Form 8-K · Current report
Tractor Supply 8-K, filed Oct 22, 2026
- Filed
- CIK
- 0000916365
- Accession no.
- 0000916365-26-000069
Summary
Tractor Supply reported third-quarter 2026 net sales up 5.1% to $3.91 billion with comparable store sales up 0.4%, while diluted EPS fell 11.6% to $0.43 and net income declined 13.3% to $224.7 million, and reaffirmed its full-year fiscal 2026 outlook. CEO Hal Lawton said the quarter showed improved sales momentum and that the company is working to accelerate comparable store sales growth and restore operating margins.
Key points
- Third-quarter net sales rose 5.1% to $3.91 billion, driven by new store openings, the VIP Petcare acquisition and comparable store sales growth.
- Operating income fell 10.2% to $307.7 million and gross margin rate declined to 36.4% from 37.4%, on higher transportation and fuel costs and price-value investments.
- Tractor Supply opened 23 new stores and closed 74 Petsense by Tractor Supply stores in the quarter, and returned $213.4 million to shareholders through buybacks and dividends.
- Full-year fiscal 2026 guidance was reaffirmed at net sales growth of 2.5% to 3.5%, comparable store sales of (1%) to flat, and adjusted diluted EPS of $1.90 to $2.00.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. On October 22, 2026, Tractor Supply Company (the "Company") issued a press release reporting its results of operations for the third quarter ended September 26, 2026. Additionally, the Company reaffirmed guidance for the results of operations expected for the full fiscal year ending December 26, 2026. A copy of the press release is furnished herewith as Exhibit 99.1. Item 9.01 Financial Statements and Exhibits. (d) Exhibits: Exhibit No. Description 99.1 Press Release of Tractor Supply Company Dated October 22, 2026 104 The cover page from this Current Report on Form 8-K, formatted in Inline XBRL. …
An excerpt of the text as filed with the SEC, cut for length.
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