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Tractor Supply (TSCO) Reports Q2 Earnings: What Key Metrics Have to Say

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Tractor Supply (TSCO - Free Report) reported $4.54 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 2.3%. EPS of $0.81 for the same period compares to $0.81 a year ago.

The reported revenue represents a surprise of -1.64% over the Zacks Consensus Estimate of $4.62 billion. With the consensus EPS estimate being $0.83, the EPS surprise was -2.41%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Tractor Supply performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Comparable store sales increase/(decrease): -1.5% versus the six-analyst average estimate of 0.6%.
  • Number of stores - Petsense: 209 compared to the 206 average estimate based on five analysts.
  • Number of stores: 2,672 compared to the 2,658 average estimate based on five analysts.
  • Number of stores - Tractor Supply: 2,463 compared to the 2,456 average estimate based on five analysts.
  • Sales per selling square foot: $108.44 compared to the $111.28 average estimate based on four analysts.
  • Total selling square footage: 41.88 Msq ft compared to the 41.91 Msq ft average estimate based on four analysts.
  • New stores opened - Tractor Supply: 28 compared to the 18 average estimate based on three analysts.
  • New stores opened - Petsense: 3 versus 1 estimated by three analysts on average.

View all Key Company Metrics for Tractor Supply here>>>

Shares of Tractor Supply have returned -2.3% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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