Tractor Supply Company (NASDAQ: TSCO) has reported its financial results for the fourth quarter and fiscal year 2025, as well as provided an outlook for fiscal year 2026.
In the fourth quarter of 2025, the company's net sales increased by 3.3% to $3.90 billion, with comparable store sales increasing by 0.3%. However, the diluted earnings per share (EPS) for the quarter were reported at $0.43, representing a decrease compared to the same period in 2024.
For the fiscal year 2025, net sales increased by 4.3% to $15.52 billion, with comparable store sales increasing by 1.2%. The diluted EPS for the fiscal year was reported at $2.06, representing a slight increase compared to fiscal 2024.
Looking ahead to fiscal year 2026, the company's outlook includes a projected net sales growth of 4% to 6% and a diluted EPS range of $2.13 to $2.23. Additionally, Tractor Supply Company plans to open approximately 100 new stores during the year.
In terms of capital returns to shareholders, the company repurchased approximately 2.2 million shares of its common stock for $117.5 million and paid quarterly cash dividends totaling $121.4 million in the fourth quarter of 2025. For the fiscal year 2025, the company repurchased approximately 6.6 million shares of its common stock for $360.8 million and paid quarterly cash dividends totaling $487.7 million.
The company's financial guidance for fiscal 2026 includes a range of key metrics, such as net income expected to be between $1.11 billion and $1.17 billion and a projected operating margin rate of 9.3% to 9.6%.
Tractor Supply Company operates 2,395 stores in 49 states, and as of December 27, 2025, it also operated 207 Petsense by Tractor Supply stores in 23 states.
The company's financial results and outlook reflect its continued focus on growth and strategic initiatives in the rural lifestyle retail sector. Following these announcements, the company's shares moved 0.55%, and are now trading at a price of $51.01. For more information, read the company's full 8-K submission here.
