TSCO TRACTOR SUPPLY CO /DE/

BEARISH Impact: 6/10 8-K
Horizon weeks Filed Apr 21, 2026 Processed 1mo ago SEC 0000916365-26-000020
8-K Item 2.02: Earnings release
Latest settled — T+20d
TSCO ▼ -19.84% at T+20d
SHORT call ✓ call won +19.84% · α vs SPY +24.75% · entry $39.57 → $31.72
Next anchor: T+60d in 5w
Currently $31.25 · +21.03% from $39.57 entry (call sign-flipped)
Entry anchored
Apr 20, 03:59 PM ET
via Databento tick
T+1d
-1.54%
call +1.54% · α +2.56%
$38.96
settled 7w ago
T+5d
-10.06%
call +10.06% · α +11.14%
$35.59
settled 7w ago
T+20d
-19.84%
call +19.84% · α +24.75%
$31.72
settled 25d ago
T+60d
call — · α —
in 5w

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

Guidance
+4% to +6%
maintained
Gross Margin
36.22%

Actionable Insight

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.

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

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000916365-26-000020
Document: tsco-20260421.htm0000916365-26-000020
Document: 0000916365-26-000020-index-headers.html0000916365-26-000020
Document: 0000916365-26-000020-index.html0000916365-26-000020
Document: 0000916365-26-000020.txt0000916365-26-000020
8-K Data (Synthetic)0000916365-26-000020
7 reports for TSCO
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for TSCO — sortable, filterable
Type Now
May 28, 2026
15d ago
8-K
BULLISH ★ 6/10
$31.37 $29.14▼ −7.11%▼ −7.06%$31.25 (−0.38%)
May 21, 2026
22d ago
8-K
NEUTRAL ★ 3/10
$31.37 $31.78▲ +1.32%▼ −0.34%$31.25 (−0.37%)
May 15, 2026
28d ago
8-K
NEUTRAL ★ 2/10
$31.46 $29.56▼ −6.05%▼ −7.67%$31.25 (−0.68%)
May 14, 2026
29d ago
8-K
NEUTRAL ★ 2/10
$30.49 $31.67▲ +3.87%▲ +4.59%$31.25 (+2.49%)
Apr 21, 2026
7w ago
8-K
BEARISH ★ 6/10
$39.57 $35.59▲ +10.06%▲ +11.14%$31.25 (+21.03%)
Mar 26, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$44.87 $45.39▲ +1.16%▼ −2.70%$31.25 (−30.35%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 7/10
$52.28 $50.67▼ −3.08%▼ −1.87%$31.25 (−40.23%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (49h 36m)

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