TSCO · 8-K · 20261022PR000069
Guidance / Outlook
TRACTOR SUPPLY CO /DE/ · 2026-10-22 · Importance 47 · Surprise 6 · No source text
Tractor Supply reaffirmed fiscal 2026 net-sales growth guidance of 2.5% to 3.5% and comparable-store sales guidance of negative 1% to flat. The company forecast operating margin of 8.0% to 8.3% and adjusted operating margin of 8.5% to 8.8%. Fiscal-year net income guidance remained $930 million to $990 million, with adjusted net income of $990 million to $1.05 billion. Diluted EPS guidance was $1.78 to $1.88, and adjusted diluted EPS guidance was $1.90 to $2.00.
Key facts
- Fiscal 2026 net income guidance is $930 million to $990 million. source
- Fiscal 2026 adjusted net income guidance is $990 million to $1.05 billion. source
- Fiscal 2026 operating margin rate guidance is 8.0% to 8.3%. source
- Fiscal 2026 adjusted operating margin rate guidance is 8.5% to 8.8%. source
- Fiscal 2026 net sales guidance is growth of 2.5% to 3.5%. source
- Fiscal 2026 comparable store sales guidance is (1%) to flat. source
- Fiscal 2026 diluted EPS guidance is $1.78 to $1.88. source
- Fiscal 2026 adjusted diluted EPS guidance is $1.90 to $2.00. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +2.5% | Fiscal 2026 net sales guidance is growth of 2.5% to 3.5%. |
| net_income | unclear | committed | — | Fiscal 2026 net income guidance is $930 million to $990 million. |
| net_income | unclear | committed | — | Fiscal 2026 adjusted net income guidance is $990 million to $1.05 billion. |
| margin | unclear | committed | — | Fiscal 2026 operating margin rate guidance is 8.0% to 8.3%. |
| margin | unclear | committed | — | Fiscal 2026 adjusted operating margin rate guidance is 8.5% to 8.8%. |
| revenue | negative | committed | — | Fiscal 2026 comparable store sales guidance is (1%) to flat. |