TSCO · Tractor Supply Co /De/
$35.83
-0.34 (-0.94%)
At close · Aug 14
Market Cap
$18.98B
Shares
521.04M
Tractor Supply Co Earnings Call Transcripts
Every quarterly earnings call for Tractor Supply Co (TSCO) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲8.4%
$3.27B
$234.14M
'22 Q3
22-10-20
▲20.7%
$4.01B
$270.87M
'22 Q4
23-01-26
▲9.1%
$3.30B
$183.09M
'23 Q1
23-04-27
▲7.2%
$4.18B
$421.23M
'23 Q2
23-07-27
▲4.3%
$3.41B
$255.00M
'23 Q3
23-10-26
▼8.6%
$3.66B
$247.90M
'23 Q4
24-02-01
▲2.9%
$3.39B
$198.17M
'24 Q1
24-04-25
▲1.5%
$4.25B
$425.20M
'24 Q2
24-07-25
▲1.6%
$3.47B
$241.47M
'24 Q3
24-10-24
▲3.1%
$3.77B
$236.41M
'24 Q4
25-01-30
▲2.1%
$3.47B
$179.37M
'25 Q1
25-04-24
▲4.5%
$4.44B
$430.04M
'25 Q2
25-07-24
▲7.2%
$3.72B
$259.27M
'25 Q3
25-10-23
▲3.3%
$3.90B
$1.10B
'25 Q4
26-01-29
▲3.6%
$3.59B
$164.52M
'26 Q1
26-04-21
LATEST
▲2.3%
$4.54B
$360.71M
'26 Q2
26-07-23
Earnings call
FY26 · Q2
2026-07-23
TSCO Second Quarter 2026 Earnings Conference Call
Cautious tone
May Weather and Fuel Headwinds
Tariffs and Supply Chain
Long-Term Confidence and Strategic Review
Revenue
$4.54B
▲ 2.3% YoY Diluted EPS
$0.69
▼ 14.8% YoY Gross margin
37.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-02
Baird 2026 Global Consumer, Technology & Services Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-21
Tractor Supply Co /De/ Q1 FY2026 Earnings Call
Positive tone
Companion Animal/Pet Headwinds
Life Out Here 2030 Strategy
Weather
Revenue
$3.59B
▲ 3.6% YoY Diluted EPS
$0.31
▼ 8.8% YoY Gross margin
36.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-29
Tractor Supply Co /De/ Q4 FY2025 Earnings Call
Balanced tone
Life Out Here 2030 growth initiatives
Pet category and PetVet clinics
Q4 underperformance and headwinds
Revenue
$3.90B*
▲ 3.3% YoY Gross margin
35.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-23
Tractor Supply Co /De/ Q3 FY2025 Earnings Call
Positive tone
Comparable store sales and transaction growth
Seasonal categories and weather impact
Customer engagement and Neighbors Club
Revenue
$3.72B
▲ 7.2% YoY Diluted EPS
$0.49
▲ 8.9% YoY Gross margin
37.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
Tractor Supply Co /De/ Q2 FY2025 Earnings Call
Confident tone
Final Mile delivery initiative
Customer engagement and Neighbor's Club
Comp sales momentum and inflection
Revenue
$4.44B
▲ 4.5% YoY Diluted EPS
$0.81
▲ 2.5% YoY Gross margin
36.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-24
Tractor Supply Co /De/ Q1 FY2025 Earnings Call
Balanced tone
Tariffs and trade policy uncertainty
Consumer sentiment and big ticket pressure
Updated fiscal 2025 guidance and Q2 outlook
Revenue
$3.47B
▲ 2.1% YoY Diluted EPS
$0.34
▼ 8.1% YoY Gross margin
36.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-30
Tractor Supply Co /De/ Q4 FY2024 Earnings Call
Confident tone
2025 Outlook and Guidance
Life Out Here Strategy and Market Share Gains
Neighbor's Club Loyalty Program
Revenue
$3.77B*
▲ 3.1% YoY Gross margin
35.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-24
Tractor Supply Co /De/ Q3 FY2024 Earnings Call
Positive tone
Allivet acquisition and total addressable market expansion
Deflation in consumables and CUE categories
Neighbor's Club loyalty program and customer engagement
Revenue
$3.47B
▲ 1.6% YoY Diluted EPS
$0.45
▼ 3.4% YoY Gross margin
37.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
Tractor Supply Co /De/ Q2 FY2024 Earnings Call
Positive tone
Consumer health and macro environment
Inventory and supply chain
Comparable store sales and quarterly performance
Revenue
$4.25B
▲ 1.5% YoY Diluted EPS
$0.79
▲ 3.1% YoY Gross margin
36.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Tractor Supply Co /De/ Q1 FY2024 Earnings Call
Positive tone
Big ticket and seasonal categories
Macro environment and inflation
Customer loyalty and Neighbor's Club
Revenue
$3.39B
▲ 2.9% YoY Diluted EPS
$0.37
▲ 12.1% YoY Gross margin
36.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-01
Tractor Supply Co /De/ Q4 FY2023 Earnings Call
Confident tone
Life Out Here strategy and transformation
New store growth and store count target
Weather impacts
Revenue
$3.66B*
▼ 8.6% YoY Gross margin
35.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Tractor Supply Co /De/ Q3 FY2023 Earnings Call
Revenue
$3.41B
▲ 4.3% YoY Diluted EPS
$0.47
▲ 11% YoY Gross margin
36.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Tractor Supply Co /De/ Q2 FY2023 Earnings Call
Revenue
$4.18B
▲ 7.2% YoY Diluted EPS
$0.77
▲ 8.5% YoY Gross margin
36.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Tractor Supply Co /De/ Q1 FY2023 Earnings Call
Revenue
$3.30B
▲ 9.1% YoY Diluted EPS
$0.33
▲ 0% YoY Gross margin
35.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-26
Tractor Supply Co /De/ Q4 FY2022 Earnings Call
Revenue
$4.01B*
▲ 20.7% YoY Gross margin
34.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-20
Tractor Supply Co /De/ Q3 FY2022 Earnings Call
Revenue
$3.27B
▲ 8.4% YoY Diluted EPS
$0.42
▲ 7.7% YoY Gross margin
35.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-21
Tractor Supply Co /De/ Q2 FY2022 Earnings Call
Revenue
$3.90B
▲ 8.4% YoY Diluted EPS
$0.71
▲ 10.7% YoY Gross margin
35.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-21
Tractor Supply Co /De/ Q1 FY2022 Earnings Call
Revenue
$3.02B
▲ 8.3% YoY Diluted EPS
$0.33
▲ 6.5% YoY Gross margin
34.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-27
Tractor Supply Co /De/ Q4 FY2021 Earnings Call
Revenue
$3.32B*
▼ 68.7% YoY Gross margin
33.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-21
Tractor Supply Co /De/ Q3 FY2021 Earnings Call
Revenue
$3.02B
▲ 15.8% YoY Diluted EPS
$0.39
▲ 20.4% YoY Gross margin
36.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-19
Tractor Supply Co /De/ Q2 FY2021 Earnings Call
Revenue
$3.60B
▲ 13.4% YoY Diluted EPS
$0.64
▲ 10% YoY Gross margin
35.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-22
Tractor Supply Co /De/ Q1 FY2021 Earnings Call
Revenue
$2.79B
▲ 42.5% YoY Diluted EPS
$0.31
▲ 118.3% YoY Gross margin
35.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-28
Tractor Supply Co /De/ Q4 FY2020 Earnings Call
Revenue
$10.62B
▲ 384.6% YoY Gross margin
9.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-22
Tractor Supply Co /De/ Q3 FY2020 Earnings Call
Revenue
$2.61B
▲ 31.4% YoY Diluted EPS
$0.32
▲ 58.8% YoY Gross margin
36.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-23
Tractor Supply Co /De/ Q2 FY2020 Earnings Call
Revenue
$3.18B
▲ 34.9% YoY Diluted EPS
$0.58
▲ 61.1% YoY Gross margin
36.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-23
Tractor Supply Co /De/ Q1 FY2020 Earnings Call
Revenue
$1.96B
▲ 7.5% YoY Diluted EPS
$0.14
▲ 12.7% YoY Gross margin
33.8%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-30
Tractor Supply Co /De/ Q4 FY2019 Earnings Call
Revenue
$2.19B*
▲ 2.7% YoY Gross margin
33.8%
Rev · 6q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
916365
CUSIP
892356106
13F (30d)
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