorsTractor Supply Company announced that Meg Ham has been appointed an independent member of its Board of Directors, effective August 2, 2023. Ms. Ham brings a distinguished 35-year career in the retail industry and currently serves as president of Food Lion. With the addition of Ms. Ham, Tractor Supply’s Board of Directors now consists of a total of nine members. She joins eight current Tractor Supply board members with extensive expertise and experience across multiple industries. Meg Ham has served as president of Food Lion since 2014. Under her leadership, the company’s 82,000 associates serve nearly 10 million customers each week across its 10-state operating footprint of more than 1,100 grocery stores. During her 35-year tenure at Food Lion parent company Ahold Delhaize USA, Ms. Ham has also served at the helm of Bottom Dollar Food, the company’s former discount banner, as well as in executive leadership roles in both retail operations and merchandising functions at Food Lion and Hannaford. Ms. Ham has a strong passion for serving the community. Since 2014, Food Lion Feeds, the company’s hunger-relief platform, has donated more than one billion meals to neighbors experiencing food insecurity. Ms. Ham earned her Bachelor of Science Degree in Business Management and Marketing from Cornell University. She previously served on the board of directors for the Network of Executive Women (NEW) and Easter Seals, and on the board of governors for Saint Joseph's University's Food Marketing Education Foundation.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$3.85 (vs US$3.55 in 2Q 2022)Second quarter 2023 results: EPS: US$3.85 (up from US$3.55 in 2Q 2022). Revenue: US$4.18b (up 7.2% from 2Q 2022). Net income: US$421.2m (up 6.2% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 12Tractor Supply Company to Report Q2, 2023 Results on Jul 27, 2023Tractor Supply Company announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Jul 27, 2023
お知らせ • May 12Tractor Supply Company Declares Quarterly Cash Dividend, Payable on June 13, 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 June 13, 2023 to stockholders of record of the company’s common stock as of the close of business on May 30, 2023.
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: US$1.66 (vs US$1.66 in 1Q 2022)First quarter 2023 results: EPS: US$1.66 (in line with 1Q 2022). Revenue: US$3.30b (up 9.1% from 1Q 2022). Net income: US$183.1m (down 2.2% from 1Q 2022). Profit margin: 5.5% (down from 6.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Specialty Retail industry in South America.
