Tractor Supply Company

NasdaqGS:TSCO 株式レポート

時価総額：US$17.1b

Tractor Supply 将来の成長

Future 基準チェック /26

Tractor Supply利益と収益がそれぞれ年間7.6%と5.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に38.5% 8.7%なると予測されています。

主要情報

7.6%

収益成長率

8.73%

EPS成長率

Specialty Retail 収益成長9.8%
収益成長率5.6%
将来の株主資本利益率38.53%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

分析記事 • Apr 23

Tractor Supply Company Just Missed EPS By 9.0%: Here's What Analysts Think Will Happen Next

It's been a mediocre week for Tractor Supply Company ( NASDAQ:TSCO ) shareholders, with the stock dropping 13% to...
分析記事 • Oct 28

Tractor Supply Company (NASDAQ:TSCO) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

Last week saw the newest third-quarter earnings release from Tractor Supply Company ( NASDAQ:TSCO ), an important...

Recent updates

ナラティブ更新 • May 01

TSCO: Dividend And Buyback Commitment Will Support Future Share Returns

Analysts have trimmed their price target on Tractor Supply to reflect a fair value of $47.52, down from $56.37, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Tractor Supply reaffirmed earnings guidance for fiscal 2026, with net sales growth targeted at 4% to 6%, comparable store sales at 1% to 3%, an operating margin rate of 9.3% to 9.6%, net income of US$1.11b to US$1.17b, and earnings per diluted share of US$2.13 to US$2.23 (Company guidance).
Seeking Alpha • Apr 26

Tractor Supply: Unclear Future Ahead

Summary Short-term stock underperformance presents an attractive entry point for long-term dividend investors, given the historically high yield. Recent earnings and fundamentals remain supportive of the investment thesis, despite near-term weakness. Dividend stability is a key pillar, reinforcing the stock’s appeal for income-focused portfolios. Based on a conservative valuation approach using expectations for earnings and CAPM, TSCO is trading close to fair value after the sell-off. There may be continued stock underperformance in the short term, but investors should focus on future guidance from the company before panicking. Read the full article on Seeking Alpha
分析記事 • Apr 23

Tractor Supply Company Just Missed EPS By 9.0%: Here's What Analysts Think Will Happen Next

It's been a mediocre week for Tractor Supply Company ( NASDAQ:TSCO ) shareholders, with the stock dropping 13% to...
ナラティブ更新 • Apr 17

TSCO: Dividend Growth And Buybacks Will Support Future Share Price

Analysts have trimmed their price target on Tractor Supply by about $1.22 to reflect slightly adjusted fair value, a marginally higher discount rate, and modest tweaks to revenue growth, profit margin, and future P/E assumptions. What's in the News The board approves an increase in the annual dividend to $0.96 per share for 2026, up $0.04 year over year.
ナラティブ更新 • Apr 02

TSCO: Store Expansion And Rising Capital Returns Will Support Future Share Price

Analysts have kept their price target for Tractor Supply steady at about $58. This reflects largely unchanged assumptions around long term revenue growth, profit margins, and future P/E, with only minor tweaks to discount rate inputs.
ナラティブ更新 • Mar 19

TSCO: Store Expansion And Capital Returns Will Support Future Share Price Upside

Analysts have modestly adjusted their price target for Tractor Supply to reflect small changes in discount rate, revenue growth, profit margin and future P/E assumptions. This has resulted in a slightly updated fair value estimate that remains around $58 per share.
ナラティブ更新 • Mar 04

TSCO: Store Expansion And Capital Returns Will Drive Future Shareholder Upside

Analysts have modestly revised their price target on Tractor Supply, citing small adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions. Together, these changes translate into a slightly different implied valuation from the prior $57.59 fair value estimate.
ナラティブ更新 • Feb 18

TSCO: Store Expansion And Capital Returns Will Support Steady Long-Term Outlook

Analysts have modestly adjusted their price target on Tractor Supply to reflect a slightly lower discount rate, a stable fair value estimate of about $57.59, and small tweaks to assumed profit margin and future P/E. This signals an updated view of the stock's risk and earnings profile without a major shift in valuation.
ナラティブ更新 • Feb 04

TSCO: Store Expansion And Guidance Will Offset Legal And Margin Pressures

Analysts have trimmed their Tractor Supply price target by about $4 per share, as they now apply slightly lower assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Repurchased 2,200,000 shares from September 28, 2025 to December 27, 2025, representing 0.42% of shares for $117.5m.
ナラティブ更新 • Jan 21

TSCO: New Store Expansion And Outdoor Offerings Will Support Future Upside

Analysts reduced their implied fair value estimate for Tractor Supply from about US$63.15 to US$61.22. They cited slightly softer revenue growth assumptions, a modestly higher discount rate, a small change in forecast profit margins, and a lower future P/E multiple in their updated models.
分析記事 • Jan 06

Is Tractor Supply Company (NASDAQ:TSCO) Worth US$49.8 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tractor Supply fair value estimate is US$37.75 Current share...
ナラティブ更新 • Jan 06

TSCO: Expanded Outdoor Offerings And Ongoing Buybacks Will Support Future Upside

Analysts have made a small trim to their Tractor Supply fair value estimate to $63.15 from $63.44, reflecting slightly adjusted assumptions around the discount rate, long term profit margin and future P/E while keeping revenue growth expectations effectively unchanged. What's in the News Cree LED filed a patent infringement lawsuit in the U.S. District Court for the Northern District of Illinois against Promier Products and Tractor Supply related to certain portable lighting products, citing multiple U.S. patents covering portable lighting designs and performance (Lawsuits & Legal Issues).
ナラティブ更新 • Dec 20

TSCO: Expanded Outdoor Product Lineup Will Drive Future Earnings Upside

Narrative Update on Tractor Supply Analyst Price Target Analysts have nudged their fair value estimate for Tractor Supply slightly lower from approximately $63.74 to $63.44 per share, reflecting a modestly higher discount rate that more than offsets unchanged expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Cree LED filed a patent infringement lawsuit against Tractor Supply and Promier Products in the U.S. District Court for the Northern District of Illinois, alleging unauthorized use of multiple Cree LED portable lighting patents in certain products sold by Tractor Supply (Key Developments).
ナラティブ更新 • Dec 06

TSCO: Expanded Outdoor Offerings Will Drive Future Earnings Upside

Narrative Update on Tractor Supply Analysts have raised their fair value estimate for Tractor Supply modestly, from approximately 63.52 dollars to 63.74 dollars per share. They cite slightly higher expected profit margins and a marginally richer future earnings multiple, which more than offset a small trim to projected revenue growth and a higher discount rate.
ナラティブ更新 • Nov 22

TSCO: Expanding Outdoor Offerings And Rising Margins Will Drive Future Upside

Analysts have maintained their price target for Tractor Supply at $63.52, with only marginal adjustments to key assumptions such as discount rate, revenue growth, and future profit margin. This reflects continued confidence in the company's outlook.
ナラティブ更新 • Nov 07

TSCO: Improved Profit Margins And Expanding Product Lines Will Drive Upside

Narrative Update on Tractor Supply: Analyst Price Target Revision Analysts have slightly raised their price target for Tractor Supply, increasing the estimated fair value from $63.30 to $63.52. This change is attributed to marginal improvements in profit margin and future price-to-earnings expectations.
分析記事 • Oct 28

Tractor Supply Company (NASDAQ:TSCO) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

Last week saw the newest third-quarter earnings release from Tractor Supply Company ( NASDAQ:TSCO ), an important...
ナラティブ更新 • Oct 24

Share Repurchases And New Partnerships Will Drive Resilience And Earnings Momentum

Analysts have slightly increased their price target for Tractor Supply to $63.30 from $62.59. This adjustment is based on minor improvements in projected profit margins and fair value estimates.
分析記事 • Sep 29

Is Tractor Supply (NASDAQ:TSCO) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jun 19

Tractor Supply's (NASDAQ:TSCO) Returns Have Hit A Wall

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • May 29

Is Tractor Supply (NASDAQ:TSCO) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Jan 31

Tractor Supply: Dividends From The Countryside

Summary Tractor Supply Company is a unique holding in my portfolio, maintaining resilience and growth amidst retail sector shifts. Tractor Supply caters to high-income rural lifestyle enthusiasts, ensuring frequent store visits and stable revenue. The company is expanding, adding 80–90 stores annually, enhancing digital sales, and remodeling existing stores for higher margins. In this article, we will go over the main points of the latest earnings release while understanding the 2025 trajectory TSCO wants to follow. Read the full article on Seeking Alpha
Seeking Alpha • Jan 16

Reversing My View On Tractor Supply: I'm Buying (Rating Upgrade)

Summary I was wrong about Tractor Supply; it's a compelling investment with a strong risk premium, despite some concerns about buybacks and rising debt. Financial results show slowing growth and deteriorating capital structure, but the dividend is well-covered and has grown impressively over the past 14 years. Valuation is key; the stock offers a 74% margin of safety over Treasury Notes, making it a rare, attractive risk-adjusted return. I'm buying a small position now and may increase it after a deeper review of the dividend sustainability when the 10-K is published. Read the full article on Seeking Alpha
Seeking Alpha • Dec 07

Rural Riches - Why Tractor Supply Is A Dividend Stock Worth Owning

Summary Tractor Supply Company has outperformed Home Depot and the S&P 500 since 2019 due to its unique "Life Out Here" strategy. TSCO focuses on rural lifestyle products, catering to recreational farmers and outdoor enthusiasts, differentiating itself from Home Depot's home improvement and professional contractor market. TSCO has achieved nearly 20% average annual EPS growth over the past two decades, with robust performance even during economic downturns. TSCO's ongoing business model improvements and strategic initiatives, including a 5-1 stock split, position it for continued success and investor excitement. Read the full article on Seeking Alpha
Seeking Alpha • Nov 17

Tractor Supply Company: Cautious Heading Into Q4

Summary I maintain a HOLD rating on TSCO due to its current overvaluation and items outside the company's control. TSCO's Q3 2024 earnings were largely in line with expectations, but the stock is trading at a 20% premium to historical multiples. The shift from retail to services spending and unseasonably warm weather pose risks to TSCO's near-term performance. Potential tailwinds include increased free cash flow after Project Fusion and expanded TAM with the Allivet acquisition, but these are longer-term benefits. Read the full article on Seeking Alpha
Seeking Alpha • Sep 15

Tractor Supply: Loyalty Program Improves Customer Engagement

Summary Tractor Supply's stock has surged over 270% since my 'Buy' rating in 2015, outperforming the S&P 500, with a new target price of $310. The acquisition of Orscheln Farm and Home enhances Tractor Supply's Midwest presence, strengthens supply chain, and eliminates a regional competitor. Despite weak consumer sentiment, Tractor Supply's Neighbor's Club loyalty program shows strong engagement, with 36 million members and growing store traffic. I estimate 8% total revenue growth, driven by same store sales and new store openings, with a one-year target price of $310 per share. Read the full article on Seeking Alpha
Seeking Alpha • Aug 14

Tractor Supply: More Than A 'Discretionary Goods' Retailer

Summary Tractor Supply is a leading retailer in the rural lifestyle sector, catering to farmers and pet owners with non-discretionary goods. Q2 2024 earnings showed a slight increase in net sales, with a loyal customer base offsetting soft consumer spending. Tractor Supply's balance sheet is healthy, with a focus on generating free cash flow and returning capital to shareholders. In this article, I update my research on the company and share what I am doing with my position. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:TSCO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202818,2951,3198662,02913
12/31/202717,1231,2051,0031,76326
12/31/202616,2171,1178071,73427
3/28/202615,6491,0815541,510N/A
12/27/202515,5241,0967401,635N/A
9/27/202515,3991,1059521,828N/A
6/28/202515,1481,0878201,606N/A
3/29/202514,9551,0826121,380N/A
12/28/202414,8831,1016371,421N/A
9/28/202414,7701,1135351,300N/A
6/29/202414,7131,1266151,369N/A
3/30/202414,6511,1228191,572N/A
12/30/202314,5561,1075801,334N/A
9/30/202314,9021,1308201,669N/A
7/1/202314,7611,1096561,514N/A
4/1/202314,4801,0854991,317N/A
12/31/202214,2051,0895841,357N/A
9/24/202213,5181,039196893N/A
6/25/202213,2651,029278955N/A
3/26/202212,9631,0033811,021N/A
12/25/202112,7319975101,139N/A
9/25/202112,2909127461,261N/A
6/26/202111,8798787871,210N/A
3/27/202111,4548471,1231,488N/A
12/26/202010,6207491,1011,395N/A
9/26/20209,9347571,1681,402N/A
6/27/20209,3116891,2351,456N/A
3/28/20208,489569690909N/A
12/28/20198,352562N/A812N/A
9/28/20198,293555N/A755N/A
6/29/20198,191550N/A769N/A
3/30/20198,050538N/A703N/A
12/29/20187,911532N/A694N/A
9/29/20187,731505N/A644N/A
6/30/20187,571480N/A678N/A
3/31/20187,375434N/A751N/A
12/30/20177,256423N/A631N/A
9/30/20177,220436N/A706N/A
7/1/20177,041434N/A600N/A
4/1/20176,876430N/A443N/A
12/31/20166,780437N/A651N/A
9/24/20166,510425N/A471N/A
6/25/20166,443423N/A474N/A
3/26/20166,363420N/A459N/A
12/26/20156,227410N/A456N/A
9/26/20156,164411N/A485N/A
6/27/20156,048400N/A476N/A

アナリストによる今後の成長予測

収入対貯蓄率: TSCOの予測収益成長率 (年間7.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TSCOの収益 ( 7.6% ) US市場 ( 16.6% ) よりも低い成長が予測されています。

高成長収益: TSCOの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TSCOの収益 ( 5.6% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: TSCOの収益 ( 5.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TSCOの 自己資本利益率 は、3年後には高くなると予測されています ( 38.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 22:30
終値2026/05/07 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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
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Peter BenedictBaird
Helen PanBarclays