8-K ·Filed Apr 21, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▼ Bearish
Monitor the next quarter for signs of recovery in earnings growth, as the current miss on EPS and declining net income raise concerns about the company's ability to meet its full-year guidance.
Final — all horizons settled through T+60d
TSCO ▼ -21.63% at T+60d
SHORT call ✓ call won +21.63% · α vs SPY +28.53% · entry $39.57 → $31.01
T+1d
-1.54%
call +1.54% · α +2.56%
$38.96
settled 5mo ago
T+5d
-10.06%
call +10.06% · α +11.14%
$35.59
settled 5mo ago
T+20d
-19.84%
call +19.84% · α +24.75%
$31.72
settled 5mo ago
T+60d
-21.63%
call +21.63% · α +28.53%
$31.01
settled 3mo ago
Price Chart
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Executive Summary
Tractor Supply reported Q1 2026 earnings of $0.31 per share, missing consensus of $0.34 by 8.8%, on revenue of $3.59 billion, slightly above expectations. The company reaffirmed its full-year 2026 guidance, maintaining EPS expectations of $2.13-$2.23.
Key Financial Metrics
EPS
$0.31
est $0.34 · -8.8%
Revenue
$3.6B
est $3.6B · -1.3% · +3.6% YoY
Rating
miss
Guidance
+4% to +6%
maintained
Gross Margin
36.22%
Key Facts
- Q1 2026 EPS was $0.31, missing consensus of $0.34 by 8.8% (beat/miss: miss)
- Q1 2026 revenue was $3.59 billion, slightly above consensus of $3.64 billion (beat/miss: in_line)
- Net income decreased 8.3% year-over-year to $164.5 million
- Diluted EPS decreased 7.2% year-over-year to $0.31
- The company reaffirmed its full-year 2026 guidance, including EPS of $2.13 to $2.23
Financial Impact
EPS miss of 8.8% vs consensus, revenue in-line
epsrevenue
Risk Factors
- Continued decline in net income and diluted EPS
- Risk that the company may not meet its full-year guidance if current trends continue
Market Snapshot
Exchange
Nasdaq
Sector
Retail-Building Materials, Hardware, Garden Supply
Investment Themes
Consumer & Retail
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000916365-26-000020 |
| Document: tsco-20260421.htm | 0000916365-26-000020 |
| Document: 0000916365-26-000020-index-headers.html | 0000916365-26-000020 |
| Document: 0000916365-26-000020-index.html | 0000916365-26-000020 |
| Document: 0000916365-26-000020.txt | 0000916365-26-000020 |
| 8-K Data (Synthetic) | 0000916365-26-000020 |
16 reports for TSCO
75% Hit rate best @ T+60▲ +11.51%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Court Ruling | $34.70 $31.44 | ▲ +9.39% | ▲ +8.89% | $31.41 (+9.50%) |
Aug 19, 2026 6w ago | 424B5 | $35.44 $33.03 | ▼ −6.80% | ▼ −5.28% | $31.41 (−11.39%) |
Aug 17, 2026 6w ago | S-3ASR | $34.68 $33.83 | ▼ −2.45% | ▼ −0.93% | $31.41 (−9.44%) |
Aug 6, 2026 8w ago | 8-K | $34.09 $34.60 | ▲ +1.50% | ▲ +0.90% | $31.41 (−7.88%) |
Aug 5, 2026 8w ago | Insider Cluster | $33.41 $34.86 | ▲ +4.34% | ▲ +4.94% | $31.41 (−6.00%) |
Aug 5, 2026 8w ago | Insider Cluster | $33.41 $34.86 | ▲ +4.34% | ▲ +4.94% | $31.41 (−6.00%) |
Aug 5, 2026 8w ago | Insider Cluster | $33.41 $34.86 | ▲ +4.34% | ▲ +4.94% | $31.41 (−6.00%) |
Jul 23, 2026 10w ago | 8-K | $30.32 $35.05 | ▼ −15.60% | ▼ −12.29% | $31.41 (−3.58%) |
Jul 2, 2026 13w ago | Court Ruling | $31.76 $30.21 | ▼ −4.88% | ▼ −4.47% | $31.41 (−1.12%) |
May 28, 2026 18w ago | 8-K | $31.37 $31.21 | ▼ −0.51% | ▲ +2.63% | $31.41 (+0.11%) |
Showing 10 of 16
US Market Status
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