Tractor Supply (TSCO) reported $3.9 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 3.3%. EPS of $0.43 for the same period compares to $0.44 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.01 billion, representing a surprise of -2.74%. The company delivered an EPS surprise of -7.37%, with the consensus EPS estimate being $0.46.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: 0.3% versus 2.7% estimated by eight analysts on average.
- Number of stores - Petsense: 207 compared to the 209 average estimate based on six analysts.
- Number of stores: 2,602 compared to the 2,596 average estimate based on six analysts.
- Number of stores - Tractor Supply: 2,395 versus 2,387 estimated by six analysts on average.
- Sales per selling square foot: $95.63 versus the five-analyst average estimate of $98.26.
- Total Selling Square Footage: 40.77 Msq ft compared to the 40.88 Msq ft average estimate based on five analysts.
- New stores opened - Tractor Supply: 31 versus the four-analyst average estimate of 21.
- New stores opened - Petsense: 1 compared to the 3 average estimate based on four analysts.
View all Key Company Metrics for Tractor Supply here>>>
Shares of Tractor Supply have returned +10.3% over the past month versus the Zacks S&P 500 composite's +0.8% 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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