Tractor Supply Co. (TSCO) reported results in line with expectations in Q2 FY2026 on revenue of $4.5B versus the $4.6B estimate (+2.3% YoY) and EPS of $0.81. The next Tractor Supply Co. (TSCO) earnings date is Oct 22, 2026. Below is the full Tractor Supply Co. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$0.81 (vs $0.82 est · -1.0% surprise · -14.8% YoY)
Share price
$35.83 (-0.9%)
Market cap
$18.8B
Tractor Supply Co. (TSCO) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$4.5B vs $4.6B est
$0.81 vs $0.82 est
-1.0%
+5.7%
In line
Q2 FY2026
$3.6B vs $3.6B est
$0.31 vs $0.34 est
-9.2%
-13.1%
Mixed
Q1 FY2026
$3.9B vs $4.0B est
$0.43 vs $0.46 est
-7.0%
-7.7%
Miss
Q4 FY2025
$3.7B vs $3.7B est
$0.49 vs $0.48 est
+1.6%
+2.6%
In line
Q3 FY2025
$4.4B vs $4.4B est
$0.81 vs $0.80 est
+1.0%
-0.5%
In line
Q2 FY2025
$3.5B vs $3.5B est
$0.34 vs $0.37 est
-7.6%
-1.6%
Mixed
Q1 FY2025
$3.8B vs $3.8B est
$0.44 vs $2.28 est
-80.7%
-4.9%
Mixed
Q4 FY2024
$3.5B vs $3.5B est
$0.45 vs $0.45 est
+0.6%
-6.6%
In line
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.0%
47.5M
$1.5B
+4.7%
Invesco Ltd.
6.6%
34.6M
$1.1B
+70.7%
Vanguard Capital Management LLC
6.5%
34.3M
$1.1B
-0.1%
Capital Research Global Investors
5.7%
30.0M
$949.0M
+182.3%
Undisclosed filer
5.1%
26.7M
$844.3M
-4.2%
Capital International Investors
4.9%
25.8M
$816.5M
+110.8%
Price T Rowe Associates INC /Md/
4.5%
23.5M
$744.0M
+8.0%
State Street Corp
4.5%
23.5M
$742.9M
+2.9%
Geode Capital Management, LLC
3.0%
15.6M
$490.7M
-4.9%
Jpmorgan Chase & CO
2.0%
10.7M
$332.8M
+22.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Ledbetter Samuel Craig
officer: SVP Chief Supply Chain Officer
2026-08-08
Sell
28
$936
Ledbetter Samuel Craig
officer: SVP Chief Supply Chain Officer
2026-08-05
Buy
9K
$305168
Ledbetter Samuel Craig
officer: SVP Chief Supply Chain Officer
2026-08-05
Buy
2K
—
DAHL AMY E
officer: SVP General Counsel
2026-08-05
Buy
14K
—
DAHL AMY E
officer
2026-08-05
Other
0
—
Ordus John P
officer: EVP Chief Stores Officer
2026-08-06
Buy
2K
—
Ordus John P
officer: EVP Chief Stores Officer
2026-08-06
Buy
6K
$204603
Estep Jonathan S
officer: EVP Chief Merchandise Officer
2026-08-06
Buy
794
—
What you'll find
Next Tractor Supply Co. (TSCO) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Tractor Supply Co. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Tractor Supply Co. (TSCO)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Tractor Supply Co.'s next earnings date?
Tractor Supply Co.'s (TSCO) next scheduled earnings date is Oct 22, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Tractor Supply Co. (TSCO) beat or miss earnings?
In Q2 FY2026, Tractor Supply Co. (TSCO) posted in-line results — revenue of $4.5B versus the $4.6B estimate (-0.8% surprise) and EPS of $0.81 versus $0.82 expected (-1.0% surprise). Magnisto decodes every Tractor Supply Co. (TSCO) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Tractor Supply Co. beat earnings estimates?
Over its last 8 reported quarters, Tractor Supply Co. (TSCO) beat Wall Street EPS estimates 0 times, most recently a in-line result in Q3 FY2026. Magnisto tracks every Tractor Supply Co. (TSCO) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Tractor Supply Co. stock move after earnings?
Over its last 8 quarterly reports, Tractor Supply Co. (TSCO) moved an average of ±5.3% the day after earnings — ranging from -13.1% (Q2 FY2026) to +5.7% (Q3 FY2026). The stock rose after 2 of those 8 reports and fell after 6. Heading into its next report on Oct 22, 2026, options-implied volatility is pricing in a move of roughly ±14.6% (derived). Magnisto tracks the realized post-earnings move for every Tractor Supply Co. (TSCO) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Tractor Supply Co.?
Institutions hold about 69.6% of Tractor Supply Co.'s (TSCO) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.0%), Invesco Ltd. (6.6%), Vanguard Capital Management LLC (6.5%). Magnisto lists Tractor Supply Co.'s (TSCO) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Tractor Supply Co. (TSCO)?
In the most recent Form 4 filings Magnisto tracks, Tractor Supply Co. (TSCO) insiders recorded 10 purchases and 1 sale — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Tractor Supply Co. (TSCO) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Tractor Supply Co. (TSCO), anchored to the current $35.83 share price, so you can weigh the bull, base and bear cases for Tractor Supply Co. side by side.
Is Tractor Supply Co. (TSCO) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Tractor Supply Co. fits your own thesis and risk profile. This is research, not investment advice.