Tractor Supply (TSCO) reported $3.72 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 7.2%. EPS of $0.49 for the same period compares to $0.45 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.72 billion, representing a surprise of +0.07%. The company delivered an EPS surprise of +2.08%, with the consensus EPS estimate being $0.48.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Tractor Supply performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Comparable store sales (decrease)/increase: 3.9% versus 3.1% estimated by eight analysts on average.
- Number of stores - Petsense: 206 compared to the 210 average estimate based on six analysts.
- Number of stores - Tractor Supply: 2,364 compared to the 2,358 average estimate based on six analysts.
- Number of stores: 2,570 versus 2,568 estimated by six analysts on average.
- Total Selling Square Footage: 40.25 Msq ft versus 40.40 Msq ft estimated by five analysts on average.
- Sales per selling square foot: $92.39 versus $92.09 estimated by five analysts on average.
- New stores opened - Tractor Supply: 29 versus the four-analyst average estimate of 22.
View all Key Company Metrics for Tractor Supply here>>>
Shares of Tractor Supply have returned -4.4% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Tractor Supply Company (TSCO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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