Tractor Supply Company

NasdaqGS:TSCO Stok Raporu

Piyasa değeri: US$18.0b

Tractor Supply Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 3/6

Tractor Supply yıllık ortalama 2.5% oranında kazançlarını artırırken, Specialty Retail sektöründe kazançlar declining at 6.1% annual. Gelirler growing yılda ortalama 4.7% oranında artmaktadır. Tractor Supply'in özkaynak karlılığı 38.5% ve net marjı 6.4%'dir.

Anahtar bilgiler

2.50%

Kazanç büyüme oranı

4.33%

EPS büyüme oranı

Specialty Retail Sektör Büyümesi26.64%
Gelir büyüme oranı4.71%
Özkaynak getirisi38.45%
Net Marj6.42%
Son Kazanç Güncellemesi27 Jun 2026

Yakın geçmiş performans güncellemeleri

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
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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).
Yeni Anlatı 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?
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...

Gelir ve Gider Dağılımı

Tractor Supply nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:TSCO Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
27 Jun 2615,7511,0123,8170
28 Mar 2615,6491,0813,7480
27 Dec 2515,5241,0963,6930
27 Sep 2515,3991,1053,6400
28 Jun 2515,1481,0873,5700
29 Mar 2514,9551,0823,5150
28 Dec 2414,8831,1013,4820
28 Sep 2414,7701,1133,4460
29 Jun 2414,7131,1263,4130
30 Mar 2414,6511,1223,3810
30 Dec 2314,5561,1073,3560
30 Sep 2314,9021,1303,4100
01 Jul 2314,7611,1093,3630
01 Apr 2314,4801,0853,2880
31 Dec 2214,2051,0893,1940
24 Sep 2213,5181,0393,0370
25 Jun 2213,2651,0292,9830
26 Mar 2212,9631,0032,9420
25 Dec 2112,7319972,9000
25 Sep 2112,2909122,7920
26 Jun 2111,8798782,6320
27 Mar 2111,4548472,5520
26 Dec 2010,6207492,4730
26 Sep 209,9347572,2120
27 Jun 209,3116892,1360
28 Mar 208,4895691,9640
28 Dec 198,3525621,9330
28 Sep 198,2935551,9250
29 Jun 198,1915501,8950
30 Mar 198,0505381,8630
29 Dec 187,9115321,8230
29 Sep 187,7315051,7720
30 Jun 187,5714801,7300
31 Mar 187,3754341,6840
30 Dec 177,2564231,6400
30 Sep 177,2204361,6100
01 Jul 177,0414341,5570
01 Apr 176,8764301,5180
31 Dec 166,7804371,4880
24 Sep 166,5104251,4310
25 Jun 166,4434231,4160
26 Mar 166,3634201,4000
26 Dec 156,2274101,3690
26 Sep 156,1644111,3460

Kaliteli Kazançlar: TSCO yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: TSCO 'nin mevcut net kar marjları (6.4%) geçen yılın (7.2%) değerinden daha düşüktür.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: TSCO şirketinin kazancı son 5 yılda yılda 2.5% oranında arttı.

Büyüme Hızlandırma: TSCO 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.

Kazançlar vs. Sektör: TSCO geçtiğimiz yıl negatif kazanç büyümesine ( -6.9% ) sahipti ve bu da onu Specialty Retail sektör ortalamasıyla ( 7.3% ) karşılaştırmayı zorlaştırıyordu.


Özkaynak Getirisi

Yüksek ROE: TSCO 'nin Özsermaye Getirisi ( 38.5% ) yüksek olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/10 09:49
Gün Sonu Hisse Fiyatı2026/08/07 00:00
Kazançlar2026/06/27
Yıllık Kazançlar2025/12/27

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Tractor Supply Company 48 Bu analistlerden 27, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Deborah CiervoArgus Research Company
Peter BenedictBaird
Alan RifkinBarclays