Tractor Supply's Q2 Earnings and Analyst Expectations

Tractor Supply Company (TSCO) is a rural lifestyle retailer operating over 2,300 stores across 49 states. Shares have outperformed the broader market over the past year, surging 15.9%. In 2025, TSCO stock is up 15%, compared to the SPX’s 8.7% rise. Analysts expect EPS to grow 2.9% to $2.10 in the current fiscal year. The consensus is a "Moderate Buy" based on 15 "Strong Buy" ratings, one "Moderate Buy," 14 "Holds," and one "Strong Sell."

Tractor Supply Company (TSCO) has experienced robust growth over the past year, with its stock surging 15.9% compared to the broader market's 14.3% rise. This performance is particularly notable as TSCO's stock has outperformed the S&P 500 Index ($SPX) over the past year and in 2025, with a 15% gain versus the SPX’s 8.7% rise [3].

Analysts remain optimistic about TSCO's prospects. The consensus rating is a "Moderate Buy," based on 15 "Strong Buy" ratings, one "Moderate Buy," 14 "Holds," and one "Strong Sell." For the current fiscal year, ending in December, analysts expect TSCO's EPS to grow 2.9% to $2.10 [3].

TSCO's strong performance is underpinned by its robust financial indicators. The company reported revenue of $4.44 billion for the second quarter of 2025, up 4.5% year-over-year, and an EPS of $0.81, slightly above estimates. Comparable store sales increased by 1.5%, driven by higher transaction volumes and an increase in average ticket size. Gross profit rose by 5.4% to $1.64 billion, and margins expanded to 36.9%. The company also added 24 new Tractor Supply and 2 Petsense stores during the quarter [3].

TSCO's dividend policy has been a key factor in its long-term success. The company has raised its dividend consecutively for the last 16 years, with a current dividend yield of 1.48%. Over the last 10 years, TSCO has paid approximately $4.21 in dividends per share, contributing significantly to total returns for investors. If you had invested $10,000 in TSCO stock 10 years ago, your investment's value could have grown to $36,715, including stock price appreciation and dividends [2].

TSCO's impressive ROE (Return on Equity) of 44% highlights its efficient use of capital. The company's ROE is higher than the industry average of 17%, indicating that it generates significant profits relative to its shareholder investments. This high ROE has likely contributed to the company's modest 7.8% net income growth over the past five years [1].

TSCO's strong performance, robust financial indicators, and positive analyst outlook make it an attractive investment option for growth-focused investors. The company's consistent dividend growth and efficient use of capital are additional factors that contribute to its long-term appeal.

References:
[1] https://finance.yahoo.com/news/tractor-supply-companys-nasdaq-tsco-110013649.html
[2] https://finance.yahoo.com/news/invested-10k-tractor-supply-stock-120105044.html
[3] https://www.strattoncoop.com/news/story/34295523/what-are-wall-street-analysts-target-price-for-tractor-supply-stock