Tractor Supply Company · TSCO · Next earnings

Tractor Supply Company reports Thursday, Oct 22, 2026

TSCO reports before market open with consensus EPS at $0.40 and revenue at $3.80B. Last quarter: TSCO Q2: Comp Sales Turn Negative as Pet Ecosystem Expands

Reports Before market open32 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $0.40 Calendar consensus
Consensus revenue $3.80B Calendar consensus
Report date Oct 22, 2026 Thursday, date estimated
Session Before market open 32 days away

Where TSCO left off: FY2026 Q2

Full report

TSCO Q2: Comp Sales Turn Negative as Pet Ecosystem Expands

EPS surprise -1.0% Reported $0.81 vs $0.82
Revenue surprise -0.8% Reported $4.54B vs $4.58B
Stock move +3.3% Event window
Subsequent drift -0.4% Up to 20 sessions

FY2026 guidance was updated: net sales growth maintained at 2.5-3.5%, but comparable store sales guidance was cut from the prior 1-3% growth range to -1% to flat. Adjusted operating margin guided at 8.5-8.8% and adjusted EPS to $1.90-$2.00. The long-term financial algorithm framework was withdrawn entirely, with a replacement planned for the Q4 2026 earnings release.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated fuel and freight costs pressuring margins
  • Persistent Southeast drought reducing big-ticket and lawn-care demand
  • Soft discretionary spending and low housing turnover affecting home-improvement categories
  • Tariff refund variability creating choppy gross margin impacts
  • Lower comparable store sales and transaction counts

Questions analysts left open

  • Second-half comp sales guidance of -1% to flat signals continued demand pressure
  • Impact of May fuel and drought headwinds on future quarters
  • Timing and magnitude of tariff refund benefits
  • Inventory growth per store and potential obsolescence risk
  • Costs associated with the new distribution center and SG&A impact

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Recent TSCO quarters

All TSCO earnings
+3.3%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.