Tractor Supply 경영진
경영진 기준 점검 2/4
Tractor Supply CEO는 Hal Lawton, Jan2020 에 임명되었습니다 의 임기는 6.58 년입니다. 총 연간 보상은 $32.28M, 4.2% 급여 및 95.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $10.45M 가치에 해당하는 회사 주식의 0.058% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.8 년과 7.5 년입니다.
핵심 정보
Hal Lawton
최고경영자
US$32.3m
총 보수
| CEO 급여 비율 | 4.16% |
| CEO 재임 기간 | 6.6yrs |
| CEO 지분 보유율 | 0.06% |
| 경영진 평균 재임 기간 | 5.8yrs |
| 이사회 평균 재임 기간 | 7.5yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Aug 03
Tractor Supply: Low Valuation, Self-Help Initiatives, And Temporary Headwinds Create An Opportunity
Summary Tractor Supply Company is rated a 'Buy,' with the current valuation reflecting excessive pessimism about temporary macro headwinds impacting discretionary sales. TSCO's resilient C.U.E. category, comprising 40-45% of revenue, continues to show positive demand despite broader sales pressure from high fuel costs and weak sentiment. Self-help initiatives—Project Fusion, localization, and Final Mile delivery—are expected to drive comp sales and earnings growth from FY27, aided by easier comps. The stock trades at a discount to historical averages, offers a ~3% dividend yield, and is positioned for 9-10% total returns as earnings recover. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 03
TSCO: Petsense Closures Will Refocus Capital And Support Future Margin Stability
Analysts reduced their price target on Tractor Supply, reflecting a shift in fair value from $58.07 to $43.69 as they update assumptions around revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Tractor Supply Tractor Supply reported second quarter results that fell short of Wall Street estimates, citing adverse weather, softer demand in May and increased competition from retailers such as Amazon and Walmart.분석 기사 • Jul 26
Tractor Supply Company Just Missed Earnings - But Analysts Have Updated Their Models
The quarterly results for Tractor Supply Company ( NASDAQ:TSCO ) were released last week, making it a good time to...
내러티브 업데이트 • Jul 20
TSCO: Delivery Expansion And Rural Connectivity Will Support Balanced Long-Term Outlook
Analysts have trimmed their fair value estimate for Tractor Supply to $32.00 from $32.68, citing slightly lower modeled revenue growth, a modestly softer profit margin outlook, and a somewhat higher discount rate, partly offset by a higher assumed future P/E multiple. What’s in the News Tractor Supply and Instacart launched a nationwide same day delivery partnership across more than 2,400 stores, giving customers access to pet food, livestock feed, farm and ranch supplies, garden products, tools, and hardware through the Instacart app and website, with stated delivery times as fast as one hour and no markups.내러티브 업데이트 • Jul 06
TSCO: Pet Health Services And Rural Connectivity Will Support Balanced Long-Term Outlook
Analysts have trimmed their price target for Tractor Supply to approximately $32.68 from $36.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Tractor Supply Tractor Supply completed the acquisition of VIP Petcare, a mobile veterinary services provider with community clinics in about 2,700 retail locations across 39 states, including roughly 1,700 Tractor Supply stores, aiming to expand convenient pet healthcare access and integrate services with its Allivet pharmacy platform.
내러티브 업데이트 • Jun 22
TSCO: Petcare Acquisition And Buybacks Will Support Future Share Returns
Analysts have trimmed their price target on Tractor Supply to about $45 from roughly $46, reflecting slightly lower fair value and P/E assumptions while keeping revenue growth and profit margin expectations broadly unchanged. What’s in the News for Tractor Supply Tractor Supply acquired VIP Petcare from PetIQ, adding the largest mobile veterinary services provider in the U.S., with clinics in about 2,700 retail locations and 1,700 Tractor Supply stores across 39 states, serving over one million pets annually.내러티브 업데이트 • Jun 05
TSCO: Petcare Expansion And Credit Facility Will Support Future Returns
Analysts have trimmed their price target on Tractor Supply slightly to reflect a modestly lower fair value estimate of about $46.41, incorporating small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Tractor Supply agreed to acquire VIP Petcare, a mobile veterinary services provider operating clinics in about 2,700 retail locations, including around 1,700 Tractor Supply stores across 39 states, serving more than 1 million pets annually, according to recent coverage.새로운 내러티브 • May 26
Fresh Pet Offerings And Final Mile Expansion Will Support Long Term Rural Retail Demand
Catalysts About Tractor Supply Tractor Supply operates rural lifestyle stores that sell needs-based products for pet and animal care, agriculture, home, and seasonal outdoor activities. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • May 17
TSCO: Steady Guidance And Ongoing Buybacks Will Support Future Returns
Analysts have nudged their fair value estimate for Tractor Supply slightly lower to about $47.00, reflecting a modestly reduced future P/E assumption while keeping revenue growth and profit margin expectations broadly similar. What's in the News Tractor Supply reaffirmed its earnings guidance for fiscal 2026, with net sales growth expected in a 4% to 6% range, comparable store sales in a 1% to 3% range, 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).새로운 내러티브 • May 11
Remodel Costs And Digital Margin Pressures Will Reshape Rural Retail Performance Over Time
Catalysts About Tractor Supply Tractor Supply operates rural lifestyle stores that sell farm, ranch, pet, seasonal and home improvement products, supported by growing digital and delivery capabilities. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 27 2026 | n/a | n/a | US$1b |
| Mar 28 2026 | n/a | n/a | US$1b |
| Dec 27 2025 | US$32m | US$1m | US$1b |
| Sep 27 2025 | n/a | n/a | US$1b |
| Jun 28 2025 | n/a | n/a | US$1b |
| Mar 29 2025 | n/a | n/a | US$1b |
| Dec 28 2024 | n/a | n/a | US$1b |
| Sep 28 2024 | n/a | n/a | US$1b |
| Jun 29 2024 | n/a | n/a | US$1b |
| Mar 30 2024 | n/a | n/a | US$1b |
| Dec 30 2023 | n/a | n/a | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jul 01 2023 | n/a | n/a | US$1b |
| Apr 01 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$10m | US$1m | US$1b |
| Sep 24 2022 | n/a | n/a | US$1b |
| Jun 25 2022 | n/a | n/a | US$1b |
| Mar 26 2022 | n/a | n/a | US$1b |
| Dec 25 2021 | US$11m | US$1m | US$997m |
| Sep 25 2021 | n/a | n/a | US$912m |
| Jun 26 2021 | n/a | n/a | US$878m |
| Mar 27 2021 | n/a | n/a | US$847m |
| Dec 26 2020 | US$16m | US$1m | US$749m |
보상 대 시장: Hal의 총 보수(USD32.28M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.41M)보다 높습니다.
보상과 수익: Hal의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.
CEO
Hal Lawton (52 yo)
6.6yrs
재임 기간
US$32,277,194
보수
Mr. Harry A. Lawton, III, also known as Hal, serves as a Director at Nashville Area Chamber Of Commerce from September 2022. He serves as a Director at Wayfair Inc. since November 6, 2025. He serves as Pre...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 6.6yrs | US$32.28m | 0.058% $ 10.5m | |
| Executive VP | 9.4yrs | US$3.28m | 0.0086% $ 1.6m | |
| Executive VP & Chief Stores Officer | 11yrs | US$2.23m | 0.017% $ 3.1m | |
| Executive VP & Chief Merchandising Officer | 9.3yrs | US$2.52m | 0.013% $ 2.4m | |
| Senior Vice President of Investor Relations & Public Relations | 8.6yrs | 데이터 없음 | 데이터 없음 | |
| Interim General Counsel & Corporate Secretary | less than a year | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Marketing Officer | 4.1yrs | 데이터 없음 | 0.0027% $ 480.8k | |
| Executive VP & Chief Human Resources Officer | 6.1yrs | US$3.31m | 0.0061% $ 1.1m | |
| Senior Vice President & President of Digital | 5.5yrs | 데이터 없음 | 0.0053% $ 954.4k | |
| Senior Vice President & General Merchandise Manager | 1.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President | 4yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Petsense | 1.3yrs | 데이터 없음 | 데이터 없음 |
5.8yrs
평균 재임 기간
51.5yo
평균 나이
경험이 풍부한 관리: TSCO의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.8 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 6.6yrs | US$32.28m | 0.058% $ 10.5m | |
| Chairman Emeritus | 18.8yrs | US$1.20m | 데이터 없음 | |
| Independent Director | 8.3yrs | US$289.98k | 0.00010% $ 18.0k | |
| Independent Chairman | 22.6yrs | US$460.00k | 0.055% $ 9.8m | |
| Independent Director | 12.5yrs | US$301.98k | 0.0083% $ 1.5m | |
| Independent Director | 4.1yrs | US$286.98k | 0.0024% $ 439.4k | |
| Independent Director | 3yrs | US$269.98k | 0.0018% $ 331.3k | |
| Independent Director | 7.5yrs | US$306.98k | 0.0046% $ 821.1k | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 9.8yrs | US$269.98k | 0.0040% $ 711.3k | |
| Independent Director | 5.6yrs | US$286.98k | 0.0016% $ 288.1k |
7.5yrs
평균 재임 기간
60yo
평균 나이
경험이 풍부한 이사회: TSCO의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.5 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/10 09:49 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/06/27 |
| 연간 수익 | 2025/12/27 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Tractor Supply Company는 48명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Deborah Ciervo | Argus Research Company |
| Peter Benedict | Baird |
| Alan Rifkin | Barclays |