Tractor Supply Company (TSCO) Earnings: Q3 Fiscal 2026 Results and Next Report Date

The quarter ended September 26, 2026 and Tractor Supply published the results on October 22, 2026. Revenue and diluted EPS are shown against Q3 fiscal 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• Tractor Supply's fiscal quarters end on a Saturday: Q3 fiscal 2026 ran to September 26, 2026, and the year-ago quarter to September 27, 2025. Figures are converted from the release's thousands to millions.
• Tractor Supply reported no adjusted EPS for Q3 fiscal 2026. Its adjusted figures exclude Petsense impairment and VIP Petcare acquisition costs, all of which were recorded in Q2 fiscal 2026.

Source: Tractor Supply Q3 fiscal 2026 results, October 22, 2026. Also in the Form 10-Q for the quarter ended September 26, 2026. Figures as reported; checked against the release on November 10, 2026.

From the earnings release

In its Q3 fiscal 2026 release, Tractor Supply said:

“Net Sales +2.5% to +3.5%”

“Comparable Store Sales (1%) to flat”

“Earnings per Diluted Share $1.78 to $1.88”

“Adjusted Earnings per Diluted Share $1.90 to $2.00”

Source: Tractor Supply Q3 2026 earnings release, Oct 22, 2026.

This is the company's own guidance as of Oct 22, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the TSCO forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release, converted from thousands to millions. Q2 fiscal 2026 GAAP EPS of $0.69 included the Petsense impairment and VIP Petcare acquisition costs; Tractor Supply's adjusted EPS for that quarter was $0.81.

Tractor Supply's next report is expected around January 28, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 fiscal 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 fiscal 2026 (this page), reported Oct 22, 2026

Tractor Supply reports one segment, the retail sale of products for the rural lifestyle, and breaks net sales down by product category. In Q3 fiscal 2026 livestock, equine and agriculture products were 28% of net sales, companion animal 25%, seasonal and recreation 23%, truck, tool and hardware 16%, and clothing, gift and decor 8%. (Tractor Supply Form 10-Q, Q3 fiscal 2026, Nov 5, 2026)

Net sales rose 5.1% to $3.91 billion, which Tractor Supply put down to new store openings, the acquisition of VIP Petcare and comparable store sales growth. Comparable store sales rose only 0.4%, against 3.9% growth a year earlier: average ticket was up 0.7% and transactions were down 0.3%. New stores contributed 4.4% of total sales, against 3.1% a year earlier. (Tractor Supply Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 22, 2026)

Tractor Supply said comparable sales moved from negative in July to modestly positive in August and strengthened further in September. Seasonal categories including wildlife supplies, equine and livestock, and truck, tool and hardware did well, and consumable, usable and edible categories beat the company average, while big-ticket items and companion animal stayed soft. Digital sales grew at a double-digit rate. (Tractor Supply Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 22, 2026)

The store base is shifting. Tractor Supply opened 23 Tractor Supply stores and closed 74 Petsense stores in the quarter, ending with 2,486 Tractor Supply stores in 49 states and 135 Petsense stores. On May 28, 2026 it bought VIP Petcare, which it describes as the largest provider of mobile veterinary care in the U.S., for $133.8 million. Owned brands and exclusive product categories were 30.4% of sales and imports 10.4%. (Tractor Supply Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 22, 2026; Tractor Supply Form 10-Q, Q3 fiscal 2026, Nov 5, 2026)

Tractor Supply's diluted EPS fell 11.6% to $0.43 in Q3 fiscal 2026, and net income fell 13.3% to $224.7 million. Gross margin dropped to 36.4% from 37.4%, which Tractor Supply attributed to higher transportation and fuel costs and spending to sharpen its price-value position. SG&A including depreciation and amortization rose to 28.6% of net sales from 28.1%, driven by deleverage on weak comparable sales and startup costs for a new distribution center in Nampa, Idaho. (Tractor Supply Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 22, 2026; Tractor Supply Form 10-Q, Q3 fiscal 2026, Nov 5, 2026)

Operating income fell 10.2% to $307.7 million. The effective tax rate rose to 22.1% from 21.0% as Tractor Supply lapped tax planning initiatives from a year earlier, and net interest expense rose to $19.4 million from $14.7 million. (Tractor Supply Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 22, 2026)

Tractor Supply's diluted weighted average shares were 521,502 thousand, against 532,143 thousand a year earlier. In the quarter it repurchased about 2.7 million shares for $88.5 million and paid $124.9 million of dividends, returning $213.4 million in total. (Tractor Supply Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 22, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Tractor Supply gives a full-year outlook in its release and reaffirmed it in Q3: net sales up 2.5% to 3.5%, comparable store sales down 1% to flat, an operating margin rate of 8.0% to 8.3%, net income of $930 million to $990 million and diluted EPS of $1.78 to $1.88. On an adjusted basis, which excludes the Petsense impairment and VIP Petcare acquisition costs, it expects EPS of $1.90 to $2.00 and an operating margin rate of 8.5% to 8.8%. (Tractor Supply Q3 2026 earnings release (Form 8-K, Exhibit 99.1), Oct 22, 2026)

Tractor Supply's 10-Q puts fiscal 2026 capital expenditures, net of sale-leaseback proceeds, at about $675 million to $700 million, including a plan to open about 100 Tractor Supply stores. (Tractor Supply Form 10-Q, Q3 fiscal 2026, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Tractor Supply, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Tractor Supply's own release and filings put weight on for Q3 fiscal 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning TSCO is on is TSCO a buy or a sell?, what analysts expect next is on the TSCO forecast, and what the company does is on the Tractor Supply Company (TSCO) stock page.

Every number on this page can be traced to a document Tractor Supply published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.