TRACTOR SUPPLY CO /DE/ — Earnings

Most recent reported period: FY2025 (Q4) (filed for period ending 2025-12-27) · sourced from SEC EDGAR

Next earnings (estimated): Sat, March 28, 2026 34 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)

Recent earnings · last 8 quarters

Quarter endRevenueYoYNet IncomeYoYOp. Margin
2025-12-27$3.90B↑+3.3%$1.10B↑+363.6%7.6%
2025-09-27$3.72B↑+7.2%$259M↑+7.4%9.2%
2025-06-28$4.44B↑+4.5%$430M↑+1.1%13.0%
2025-03-29$3.47B↑+2.1%$179M↓-9.5%7.2%
2024-12-28$3.77B↑+3.1%$236M↓-4.6%8.4%
2024-09-28$3.47B↑+1.6%$241M↓-5.3%9.4%
2024-06-29$4.25B↑+1.5%$425M↑+0.9%13.2%
2024-03-30$3.39B↑+2.9%$198M↑+8.2%7.8%

Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.

Last earnings · FY2025 (Q4)

Revenue
$3.90B
↑+3.3% +$125M YoY
Net Income
$227M
↓-3.8% -$9M YoY

Earnings surprise · last 8 quarters

YoY % change · proxy for analyst surprise until estimates land

EPS history · last 10 fiscal years

diluted, GAAP, annual

Note: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.

Margin trends · 67 quarters

margin trajectory tells the operating-leverage story
Gross Margin↓-0.1pts
35.1%
Operating Margin↓-0.8pts
7.6%
Net Margin↑+21.9pts
28.1%

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