Tractor Supply's results for fiscal Q3 2026 (ended Sep 26, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-22. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $3,910 million (+5.2% vs a year earlier) |
| Diluted EPS (GAAP) | $0.43 |
| Full-year guidance | Reaffirmed |
Guidance
Tractor Supply reaffirmed its FY2026 outlook: net sales +2.5% to +3.5%, comps (1%) to flat, diluted EPS $1.78–1.88 (adjusted $1.90–2.00).
Why this label: 'Tractor Supply is reaffirming its financial outlook for fiscal year 2026' (headline 'REAFFIRMS FISCAL YEAR 2026 OUTLOOK'); net sales +2.5% to +3.5%, diluted EPS $1.78-1.88.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| net sales growth | FY2026 | +2.5% to +3.5% | not stated |
| comparable store sales | FY2026 | (1%) to flat | not stated |
| operating margin rate | FY2026 | 8.0%–8.3% | not stated |
| adjusted operating margin rate | FY2026 | 8.5%–8.8% | not stated |
| net income | FY2026 | $930–990 million | not stated |
| adjusted net income | FY2026 | $990 million–$1.05 billion | not stated |
| diluted EPS | FY2026 | $1.78–1.88 | not stated |
| adjusted diluted EPS | FY2026 | $1.90–2.00 | not stated |
From the release
Revenue: "Net sales increased 5.1% to $3.91 billion from $3.72 billion in the third quarter of 2025."
Earnings per share: "Diluted EPS decreased 11.6% to $0.43 compared to $0.49 in the third quarter of 2025."
net sales growth: "Net Sales · +2.5% to +3.5%"
comparable store sales: "Comparable Store Sales · (1%) to flat"
operating margin rate: "Operating Margin Rate · 8.0% to 8.3%"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Net sales rose 5.1% to $3.91 billion; comparable store sales up 0.4%; outlook reaffirmed.
Source
Tractor Supply earnings release (SEC filing), accession 0000916365-26-000069, filed 2026-10-22.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.