Tractor Supply Company

NasdaqGS:TSCO Voorraadrapport

Marktkapitalisatie: US$17.1b

Tractor Supply Toekomstige groei

Future criteriumcontroles 2/6

Tractor Supply zal naar verwachting groeien in winst en omzet met respectievelijk 7.6% en 5.6% per jaar. De winst per aandeel zal naar verwachting groeien met 8.7% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 38.5% zijn.

Belangrijke informatie

7.6%

Groei van de winst

8.73%

Groei van de winst per aandeel

Specialty Retail winstgroei9.8%
Inkomstengroei5.6%
Toekomstig rendement op eigen vermogen38.53%
Dekking van analisten

Good

Laatst bijgewerkt07 May 2026

Recente toekomstige groei-updates

Analyse-artikel • 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...
Analyse-artikel • 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

Analyse-update • 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
Analyse-artikel • 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...
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-artikel • 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...
Analyse-update • 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).
Analyse-update • 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).
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-artikel • 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...
Analyse-update • 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.
Analyse-artikel • 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...
Analyse-artikel • 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...
Analyse-artikel • 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

Winst- en omzetgroeiprognoses

NasdaqGS:TSCO - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei TSCO ( 7.6% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van TSCO ( 7.6% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 16.6% per jaar).

Hoge groeiwinsten: De winst van TSCO zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van TSCO ( 5.6% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.5% per jaar).

Hoge groei-inkomsten: De omzet van TSCO ( 5.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen TSCO zal naar verwachting over 3 jaar hoog zijn ( 38.5 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/07 23:12
Aandelenkoers aan het einde van de dag2026/05/07 00:00
Inkomsten2026/03/28
Jaarlijkse inkomsten2025/12/27

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Tractor Supply Company wordt gevolgd door 49 analisten. 27 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Deborah CiervoArgus Research Company
Peter BenedictBaird
Helen PanBarclays