TSCO · 10-Q · 2026Q3 · Full report
Net Income and Profitability
TRACTOR SUPPLY CO /DE/ · 2026-11-05 · Importance 48 · Surprise 40 · From source text
Third-quarter fiscal 2026 operating income decreased 10.2% to $307.7 million from $342.7 million a year earlier. Third-quarter net income declined 13.3% to $224.7 million, or $0.43 per diluted share, from $259.3 million, or $0.49 per diluted share. First-nine-month operating income fell 13.8% to $1.01 billion from $1.17 billion, while adjusted operating income declined 6.9% to $1.09 billion. Nine-month net income decreased 13.7% to $749.9 million, or $1.43 per diluted share; adjusted net income was $812.7 million, or $1.55 per diluted share.
Key facts
- First-nine-month fiscal 2026 operating income decreased 13.8% to $1.01 billion from $1.17 billion; adjusted operating income decreased 6.9% to $1.09 billion. source
- First-nine-month fiscal 2026 net income decreased 13.7% to $749.9 million, or $1.43 per diluted share, from $868.7 million, or $1.63 per diluted share; adjusted net income was $812.7 million, or $1.55 per diluted share. source
- Third-quarter fiscal 2026 operating income decreased 10.2% to $307.7 million from $342.7 million. source
- Third-quarter fiscal 2026 net income decreased 13.3% to $224.7 million, or $0.43 per diluted share, from $259.3 million, or $0.49 per diluted share. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | negative | realized | -4.1% | First-nine-month fiscal 2026 operating income decreased 13.8% to $1.01 billion from $1.17 billion; adjusted operating income decreased… |
| net_income | negative | realized | -3.0% | First-nine-month fiscal 2026 net income decreased 13.7% to $749.9 million, or $1.43 per diluted share, from $868.7 million, or $1.63 per… |
| operating_income | negative | realized | -0.9% | Third-quarter fiscal 2026 operating income decreased 10.2% to $307.7 million from $342.7 million. |
| net_income | negative | realized | -0.9% | Third-quarter fiscal 2026 net income decreased 13.3% to $224.7 million, or $0.43 per diluted share, from $259.3 million, or $0.49 per… |