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Compared to Estimates, Tractor Supply (TSCO) Q3 Earnings: A Look at Key Metrics

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For the quarter ended September 2026, Tractor Supply (TSCO - Free Report) reported revenue of $3.91 billion, up 5.2% over the same period last year. EPS came in at $0.43, compared to $0.49 in the year-ago quarter.

The reported revenue represents a surprise of +2.57% over the Zacks Consensus Estimate of $3.81 billion. With the consensus EPS estimate being $0.40, the EPS surprise was +7.5%.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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): 0.4% versus the seven-analyst average estimate of -0.9%.
  • Number of stores - Petsense: 135 compared to the 187 average estimate based on six analysts.
  • Number of stores - Tractor Supply: 2,486 versus the six-analyst average estimate of 2,481.
  • Number of stores: 2,621 compared to the 2,668 average estimate based on six analysts.
  • Total selling square footage: 41.85 Msq ft compared to the 42.30 Msq ft average estimate based on four analysts.
  • Sales per selling square foot: $93.44 compared to the $90.76 average estimate based on four analysts.
  • New stores opened - Tractor Supply: 23 versus the four-analyst average estimate of 18.

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

Shares of Tractor Supply have returned +1.2% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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